5 Green Utilities
November 11, 2008
Environmentally friendly; Go Green; Carbon Cap; Global Warming. What do these phrases have in common? They are all used in commentary in regards to the global movement towards clean energy and environmental stability. It was a sticking point in President-elect Barack Obama’s campaign as well as a hot topic among the populous in the United States and most other developed nations. What does this mean for businesses and corporations, particularly utility companies? Read more
Equitable Resources Earnings Follow Up
October 28, 2008
I wrote an article a little over a month ago titled Mid-Cap, Large Potential about Equitable Resources Inc. [: , ()] and why I am so attracted to this natural gas company. (If you haven’t read that article, it can be found here: http://www.bullishbankers.com/mid-cap-large-potential ). Equitable is engaged in natural gas production, distribution, gathering and processing, transmission in storage. It is the largest operator in the Appalachian region and has more than 2.7 trillion cubic feet of proven reserves. The main reasons for my attraction that I stated in that article were its strong financial numbers and how it has positioned itself for great growth moving forward. Read more
A High Voltage Utility: Southern Company
October 24, 2008
A lot has happened in the markets in the past two weeks. From the biggest one week drop in history two weeks ago, to the best day in history on last Monday. Then, just as things appeared to have calmed down with a relatively mild day on Tuesday, the Dow suffered an 8% hit on Wednesday. I’m sure that if you are reading this article, you have most likely been following the markets and are well aware of all of this already. Read more
Inside Exelon’s NRG Bid
October 21, 2008
Before the opening of yesterday’s bell, the United States’ largest utility company, Exelon Corp. [EXC: 51.76, +1.19 (+2.35%)] made an unsolicited offer to buy NRG Energy [NRG: 21.64, +0.04 (+0.19%)] for $6.2 billion or $26.43 a share. The deal, a stock for stock bid, has a fixed exchange ratio of 0.485 EXC shares for each NRG share and represents a 36.7% premium to NRG’s closing price last Friday. After Exelon’s conference call and a few hours to digest, here are some of the pros and cons of the proposal. Read more
Piedmont’s Success In A Down Market
October 20, 2008
This year has been nothing but negative in the equity markets. As of October 17th, year to date The Dow is down 31.9% and the S&P 500 Index is down 34.68%. The last two weeks have been the most volatile of all, and it is impossible to know when the markets will settle. So, if I were to tell you Read more
Exelon, A Radiant Comeback Story?
September 29, 2008
Plain and simple, there is only one word that describes the decline of Exelon Corp [[EXC]. Wow. The largest utility company in the United States by market cap has seen its stock price depreciate nearly 17% and that includes a 625 basis point jump last Friday. The Wal-Mart of the utility sector, if you will, Exelon was seen as the poster company in the sector. Slow-growth, stable company, comfortable dividend. It had it all. Read more
Sempra Energy: California Bliss
September 13, 2008
The recent volatility in commodity prices has made investing in many utility companies a lackluster and mundane decision. As “spark spreads” sector wide have diminished, so too have stock prices and shareholder value. That does not mean, however, that there are not investment opportunities in today’s utility sector. What it does mean is it takes a diversified utility company with revenue sources outside of electrical distribution to withstand the fluctuations in commodity prices. Read more
Pickens Plan: The Future of Wind Power
September 11, 2008
T. Boone Pickens, the legendary oil tycoon with the Oklahoma accent, is at it again. And if history tells us anything, Pickens will succeed, again. As the founder and chairman of BP Capital Management, one of the nation’s most successful energy-oriented investment funds, and founder of Mesa Power, T Boone Pickens is “blowing” his ventures in a new direction, WIND. Earlier this summer, Pickens unveiled his plan, “Pickens Plan”, a renewable energy initiative focused on bringing wind energy to the forefront Read more
Electric Utilities: A Victim of Commodities
September 3, 2008
As it becomes more apparent that the economy has slipped into a recession we historically have seen investors flock towards equities that present the three S’s: stability, sustainability and 
safety. Markets teetering in and out of bear market territory rarely are comprised with many investors bullish on banks with sub prime issues or companies tied to a housing bubble. However, a sector typically seen as a safety net in a time of economic turmoil, the utilities’ sector, has come upon its own fair share of hardship, in particular the old mainstay electric utilities. This array of stable but slow growth companies known for comfortable dividend yields has mirrored the sluggish performance of the markets as a whole. Read more
Bulls Love Water, Longterm Water Ideas
August 27, 2008
Water, unarguably the most precious natural resource in the world is attracting
investors who find its longterm scarcity attractive. There has been an increasing concern about the future of fresh water supplies used in a wide variety of applications from farming to bathing. The environment is shaping up favorably for companies involved in water management, treatment, and distribution. Read more
 
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