Electric Utilities
Utilities' Valuation Millstone
Even though the S&P 500 roared ahead by nearly 50% over the last three years, the traditionally low beta slow-growth Utilities sector outperformed during that powerful upswing. Nevertheless, today Utilities seldom look attractive by active managers and calls to overweight the sector are scarce.
Casinos & Gaming Go Bust
Electric Utilities and Specialty Stores are this week's best groups. Oil & Gas Exploration & Prod. and Casinos & Gaming are this week's worst groups.
Paper & Forest Products Wipe Up The Competition
Electric Utilities and Paper & Forest Products are this week's best groups. Household Products and Leisure Products are this week's worst groups.
Electric Utilities Lose Power
Oil & Gas Exploration & Production and Oil & Gas Drilling were this week's best groups. Electric Utilities and Multi-Utilities were this week's worst groups.
Industry Groups To Avoid
Currently, the Unattractive range of our GS Scores is characterized by two themes, commodity-oriented groups and high dividend groups.
Electric Utilities: Time to Power Up
Electric utilities are being activated this month as an initial 7.5% equity portfolio position.
Client Questions
Three questions that seem to be coming up quite frequently these days: Is it time to buy electric utilities? What do we think about the telephone utilities? Inflation sensitive stocks - what do we do now?
Nuclear Utilities…..Stay Away
The biggest financial burden may not be the skyrocketing costs of plants under construction. The eventual costs of decommissioning the now operating plants may be even greater.
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