Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

As Power Markets Improve, NRG Energy Can Better Leverage Its Assets

There is a chance that independent power producer NRG Energy (NYSE:NRG) can offer investors the best of both worlds. NRG's management quality has served it well through tough market periods, as the company has executed good deals to improve its market positioning and capital structure. Now, it may be approaching a period where its operating assets can outperform on the back of higher gas prices and tight capacity in key markets like Texas.

One Of The Largest In The Game

With the addition of Edison Mission, NRG will have more than 53GW of electrical capacity in operation, making it one of the largest independent players in the country. Almost half of the company's capacity is fired by natural...

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