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George Fisher

 
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  • 3 Utility Stocks To Consider Now [View article]
    Don,

    I have written a few articles about EXC and recommend it for those utility investors with a bit of a speculative twinge and patience to wait for a turn in nat gas pricing.

    M* believes in a turn in power markets in the NE/Mid-Atlantic as 2 situations take hold - higher nat gas and more coal plant closings. The most recent PJM 3-yr auction process has electricity pricing higher out to 2017/2018
    Aug 28 08:19 AM | Likes Like |Link to Comment
  • Geothermal Power Producers - Lowest Levelized Cost, Base Load Compatible And A 100-Year History [View article]
    Dr Scholl,

    You may be interested in the linked article from the Union of Concerned Scientists. I found it a bit enlightening

    http://bit.ly/1p8NIye
    Aug 27 03:19 PM | Likes Like |Link to Comment
  • Geothermal Power Producers - Lowest Levelized Cost, Base Load Compatible And A 100-Year History [View article]
    Dr Scholl,

    Nice to hear from you again, and thanks for reading. I appreciate adding this information to the discussion. The link provided is also a wealth of information as a starting point for research on geothermal waste.
    Aug 27 09:12 AM | Likes Like |Link to Comment
  • Geothermal Power Producers - Lowest Levelized Cost, Base Load Compatible And A 100-Year History [View article]
    fish,

    Thanks for reading and posting the link to the article. It seems this is an important turning point for the country, and adds to the interest in the industry.
    Aug 26 08:52 PM | 1 Like Like |Link to Comment
  • Geothermal Power Producers - Lowest Levelized Cost, Base Load Compatible And A 100-Year History [View article]
    eric,

    Thanks for reading and posting your comments. HTM, US Geothermal, trades at $0.67 a share, and EBITDA, according to management, is expected to be in the $15 million to $18 million range for 2014 and 2015. For SA, I try to refrain from overspeculative stocks that trade under $1.00
    Aug 26 02:49 PM | 1 Like Like |Link to Comment
  • Diversify Your Income Portfolio With Allianz [View article]
    Uncle,

    I own Power Corp as well and prefer POW over PWF. Here is my thoughts from a March 22 blog posting.

    http://bit.ly/1vAg7mk
    Aug 24 09:22 AM | Likes Like |Link to Comment
  • Duke Energy - Buy For Income And Income Growth, But Not For Value [View article]
    DS,

    Thanks for reading and posting your kind comments. DUK may be one of those stocks that does not get into the bargain bin very often.
    Aug 22 09:09 PM | Likes Like |Link to Comment
  • Duke Energy - Buy For Income And Income Growth, But Not For Value [View article]
    rip,

    Thanks for the update. I wrote this article on the 20th, submitted it on the 21st and it was published on the 22nd. I find it interesting that DYN won out, and this purchase by DYN was about half of a $6 billion acquisition program announced today. Man, have these guys come a long way for bankruptcy.

    I think the proceeds will go to share buybacks and to reduce debt (which will then increase over the next few years).
    Aug 22 09:07 PM | Likes Like |Link to Comment
  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    Chuck,

    Great combination of long-term dividend payers and fastgraphs. Thanks for the article.
    Aug 21 09:40 PM | Likes Like |Link to Comment
  • Exelon: Buy The Dip [View article]
    martin,

    "Are other utilities immune from the forces that are causing EXC to underperform?"

    The correct answer is "yes", and their past performance is in many cases worse than EXC. Below is a quote from an article about the merchant power business:

    "The merchant power sector has a much checkered past. Seemingly, much like the airlines industry, large merchant power producers cycle in and out of bankruptcy.

    Calpine has a large capacity of natural gas-fired generation and filed for bankruptcy in 2005 when natural gas skyrocketed to $12/MMBtu.
    Dynergy recently exited bankruptcy and was plagued by high cost, declining demand and low electricity revenues.
    NEG was liquidated in Chapter 7 in 2004 due to serious debt problems after borrowing heavily to expand its natural gas-fired capacity.
    GenOn was created after Mirant, exiting from bankruptcy after being spun out of Southern Company, merged with the merchant power business of Reliant.
    NRG went through its own bankruptcy in 2004.
    In Oct 2013, NRG decided to acquire Edison Mission Energy, a subsidiary of Edison International (NYSE:EIX) for a purchase price of $2.64 billion. The buyout will add nearly 8,000 megawatt MW of capacity to NRG Energy's generation portfolio and diversify its generation portfolio.

    From an article last Nov http://seekingalpha.co...
    Aug 19 05:38 PM | 1 Like Like |Link to Comment
  • Exelon: Buy The Dip [View article]
    It's Electric

    Thanks for reading and posting your comments.
    Aug 19 04:52 PM | Likes Like |Link to Comment
  • Exelon: Buy The Dip [View article]
    Robin,

    Thanks for your kind words. Your rephrasing is right on point. I appreciate your reading and posting your comments.
    Aug 19 04:51 PM | Likes Like |Link to Comment
  • Avista: Fully Valued Utility With Adequate Income And Acquisition Potential [View article]
    cymbalta,

    Thanks for reading and I'm glad you found it useful
    Aug 18 07:15 PM | Likes Like |Link to Comment
  • Avista: Fully Valued Utility With Adequate Income And Acquisition Potential [View article]
    DS,

    Thanks for reading and posting your comments. It looks like the dividend growth rate has cooled a bit but is still above long-term expectations for inflation
    Aug 18 07:14 PM | Likes Like |Link to Comment
  • Exelon: Buy The Dip [View article]
    jay,

    Thanks for reading and posting your comments.
    Aug 18 04:33 PM | Likes Like |Link to Comment
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