Scottish Power plc (SPI)

All Comments on SPI

  • commenter
    Barton449
    Apr 15 06:26 PM
    Wind Energy Stocks - A Quick List [view article]
    Who are the large turbine manufacturers? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on SPI
    Is this a buy or a sell? Reply
  • commenter
    Geoff
    Considine
    Jun 28 01:06 PM
    My Website
    Unique Diversification Benefits of Utilities [view article]
    The Climate Prediction Center (CPC) of NOAA has issues its forecasts for this summer:

    www.cpc.ncep.noaa.gov/...

    They show generally warmer than normal conditions on both coasts. This will benefit utilities' earnings. I noted that Accuweather's Joe Bastardi has a similar analysis--probably he got a lot of his ideas from the CPC guidance. Even if this does not occur, it is quite possible that the forecasts alone will drive up the near-term prices of the major electrical utilities. This does happen.     Reply
  • commenter
    Geoff
    Considine
    May 16 12:15 PM
    My Website
    Unique Diversification Benefits of Utilities [view article]
    Nice point--I will consider this for future analysis.

    Warren Buffett invests heavily in utilities and insurance--probably at least partly for these reasons. Mr. Buffett tends to speak disparagingly of quantitative measures but his portfolio seems to exploit these effects--se my articles on analyzing BRK's holdings with Monte Carlo, for example.     Reply
  • commenter
    Tristan
    Yates
    May 16 02:21 AM
    My Website
    Unique Diversification Benefits of Utilities [view article]
    Great article. I wonder how insurance compares? That industry is also weather dependent and relatively inelastic. Reply
  • commenter
    Josh Stern
    Jan 18 11:40 PM
    Selling Scottish Power: Like Their U.S. Cousins, European Utilities Now Also Overpriced [view article]
    "With p/e ratios roughly equal to that of the general market, I think utilities in the US are vastly overvalued. "

    Compared to the general market, utilities pay higher dividends, have a greater financial "moat" around them, have less risk of bankruptcy, and participate in markets that are among the most likely to exhibit organic growth. Perhaps, like casual dining stocks, they are just no longer out of fashion. Disclosure: I am long the Cohen and Steers Select Utility Fund ETF - ticker UTF - which trades at over 14% discount to its NAV and pays over 5% dividends (dividend is enhanced by both the discount and leverage).     Reply
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