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maddynuke

maddynuke
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ADP, AEP, BMY, BWC, CCJ, CNX, CVX, D, DIA, DNN, DUK, DVY, ETR, EXC, FE, GVP, JCP, JNJ, KO, LEU, MRK, NLR, PEG, PLUG, SDY, SE, SLV, SLW, SO, SPY, URRE, UUUU, WEC, XLU, XOM, XRX
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  • Entergy: Under-Appreciated Utility With Yield And Growth Potential [View article]
    I would have hoped this article would have mentioned the nuclear plants ETR runs and owns in NY (Indian Point 2, 3) and others outside of its traditional territory, and the constant threat of plant closures due to local opposition. These plants provide merchant power and could impact the stock price, dividends etc.

    BTW, I own ETR stock. And my profile picture shows the IP site as viewed from the other side of the Hudson river.........
    Apr 23, 2015. 12:30 PM | 2 Likes Like |Link to Comment
  • The Ailing Economics Of Atomic Energy [View article]
    Nukecon....you are correct SCANA and TVA are in the process of building units.
    Apr 8, 2015. 04:41 PM | 1 Like Like |Link to Comment
  • Duke Energy: The Dark Side Of Solar Energy [View article]
    Again, you are very biased and misrepresenting data!

    Duke is a REGULATED utility so the states' utility commissions demand that Duke buy and use solar and wind power generated at resident's homes! This is not a "business" choice--it's a inflicted requirement!

    Duke is considering nuclear power plants, according to Steve Nesbit (Duke Power, Director of Nuclear Policy and Support) who explained Duke's approach for generating electricity in the future in Duke's territories ad a local American Nuclear Society Dinner meeting in DC. Please see this web site for his biographical information and presentations slides:
    http://bit.ly/1E09RuV
    Apr 7, 2015. 12:32 PM | Likes Like |Link to Comment
  • The Ailing Economics Of Atomic Energy [View article]
    By the way, Russia does not control the uranium market!!!! Most uranium comes from Canada (Denison mining) and US companies, Austrialia, and French company sources in Niger etc. Russia is merely required to blend down their high enrichment weapons uranium with natural uranium as part of the Megatons-to-Megawatts program here in the US and URENCO in Europe.

    Again you need to do your homework and not depend on Citigroup's biased opinion!
    Apr 7, 2015. 12:18 PM | Likes Like |Link to Comment
  • The Ailing Economics Of Atomic Energy [View article]
    You are very wrong!! First, the Nuclear Regulatory Commission (NRC) has NOT relaxed its regulation and oversight on nuclear power plants! Next, the nuclear fleet of 100 reactors is not retiring any time soon. In fact, many plants have already gotten 20 year extensions to their 40 year operating license, others have put in their licensing submittals to the NRC for 20 year extensions, and even one utility is considering asking for an additional 20 years beyond the 60 years operating license they have gotten from the NRC!

    You have misrepresented facts about why Duke is shutting down one of the Crystal River Reactors. It has nothing to do with natural gas, uranium prices etc. There was a flaw in the containment building where the steel reinforcement rods were delaminated from the concrete, so Duke decided that the repair costs, but mostly the NRC licensing process would be too costly!

    Finally, each reactor's state electricity regulatory system is different. Exelon has a "merchant" fleet that competes with natural gas plants. Southern on the other hand is a utility-service mode where the states of Georgia, AL etc. do not strand the capital costs or go through "prudency" nonsense. In fact Southern is BUILDING a new nuclear plant in GA, with plans to build the second one completing both before 2020.

    Before you spout off about nuclear power plants, utilities, etc. you need to do your homework!
    Apr 7, 2015. 12:14 PM | 3 Likes Like |Link to Comment
  • Why Did Utilities Fall 10%? Are They Undervalued Now? [View article]
    Yes electric utilities' stock behave somewhat like bonds, and the utility preferred are easily bond-like. BUT folks will always need electricity, and the regulated markets will keep them somewhat profitable. Bonds are tied to fed policy, but utilities growth, demand, profitability are tied to what is happening in their service regions.....so utilities are always "safer" since they have the ability to grow. Bonds do not "grow" or pay dividends per se. So I will always stick with utilities, vs. bonds.
    Mar 16, 2015. 12:02 PM | Likes Like |Link to Comment
  • There's No Value In Exelon [View article]
    Hardog,

    Yes PECO was bought out by EXC. You need to contact the EXC stockholder services to get the old PECO shares exchanged for EXC. BTW, it may be tax-free but you need to check!!!
    Mar 9, 2015. 04:03 PM | Likes Like |Link to Comment
  • There's No Value In Exelon [View article]
    I bought half of my EXC shares at $ 10 years ago, sold some when it hit over $50, and then bought more recently at $30. So this stock doesn't have value? Buy low sell high works every time.
    Mar 3, 2015. 05:48 PM | 1 Like Like |Link to Comment
  • Public Service Enterprise Group (PEG) Ralph Izzo on Q4 2014 Results - Earnings Call Transcript [View article]
    It is not a surprise that PEG is doing so well. Driving from MD to NJ, on 2/21, I could see the Hope Creek cooling tower's water vapor mist rising high from the Delaware Memorial Bridge, early that morning and later that day during the snow storm. Hope Creek and Salem 1 and 2 were pumping out the megawatts to the PEG customers and the DELMARVA power exchange, meeting the heavy demand for electricity during the wickedly cold weather. Izzo started at PEG the same year I started working there (1980), and his financial approach and prudence was very evident then too. (I left PEG in 1982, and I still have my PEG shares from the TRASOP, a precursor to 401K DRIP.). His rise to the top job at PEG and current financial savvy has served to make PEG a winning nuclear utility.
    Feb 24, 2015. 12:52 PM | Likes Like |Link to Comment
  • ConocoPhillips: 8 Key Takeaways From The Recent Quarter [View article]
    Why would you sell it at $ 66. It makes sense to BUY the stock NOW while the dividend yield is high, P/E very low, and the prices are soft? The dividend helps cushion the blow for those who bought at higher prices. How many companies with such a low P/E, high dividend have such good fundamentals and "value" in terms of reserves??
    Jan 29, 2015. 01:28 PM | 4 Likes Like |Link to Comment
  • Have We Reached The Point Of Irrational Exuberance In The Utilities Sector? [View article]
    Your graph showing consistent percentage rise in utility dividend rates vs. drops and changes in T-bills, and 10 year treasuries rates says it all. Utility stocks may not be "nifty fifty", sexing rising stocks, but they are safe investments with good dividends, better than the miserable treasury bonds, bills and long term vehicles.....

    So what if they seem overpriced now. Buy on the dips, and hold. XLU also is good option too. I bought MORE EXC when it dropped months ago, when folks considered it a dog, and look how nice it has appreciated. My nuclear utility stocks (D, DUK, SO, PEG, EXC, ETR, NEE, DTE, etc. have been great, especially over the passed year, and nice dividends too.

    Better to buy and hold utilities and get paid good dividends than to put funds into Treasury bills, 10 year bonds etc. especially because the US government is just printing money!! At least the utilities are making electricity, which everyone needs, and selling it with some profit!
    Jan 22, 2015. 12:38 PM | Likes Like |Link to Comment
  • A 2015 'Nuclear Renaissance' Should Fuel Solid Gains For Uranium Stocks [View article]
    Rogue: Just so you know. The U.S. may not be building any new fast reactors, which can either breed or burn plutonium depending on the fuel management method used, but CHINA, RUSSIA, INDIA, FRANCE and several other countries are running breeder (fast) reactors and building NEW ones aggressively. Japan has ceased running MONJU and JOYO and either unit may come back on-line soon enough. BTW, I am a nuclear engineer with years of experience at nuclear utilities, 8 years as a professor, and I now work as a US federal employee involved in nuclear reactor research.......
    Jan 15, 2015. 11:02 AM | Likes Like |Link to Comment
  • A 2015 'Nuclear Renaissance' Should Fuel Solid Gains For Uranium Stocks [View article]
    While Denison and Cameco are strong uranium miners, USEC went bust last year, and other uranium companies dropped off the graph. It may be better to use the uranium ETFs, of better, Van Eyk's uranium ETF, NLR to get exposure to these companies but have other parts of the nuclear industry balance the portfolo. Note that NLR never included USEC (phew!!) and has a large percentage in Cameco and theEuropean uranium market.
    Jan 14, 2015. 03:43 PM | Likes Like |Link to Comment
  • Don't Let Oil Pressure Affect Your Blood Pressure [View article]
    Any comments for COP? COP as a large oil company like XOM or CVX, may have a different trajectory.
    Jan 12, 2015. 02:13 PM | Likes Like |Link to Comment
  • Starting An Energy Baron Portfolio Today [View article]
    Your energy baron portfolio while heavy with oil stocks is missing key energy stocks, namely utilities (SO, D, DTE, EXC, ETR, DUK, PEG, NEE, etc.) especially Nuclear Utilities. Some of the oil stocks have natural gas components so this good too. Coal stocks have also been undervalued and should be considered as potential growth stocks. Safe drilling stocks like Schlumberger should be in the mix too.
    Dec 10, 2014. 01:01 PM | Likes Like |Link to Comment
COMMENTS STATS
316 Comments
273 Likes