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rgperrin

rgperrin
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  • Exelon - Making Good Strategic Decisions [View article]
    Equity Watch: S&P Capital said that it expects Exelon and Pepco formally to call off the merger in the near future. Yet you appear hopeful that the merger will close. Are there reasons for your optimism, reasons, that is, beyond the known positives of the proposed merger?

    Thank you.

    Long, long-time long on Pepco, medium-term long on Exelon
    Sep 4, 2015. 06:51 PM | Likes Like |Link to Comment
  • Emera to purchase TECO Energy in $10.4B deal [View news story]
    Wow, it's been several minutes since the news broke, and, believe it or not, I still haven't been contacted by a single law firm about a potential lawsuit against TECO's management for breach of fiduciary duty, for example, not pursuing the best possible terms.

    After Southern's buyout of AGL Resources was announced, I was contacted by no fewer than thirteen law firms within forty-eight hours. The first two or three came within minutes of the announcement.

    Is the lapse this time around attributable to timing--that is, now is the beginning of the Labour Day weekend? I'm really mystified.
    Sep 4, 2015. 05:36 PM | 2 Likes Like |Link to Comment
  • Bank Of America's Sweeping Declines - A New Chance To Cash Out [View article]
    Right, Mr. Dion. Investment choices, like dating choices, are always relative, meaning analyses and comparisons (between or among possibilities) are made and decisions (final choices) eventually reached. It's a process subject to refinement and change (including reversals of previous positions) along the way.
    Sep 4, 2015. 03:02 PM | 2 Likes Like |Link to Comment
  • Exelon nuclear plants clear latest PJM auction [View news story]
    This appears to be good news for Exelon, which certainly can use some good news these days. Yes?
    Sep 1, 2015. 08:24 PM | 2 Likes Like |Link to Comment
  • Con Edison downgraded to Hold from Buy at Argus [View news story]
    Good call.
    Aug 28, 2015. 12:26 PM | Likes Like |Link to Comment
  • Bottled water on course to outsell soda by 2017 [View news story]
    With the easing of drug laws, perhaps the answer to saving Coca-Cola from dwindling cola sales is to return to the truly original formula, that is, the one that includes a little cocaine. :)
    Aug 28, 2015. 10:42 AM | 2 Likes Like |Link to Comment
  • Why Chevron Is At $69 A Share [View article]
    Wow, what a resounding indictment of Chevron's management! I think I'll not venture here, but keep all my eggs (for the oil industry) in the one basket of Exxon Mobil.
    Aug 27, 2015. 12:30 PM | 3 Likes Like |Link to Comment
  • CenturyLink taking on $3B in federal funds for rural broadband [View news story]
    What a good question!
    Aug 27, 2015. 10:33 AM | Likes Like |Link to Comment
  • Misguided, Flawed D.C. PSC Decision Will Not Derail The Exelon-Pepco Merger [View article]
    Thank you for your commendable analysis.

    It's hard to avoid being politically incorrect. But suffice it to say that given the culture of the city and the make-up and ideological bias of the commission, the decision (an Alice-in-wonderland verdict before weighing any evidence) was not altogether surprising.

    -In at $19 a share in 1989 and hoping to live long enough to break even in inflation-adjusted dollars.
    Aug 27, 2015. 10:30 AM | 2 Likes Like |Link to Comment
  • Is The Pepco Merger Finally Going To Close? [View article]
    Right--it's never too late to learn.

    On the "sweet-lemon perspective," it's not all bad for those of us who are "long" on Pepco. There's still the dependable dividend (generally 5% or more, depending on when purchases were made), the company's prospects may be slowly improving, and, of course, there are no insulting federal and state capital-gain taxes to pay on phony gains, that is, gains that wouldn't even cover inflation from the time(s) of purchase (the late 1980s in my case).

    In sum, I'm trying to be of good cheer when the opposite would seen warranted.
    Aug 26, 2015. 01:09 PM | Likes Like |Link to Comment
  • Bank Of America: Think About It, This Bank Is Currently A Long-Term Buy [View article]
    "Chair person"?
    Aug 26, 2015. 11:36 AM | Likes Like |Link to Comment
  • I Own Southern Company And AGL Resources - Now What Do I Do? [View article]
    Wise choice, SanDiegoNonSurfer. Choosing to be happy when the opposite is an equally justifiable choice is an important part of a prescription for a longer life. (Of course, avoiding the known risks of surfing helps, too.)
    Aug 25, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • I Own Southern Company And AGL Resources - Now What Do I Do? [View article]
    Excellent analysis. I (and no doubt thousands of others) have already been contacted by no fewer than five law firms about a possible class-action lawsuit on behalf of AGL shareholders who, arguably, could have expected better terms than those negotiated by AGL's board.
    Aug 25, 2015. 12:29 PM | 3 Likes Like |Link to Comment
  • PJM utilities show some resiliency amid market rout [View news story]
    I only wish I understood what it mean (bad news? good news? no difference?) that "three Exelon plants do not clear capacity auction." I'm guessing that the news is bad.
    Aug 24, 2015. 02:53 PM | Likes Like |Link to Comment
  • Windstream expands fixed wireless offering to Philadelphia [View news story]
    And yet the company's common stock is down another 5.4% today--as is, that is, the time of this optimistic announcement.
    Aug 19, 2015. 02:00 PM | Likes Like |Link to Comment
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