Sempra: Focused Utility + Growth = Upside

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About: Sempra Energy (SRE)
by: Jefferson Ridge
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Jefferson Ridge
Long only, value, dividend investing, utilities
Summary

Sempra is California's premiere utility company.

Asset sales and acquisitions improve business mix.

100% of earnings from N. America by end of 2019.

Robust, regulated or contracted growth.

20% upside from here.

Sempra Energy's (SRE) California utilities have long been the darlings of California's regulated utilities at the Public Utilities Commission. But the great utilities were not given the credit they deserve because of the other