(12-24-2020, 12:46 PM)vbin Wrote:(12-24-2020, 12:39 PM)EricL Wrote: I finished updating my utility sector watch list with 2021 earnings estimates, recent dividend increases, and new dividend growth projections for 28 companies.Thank you Eric. Did you look at pcg by any chance? It looks very interesting right now. Some big names have taken big stakes recently. They have the state fund available now in case emergencies like wild fires. Thoughts?
Includes a link to a downloadable PDF with all of the info in table form.
Many utilities are down 20%, so there are starting to be some decent buys now.
Link: https://dgiforthediy.com/watch-lists/uti...atch-list/
Merry Christmas!
Merry Christmas.
I wouldn't touch it and I'm not just trying to debate. There are a lot of quality Utes that have dipped 10% or more. This basket of my investment dollars is not where I look for unnecessary risk. I'd much rather take that risk to a different sector with more upside potential, potentially explosive upside. I have dabbled in marginal UTEs like PPL in the past. While I made money trading it, quality UTEs is where I prefer to be. Core positions and selling puts when they pull back a few times a year. All of my utility holdings are on Eric's watchlist with the exception of ALE. ALE is the only one I intentionally trade some around a core position. There are days I am the only options activity so it takes some patience to trade a covered call or put but the premiums are good since the utility is a little more volatile than most. I'm not really certain why it is as it's a solid old UTE and it isn't like there is much news very often.
Now I better check Eric's update. It's one of my favorite ongoing blogs/watchlist. Thanks.