08-18-2015, 11:47 PM
NRG is probably the deep bargain in the utility sector. However you have to be comfortable with non-GAAP cash flows. If you are, the earnings yield is in the teens. Also be aware that they are only an independent power producer, and they don't own a transmission network with regulated ROE like most utilities.
On the other hand, there is ITC (which I own) that is pure play high voltage transmission (no generation).
On the other hand, there is ITC (which I own) that is pure play high voltage transmission (no generation).