03-27-2021, 03:46 AM
Thanks for the replies so far.
With utilities, XEL certainly looks good. Do you guys have any opinions about SRE? I noticed it during my own utility search but didn't have time to read much on it yet. Looks like high growth for a utility and a pretty low valuation. There are no renewables in there but from what it looks like it's also more focused on distribution rather than generation. (and a lot of LNG infrastructure too)
This will be a work in progress for a while since the amounts are so small that it just doesn't make sense to buy more than 1-2 companies per month.
But I'll keep you guys updated once further decisions are made.
With utilities, XEL certainly looks good. Do you guys have any opinions about SRE? I noticed it during my own utility search but didn't have time to read much on it yet. Looks like high growth for a utility and a pretty low valuation. There are no renewables in there but from what it looks like it's also more focused on distribution rather than generation. (and a lot of LNG infrastructure too)
This will be a work in progress for a while since the amounts are so small that it just doesn't make sense to buy more than 1-2 companies per month.
But I'll keep you guys updated once further decisions are made.