11-06-2021, 09:08 AM
Did my quarterly DD and endured some utility conference calls. XEL is my first love but I remain most bullish on WEC. Mostly because they give solid guidance that becomes reality. They beat earnings and confirmed EPS growth and dividend growth in the 6-7% range for 2022. The are tracked by good analysts that ask the right questions. WEC management admitted the infrastructure bills will be lucrative, and they were NOT factored into company guidance for 2022 at all. They should have some solid earnings beats if both bills pass. They are basically sandbagging. I'll add shares if interest rates scare the shares down. If not I will probably add anyway. I love this UTE for the next 10 years. They have so many good things in motion and many have a green enough tilt.