(05-07-2020, 11:15 AM)kblake Wrote: bought WFC, GD, FRT, MO, PM and BRK.B
I'm still holding 48% cash for other opportunities
(03-03-2021, 01:48 PM)EricL Wrote:Might be the best major regulated UTE deal at the moment. Most of the 4% yielders have anemic growth rates year after year and/or no renewables game. Get you some before Cramer has the CEO on his show for the 5th time.(03-03-2021, 12:27 PM)vbin Wrote:(03-03-2021, 12:24 PM)EricL Wrote:Thanks Eric I started a small position. Going to look into it a bit more before adding more.(03-03-2021, 11:56 AM)vbin Wrote: Anyone owns SRE here? It's started trading below 15 pe recently after staying over valued for long. Looks like a good candidate to research.
I own it and agree it is looking good. 3.8% yield and 14.5 PE with a recent 5.3% dividend increase.
Do you own FE too? Seems like undervalued due to bribery news?
I do not own FE.
Utilities that I own are AWK, D, NEE, SRE, WEC, and XEL.
You might want to take a look at AEP as well. Trades at a 3.9% yield iouwith 5-6% projected annual growth.

EDIT: Too late, Cramer had AEP CEO on shortly before or after I typed this. He is getting predictable.
