Monthly Archives: January 2017

Page 36 of the February 1 issue of Fortune had an article discussing the amount  of cash US companies hold abroad, and what might happen if tax rules were changed to encourage more of the money to come home. (see article here)  I mentioned this issue back in a December 31 blog post (see here), bu

Only one mention of utilities in this weekend's Barron's, in the Q&A column on page 27. (see here)  This was an interview with David Kotok, who owns a money-management firm in Florida.  In the article he said he was worried about utilities because of their sensitivity to rising interest rates,

Page 71 of the January 14th issue of The Economist had an article discussing the building of high voltage direct current electric transmission lines (HVDC).  (Article can be found here)  As discussed in the article, HVDC is an efficient way to deliver large amounts of power over long distances, an

There was a front page story in today's Wall Street Journal (see here), discussing the pressures sell-side analysts face to give positive ratings to the companies  they follow.  Analysts compensation is often influenced by the number of management meetings they can arrange for clients.  The artic

On page 18 of this weekend's issue, Barron's reviewed the performance of their 2016 picks.  (see here)  One thing that is interesting to note is there was not a single utility in this list.  One explanation could be the big run that the group had early in the year.  Also, the threat of higher in

The Speaking of Dividends column on Page 30 of this weekend’s Barron’s (see here) discussed companies in the S&P 500 that have free cash flow (FCF) yields higher than their dividend yields. I thought I would recreate the table shown with the article, but show the results for all of the utili

Page B1 of yesterday’s Wall Street Journal (online version here) and page 28 of the December 26 issue of Bloomberg Businessweek (online version here) contained articles discussing the difficulties US nuclear generators are having in today's low cost natural gas environment.  The WSJ article shows