On July 12th NRG announced a plan that included the sale of many assets. These asset sales also created speculation that NRG might consider buying Dynegy. Below is a new viz I created examining the power plants of the two companies.
The viz can also be viewed directly on Tableau Public here.
I've decided to stop publishing reports. It just takes more time than I thought it would, and there are so many other things to do. Hopefully there will be the occasional blog post, but I'm going to put more focus on my work with Boiling Point Resources. Thanks to the people who read the piece
Read MoreThis week's Barron's showed utilities some love, with two of them, Sempra (SRE) and NextEra Energy (NEE), discussed in the cover article on dividend paying stocks that could be used for some defensive positioning. (See article here.) The article says that if the Fed is not going to raise rates i
Read MorePage 46 of this week's issue of Businessweek had a large article on PG&E. (See here) Lots of good information on the company's history and problems. There is one nuance of the situation that the article seemed to miss. The article discusses the work PG&E has done with renewables, and a
Read MoreI finally got the second issue of BHUR out the door today. This one discuses items in Warren Buffet's annual letter that relate to Berkshire's utility business, as well as a review of the Berkshire 10-k. I also take a look at Electricity North West, a UK utility up for sale that is adjacent to B
Read MoreThis week Garnet Research releases a new monthly newsletter: Berkshire Hathaway Utility Review. The utility business at Berkshire Hathaway (BRK) has grown considerably since BRK acquired MidAmerican Energy in 2000. Warren Buffet likes the stable regulated returns that utilities offer. This new
Read MoreToday's blog from RBN Energy discussed the outlook for natural gas at the end of this winter. (See post here.) A lot of the issues in today's RBN blog are related to the natural gas discussion I had in my last SeekingAlpha article. (See November 2018 Utility Review) The RBN article helps show
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