Seeking Alpha published my review of September’s utility performance today. (You can find the article here.) This month represents a change in my Utility Stats Monthly publication. Now the monthly commentary on utility stocks which had previously been in Utility Stats Monthly, will only be available on Seeking Alpha. The 50+ pages of charts and tables about utilities will still be included in each monthly issue.
Seeking Alpha and Utility Stats Monthly
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8
Jul 2019
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Changes
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
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15
May 2019
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Barron’s-Dividend Stocks article
This 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
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5
Mar 2019
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Businessweek PG&E article
Page 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
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1
Mar 2019
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New Issue of Berkshire Hathaway Utility Review
I 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
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22
Jan 2019
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New Product: Berkshire Hathaway Utility Review
This 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
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13
Dec 2018
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Natural Gas Outlook
Today'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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