Deep Dives - Utilities & Power

Date Ticker Title Vertical Rating (at time of publication)
04.03.2020 CMS
  • Utilities & Power: Spotlight Chart Book: Taking a look at 2008/2009
  • Utilities & Power N/A
    04.01.2020 CMS
  • Utilities & Power: New quarter, new targets
  • Utilities & Power N/A
    03.26.2020 EIX
  • Utilities & Power: Bond blow-out lowers risk of Cali ROE reset
  • Utilities & Power Buy
    03.25.2020 SRE
  • SRE: What equity overhang?
  • Utilities & Power Hold
    03.24.2020 CMS
  • Utilities & Power: Chart of the Day - Spotlight on liquidity
  • Utilities & Power Buy
    03.20.2020 SRE
  • SRE: What if?
  • Utilities & Power Hold
    03.19.2020 NRG
  • Utilities & Power: Chart of the Day - Commodity virus reaches ERCOT
  • Utilities & Power Buy
    03.19.2020 CMS
  • Utilities & Power: Pension pressure points
  • Utilities & Power N/A
    03.13.2020 CMS
  • Utilities & Power: Yields behaving badly
  • Utilities & Power N/A
    03.11.2020 CMS
  • Utilities & Power: Not as pricey as they look?
  • Utilities & Power N/A
    03.10.2020 NRG
  • Utilities & Power: Testing times in Texas
  • Utilities & Power N/A
    03.09.2020 PEG
  • PEG: Staying on the sidelines
  • Utilities & Power Hold
    03.05.2020 SRE
  • SRE: Gearing up for Investor Day
  • Utilities & Power Hold
    03.03.2020 NRG
  • NRG: Better entry point
  • Utilities & Power Buy
    02.29.2020 VST
  • VST: Sticking to the plan
  • Utilities & Power Buy
    02.28.2020 EIX
  • EIX: Plenty to think about
  • Utilities & Power Buy
    02.27.2020 SRE
  • SRE: Full steam ahead
  • Utilities & Power Hold
    02.27.2020 NRG
  • NRG: Our thoughts on today's call
  • Utilities & Power Hold
    02.27.2020 PEG
  • PEG: Plenty of questions, answers to follow
  • Utilities & Power Hold
    02.25.2020 DUK
  • DUK: Puts and takes
  • Utilities & Power Buy
    02.24.2020 VST
  • VST: Don't give up on Curt's cash flow machine
  • Utilities & Power Buy
    02.24.2020 SRE
  • SRE: Simpler SRE offers unique, differentiated portfolio
  • Utilities & Power Hold
    02.24.2020 NEP
  • NEP: Best in class YieldCo, valuation to match
  • Utilities & Power Hold
    02.24.2020 PEG
  • PEG: Overhangs cloud outlook; strategy rethink warranted?
  • Utilities & Power Hold
    02.24.2020 NRG
  • NRG: Transformation delivered
  • Utilities & Power Hold
    02.24.2020 NEE
  • NEE: Even excellence has a price
  • Utilities & Power Sell
    02.24.2020 EXC
  • EXC: Uncertainty reigns
  • Utilities & Power Hold
    02.24.2020 ETR
  • ETR: Back on the high quality short list
  • Utilities & Power Hold
    02.24.2020 EIX
  • EIX: Meanwhile in Southern California ...
  • Utilities & Power Buy
    02.24.2020 DUK
  • DUK: Attractive risk/reward; ACP downside priced in
  • Utilities & Power Buy
    02.24.2020 DTE
  • DTE: Still zigging while others zag
  • Utilities & Power Hold
    02.24.2020 CMS
  • CMS: Paying up for consistency
  • Utilities & Power Buy
    02.24.2020 CMS
  • Utilities & Power: Spotlight's back on!
  • Utilities & Power N/A

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