| 09.25.2020 |
ETR
|
ETR: Playing up the transition narrative
|
Utilities & Power |
Hold |
|
| 09.24.2020 |
ETR
|
ETR: First take: Growth update largely as expected ... but with higher bill inflation and equity needs
|
Utilities & Power |
Hold |
|
| 09.23.2020 |
EIX
|
EIX: Bring on the best estimate
|
Utilities & Power |
Buy |
|
| 09.22.2020 |
EIX
|
Utilities & Power: CPUC meeting preview; EIX and SRE items on deck;PD issued for PCG interim rates
|
Utilities & Power |
N/A |
|
| 09.20.2020 |
CMS
|
Utilities & Power: Utility Spotlight: September gains; BP bets big on clean integration; thoughts on NEE equity units
|
Utilities & Power |
N/A |
|
| 09.16.2020 |
CMS
|
Utilities & Power: Day trip to Lansing, 2020-style
|
Utilities & Power |
N/A |
|
| 09.15.2020 |
NEE
|
NEE: Raising the bar on renewables strength
|
Utilities & Power |
Hold |
|
| 09.07.2020 |
VST
|
VST: Catching up with Curt; virtual meeting notes
|
Utilities & Power |
Buy |
|
| 09.01.2020 |
CMS
|
Utilities & Power: Spotlight Chart Book: Fed shift steps up inflation headwinds; CA CCM update; new quarterly heat map
|
Utilities & Power |
N/A |
|
| 08.27.2020 |
EXC
|
EXC: Status quo off the table
|
Utilities & Power |
Buy |
|
| 08.26.2020 |
EIX
|
EIX: Charge Ready PD ... Take 2
|
Utilities & Power |
Buy |
|
| 08.26.2020 |
EIX
|
EIX: CPUC meeting preview; two SCE projects on deck
|
Utilities & Power |
Buy |
|
| 08.20.2020 |
CMS
|
CMS: Gas settlement holds ROE steady, defers next filing
|
Utilities & Power |
Buy |
|
| 08.10.2020 |
DUK
|
DUK: Rebasing for ACP; holding the line on equity
|
Utilities & Power |
Buy |
|
| 08.08.2020 |
PCG
|
PCG: Probation conditions adopted
|
Utilities & Power |
Buy |
|
| 08.07.2020 |
NRG
|
NRG: Factoring in Direct
|
Utilities & Power |
Buy |
|
| 08.06.2020 |
SRE
|
SRE: Buyback surprise defuses lack of 2021 raise
|
Utilities & Power |
Hold |
|
| 08.05.2020 |
VST
|
VST: Delivering on resiliency; September update in focus
|
Utilities & Power |
Buy |
|
| 08.04.2020 |
EXC
|
EXC: Cost savings accelerated
|
Utilities & Power |
Buy |
|
| 08.03.2020 |
CMS
|
CMS: Back on track
|
Utilities & Power |
Buy |
|
| 08.02.2020 |
PEG
|
PEG: Strategic wind shift
|
Utilities & Power |
Hold |
|
| 07.31.2020 |
PEG
|
PEG: Fossil assets on the block
|
Utilities & Power |
Hold |
|
| 07.30.2020 |
PCG
|
PCG: Getting back on track
|
Utilities & Power |
Buy |
|
| 07.30.2020 |
PCG
|
PCG: First impressions; outlook largely as expected
|
Utilities & Power |
Buy |
|
| 07.29.2020 |
ETR
|
ETR: Much cleaner quarter
|
Utilities & Power |
Hold |
|
| 07.28.2020 |
EIX
|
EIX: Timing tempers 2Q; FY outlook firmed up
|
Utilities & Power |
Buy |
|
| 07.28.2020 |
DTE
|
DTE: Executing well as sales headwinds fade
|
Utilities & Power |
Hold |
|
| 07.26.2020 |
NEE
|
NEE: Calling time on our Sell rating
|
Utilities & Power |
Hold |
|
| 07.26.2020 |
NEP
|
NEP: Delivering on yield and growth
|
Utilities & Power |
Hold |
|
| 07.24.2020 |
NRG
|
NRG: Going Direct
|
Utilities & Power |
Buy |
|
| 07.23.2020 |
EIX
|
Utilities & Power: Chart of the Day - California CCM revisited
|
Utilities & Power |
Buy |
|
| 07.19.2020 |
CMS
|
Utilities & Power: 2Q preview and mark; weather to help mitigate COVID pressures; headroom a growing concern
|
Utilities & Power |
N/A |
|
| 07.17.2020 |
EXC
|
EXC: Cleaning up an Illinois overhang
|
Utilities & Power |
Buy |
|
| 07.17.2020 |
PCG
|
PCG: CAL FIRE pins Kincade on PG&E lines; AB 1054 cost recovery and wildfire fund mechanics revisited
|
Utilities & Power |
Buy |
|
| 07.06.2020 |
DUK
|
DUK: Recalibrating for ACP; reiterating Buy
|
Utilities & Power |
Buy |
|
| 07.01.2020 |
CMS
|
Utilities & Power: Spotlight Chart Book: Inflation headwinds; relative P/E through a longer lens; record yield spreads
|
Utilities & Power |
N/A |
|
| 06.26.2020 |
PCG
|
PCG: Final pieces of the exit puzzle
|
Utilities & Power |
Buy |
|
| 06.24.2020 |
PCG
|
PCG: Come on down; initiating Buy with $14 PT
|
Utilities & Power |
Buy |
|
| 06.15.2020 |
CMS
|
CMS: On the road with Rejji
|
Utilities & Power |
Buy |
|
| 06.12.2020 |
VST
|
EE/MI, E&I, Utilities & Power: Utility T&D Panel Discussion with ETN, FE and PWR
|
Utilities & Power |
N/A |
|
| 06.11.2020 |
PEG
|
PEG: BPU advances efficiency framework
|
Utilities & Power |
Hold |
|
| 06.11.2020 |
NRG
|
NRG: Catching up with Kirk
|
Utilities & Power |
Buy |
|
| 06.09.2020 |
PEG
|
PEG: Virtual meeting notes; utility target raised
|
Utilities & Power |
Hold |
|
| 06.05.2020 |
CMS
|
Utilities & Power: Chart of the Day - Demand recovery gaining momentum
|
Utilities & Power |
Buy |
|
| 06.01.2020 |
CMS
|
Utilities & Power: Spotlight Chart Book: Green Shoots
|
Utilities & Power |
N/A |
|
| 05.29.2020 |
NRG
|
NRG: New segments showcase integrated model
|
Utilities & Power |
Buy |
|
| 05.22.2020 |
SRE
|
SRE: Mexico rule change presents new wrinkle
|
Utilities & Power |
Hold |
|
| 05.21.2020 |
HUBB
|
EE/MI - Utilities & Power: T&D Capital Spending Outlook
|
Utilities & Power |
N/A |
|
| 05.13.2020 |
NRG
|
Utilities & Power: ERCOT CDR - Coronavirus Edition
|
Utilities & Power |
N/A |
|
| 05.12.2020 |
DUK
|
DUK: Catching the efficiency bug
|
Utilities & Power |
Buy |
|
| 05.12.2020 |
ETR
|
ETR: With a little help from Uncle Sam ...
|
Utilities & Power |
Hold |
|
| 05.11.2020 |
EXC
|
EXC: Guidance de-risked; Upgrade to Buy
|
Utilities & Power |
Buy |
|
| 05.07.2020 |
NRG
|
NRG: Integrated outlook affirmed
|
Utilities & Power |
Buy |
|
| 05.07.2020 |
PEG
|
PEG: De-risking our ROE assumption
|
Utilities & Power |
Hold |
|
| 05.06.2020 |
VST
|
VST: Cash flow still flowing
|
Utilities & Power |
Buy |
|
| 05.04.2020 |
SRE
|
SRE: Multi-faceted beat; guiding higher
|
Utilities & Power |
Hold |
|
| 05.04.2020 |
PEG
|
PEG: Small things that add up
|
Utilities & Power |
Hold |
|
| 05.03.2020 |
CMS
|
Utilities & Power: Spotlight Chart Book: Double-digit discount
|
Utilities & Power |
N/A |
|
| 05.01.2020 |
EIX
|
EIX: No net impact
|
Utilities & Power |
Buy |
|
| 04.30.2020 |
EIX
|
Utilities & Power: Chart of the Day - Lower yields turn spotlight back on Cali ROEs
|
Utilities & Power |
Buy |
|
| 04.29.2020 |
DTE
|
DTE: Whatever it takes
|
Utilities & Power |
Hold |
|
| 04.28.2020 |
CMS
|
CMS: Certainty in short supply
|
Utilities & Power |
Buy |
|
| 04.23.2020 |
NEP
|
NEP: Same portfolio, longer runway
|
Utilities & Power |
Hold |
|
| 04.23.2020 |
NEE
|
NEE: Powering through
|
Utilities & Power |
Sell |
|
| 04.20.2020 |
MMM
|
Vertical Research Partners: Trading Pairs from VRP Research Team
|
Utilities & Power |
N/A |
|
| 04.20.2020 |
CMS
|
Utilities & Power: First quarter preview; outlooks in the spotlight as Street takes wait-and-see attitude on numbers
|
Utilities & Power |
N/A |
|
| 04.14.2020 |
CMS
|
Utilities & Power: Life after COVID; themes to consider
|
Utilities & Power |
N/A |
|
| 04.09.2020 |
CMS
|
Utilities & Power: Spotlight on demand
|
Utilities & Power |
N/A |
|
| 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 |
|
