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Two New Nukes

by Roger S. Conrad on December 23, 2011

in Utility Stocks

The Nuclear Regulatory Commission has approved plant designs for two new nuclear power plants in the Southeast US.

It’s not official, but there’s no reasonable expectation for any kind of meaningful action as long as politicians are lining up for November 2012. Until then it’s de facto government shutodown time.

Entergy Corp (NYSE: ETR) and ITC Holdings (NYSE: ITC) have executed a deal to merger their high-voltage electricity transmission operations.

Accidents will happen, and energy companies have to build these costs into their business models. It’s the unintended consequences of good-intentioned legislators and regulators that create unexpected costs, eventually for consumers.

The Brad Pitt starrer “Moneyball,” based on financial journalist Michael Lewis’ book of the same name, provides a useful starting point for understanding how the US wireless market stacks up.

Fundamental strength of the underlying business is the most important factor, but chart-watching can be useful for dividend investing.

Dividend investing is about what happens on the ground rather than the view from 30,000 feet. Rembember that this earnings season.

Focusing on high-quality dividend-paying stocks makes the drama unfolding in Europe simply another episode in a long-runing saga of antagonistic politician-financier relations.

Appearing at investor conferences is a great way to get in touch with what subscribers are thinking about their portfolios. Here’s a compilation of questions and answers gathered during my recent travels.

Dividend-paying stocks haven’t tracked movements in benchmarks such as the 10-year US Treasury yield for about three years. Here’s what that means for income investors.

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