Regulated Utility
Tagged analyses
ETRGulf-coast regulated utility riding a once-in-a-generation industrial load wave at fair price.
Hold · 2026-05-04
CMSQuality Michigan utility, but priced for fantasy growth at 2.4x intrinsic value.
Avoid · 2026-05-03
CEGLargest U.S. nuclear fleet at 2.2x intrinsic value is a hope trade, not an investment.
Avoid · 2026-05-05
DPure-play Virginia data-center utility at 16x intrinsic value — pass.
Avoid · 2026-05-04
CNPA leveraged Texas wires monopoly priced for perfection at 1.67x intrinsic value.
Trim · 2026-05-03
EDA fine New York utility at almost twice intrinsic value — pass.
Avoid · 2026-05-04
EVRGA regulated Kansas-Missouri utility selling at a 41% discount to base intrinsic value.
Hold · 2026-05-04
PEGCapital-hungry regulated utility priced for growth it cannot earn.
Avoid · 2026-05-04
EIXCheap on rate base, but California wildfire risk caps the upside.
Hold · 2026-05-04