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Investing Topics: Income Insights

More Deals on the Horizon for Exelon?

By Roger S. Conrad on Apr. 19, 2016
Although Exelon could be forgiven for swearing off future deals after enduring a painfully drawn-out approval process for its acquisition of Pepco, the management team has expressed an appetite for another merger. If the company completed due diligence on an alternative acquisition, a follow-up deal could come sooner than you might expect.  

The Sun is Setting on SolarCity Corp, But Renewable Energy is for Real

By Roger S. Conrad on Feb. 22, 2016
SolarCity Corp continues to lose more money with each incremental sale. Meanwhile, electric utilities can leverage their low cost of capital, existing customer relationships and ability to recover capital expenditures in rate base to spur adoption of renewable energy.

Solar Power: Not a Death Knell for Utilities

By Roger S. Conrad on Nov. 10, 2015
After the first day of presentations and meetings at the Edison Electric Conference's 50th Annual Financial Conference, one theme stands out: increasing adoption of solar power doesn't sound the death knell for regulated electric utilities. In fact, this would-be disruptor creates a huge growth opportunity for incumbent power producers.

It Pays to Stick with Utility Stocks

By Roger S. Conrad on Sep. 5, 2015
The Dow Jones Utilities Average has been under pressure since late January 2015, when concerns about the Federal Reserve raising interest rates gave investors a reason to take profits and put the brakes on a rally that had pushed the index to a record high. Although utility stocks caught a bid in early July, recent weakness in the broader market has hit the sector, leaving the index at roughly the same level as a year ago.

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