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American Electric Power: Unmatched Reach Make It A Buy
Seeking Alpha· 2025-12-07 15:57
Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group emphasizes high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Group 1 - The service offers investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The investment strategy incorporates GARP (growth at a reasonable price) to identify defensive stocks with steady and growing businesses [2] Group 2 - The group provides a free two-week trial for potential investors to explore its income-focused portfolios [1] - The focus on dependable monthly income aligns with the needs of investors seeking portfolio diversification and inflation protection [2]
Why Constellation Energy Stock Flopped on Friday
The Motley Fool· 2025-12-05 22:39
Core Viewpoint - Constellation Energy reached a settlement with the U.S. Department of Justice regarding its $16 billion acquisition of Calpine, which involved divesting certain assets to address regulatory concerns [1][2][3] Group 1: Settlement Details - The settlement requires Constellation to divest four electricity-generating assets in the Mid-Atlantic region and two natural gas-fired facilities located in Pennsylvania and Texas, along with a minority stake in a similar Texas plant [3] - The Federal Energy Regulatory Commission initially approved the deal with conditions, which included the divestiture of specific assets [3] Group 2: Market Reaction - Following the announcement of the settlement, Constellation's stock experienced a decline of over 2%, indicating investor dissatisfaction with the compromise [1][4] - Despite the sell-off, the combined entity of Constellation and Calpine is expected to be a significant player in the energy sector, with a compelling investment profile [5] Group 3: Company Perspective - CEO Joe Dominguez expressed satisfaction with the settlement, emphasizing the potential for growth and innovation that the merger would bring [4] - The combined company is projected to have a strong market presence, although it will have slightly fewer assets than initially anticipated [5]
Fermi America Executes Electric Service Agreement with Southwestern Public Service Company, a Subsidiary of Xcel Energy, Securing Up to 200 MW of Power
Prnewswire· 2025-12-05 21:30
AMARILLO, Texas, Dec. 5, 2025 /PRNewswire/ -- Fermi Americaâ"¢ (Nasdaq & LSE: FRMI) today announced a signed, definitive Electric Service Agreement (ESA) with Southwestern Public Service Company (SPS), a subsidiary of Xcel Energy, to provide up to 200 megawatts (MW) of electrical capacity to Fermi's 11 GW Project Matador Campus. Under the terms of the ESA, and applicable tariffs, Xcel Energy's SPS subsidiary will begin delivering 86 MW of electrical capacity in January 2026, eventually ramping up to 200 MW. ...
Powering Brighter Futures: AEP Texas Foundation Awards $75,000 for Youth Art Education in Port Aransas
Globenewswire· 2025-12-05 21:00
PORT ARANSAS, Dec. 05, 2025 (GLOBE NEWSWIRE) -- The AEP Texas Foundation has awarded a $75,000 grant to the Port Aransas Art Center to fund Creative Horizons: A Young Artists Initiative, a two-year arts education program for teenagers ages 14-18. The program incorporates hands-on workshops, participation in Art Center classes, mentorship from teaching artists, opportunities to exhibit work, and structured volunteer experiences designed to introduce students to arts administration and community engagement. C ...
Georgia Power says it needs a huge increase in power capacity to meet data center demand
Yahoo Finance· 2025-12-05 19:40
ATLANTA (AP) — With data centers flooding into Georgia, utility regulators face a big decision: Should they let Georgia Power Co. spend more than $15 billion to increase its electricity capacity by 50% over the next six years to serve computer complexes? Or could the utility overbuild and stick other ratepayers with the bill? It would be one of the biggest build-outs in the U.S. to meet the insatiable electricity demand from developers of artificial intelligence. The largest subsidiary of Atlanta-based So ...
P/E Ratio Insights for Southern - Southern (NYSE:SO)
Benzinga· 2025-12-05 19:00
Looking into the current session, Southern Inc. (NYSE:SO) shares are trading at $87.17, after a 0.18% drop. Over the past month, the stock decreased by 4.67%, but over the past year, it actually spiked by 3.39%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. How Does Southern P/E Compare to Other Companies?The P/E ratio measures the current share price to the company's EPS. It ...
Constellation reaches agreement with US Department of Justice for Calpine acquisition
Reuters· 2025-12-05 18:56
Utility Constellation Energy said on Friday it has reached a resolution with the U.S. Department of Justice on the conditions required to complete the previously announced $16.4 billion acquisition of... ...
5 Stocks to Sell for the New Year
Benzinga· 2025-12-05 18:29
Core Viewpoint - As the holiday season approaches, investors are advised to review their portfolios and consider dropping underperforming stocks before the end of the year [1] Group 1: Target Inc. - Target has struggled in 2025, consistently missing expectations despite resilient consumer spending [2] - The company reported a 2.7% decline in comparable sales for fiscal Q3 2026 and lowered its full-year EPS guidance to $7 to $8 per share [2] - Analysts have issued 11 price reductions for Target's stock following its recent conference call, indicating a lack of confidence in its recovery [2][4] Group 2: Deere and Co. - Deere has faced significant challenges due to the trade war, with an expected tariff headwind of over $1.2 billion before taxes in 2026 [5] - Despite beating revenue and EPS estimates in fiscal Q4 2025, the company provided muted guidance due to ongoing sales headwinds [5][7] - The stock has struggled to gain momentum, facing resistance at the 200-day SMA and showing signs of declining momentum [7] Group 3: Tesla Inc. - Tesla's stock is highly volatile, trading at over 300 times earnings and facing declining vehicle sales in Europe and competition in China [8] - The expiration of the EV tax credit and lower emission standards in the U.S. are additional headwinds for the company [8] - Technical indicators suggest that Tesla shares may be approaching a new resistance level, with potential downside if they fail to break through [10] Group 4: United Parcel Service Inc. - UPS is facing challenges from tariff policies and a significant drop in volume from Amazon, which was down over 21% in Q3 [11] - Despite beating earnings expectations, the company provided tepid guidance, indicating ongoing struggles [11][13] - The stock has encountered resistance at the 200-day SMA, with multiple technical signals pointing to potential downside [13] Group 5: Vistra Corp. - Vistra reported a significant earnings miss for Q3 2025, missing revenue projections by over 23% [14] - The company is facing pressure from volatile natural gas prices and currently trades at high valuation multiples [14][16] - Technical indicators show a bearish trend, with the stock dipping below the 50-day SMA and a potential plunge below the 200-day SMA looming [16]
OGE's Long-Term Growth Supported by Robust Capex & Renewable Expansion
ZACKS· 2025-12-05 18:11
Core Insights - OGE Energy Corp. is positioned for stronger long-term performance through ongoing capital investments, carbon-reduction initiatives, and a robust renewable generation portfolio [1] - The company is expanding its renewable portfolio to capture incentives from large clean-energy investments [2] - OGE Energy plans to invest $6.50 billion from 2025 to 2029 to upgrade infrastructure and enhance grid reliability [3] - The company expects long-term earnings growth of 5-7% and aims to reward shareholders with steady dividend hikes [4] - Supply-chain disruptions and rising production costs pose risks to OGE Energy's project timelines [5][6] - OGE Energy's share price has increased by 2.8% over the past year, compared to the industry's 18.9% growth [7] Factors Supporting OGE Energy - The company operates several wind farms with a total capacity of nearly 450 MW and solar sites with 32.2 MW as of December 31, 2024 [2] - OGE Energy offers voluntary renewable programs for Oklahoma retail customers and plans to add more zero-emission resources [2] - The planned capital spending of $6.50 billion represents a 4% increase from the previous five-year plan of $6.25 billion [3] Challenges Facing OGE Energy - Supply-chain disruptions due to raw material inflation, logistical challenges, and component shortages may delay construction and equipment deliveries [5] - Rising electricity production costs, driven by increased fuel prices and inflation, have led to an 11% year-over-year surge in fuel, purchased power, and transmission expenses in Q3 2025 [6] Share Price Performance - OGE Energy's shares have risen 2.8% in the past year, while the industry has seen an 18.9% growth [7]
Hagens Berman: Oregon Lawsuit Alleging Nitrate-Polluted Groundwater Filed Against Power Company and Dairy Manufacturer
Businesswire· 2025-12-05 17:08
PENDLETON, Ore.--(BUSINESS WIRE)--Oregon residents represented by attorneys at Hagens Berman, Bliven Law Firm and Heenan & Cook today filed a new lawsuit accusing Portland General Electric Company (PGE) and Columbia River Processing LLC, subsidiary of Tillamook County Creamery Association, of contaminating groundwater in northeast Oregon with dangerous levels of nitrates, associated with significant health problems. "As stated in our lawsuit, we believe the willful continuation of this contamination of the ...