Core Insights - Chesapeake Utilities Corporation celebrated the five-year anniversary of its Safety Town training facility, emphasizing its commitment to safety, education, and community collaboration [1][2][3] Training and Community Engagement - Since its launch in 2020, Safety Town has trained over 1,200 emergency response personnel and hosted more than 200 employee training events, reaching over 50 fire departments and municipalities [2][3] - The facility offers hands-on training experiences, including certifications in various safety protocols such as excavation, leak investigation, and CPR/AED/First Aid [3][5] Charitable Contributions - The company made a charitable contribution of $10,000 to the Delaware Volunteer Firefighter Association to support its scholarship fund, highlighting its community involvement [4] Safety Culture and Commitment - Safety Town is described as a commitment to the safety and resilience of communities, equipping first responders and employees with essential skills for critical situations [5] - Chesapeake Utilities Corporation operates another Safety Town facility in DeBary, Florida, furthering its safety culture and industry leadership [5]

Company Overview - Eversource Energy, previously known as Northeast Utilities, operates in the energy delivery sector, providing electricity and natural gas to residential, commercial, and industrial customers in Connecticut, New Hampshire, and Massachusetts [11]. Stock Performance - Eversource Energy is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid performance [12]. - The company has a Value Style Score of B, supported by attractive valuation metrics, including a forward P/E ratio of 13.74, which may appeal to value investors [12]. Earnings Estimates - In the last 60 days, three analysts have revised their earnings estimates upwards for Eversource Energy, with the Zacks Consensus Estimate increasing to $4.73 per share [12]. - The company has demonstrated an average earnings surprise of +2.9%, suggesting a positive trend in earnings performance [12]. Investment Consideration - With a strong Zacks Rank and favorable Value and VGM Style Scores, Eversource Energy is recommended for investors' consideration [13].

Investment Rating - The report indicates a "sell" signal triggered by a cash level of 3.9%, which is below the threshold of 4.0% [19][90]. Core Insights - The August Global Fund Manager Survey shows the highest bullish sentiment since February 2025, with 68% of investors predicting a soft landing for the global economy [3][7]. - There is a notable rotation in asset allocation, with a shift from European equities to emerging markets, which now holds a net 37% overweight position, the highest since February 2023 [5][26]. - The sentiment regarding AI's impact on productivity is strong, with 55% of investors believing that AI is already boosting productivity [75][79]. Summary by Sections Macro & Policy - 68% of investors predict a soft landing, while only 5% are positioned for a hard landing [3][7]. - Rate cut optimism is at its highest since December 2024, with 54% of respondents expecting the next Fed Chair to resort to quantitative easing or yield curve control [3][46]. Risks - The primary tail risk identified is a trade war triggering a global recession, cited by 29% of investors [54][61]. - The perception of inflation risks has increased, with 27% of investors concerned about inflation preventing Fed rate cuts [61]. Asset Allocation - Global equity allocation is at a net 14% overweight, the highest since February 2025, with a significant rotation towards utilities and energy sectors [5][20]. - A record 91% of investors view US stocks as overvalued, while emerging markets are seen as undervalued by a net 49% [67]. Crypto & Gold - Only 9% of investors have exposure to crypto, with an average allocation of 3.2%, while 48% have exposure to gold, averaging 4.1% [6][71]. - The total portfolio exposure to crypto is just 0.3%, and to gold is 2.2% after adjusting for those without allocations [6][71]. Investor Sentiment - The overall sentiment regarding the global economy has slightly deteriorated, with a net 41% of investors expecting a weaker economy in the next 12 months [36][97]. - Expectations for higher inflation have risen, with a net 18% of investors anticipating an increase in global CPI [42][100]. AI Perception - 52% of investors do not believe that AI stocks are in a bubble, while 41% think they are [79]. - The belief that AI is already increasing productivity has grown from 42% to 55% since July [75].

Electricite de France SA was forced to shut four atomic reactors after a swarm of jellyfish clogged up filter drums at its Gravelines power plant https://t.co/ntrB38Yd7Q ...

Core Insights - Constellation Energy Corporation (CEG) is leveraging its diverse clean energy portfolio, particularly its nuclear units and expertise in energy trading, to capitalize on the growing demand for clean energy, driving revenue growth and profitability [1][3][8] Group 1: Wholesale Energy Market Dynamics - In wholesale energy markets, competing generators offer their output to retailers, fostering innovation and customer choice through competition [2] - CEG manages market volatility and provides consistency and efficiency, helping customers achieve their environmental goals by having direct access to the entire energy value chain [3][4] Group 2: Competitive Position - CEG is the leading source of wholesale energy in the U.S. for utilities, municipal cooperatives, and energy retailers, with a carbon-free electricity fleet and over 32,400 megawatts of owned generation capacity [4] - CEG operates the third-largest wholesale energy trading desk in the U.S., which enhances its market position [8] Group 3: Financial Performance and Estimates - The Zacks Consensus Estimate indicates an EPS increase of 8.88% for 2025 and 25.83% for 2026 year over year [7] - CEG shares have appreciated by 79.2% over the past year, outperforming the industry growth of 67.7% [8][12] Group 4: Valuation Metrics - CEG is trading at a premium with a forward 12-month price-to-earnings ratio of 30.73X compared to the industry average of 21.91X [10]

Core Viewpoint - Brookfield Infrastructure is presented as an ideal investment for those seeking a combination of high dividend yield and rapid growth, currently offering a 4.3% yield while maintaining a strong growth trajectory in dividend payments [3]. Company Overview - Brookfield Infrastructure operates a diverse portfolio of utility, energy, transport, and data-related assets, which are essential for daily operations across various sectors [5]. - Approximately 85% of the company's funds from operations (FFO) are derived from regulated utility businesses and long-term contracts, making it a reliable income source for investors [6]. Dividend Growth - The company has consistently raised its dividend by 8% annually over the past 12 years, with the latest payout ratio at 68% of FFO, indicating a sustainable growth in dividend payments [7][8]. - Adjusted for foreign exchange, the second-quarter FFO increased by 9% year-over-year, aligning with the company's long-term growth expectations [8]. Growth Opportunities - Brookfield Infrastructure benefits from its parent company, Brookfield Asset Management, which has raised $97 billion in capital over the past year, providing ample opportunities for asset acquisition [10]. - The company recently acquired 5,500 miles of pipelines with a capacity of 2.5 million barrels per day, expecting to recoup its investment within seven years [11]. - Brookfield Infrastructure has a capital recycling program, successfully selling developed assets, such as a stake in its U.K. ports operation for $385 million, yielding a 19% internal rate of return [12]. Management and Strategy - With access to around 2,500 investment professionals from Brookfield Asset Management, the company is well-positioned to navigate the alternative-asset landscape and achieve growth within the expected range of 5% to 9% [13].

Germany’s grid regulator is investigating a potential instance of gas market manipulation and warned that the event may raise energy bills for consumers https://t.co/865Q3FJf44 ...

Core Viewpoint - The First Trust Utilities AlphaDEX Fund (NYSEARCA: FXU) is an ETF that aims to provide investors with exposure to the utilities industry through an enhanced index strategy [1] Group 1: Fund Overview - The First Trust Utilities AlphaDEX Fund is indexed to the StrataQuant Utilities Index, which is designed to enhance investment returns in the utilities sector [1] Group 2: Analyst Background - Michael Del Monte is a buy-side equity analyst with over 5 years of experience in the investment management industry, having previously worked in professional services across various sectors including Oil & Gas, Midstream, and Information Technology [2]

Group 1: BanColombia (CIB) - BanColombia is Colombia's largest bank by assets and has the largest market share in deposit products and loans [1] - The Zacks Consensus Estimate for BanColombia's current year earnings has increased by 1.9% over the last 60 days [1] - BanColombia has a dividend yield of 12.2%, significantly higher than the industry average of 3.3% [1] Group 2: Tsakos Energy Navigation Ltd (TEN) - Tsakos Energy Navigation is a leading provider of international seaborne crude oil and petroleum product transportation services [2] - The Zacks Consensus Estimate for Tsakos Energy Navigation's current year earnings has increased by 86.2% over the last 60 days [2] - Tsakos Energy Navigation has a dividend yield of 5.8%, compared to the industry average of 2.1% [2] Group 3: National Grid Transco (NGG) - National Grid Transco operates in the international energy delivery business, focusing on regulated electricity and gas industries [3] - The Zacks Consensus Estimate for National Grid Transco's current year earnings has increased by 6.3% over the last 60 days [3] - National Grid Transco has a dividend yield of 5.7%, which is above the industry average of 3.3% [3]

Symbion Power is proposing a 140-megawatt power plant and transmission lines along the border of Democratic Republic of Congo and Rwanda if the two countries can implement a recent US-backed peace agreement https://t.co/9Kpf6Emxr0 ...