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Polaris Global Equity Composite Q3 2025 Commentary
Seeking Alpha· 2025-10-20 06:25
miniseries/E+ via Getty Images 2025 2025 2025 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 YTD QIII QII QI 1 Yr 3 Yrs 5 Yrs 10 Yrs Since 9/30/1984 Polaris Global Equity Composite (net of fees) 18.53% 5.04% 8.37% 4.12% 11.69% 19.44% 13.65% 9.58% 10.95% Polaris Global Equity Composite (gross of fees) 18.96% 5.17% 8.50% 4.25% 12.24% 20.03% 14.21% 10.1 ...
10 Best Beaten Down Dividend Stocks to Buy Right Now
Insider Monkey· 2025-10-17 04:52
In this article, we will take a look at some of the best beaten-down dividend stocks.Dividend-paying stocks have traditionally been a reliable source of income for investors, though their performance has recently lagged. Since the start of 2025, the S&P 500 Dividend Aristocrats Index has gained just over 2.5%, compared with nearly 13% for the broader market.Howard Silverblatt, Senior Index Analyst at S&P Dow Jones Indices, noted that dividend growth remained slow in the third quarter o ...
Entergy Corporation: Solid Growth Prospects, But Stock May Have Gotten Ahead Of Itself
Seeking Alpha· 2025-10-08 12:45
At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!We are currently offering ...
More Than Dividends: 3 Surprising Stocks in FDVV
ETF Trends· 2025-09-05 18:15
Core Insights - Investors are increasingly looking to dividends for current income, especially during uncertain times, with ETFs providing efficient options for income generation [1] - The Fidelity High Dividend ETF (FDVV) has shown strong performance potential alongside its income stability, with a year-to-date return of 10.89% [2][3] ETF Performance - FDVV charges a low fee of 16 basis points and tracks the Fidelity High Dividend Index, focusing on a smaller group of large- and midcap dividend providers [2] - The fund has a distribution yield of 2.97% and a 30-day SEC Unsubsidized Yield of 2.78% as of August 25, indicating its ability to provide current income [3] Notable Stocks - The Hershey Co. (HSY) has delivered an 8.6% return year-to-date, with a return on equity of 34.6% and a year-over-year revenue growth of 26% [4] - AES Corp. (AES) has seen a significant return of 29.7% over the last three months, following a 5.6% year-to-date performance, highlighting its appeal in the utilities sector [5] - Citigroup (C) has achieved a 34.4% return year-to-date, supported by a five-year revenue growth of 10.55% [6] Investment Outlook - FDVV is positioned as a dividends ETF that offers more than just fixed income, making it a compelling option for investors seeking both income and growth potential [6]
TELUS to Acquire Remaining TELUS Digital Shares in $539 Million Deal
ZACKS· 2025-09-03 15:06
Core Insights - TELUS Corporation has reached a definitive agreement to acquire all outstanding shares of TELUS International, valuing each share at $4.50, totaling approximately $539 million [1][9] - The acquisition is expected to enhance TELUS's digital customer experience, accelerate AI capabilities, and drive SaaS transformation across its core businesses [3][9] - The deal has been unanimously approved by TELUS Digital's board and is supported by EQT, the largest minority shareholder [4][5] Financial Details - Shareholders will have three payment options: $4.50 in cash, 0.273 of a TELUS common share, or a combination of $2.25 in cash and 0.136 of a TELUS share, with no more than 25% of the total consideration paid in shares [2] - The agreed price represents a 52% premium over TELUS Digital's closing share price of $2.96 on June 11, 2025 [2] - The transaction values TELUS Digital at $2.9 billion and is subject to shareholder, court, and regulatory approvals [5] Strategic Implications - The acquisition aligns with TELUS's broader strategy to strengthen its position in digital transformation, AI, and global innovation across multiple industries [3][5] - TELUS Digital's operating revenues increased by 8% in Q2 2025, aided by a stronger U.S. dollar and euro, while adjusted EBITDA decreased by 25.8% year-over-year [6] - The integration aims to enhance TELUS's capabilities in fintech, gaming, media, and healthcare, ensuring substantial value creation for shareholders [3][5] Approval Process - A special shareholder meeting is scheduled for October 27, 2025, with TELUS Digital shareholders of record on September 12 eligible to vote [5] - If approved, the transaction is expected to close in Q4 2025, after which TELUS Digital's shares will be delisted [5][9]
Entergy: Why I Am Buying After Updated Demand Outlook Into 2026
Seeking Alpha· 2025-08-06 05:02
Core Insights - Entergy Corporation's shares have increased by 59.94% since May 2024 and are up 63.22% year-over-year [1] Financial Performance - The company recently reported strong Q2 2025 earnings with total revenues [1]
Nokia to deploy private 5G network for Memphis Light, Gas and Water's grid modernization initiative
Globenewswire· 2025-07-14 13:00
Core Insights - Nokia has been selected to deploy a private 5G network for Memphis Light, Gas and Water (MLGW), marking a significant step in the utility's grid modernization initiative [1][5] - This project positions MLGW as the first municipal utility in the U.S. to implement a full-scale standalone 5G private wireless network, enhancing service for over 420,000 customers [2][5] - The deployment aims to improve communication, operational efficiency, and resilience across MLGW's electric, gas, and water services [2][4] Group 1: Project Details - The private 5G network will support real-time communication and automation for critical applications such as automated meter reading, grid monitoring, and fault detection [4][6] - Nokia's solution includes AirScale radio access equipment, a 5G Core Enterprise Solution, and a microwave backhaul solution, along with managed services and cybersecurity products [6][8] - The initiative is expected to enhance power distribution, reduce outages, and improve service restoration efficiency [8][4] Group 2: Strategic Importance - The collaboration signifies a major milestone in MLGW's commitment to building a smarter and more resilient utility infrastructure [5][8] - Nokia's leadership in delivering end-to-end private wireless networks is highlighted as a key factor in enabling utilities to accelerate digital transformation [5][10] - The project lays the groundwork for future technologies, including electric vehicles and battery storage, supporting a modern electric grid [3][4]
5 Stocks With Lucrative Valuation and Price Upside to Buy on the Dip
ZACKS· 2025-04-28 12:10
Core Viewpoint - U.S. stock markets are experiencing high volatility due to tariffs imposed by the Trump administration, leading to significant price drops in several stocks, making them attractive investment opportunities in the short term [1]. Group 1: Recommended Stocks - Affirm Holdings Inc. (AFRM), Marvell Technology Inc. (MRVL), Super Micro Computer Inc. (SMCI), QUALCOMM Inc. (QCOM), and Edison International (EIX) are identified as stocks with strong revenue and earnings potential for 2025, supported by positive earnings estimate revisions in the last 60 days [2]. Group 2: Affirm Holdings Inc. (AFRM) - Affirm Holdings has diverse income streams, expecting revenues between $3.13 billion and $3.19 billion in fiscal 2025, driven by growing active merchant numbers and improving gross merchandise value [3][4]. - Key partnerships, including those with Apple Pay and Hotels.com, are crucial for AFRM's expansion, which has also entered the UK market [4]. - AFRM has an expected revenue growth rate of 37.1% and earnings growth rate of 96.4% for the current year, with a Zacks Consensus Estimate for earnings improving by 53.8% in the last 30 days [5]. - The stock is trading at a 40.5% discount from its 52-week high, with a potential upside of 75.2% based on brokerage target prices [6]. Group 3: Marvell Technology Inc. (MRVL) - Marvell Technology is experiencing strong demand in the data center market, with revenues increasing by 98% year-over-year, driven by AI-related products [7][9]. - MRVL has an expected revenue growth rate of 43.8% and earnings growth rate of 75.8% for the current year, with a slight improvement in earnings estimates [11]. - The stock is trading at a 53.7% discount from its 52-week high, with a potential upside of 219.1% based on brokerage target prices [12]. Group 4: Super Micro Computer Inc. (SMCI) - Super Micro Computer manufactures IT solutions for AI, Cloud, and 5G technologies, with its products gaining traction in the market [13][14]. - SMCI has an expected revenue growth rate of 59.2% and earnings growth rate of 14% for the current year [16]. - The stock is trading at a 64% discount from its 52-week high, with a potential upside of 174.2% based on brokerage target prices [18]. Group 5: QUALCOMM Inc. (QCOM) - QUALCOMM is transitioning to a connected processor firm, benefiting from 5G technology and strategic collaborations, including one with Google for AI solutions [19][20]. - The company has an expected revenue growth rate of 11.9% and earnings growth rate of 16% for the current year, with a slight improvement in earnings estimates [22]. - The stock is trading at a 35.6% discount from its 52-week high, with a potential upside of 68.3% based on brokerage target prices [24]. Group 6: Edison International (EIX) - Edison International plans to invest $26.6 billion to $31.5 billion from 2025 to 2028 to enhance its infrastructure and expand its renewable energy portfolio [25]. - The company has an expected revenue growth rate of 2.8% and earnings growth rate of 19.7% for the current year, with a slight improvement in earnings estimates [28]. - The stock is trading at a 34.6% discount from its 52-week high, with a potential upside of 48.3% based on brokerage target prices [30].
OGE Energy: Benefiting From The Safe Haven Trade, But Wait For A Pullback
Seeking Alpha· 2025-04-22 11:21
Core Viewpoint - The company operates primarily in Oklahoma, which provides a significant market presence and potential for growth in the energy sector [1]. Group 1 - The company aims to generate a 7%+ income yield by investing in a diversified portfolio of energy stocks while minimizing principal loss risk [1]. - Subscribers to the service gain early access to investment ideas and in-depth research that is not available to the general public [1]. - A two-week free trial is currently being offered to attract new subscribers [1].