Has rolled back since he recommended it. Still considers it to be the best company in this industry. 2% debt to capital. The outlook is for 15/20% growth over 6 to 12 months. Has a lot of cash, so there is potential of a special dividend.
A turnaround story. Somewhat speculative. Has done an outstanding job of shedding its merchant assets. Turning into a regional utility and this area looks like it might benefit from a bill going through Congress. Good management.
A fundamentally strong utility. Has organic growth with Florida growing. Has a lot of debt so they are selling off assets. A reasonable entry point, but keep in mind it is a turnaround story. Dividend could be cut. Reasonably good gamble.
A pure play on the tar sands. Likes it because there is no exploration risk. Have done an outstanding job of mitigating costs risks. Operating costs have dropped from $12.40 to $9.
Third-quarter results have been reasonable but not outstanding. Doesn't have a large institutional following. Expects it will have a bit of a struggle. Fairly reasonably valued at this point. Not a lot of upside.
