RE:RE:Other utilities at risk?Sarge - what a great post! Thanks for your reflections.
I agree, I think of Fortis as the strongest of the bunch. Emera has been attractive to me lately, seeming underpriced relative to Fortis and Canadian Utilities. I'm overweight CU, so I thought of selling some today and buying more Emera, wouldn't be a bad move. You say CU never seemed right to you . . . how come?
I think many investors are feeling negative about renewables - it seems to be popular amongst politicians and car manufacturers, but realistically it's hard to envision it happening. I had NPI in addition and decided to sell it in September for $41 and change. I might sell RNW too.
I'll have to look into ALA closer; I don't know much about its history.
I laughed when you spoke about Brookfield and their financial engineering, I'm getting sick of it too. I owned BPY.UN before they folded it, and I had real problems understanding just what they were doing; couldn't help but feel that I was getting screwed somewhere. I own BAM and they're talking about restructuring again; I'll know better after I read their 200 page "information circular". Oh goodie . . .