TO Be Fair to analysts and to utilities re fugitive emissionit is true there are several good ones out there who have hung in and had outperform ratings for quite along time. I always appreciated Linda Ezergailis's analysis and she has been positive for a long time. Interestingly she is an engineer by background and not first and formost a financial person but she acquired those skills later on. SAhe is waiting to give further guidance after Earnings and that makes sense to me when they hav ea fuller picture. I am quite sure her long standing target of 22 will get raised.
The issue of costly fugitive emissions was raised. But my understanding is that if you seal a leak you also save the gas and its economic value to you. Then for a utility when you do repairs and maintenance or lay newer pipe to replace old, the regulators allow you to charge for those costs which is exactly what ALA has been doing. so whether you view green as eco-Natzism or not- I do not, the costs are not an issue for ALA. I do agree though that there is an industry penalty to pay if you art enot seen as green or renewable right now. MY 24 target for ALA has been taking that into account.