Beyond Bulls & Bears

In the Know: The Current State of the Utilities Sector
Equity

In the Know: The Current State of the Utilities Sector

“In our view, macroeconomic factors will likely continue to drive the performance of utilities stocks. Demand for utilities services such as electricity and natural gas appears to be relatively insensitive to changes in price or income. In addition, the global trade issues dominating the news on a weekly basis over the past year have not negatively affected US utilities for the most part”– John Kohli, Franklin Equity Group

Shedding Light on the Utilities Sector
Equity

Shedding Light on the Utilities Sector

“We see many reasons to be optimistic about utilities today as we look out over the next 10, 20 or 30 years. In our view, most companies have established constructive regulatory relationships and should be able to adjust to the higher cost of capital assumptions that would develop due to rising interest rates.” – John Kohli, Franklin Equity Group

In the Know: Clean Power Plan Faces Supreme Challenge
Perspectives

In the Know: Clean Power Plan Faces Supreme Challenge

Last month, the US Supreme Court pulled the plug on President Obama’s ambitious plan to substantially cut carbon dioxide emissions, ruling that it ...

Clean Power Plan: Lights Out for Coal?
Perspectives

Clean Power Plan: Lights Out for Coal?

President Obama upped the ante on his pledge to reduce the US carbon footprint last month when he and the Environmental Protection Agency unveiled ...

Utilities Sector at an Inflection Point
Equity

Utilities Sector at an Inflection Point

The utilities sector may not be the most glamorous, but many investors have found it attractive for its dividend-generating potential and because ...