You have your points on the industry in general but this particular company has changed their structure and are not the same as they were before. They are in the same phase as AT&T was in before the break up. See you at $55 bucks and lower when they have to cut the dividend. CIO just jumped ship...
No one is talking about their channels being wiped out. Its so funny when new changes contribute to energy spikes everyone is enamored about the impending growth but when the topic of a decline in usage comes into play every wannabe anilist wants to quote policy. There are different areas in the...
Okay lets see - 20 years in this business a book on the market - plus a track record in the energy sector plus a few industry reports to quote from.
Question 1
when a hurricane hits the usage levels in service areas affect revenue.- When there are no homes using the service what happens to the...
We may get a look at $48 on National Grid but this next season will see less revenue after last years sale. Its buy back stalled losing a few million and market value. Inexperienced management team & young CEO without teeth. Still waiting for the eventual earnings decline overall in the...
The margins will be getting crushed with global warming and tech constraints. They recently sold a division to increase earnings and offers a buyback. Its a major Natgas calamity on the horizon. Solar offers users the ability to escape the Gas overlord bills that hits you from the cradle to the...
With the winter ahead and the temperature holding above average how will that affect the Utilities like National Grid who have worldwide exposure to global warming plus solar as a competitor. Natgas has not rebounded and looks to not be returning anytime soon.
$ngg is @ $57.8 in the fall with...
Once again DEO showing weakness. Wondering if the Currency exchange rates will affect their overall sales. Thinking 20% decline may start here- numbers are soft with global consumption due to economics for premium brands.
Netflix trading in range to downside on weakness. Within range - $300 downside support with upside target still to $500. Next year more content + subs coming.
Netflix looks like its heading to $500 short term. I can't see the cost of bandwidth decreasing anytime soon. but the hype will be around for the short term. 188 P/E is making many nervous. I think the range top is $500 but the shorts are increasing with every tick. How many other shows can they...
How much more growth is left in Netflix. With the net neutrality issues looming plus more content coming from all over is there really a unique proposition in Netflix. How much more can they grow? I loved it at 90 loved it at 65 now at these levels will it reach 500 or sink to 300. Blockbuster...