Sempra Energy

• Climbing the Wall of Worry

  By Declan Fallon - May 9, 2013 | Tickers: GWR, PCYC, SRE, XLU

  According to the American Association of Individual Investors (AAII), bullish sentiment clawed its way to 31%. What's unusual about the low level of optimism is how the S&P has been pushing new multi-year highs. Market rallies often have to climb a wall of worry, and it would appear there is plenty of "worry" left in the tank for this market to rise. It's only when everybody is more »

• The Massive Storm Facing Californian Utilities

  By Joshua Bondy - April 19, 2013 | Tickers: EIX, PCG, SRE, WEC

  Recently, the Edison Electric Institute published a report about the far-reaching impact of distributed solar generation. Distributed solar allows individuals to produce their own electricity, and net metering programs let individuals sell that electricity to utilities. California's utilities will face increased competition from millions of producers sick of high prices, and eventually the utilities' bottom lines will feel the impact. 

  US Average Retail Price of Electricity data by YCharts more »

• New Picks From Billionaire David Harding

  By Meena Krishnamsetty - March 3, 2013 | Tickers: GRMN, SJM, PETM, STX, SRE

  David Harding of Winton Capital Management had humble beginnings as a hedge fund manager, starting with a paltry $1.6 million in assets in 1997, a far cry from the billions he currently manages. He favors quantitative strategies and keeps diversified exposure to most sectors, with a slight preference to the Services industry. Winton recently released its 13F filing for Q4 2012, outlining the fund’s portfolio activity. We take more »

• Is This Gas Company a Buy?

  By Waqar Saif - February 20, 2013 | Tickers: GAS, NFG, SRE

  Based in New York, National Fuel Gas Company (NYSE: NFG) is comprised of four business segments; utilities, pipeline and storage, exploration and production, and energy marketing.

  National Fuel Gas’ Earnings

  On the Feb. 8, 2013, the company released its earnings for 1Q 2013. Earnings per share were up 11% to $0.81 from 1Q 2012.

  The Pipeline and Storage segment had a strong quarter with the Tioga Extension project and more »

• Exporting Natural Gas, The Dilemma Persists, Part 2

  By Robert Zimmerman - January 16, 2013 | Tickers: LNG, D, SRE

  In part one of this series on exporting natural gas, we examined multiple reasons why exporting natural gas would harm the US economy.  In a nutshell, a variety of companies, ranging from Dow to Nucor use cheap natural gas to help grow their businesses.  American consumers and small businesses also benefit from lower energy costs and cleaner air.  There are compelling arguments for exporting natural gas and we’ll look more »

• Cheniere’s Total Dominance in U.S. LNG

  By Peter Pham - January 7, 2013 | Tickers: BP, CQP, COP, D, XOM, SRE, TOT, TRP

  Sabine Pass Liquefaction LLC, a subsidiary of Houston based Cheniere Energy Partners (NYSEMKT: CQP), has entered into a massive 20 year LNG sale and purchase agreement (SPA) with the French oil giant Total’s (NYSE: TOT) Total Gas & Power North America Inc. through train five at the Sabine Pass LNG terminal. According to the agreement, Total will purchase around 2 million tons of LNG each year, which forms about 44 more »

• Natural Gas – Here’s Where It’s At

  By Cecil Sales - December 16, 2012 | Tickers: LNG, XOM, SRE

  It is quite clear now that the export of LNG will only help to boost the American economy. Natural Gas in the United States is fairly cheap and companies in this space are going to benefit tremendously with the opening up of borders, in a manner of speaking.

  Cheniere Energy Partners

  Cheniere Energy (NYSEMKT: LNG), a Delaware corporation, is a Houston-based energy company primarily engaged in LNG-related businesses. The company more »

• Fuel Up With These 3 Energy Stocks

  By Meena Krishnamsetty - September 25, 2012 | Tickers: ACI, FSLR, BTU, PCG, SRE

  The energy sector has underperformed the broader market in 2012, returning only 2.35% to shareholders while the S&P500 has appreciated 14.57%.  In fact, so far this year the energy sector has only outperformed the basic material sector, which has lost 6.54% of its value since January. Finding a winner in one of the worst performing sectors is not an easy task, but this article will talk more »

• Will LNG Exports Rescue the Natural Gas Market

  By Eric Fox - September 14, 2012 | Tickers: CQP, LNG, COP, D, XOM, SRE

  The long term solution to the oversupply of natural gas in the United States might be through exporting natural gas via the construction of liquefied natural gas (LNG) export plants in the Gulf Coast and other areas. The industry has several of these LNG export facilities either under construction or in the planning phase across the United States.

  Alaska LNG

  ConocoPhillips (NYSE: COP) owns and operates the only operational LNG more »

• Who Will Win in the Race to Export Natural Gas?

  By Matthew DiLallo - August 22, 2012 | Tickers: CQP, D, XOM, SRE, BX

  As if hydraulic fracking weren’t controversial enough, the next big push in the domestic energy industry is to take some of that fracked gas and send it elsewhere.  While this could be a boon for the industry’s producers and investors, the potential rise in natural gas prices from increased demand won’t sit well with consumers.  Neither will these export projects sit too well with those protectionists or more »

• This Energy Spin Off Delivers

  By Matthew DiLallo - August 6, 2012 | Tickers: CVX, COP, KMP, PSX, SRE

  Have you ever begrudging become a shareholder of a new firm?  You’d spent years owning a diversified industry leader and then one day management decides that two are better than one.  Now you’re stuck with shares of a company that you’d never planned on owning and now have to determine your next course of action.  That’s describes the dilemma of ConocoPhillips (NYSE: COP) shareholders who recently more »

• The Sexiest Utility Stock is a Buy Right Now

  By Meena Krishnamsetty - June 19, 2012 | Tickers: BP, LNG, COP, XOM, SRE

  Utilities are usually boring stocks with dependable yields, but not much in the way of growth prospects, given that they are highly regulated.  Sempra (NYSE: SRE) is an unusual case, a utility that is growing internationally and has both regulated and unregulated businesses.  Sempra is actually a holding company, a kind of focused conglomerate, consisting of San Diego Gas & Electric (SDG&E), Southern California Gas Co. (SoCalGas), Sempra U.S more »

• Golden State Utilities to Shine

  By Steve Van - June 14, 2012 | Tickers: EIX, EXC, PCG, SRE

  California is among the most favorable environments in the nation for electricity & gas utilities to operate because of its regulatory practices like forward-looking annual rate adjustments, high allowed equity returns, and decoupling where utility companies are allowed to protect their earnings from desirable reductions in energy usage. Additionally, rates paid by the California customers of Edison International (NYSE: EIX), Exelon Corp. (NYSE: EXC), Sempra Energy (NYSE: SRE), and PG&E more »

• Alaskan Pipeline to Fuel US LNG Exports

  By Tony Daltorio - June 9, 2012 | Tickers: BP, COP, XOM, SRE, TRP

  The glory days of the Alaskan oil boom are long gone. Alaska's oil production, which at just above 2 million barrels a day in 1988, was less than a third of that at 563,000 barrels a day last year. Oil production from our 49^th state is expected to continue declining. However, there is hope..... 

  Alaska may be able to relive past glories if the huge reserves of more »

• Export Natural Gas, Import Profits

  By Maxxwell A.R. Chatsko - May 1, 2012 | Tickers: LNG, COP, SRE, SUG |

  On most occasions the U.S. Energy Information Administration’s report on energy consumption and production projections conjures up little more than a yawn. Every once in a while, though, something such as horizontal drilling comes along and turns every projection on its head. The administration’s latest report projects that shale gas will represent half of the total dry gas produced by 2035, up from 23% in 2010 and more »

• The Chemical Equation of Phillips 66

  By Matthew DiLallo - April 16, 2012 | Tickers: CVX, COP, EPD, KMI, SRE, SE |

  About a month ago I pondered whether the ConocoPhillips (NYSE: COP) spin-off of their Phillips 66 business made sense for shareholders.  I really was not sure if two separate businesses would be better than one when in my opinion the refining component of Phillips 66 was best left integrated in a multi-national oil company than trying to make it a go alone. As a long-term holder of Conoco, I’ve more »

• 4 Safe, High-Yield Preferred Stocks From California

  By Michael French - January 19, 2012 | Tickers: EIX, EXC, PCG, SRE

  The World Bank just cut sharply its 2012 global growth forecast from 3.6% to 2.5%. In step, the German government revised its growth forecast lower to0.7% from 1.0%. Additionally, Chinese home prices declined in 52 of 70 cities in December. Investors may have accepted that Greece may default in March, but attention then shifts to Portugal, where 6-month bond yields hover above 5%. This may send more »

• 15 Best Yielding Utility Stocks With A Buy Or Better Rating

  By DividendYields - January 9, 2012 | Tickers: AEP, CIG, EIX, EOC, ENI, EXC, FE, NGG, NEE, PCG, PPL, PEG, SRE, TRP, XEL

  The utility sector is of major importance for income investors. Utilities are characterized by stable and high dividends. Unfortunately, they are also highly leveraged and their core businesses are very capital intensive.

  In an effort to find some stocks from this sector to recommend, I screened large-cap stocks (more than $10 billion market caps) with a dividend yield of more than 3 percent, as well as a buy or more »