Sempra Energy

  • How This Company Is Meeting Apple's Needs

    By Mike Thiessen - August 12, 2013 | Tickers: AAPL, NVE, SRE

    Although the modern economy is far less energy-intensive than the "dirty" industrial economy of yesteryear, it still demands tremendous inputs of energy and resources to function smoothly. The North American power grid that supports the operations of many of the world's biggest tech companies is desperately in need of major upgrades and routinely groans under the weight of the new economy's power demands.

    In this environment, it should more »

  • Three Utilities to Watch This Week

    By Matthew Frankel - July 31, 2013 | Tickers: D, SCG, SRE

    Utility companies can make excellent long-term investments for any portfolio. They generally have relatively low volatility, pay nice yields, and tend to be fairly recession resistant. Today, I’d like to look at a few of my favorites that all happen to report their second quarter earnings in the next week or so, Dominion Resources (NYSE: D), SCANA Corp (NYSE: SCG), and Sempra Energy (NYSE: SRE). Let’s take a more »

  • EQT Midstream: Natural Gas Companies Have a Bright Outlook in the U.S.

    By Awais Iqbal - July 23, 2013 | Tickers: EQT, EQM, SRE

    With the growing national attention towards the environmental and economic benefits of natural gas, Southern California Gas (SoCalGas), American Gas Association (AGA) and other partners recently released a few videos intended to stress the benefits of natural gas as a source of clean, plentiful and reasonably priced American fuel. Lately, EQT Midstream Partners, LP (NYSE: EQM) acquired EQT’s (NYSE: EQT) wholly owned subsidiary Sunrise Pipeline, LLC.

    EQT Midstream Partners more »

  • Dividend Investors Be Warned

    By Joshua Bondy - July 13, 2013 | Tickers: INTC, PCG, SRE, WMT

    Falling yields and low interest rates have been a boom for the economy and stock market. Yet, every good party must come to an end. In the middle of 2012, the 30 year treasury yield started to rise and utility yields started to fall. A number of utilities face a two-sided storm; one from distributed generation and another from rising yields. 

    <img alt="" src="http://media.ycharts.com/charts/dba204e11ed25624066e85a518b626d1.png" />

    30 Year Treasury Rate data by YCharts

    The importance more »

  • Solar Companies See a Bright Future in the U.S.

    By Awais Iqbal - July 5, 2013 | Tickers: DUK, FSLR, SRE, SPWR

    On June 25, President Obama gave orders to issue permits for 10 gigawatts of renewable energy on public land, with the focus on a 200% increase in renewable energy generation by the year 2020. The Defense Department, the largest U.S. energy consumer, also plans to install three gigawatts of renewable energy by 2025, sufficient to supply power to 2.4 million households.

    This focus towards installing power plants resulted more »

  • Billionaire Israel Englander’s Dividend Picks

    By Meena Krishnamsetty - July 2, 2013 | Tickers: AEP, LYB, NEE, SRE, XEL

    Israel Englander founded Millennium Management in 1989 and the hedge fund has since grown to over $10 billion in assets under management. Thanks to its strong performance, Englander is a billionaire and therefore, one of the investors who we follow particularly closely in our database of quarterly 13F filings (which we also use to develop investing strategies, including our finding that the most popular small cap stocks among hedge funds more »

  • A Closer Look at the NV Energy Merger Deal

    By Anh HOANG - June 4, 2013 | Tickers: AVA, NVE, SRE

    When Berkshire Hathaway makes an acquisition, the global investment community takes notice. Recently, Berkshire Hathaway’s MidAmerican Energy announced that it would acquire NV Energy (NYSE: NVE) for around $23.75 per share in cash, with a total transaction value of around $10 billion, including debt. Since 2009, NV Energy has experienced a consistent rise in its stock price, from only $8.20 to around $23.50 per share at more »

  • 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. 

    <img alt="" src="http://media.ycharts.com/charts/a32aa0e651546e15f90da7fa94df58ce.png" />

    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 »

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