Exelon Corp (EXC)

Nuclear plants with low costs relative to others. Prices seem relatively low at the moment with a P/E of 11.16. The dividend yield is 4.43% which compares with long term bonds. This gives some stability in a deflationary environment with a little better protection in an inflationary one as utilities can often get price increases passed when inflation takes off.
If carbon taxes kick in this should give them an additional boost.

Exelon was beaten down after its unsuccessful takeover of the utility in N.J. It is now a time for its price to rise since nuclear power is still the most cost effective and cleanest source we have.

Ditto Bill Gross

Following msIRA who made this purchase after hearing Bill Gross speak about the attractiveness of utility stocks. The idea is that utilities are inflation protected and highly regulated, but current dividend yields are high. In the case of Excelon the divident yield is a whopping 4.5%. Other valuation measures are also promising. Excelon is selling for a p/bv of 2.54. By comparison, its average p/bv over the last 5 years is 4. Excelon should grow with the economy or maybe a little bit faster. Return on equity has averaged 20% over the last 5 years and sales growth has averaged approximately 7%. The debt equity ratio is reasonable and the company appears financially solvent. Based on all of the above, a p/bv ratio of 4 seems like a reasonable target.

Bill Gross said buy utilities so i am gonna get this one in my caps

4.4% dividend + Cap and trade= a winning pick

Solid utility. Great core stock for a portfolio.

This issue seems out of favor relative to its yield and steady EPS, or "oversold" as the jargon goes. Therefore I'll take a CAPS bet on it at this point, though I'm not a buyer in real life here (I already profitably own D, EPD, and OKS as far as utilities go).

+_+++

Low generation costs

http://www.fool.com/investing/dividends-income/2009/10/19/5-signs-of-a-strong-dividend-stock.aspx?source=ihpsitota0000001

Dividend stock with a reasonable p/e & dividend growth, plus beaten down recently. Looks like a buy

Consistent cash flow and solid dividend make this a good Total Return pick. Bought for my personal account and will track in CAPS.

DOUG K

Nuclear power. Obama loves Europe and Europe does Nuclear power well and safe. Cheap energy.

+Consistently cash flow positive
+Quick Ratio is approaching 1 for a company in a fairly capital intensive area of operations
+Decent Dividend

-.09% insider holding and no insider buying activity when prices dropped over the last year

Current 51.37, Sept 18 09. Limit 48.05

Carbon emission regulations are going to get tight and nuclear power is going to be a profit generating machine.

Mmm...energy...

EXC has a very high rate of return on capital. It is currently reinvesting its excess cash in its electrical generation and distribution facilities. Look for earnings growth, but not near term.