Exelon Corp (EXC)

Traditional utility, expanded by merger into energy hungry NE. Strong % of capacity is nukes, so buffered against the worst of oil and gas fuel cost spikes. Good track record for efficient & safe operations.

Though he didn't mention Exelon specifically, TMFDeej sold me on the power company angle -- particularly the power companies with non-fossil fuel operations.

http://www.fool.com/investing/dividends-income/2009/02/05/do-you-know-what-these-investors-know.aspx

The percentage of MWh generated through nuclear is impressive. Less impressive is the fact that their owned Northern Illinois distributor, Commonwealth Edison, has become a major political football with more rate freezes pending.

A P/E of nearly 28 is outrageous no matter how diversified a modern utility is. I live in Chicago and just don't see much upside to EXC stock, especially when well-run orgs. like Southern and Dominion chug along fairly reliably with half to two-thirds the P/E.

A decent dividend plus a recent rate increase make this stock very attractive

http://articles.moneycentral.msn.com/Investing/JubaksJournal/OutOfTheSpotlightSolarWillThrive.aspx?page=3

Buy Exelon (EXC, news, msgs): You don't have to wait for the world's new generation of nuclear plants to profit from nuclear energy. In fact, given all the real uncertainties that underlie the so-called nuclear revival, I'd bet that going with a company that owns operating nuclear plants that generate electricity now is not only safer but likely to be more profitable in the long haul.

Exelon's 17 nuclear units generate 18% of all U.S. nuclear power. It costs a coal-fired power plant between $30 and $50 to generate a megawatt-hour of electricity. At a natural gas-fired plant, the cost is $50 to $70. Existing nuclear plants generate electricity for just $15 a megawatt-hour. Nationally, the retail price of electricity averages $100 to $150 a megawatt-hour.

Nuclear plants' big edge on profit margins is likely to increase as efforts to combat global climate change impose extra costs on power plants that use carbon-based fuels.

Exelon had its best year for power generation from its nuclear units in 2007 thanks to a record 94.5% average capacity. The company seems to think these good times will go on for a while. It has raised the dividend it pays by 14% to an annual $2 a share and announced a $500 million increase to a $1.25 billion plan to buy back shares. (The shares paid a yield of 2.4% as of Monday.)

PECO Energy and ComEd holding company just terminated its merger agreement with PSE group. Oil and Gas is cheap, demand for electricity will always grow, Nukes are costly to build, if you own them .... you are golden.

Company cooks with 17 Nuclear generating units produced a total of 130.2 million net megawatt-hours of electricity

Mid-Atlantic region fossil portfolio of about 3,400 MW

Brand new Southeast Chicago Energy Project is a 352-megawatt (MW) generating facility located in the southeast section of Chicago, Ill. (peak power back up generation)

Northeast power generationof about 600 Megawatts of fossil fired intermediate and peak generation

Texas power generation of more than 3,600 megawatts from supply generation to smaller peak demand untits

19 Hydro units that provide 1,619 megawatts

For the "greenies" wind generation exceeding 175 megawatts from four wind farms in Pennsylvania and West Virginia.

Solid value. As one of the more nuke-heavy utilities (along with DUK), EXC will benefit significantly from cap-and-trade legislation, the passage of which is a certainty.

When it comes to nuclear energy, Exelon is the largest operator of plants in the country. The way I see it, nuclear is the cleanest possible energy you can have. Despite what everyone thinks, its safe (the Russians just didn't konw what they were doing at Chernobyl). When oil is too short in supply and coal can no longer be made any cleaner-burning, nuclear will come to rule as far energy production. When that happens, Exelon will be there to reap the rewards.

Excelon has alot of nuclear power experience, and their plant management is very good. Going into the future, coal plants will be a tough sell as "clean coal" is 10-15 years away at best, new dams are unlikely to be built, and solar/wind power won't be able to meet more than a small portion of americas power needs for a long time to come. Combined with the new nuclear reactor design available from Westinghouse Electric (wish I could buy stock in them), I think that Exelon will be well positioned to take advantage of an increasing population + ever more gadgets requiring electricity.

95.4% of All-Star Members picked this stock to outperform. Exelon cutting greenhouse gas emissions puts this company in a good position for when a carbon cap & trade system is implemented in the US. Stands to benefit from growth of the energy sector, near 52 week low. Price lower that highest scores on the Scorecard. Long-term value pick.

Seems like a no-brainer long pick (patient).

Stock price down about 50% in the past year. Has cut greenhouse gases by 35% which should help when cap & trade is in effect. Existing nuclear plants give them a leg up in power production. Lots of cash gives them flexibility. Current P/E 11.50 compares to 5 year ave around 22. Dividend 4.39.

What can i say...dividend, as well as potential for exploding, should this country start making nuclear power plants again. but mostly dividend :)

The leader in nuclear generation of electricity.
While merger plans with PSEG failed, further strategic acquisitions are a prospect.

Botched merge eliminates short term uncertainty.

Largest nuke co. ( 11 plants ) producing abount 20% electricity in USA. Looking ahead to possible takeover target that has a permit for the approval of the next nuke plant to be built. Regulatory price concerns coming in 2010. Nuke is byfar the cheapest way to make electricy. Fair div.yld. but not great.

Petrolium costs will continue to weigh down this industry. As the transition is made from oil and coal to other methods of electric generation. The costs of adding the infrastructure will be high and it will be decades before the costs are recouped.

re-set

institutional investor, #1 electric utility in shareholder friendliness. 4 star cap, B schwab, nice dividend.