Also in this playlist...
This transcript is automatically generated
-- -- The big concern of the task you this morning and they had every -- playing your utility than anything that looks like a bond everything looked -- yields everyone thanks stay away from that stuff.
Yeah I've I've been I think they're going to be wrong Charles -- mean you know there's a herd mentality on Wall Street.
And when one makes some movement in including -- -- take a mutual fund -- they start to sell out of this category other starts sellout.
And we start seeing selling then you see more selling but if you really you know again peel back the the -- layers here.
Utilities are very strong you see it and it at the same time you can see them increase those dividends they sold off when the ten year treasury had its rapid rise when people -- -- The ten year treasury and they -- yields rise people -- without utilities -- going to pick up 44 and a half percent utilities almost across the board.
And I think you'll get a really nice told return over the next 52 weeks including -- that not just the -- going up -- but also the comments that Obama had.
About his war on coal which would make some of those utilities more expense or cost them more to supply their -- facility with -- Both of those double play right there makes utilities -- Olof but I also think that the reason for you to -- OK so it's -- here's the part that's you know listen.
Cannot tie the counter intuitive you're saying you acknowledge that these utilities are probably make less money.
So I -- I make investment because I want depth for -- -- -- -- my principal by the utility it's point five dollars this year and it goes on a twenty.
Does that completely negate the dividend that I'm looking for.
Well it definitely does -- it goes down I think a lot of that -- the story taken -- you have to separate the market between the regulated and the unregulated.
Because they can always raise the -- which way which by the -- will be inflationary you'll see your utility bills -- -- based on what Obama said last week about -- policies -- we can happen -- about his war on -- and -- climate change so we hear those words that is an inflationary pressure that everyone's gonna feel all around the country this especially those that do get their -- I get their energy from coal -- natural gas prices are projected to -- about 42%.
So everything about that climate -- a speech that he -- from Georgetown.
University is inflationary you're gonna see your costs go up but you also -- stock prices probably rise from this point forward.
All right Ed the big contrary of without you thanks a lot that -- like -- -- like elected coliseum this morning at the ticket.
Filter by section