Utilities
Topic
A category of stocks for companies that provide basic amenities such as water, sewage services, electricity, dams, and natural gas.
What experts have said about Utilities
4 statements · 4 positive
Utilities delivering 12% EPS growth for ten years will be rerated.
“structurally it's the best I've ever seen. I've never seen a utility grow its EPS at 12% for the next 10 years. If they can deliver on, on that, they will get a rerate.”
Open the episode · The Infrastructure Behind AI, Electrification and Energy Security with Shane HurstListen at 0:05
Utilities delivering 12% EPS growth for ten years will be rerated.
“I've never seen a utility grow its EPS at 12% for the next 10 years. If they can deliver on that, they will get a re-rate.”
Open the episode · The Infrastructure Behind AI, Electrification and Energy Security with Shane HurstListen at 40:33
Successful utilities will trade at smaller discounts to global equities.
“they won't be trading at such large discounts. Versus global equities. People will acknowledge they are more structural growth companies.”
Open the episode · The Infrastructure Behind AI, Electrification and Energy Security with Shane HurstListen at 40:49
Utilities are the most attractive infrastructure area because they are growing quickly.
“utilities are probably number one. I mean, people think utilities are boring bond proxies, right? But they are growing so quickly”
Open the episode · The Infrastructure Behind AI, Electrification and Energy Security with Shane HurstListen at 41:22
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.