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Radian Group Inc. Message Board

munhoi 10 posts  |  Last Activity: May 25, 2014 1:35 PM Member since: May 3, 2004
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  • once Europe, latin america economic engine punches along with emerging markets like India - AES will surge above all the US utilities

    I moved over from US utility's to get the power of the international catalyst in share price appreciation coming

    believe this could be the better strategy - will see next few weeks if this shows its wings

    as everyone will follow the recovery in US but AES stock price has none of it since only 17% of earnings come from US - so there is a powerful international recovery play here - this is more a growth play vs dividend play

  • We have a favorable view on AES's growth projects, which we think will help to drive future EPS growth. We believe AES is a superior independent power producer balancing growth in its unregulated and regulated businesses with strengthening its balance sheet. We also like' AES's efforts to reduce its geographic footprint. Results should also be helped by cost controls. AES declared its first dividend in 20 years in 2012, and increased it by 25% in 2013.
    Risks to our recommendation and target price include currency fluctuations, changes to our economic outlook, changes in plant availability, demand and power prices, and occurrences of counterparty defaults.
    AES's shares recently traded at 10.3X our 2014 recurring EPS estimate, or a 47% discount to peers. Our 12-month target price of $17 is 12.7X our 2014 EPS estimate, also a large discount-to-peers valuation to reflect our view of risks related to volatile exchange rates and slower, yet more stable, earnings growth.

  • Utilities rise after PJM says 2017-18 grid capacity cost rises to $120/MW-day

    May 23 2014, 18:35 ET

    Regional transmission organization PJM says its recent auction to procure power supplies for 2017-18 resulted in a clearing price for resources - which includes generation, annual demand response and energy efficiency - which rose to $120/MW-day for most of its deliverability area.
    PJM, which coordinates the movement of wholesale electricity in all or parts of 13 states and D.C., says the auction continued an overall trend toward more gas-fired generation and increasing diversity of resources.
    PPL, Exelon (EXC), American Electric Power (AEP) and FirstEnergy (FE) are all up ~1% AH.

  • more then twice the cashflow coming in even on days where its down and volume is 2 to 3 times normal as it goes back up

    either two things failed shorting or a buyout target appears 14.0 is a new resistance area but it will get soon

    question then when it gets back to $14 will it hang around there as trading range or punch thru if this strange volume underlies something we don't know

    may pick up some to see what happens

  • Reply to

    I moved everything over to AES

    by munhoi May 21, 2014 10:16 AM
    munhoi munhoi May 21, 2014 10:24 AM Flag

    it generates over $15 billion in revenues pays dividends and have real earnings

  • Tesla Motors (NASDAQ: TSLA ) is in the business of making cars -- but it needs batteries to make them electric and renewable energy to make them clean. The AES Corporation (NYSE: AES ) is in the business of making electricity -- and its battery research just advanced by leaps and bounds. Here's why Tesla Motors wants what The AES Corporation's got.

    Power play
    The AES Corporation unveiled a renewable energy game-changer this week. AES lifted the curtain on AES Advancion, "a complete battery-based grid resource." This latest iteration has been six years in the making and further bolsters AES' 200 MW of energy storage currently deployed or in construction.

    While it might seem counterintuitive for power plants to need batteries, varying power supply and demand throughout the day makes batteries a very lucrative investment. Rather than fire up expensive "peaking power plants," electricity companies can instead rely on stored power from cheaper fuel sources. Less

  • Tesla Motors (NASDAQ: TSLA ) is in the business of making cars -- but it needs batteries to make them electric and renewable energy to make them clean. The AES Corporation (NYSE: AES ) is in the business of making electricity -- and its battery research just advanced by leaps and bounds. Here's why Tesla Motors wants what The AES Corporation's got.

    Power play
    The AES Corporation unveiled a renewable energy game-changer this week. AES lifted the curtain on AES Advancion, "a complete battery-based grid resource." This latest iteration has been six years in the making and further bolsters AES' 200 MW of energy storage currently deployed or in construction.

    While it might seem counterintuitive for power plants to need batteries, varying power supply and demand throughout the day makes batteries a very lucrative investment. Rather than fire up expensive "peaking power plants," electricity companies can instead rely on stored power from cheaper fuel sources. Less

  • Tesla Motors (NASDAQ: TSLA ) is in the business of making cars -- but it needs batteries to make them electric and renewable energy to make them clean. The AES Corporation (NYSE: AES ) is in the business of making electricity -- and its battery research just advanced by leaps and bounds. Here's why Tesla Motors wants what The AES Corporation's got.

    Power play
    The AES Corporation unveiled a renewable energy game-changer this week. AES lifted the curtain on AES Advancion, "a complete battery-based grid resource." This latest iteration has been six years in the making and further bolsters AES' 200 MW of energy storage currently deployed or in construction.

    While it might seem counterintuitive for power plants to need batteries, varying power supply and demand throughout the day makes batteries a very lucrative investment. Rather than fire up expensive "peaking power plants," electricity companies can instead rely on stored power from cheaper fuel sources.

  • which is a very bad omen for the markets and especially for REITs - it signals topping out and a correction coming I am afraid

  • Reply to

    Cara Media

    by spiker53 Apr 10, 2014 9:32 AM
    munhoi munhoi Apr 18, 2014 9:44 PM Flag

    Have a great Easter Brian, I think I am finally thru with trading and the stock market

    I have a gamblers mentality and although trading 3x ETFs been very good to me, my ex girlfriend reminded me of the flaw I have of never being satisfied that leads me into not living the life I could

    so I am quitting - but wanted to end on a high note - not like Bret Farve and ending his football career going out on a loosing string of losses and ended on an injury

    so I made one more winning trade for $7,000 that made up for most of me selling on the wrong price mistake cost of $8,000 - I mean $1,000 loss out of $1.428 million is nothing to dwell over - so I end up on a high note with one last winning trade. No one believes I can leave it for good ( I was tempted with UGAZ/DGAZ and TZA/TNA and Yang/Yinn again but decided to stay out and life is so much more stress free and easy each day

    good luck to you Brian - hope I can stick to my plan to stay away from the markets and see how the rest of my life goes without my morning trade before I go to work and researching every night for my next trade

RDN
14.55+0.44(+3.12%)4:00 PMEDT

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