electric utilities

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 21, 2018 by Ross Israel · across every show →

Everything said about electric utilities, oldest first

May 21, 2018 positive
Insight
Public Utility Market Sentiment Guides Private Infrastructure Asset Sales
“It's interesting because I think the listed view is quite valuable in sentiment, and so often in talking with the CIO, my key question to him is, what's your sentiment right now? Because it gives some test of where exuberance is or isn't in some of the sectors…”
Ross Israel May 21, 2018 ▶ 24:39 Ross Israel - Stable, Predictable Cash Flows (EP.53)
Mar 4, 2019 negative
Opinion
Russo: Open-Ended Wildfire Liability Is 'Game Over' for Electric Utilities
“You also have the prospects of PG&E where there's a generalized belief that it'd be a nice thing if there's a forest fire to have the utility take on all of the liability of consequential damages after a fire. So long as their power station was responsible for…”
Tom Russo Mar 4, 2019 ▶ 40:06 Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
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