The results of the gains and the updates of the second quarter gains are quite in fact for the recommendations of the CUI portfolio. The big point to remember: the best in class are not only crushing them as a business. They are getting better to come in the coming years. One of my favorite names is Atmos Energy Corp. (ATO), written Roger Conradeditor of chief Conrad utility investor.
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All the public service actions that I have become has not made up of money so far in 2025. But the average return on the actions of the 41 companies represented in the portfolios is 13.4%, well in advance on the great technological S&P 500 index (^ SPX) The year at the start.
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Atmos Energy Corp. (ATO)
Public services provide “choice and shovels” for the golden rush of artificial intelligence (AI) in progress. There are reasons to doubt some of the most extensive projections for the future request for electricity. But the results and real advice of the company clearly show that growth is already the fastest since the 1950s.
Low -risk investments are in the regulated power and natural gas network. Nowadays, CAPEX is pre-approved by regulators and investment is generally recovered as encouraged from cyclists. It is a huge change compared to the 1970s and 80s, when public services did all the work and expenses before the regulators decide (with 20-20 decline) of the costs of allowing prudent rates.
It can take years to build a major energy transmission line or a natural gas pipeline. But most grid projects are completed in months, which means that companies can keep costs. He added to extraordinarily predictable and robust profits. Unfortunately, finding an energy distributor that exchanges at a good entry point has challenged the last two years.
See also: Gold: why this “the least technical” asset increases in a technological boom
My favorite in the East Ato sector. He simply increased his guides for the 2010 financial year (ending on September 30) for the third time this year. It is a large company. But if you buy the stock now, know that you will get a return barely 2%.
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