Calpine CPN

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    1. The Ultimate Stock-Pickers’ Top 10 Dividend Stocks

      Headlines

      Tue, 16 Sep 2014

      PEG. They also think that there is a unique mixture of value and quality in Southern Company SO, Exelon EXC, and Calpine CPN , believing that the three would make a compelling stand-alone portfolio, given their diverse characteristics. Our

    2. Calpine to Benefit From Negative Gas Basis in Mid-Atlantic; ERCOT Shows Promise

      Commentary

      Thu, 11 Sep 2014

      Calpine is set to benefit in the near term (2014 ..... Industry-leading plant efficiency allows Calpine to capture this benefit through higher margins ..... retirement in PJM and gas basis easing for Calpine 's plants. We are maintaining our $28

    3. Calpine Expands in New England, Continues to Wisely Allocate Capital

      Commentary

      Mon, 25 Aug 2014

      Calpine has announced that it will purchase an 809 ..... with our implied $725 per kilowatt in our Calpine valuation. We are maintaining our $28 ..... purchase price is also in line with the price Calpine recently paid for asset additions. In the

    4. Calpine Reports Solid Second Quarter; Capital Allocation Remains Strong

      Commentary

      Fri, 1 Aug 2014

      Calpine reported second-quarter adjusted EBITDA ..... positive moat trend ratings. Upon closing Calpine ’s divestiture of six noncore Southeast ..... in the PJM region, which should benefit Calpine ’s competitively advantaged fleet in

    5. Spin-Off Should Stabilize This Energy Company's Earnings

      Headlines

      Fri, 13 Jun 2014

      320 megawatts of generation capacity and be the third-largest independent power producer behind NRG Energy NRG and Calpine CPN . We've increased our PPL fair value estimate to $37 per share from $36 to reflect the incremental value we estimate

    6. Increasing PPL's Fair Value Estimate After Announcement of Competitive Energy Spin-Off

      Commentary

      Wed, 11 Jun 2014

      comprise 15,320 megawatts of generation capacity and be the third-largest independent power producer behind NRG Energy and Calpine . The increase in our fair value estimate is attributed to the incremental value we estimate for PPL shareholders from

    7. PPL to Spin Off Competitive Energy Business

      Commentary

      Tue, 10 Jun 2014

      comprise 15,320 megawatts of generation capacity and be the third-largest independent power producer behind NRG Energy and Calpine . We view the transaction positively, as it allows PPL's management to complete its transition to a fully regulated

    8. Long-Awaited EPA Rules on Carbon In Line With Expectations; Unexpected Winner Could Be Transmission

      Commentary

      Mon, 2 Jun 2014

      with low-carbon or zero carbon-emitting fleets like Calpine , Exelon, and NextEra Energy. The proposal lays out the ..... allow states to reduce carbon dioxide emissions benefits Calpine ’s natural gas-fired fleet. In addition, since one

    9. PJM Capacity Market Prices Double From Last Year, PSEG Retains Its Premium

      Commentary

      Tue, 27 May 2014

      price at $119.36/MW-day and in line with our midcycle assumptions for utilities with large eastern fleets such as Calpine , FirstEnergy, PPL, and NRG Energy. We are reaffirming our fair value estimates and midcycle assumptions for these utilities

    10. Calpine ’s Competitively Advantaged Fleet Benefits From First-Quarter Volatility

      Commentary

      Thu, 1 May 2014

      Calpine reported first-quarter adjusted EBITDA of $446 million, compared with ..... cash flow estimates, and our no-moat and positive moat trend ratings. Calpine ’s efficient, competitively advantaged fleet benefited from power and

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