Exelon EXC

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    1. Valuations Come Down After Revising Midcycle Power and Gas Prices

      Commentary

      Fri, 13 Mar 2015

      nuclear generation such as Dynegy and Exelon were most affected. Our Dynegy fair value ..... to $30 per share from $36, and our Exelon fair value estimate fell to $37 per share ..... consolidated midcycle earnings forecast for Exelon fell 11% to $3.93 per share primarily

    2. Supreme Court Decision Could Lift Capacity Prices and Earnings for Some Utilities

      Commentary

      Tue, 3 Mar 2015

      similar increase would boost pretax earnings $500 million for Exelon , the largest generator in PJM, and $165 million for Calpine ..... likely to offset the benefit from higher capacity prices for Exelon , Public Service Enterprise Group, FirstEnergy, PPL, and

    3. Pepco Reports Strong 2014 Earnings; Merger With Exelon on Track for Mid-2015 Closing

      Commentary

      Mon, 2 Mar 2015

      higher operating expenses. On April 29, Exelon and Pepco signed a definitive agreement in which Exelon would purchase Pepco for $27.25 per share ..... cash. Our fair value estimate assumes that Exelon and Pepco close the merger in mid-2015

    4. Exelon's Earnings Keep Falling, but the Bottom Could Be Near

      Commentary

      Fri, 13 Feb 2015

      moat, and stable moat trend ratings for Exelon after it announced full-year 2014 earnings ..... Stronger market power prices, upside on Exelon 's hedge profile, and improving returns ..... Energy's retail business in 2014 and Exelon 's bid for Pepco should support that

    5. Coffina: Expect Less From Stocks

      Video Reports

      Sat, 31 Jan 2015

      reposition ourselves to take advantage of a runup in natural gas prices earlier in the year. So, we sold [TICKER:EXC] Exelon (EXC) early in the year and that ended up being one of our top performers. It had been a long-term laggard for us. We

      Exelon found at 3:52

      runup in natural gas prices earlier in the year. So, we sold [TICKER:EXC] Exelon (EXC) early in the year and that ended up being one of our top performers. It had been a long-term laggard for
    6. Utilities: Repeating a Stellar 2014 Performance Will Be Tough

      Headlines

      Wed, 31 Dec 2014

      for some power producers. Wide-moat Exelon EXC should be a key beneficiary if the ..... any upside for power producers such as Exelon . But the polar vortex has spawned interest ..... Centrica GBX 370 Narrow Medium 6.3% Exelon $41 Wide Medium 3.5% Data as of 12

    7. Utilities' Dividends Still Best of Breed

      Headlines

      Wed, 10 Dec 2014

      on its long-term growth. Income Investors Beware Exelon EXC Exelon 's heavily leveraged exposure to wholesale power markets ..... 41%. Power markets are only creeping upward, and Exelon has shifted its strategy to dilute some of that commodity

    8. Supreme Court's Mercury Ruling Could Be a Tailwind for Carbon Caps, Gas Demand, Transmission

      Commentary

      Wed, 26 Nov 2014

      supports the EPA's proposed carbon emissions regulations, utilities such as Exelon , Calpine, and NextEra Energy could have material upside. We estimate Exelon , the sector's biggest potential winner, could have at least $5 per share of

    9. Management Meeting: Exelon's 2017 Hedges, Capacity Upside Suggest Margin Growth On Tap

      Commentary

      Wed, 12 Nov 2014

      moat, and stable moat trend ratings for Exelon after discussing the outlook for its generation ..... Institute Conference in Dallas, Texas. Exelon also unveiled new information in its investor ..... including its 2017 gross margin outlook for Exelon Generation that is in line with our mark

    10. Calpine Continues History of Smart Capital Allocation, Initiates 2015 Guidance

      Commentary

      Thu, 6 Nov 2014

      aggressive share repurchases. In the quarter, Calpine announced plans to purchase the 809 MW Fore River Energy Center from Exelon for $530 million, which management indicated was approximately 50% less than replacement cost. The asset is well-positioned

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