Are These Stocks Bound for a Death Spiral?
Though currently a small percentage of the sector, distributed generation is a threat that could erode utilities firms' moats over the long term.
Matt Coffina: For Morningstar StockInvestor, I'm Matt Coffina. I'm joined today by Travis Miller, who is the director of our utilities team, and we're going to talk about the threat of distributed generation to utilities.
Travis, thanks for joining me.
Matthew Coffina has a position in the following securities mentioned above: EXC. Find out about Morningstar’s editorial policies.