Investment News’ Gregg Greenberg asked for HVP’s view on the utility sector. We prefer to look at utilities through our special situations lens – we don’t just want a bond proxy or an interest rate sensitive stock, but one with a catalyst such as a spin-off, sale of unregulated assets to become a pure play regulated utility, or a management change after a tough stretch. Having a catalyst helps to frame the investment as having a possible total return (price appreciation + dividend yield). We commented on current holding MDU Resources. You can read the article at the link below, and also click here for a recent TV interview in which we made the case for MDU.
August 15, 2024
Investment News: Talking Utilities
Please direct all media inquiries to media@hudsonvaluepartners.com
Stay Ahead of the Market with the HVP Risk Dashboard
Join the Hudson Value Partners community and gain exclusive access to our monthly compilation of economic statistics, notable charts, market insights, and sentiment data.