UTILITIES, TELECOM, NETWORKS
Utilities & Telecom Articles
Long Position: American Water Works Company, Inc. (AWK) This Water Infrastructure Stock Appears a Solid Long-term Wealth Builder
AWK is a steadily growing cash-cow via regular utility rate increases, new contracts, and annual targeted acquisitions. AWK is also steady dividend payer; today yielding 2% -- each year AWK raises the dividends per share, meaning greater compound returns in the future...
Long Position: NuScale Power (SMR) Small Modular Reactors are Gaining Attention of Utilities Globally
NuScale’s VOYGR Power Module which can generate up to 77 MW, the smallest light water reactors in the world. A client can add modules over time as power needs grow. The current market-cap relative to potential market appears undervalued. NuScale Power (SMR)...
Elon Musk says an IPO of SpaceX’s Starlink satellite internet business is still 3 or 4 years away
Figure 1. (above) Starlink seen in the sky from earth at night.Elon Musk says an IPO of SpaceX’s Starlink satellite internet business is still 3 or 4 years awayby Alfred Newman Elon Musk last month told SpaceX employees the company isn’t likely to take its Starlink...
