American Water Works: Utilities

Utilities tend to be recession-proof and in the case of a water utility called American Water Works, the earnings go up smoothly over time and carry the stock forward in a relatively smooth ride. Water is in shortage across the world in many places because it is difficult to transport aside from there being a lot of water notably in Canada.

(308)

No comments

Other posts

Fundamentals – HRB, JWN, KMX, KORS, KSS
HRB — H&R Block talks about the risk that governments will prepopulate the tax forms with a change in paperwork JWN – Nordstrom’s has underperformed the stock market and there is talk about taking it private, but the general idea is a company can have a great balance sheet (which is usually priced in), and a great corporate strategy and business, but if it underperforms earnings expectations each quarter and...
Read more
Fundamental Coverage – HAS, HBI, HD, HLT, HOG
Hasbro has had a stock price that has taken off last couple of years and a very good model of storytelling combined with games to make toys, which is sort of what we do here in Lucas Orchard (toy models or simple models) when we aren’t discussing serious topics of importance. It is important to understand where the boundary of storytelling lie or you would be generating fake news, and...
Read more
Fundamentals – GM, GPC, GPS, GRMN, GT
General Motors has some good research going on in fuel cells and other areas. Genuine Parts distributes auto parts as well as other hydraulics and some office supplies. Gap has declining year over year same store sales in its main brands but better ones in Old Navy which has a little lower margins I would think as it is more value oriented brand. Garmin makes instruments such as sports indicators...
Read more
More posts
Loading