AESC News and Press, The AES Corporation Corporate Units From 11/12/22

Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. F...

The AES Corporation (AES) Q3 2022 Results Conference Call November 04, 2022 10:00 AM ET Company Participants Susan Harcourt - VP of IR Andres Gluski - President, CEO and Director Steve Coughlin - Executive VP and CFO Conference Call Participants Insoo...

Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. Introduction The Dividend Champions list ...

Summary Roughly 11% of the portfolio is allocated to Canadian independent power producer Polaris Renewable Energy and U.S. utility AES. Polaris has been more volatile than is justified by the underlying business, putting in an all-time high this year at the beginning of August bef...

Summary Roughly 11% of the portfolio is allocated to U.S. utility AES and Canadian independent power producer Polaris Renewable Energy. AES has been far more stable and traded in a tighter range but is also down for the year by 5.4%, inclusive of reinvesting the dividends into tre...

Summary The Massif Capital Real Assets strategy returned -2.9% net of fees in the third quarter of 2022. Year-to-date, the strategy has returned -4.7%. Actions to curb inflation by reducing demand (consumption) are hurting, not helping, structural issues. Fiscal stimulus is he...

Summary 24/7 power in India from renewables plus batteries is implemented at small and commercial scale. There is huge upside for this emerging opportunity. ReNew Energy Global is a major renewables player in India with a JV with Fluence on energy storage and management. Fluence h...

Summary Eversource Energy is a very large utility in New England that has been undergoing some changes in its business. The company is attempting to sell off its offshore wind projects in order to raise money for debt and some very interesting "green" onshore projects. There a...

Summary Gabelli Funds’ 13F portfolio value decreased from $15.22B to $13.02B this quarter. They increased NextEra Energy while decreasing Chevron. The top five positions are NextEra Energy, Microsoft, Alphabet, National Fuel Gas, and Mastercard, and they add up to ~7% o...

Summary Fluence grows by acquisition of Nispera: big focus on digital contracts. Significant change in senior management with new CEO and CFO, but no drama. A lot going on with challenges concerning supply and lockdowns, but the lithium battery business is huge and getting big...