JHMU News and Press, John Hancock Multifactor Utilities From 07/26/22

The regulated-electric utilities have a lot of growth ahead of them amid the global energy transition. On the growth side alone, aside from the fact that we expect huge population growth globally, I think what you're seeing, particularly in North America, is that growth for the utilit...

As companies adjust to inflation, rising interest rates, and a likely economic slowdown, investors are struggling to compute future earnings and the impact on stock valuations. Broadening the sources of stability can help diversify risk and return potential. Geopolitical risk and ...

The strategic acquisition of Narragansett Electric Company helps PPL expand its operations in the United States. Strong Q1 2022 result, with a solid future outlook. I assign a buy rating for PPL after analyzing the financial statements and considering all the growth and risk facto...

Energy stocks, especially gas utility stocks, are precedented to outperform the market in times of high inflation. The Russia-Ukraine situation amid other geopolitical and macroeconomic factors are catalysts to high inflation and upward-spiraling energy prices. Southwest is a low ...

If higher prices, which have now broadened, are allowed to persist, they can become sticky. A wage-price spiral, where rising wages beget rising prices, which cause further pressure on wages, certainly could allow inflation to be a challenge for longer than expected. In general, tradi...

OGE is offering a nearly 10-year high dividend yield of 4.3%, with a wide margin of safety. OGE is resilient to high inflation and a potential recession. OGE expects to grow the earnings per share of its utility business by 5%-7% per year until at least 2026. The first h...

The water utility's adjusted diluted EPS payout ratio will expand slightly from 55.5% in 2021 to a still sustainable 57.8% in 2022. American Water Works' operating revenue dropped in the first quarter due to a divestiture, but adjusted diluted EPS surged higher during the quarter. ...

Xcel Energy doesn't have a very high dividend yield, nor does it have a very high dividend growth rate. Xcel shines because of its low-volatility characteristics. When adding a decent yield and decent dividend growth, the company is able to deliver safe and reliable long-term outperfo...

Avangrid EPS of $1.16 per share beat estimates in Q1. Margins, though, have been on the wane. We go to the dividend to see if it can give us insights regarding the fundamentals of Avangrid. For further details see: Avangrid: Sustained Investment Looks Like It Will Bear F...

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...