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Utilities (XLU) Corey Malone
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Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Jan 03, 2016

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Arron Higgins
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Page 1: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Utilities (XLU)Corey Malone

Page 2: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Performance

Page 3: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

1 Year Stock Chart

Page 4: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

YTD Stock Chart

Page 5: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Overview

Current Price: $36.46

52 week high/low: 38.54/33.84

Makes up 3.38% of S&P 500

Known for high dividends

Page 6: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Top 5 Holdings

Duke Energy Corp. (DUK): 9.73%

Southern Co (SO): 8.59%

Dominion Resources Inc. (D): 6.84%

NextEra Energy Inc. (NEE): 6.79%

Exelon Corp (EXC): 5.9%

Page 7: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

3 Month Movers

LosersExelon Corp (EXC): -12.14%

First Energy Corp (FE): -12.14%

Entergy Corp (ETR): – 10.61%

GainersSempra Energy (SRE): +8.12%

NRG Energy (NRG): +7.47%

NiSource Inc. (NE): +5.11%

Page 8: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

American Electric Power (AEP)

Date Recommended: 10/11/2012

Price When Recommended: $44.24

Price on 1/18/2013: $43.51

Reducing output in Texas plant by 40%

Recently been issuing hundreds billions in long-term debt

Page 9: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

3 Month Chart (AEP)

Page 10: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Exelon Corp (EXC)

Date Recommended: 10/30/2012

Price When Recommended: $35.45

Price on 1/18/2013: $30.37

Increasing prices of nuclear power

Decreasing prices of utilities

Page 11: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

3 Month Chart (EXC)

Page 12: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Xcel Energy (XEL)

Date Recommended: 11/15/2012

Price When Recommended: $26.03

Price on 1/18/2013: $27.01

Missed Q3 revenue estimates, but beat on earnings

Page 13: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

3 Month Chart (XEL)

Page 14: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Dominion Resources (D)

Date Recommended: 11/27/2012

Price When Recommended: $50.54

Price on 1/18/2013: $52.92

Outperformed XLU in past 3 months

Expected to release earnings tomorrow

Page 15: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

3 Month Chart (D)

Page 16: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

Outlook

Dividend hike was palatable

Booming Market

Outlook: Neutral

Page 17: Utilities (XLU) Corey Malone. Performance 1 Year Stock Chart.

References

Reuters

Yahoo Finance

CNN Money

S&P 500 Sector SPDR