Brendan Wood International Investor Conviction Intel – Pipelines & Utilities
New York, NY, October 31st, 2023 (TopGun Press)
Below are some of the most topical Pipelines & Utilities Stocks in the BWI Shareholder Confidence Index based on our daily chats with global investors. You will also find links to excerpts on NextEra and Hydro One.
As we get closer to the end of the year, the market has expressed concerns around some of the sector stocks, bringing a boarder differentiation between companies that bring strong fundamentals and therefore more conviction to investors who are willing to find companies with long-term market resilience. We’ve seen some changes in Investors Confidence levels quarter over quarter in the Pipelines & Utilities names.
Although we saw a drop in the sector as a whole, concerns around NextEra were topical. Nevertheless, investors are committed to the name. BY CLICKING HERE, you will find 3Q excerpts on NextEra compared to the whole North American BWI Pipelines & Utilities coverage.
Hydro One had the biggest increase in Investor Confidence in Long-Term Growth Potential in 3Q in Canada. (CLICK HERE FOR THE 3Q EXCERPTS ON HYDRO ONE)
Conversely, DTE Energy, Dominion Energy and Oneok saw the biggest decreases in Investor Confidence in Long-Term Growth Potential in 3Q in the US.
Below, we outline the companies with the biggest Quarter Over Quarter changes for Long-Term Growth Potential in the Shareholder Confidence Index.
Largest Changes for Long-Term Growth Potential (Quarter over Quarter) (3Q2023 vs. 2Q2023):
US:
Consolidated Edison Inc. +80.0%
Edison International +26.7%
Western Midstream Partners LP +10.5%
DTE Energy -6.4%
Dominion Energy, Inc. -5.5%
Oneok -3.4%
Canada:
Hydro One Ltd +10.5%
TransAlta Corporation +5.3%
AltaGas Ltd +5.0%
Capital Power Corp -14.3%
Northland Power Inc. -6.5%
Algonquin Power & Utilities Corp. -2.8%
We have enhanced the BWI Shareholder Confidence Index by adding the biggest Pipelines & Utilities companies in the European Region. The preliminary results will follow over the next quarter.
If you have any inquires in regards to the Shareholder Conviction Index and/or the above results, please reach out to the undersigned below.
Brendan Wood International (BWI) serves a dual clientele of world leading investors and their corporate investment targets as well as broker dealers who provide research, sales and trading services to the investment community. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. Investors depend on BWI to quantify the demand side of the investment industry across 1400 names worldwide, including the name by name research sales and trading professionals who influence investor demand.
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000 investors in the investor panel collectively managing +$50 trillion invested in the 1400 companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
Related Links:
www.TopGunPress.com
www.brendanwood.com
@BrendanWoodIntl
Contacts:
Jordan Novak
Partner
Brendan Wood International
+1 416 924 8110
jnovak@brendanwood.com
Gerso Pelaez
Field Director – Real Estate/REIT, Pipelines, Utilities & Renewables
Brendan Wood International
+1 416 924 8110
gpelaezherrera@brendanwood.com
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