| HOLD | 57.700 | Norman Levine | Largest power company in Italy and also has investments in power operations in Eastern Europe, and most recently into Spain. No longer traded on the NYSE. Trading near its all-time high. Yield is quite good. | 2008-01-07 | |
| PARTIAL SELL | 56.940 | Mark Grammer | European Utilities have been strong performers for the last 3 or 4 years. Interest rates are starting to move up, which raise the question of if they can continue as they have been.
From a fundamental point of view, it's likely that these utilities will do well.
These are defensive stocks, so it might be smart to move some money out, take some profits. | 2007-06-06 | |
| TOP PICK | 52.650 | Norman Levine | Largest electricity company in Italy. Expanding outside of Italy into eastern Europe. Cash rich. Good earnings growth. Good dividend. | 2007-03-28 | |
| BUY | 53.350 | Norman Levine | The largest electricity producer in Italy. Also has some operations in Eastern European countries. Has a huge horde of cash. Very profitable. Has paid out special dividends. Trades off the euro, which gives it a good currency play. | 2007-01-31 | |
| BUY | 42.710 | Norman Levine | The largest power producer in Italy. Very profitable and pays out a large part of its earnings in dividends. 6% dividends plus some special ones. The stock is under appreciated. | 2006-04-04 | |
| BUY | 39.750 | Norman Levine | Pays a good portion of its income as dividends. Have been selling off noncore assets. Has suffered because 1) the Euro has been weak and 2) that has been some lack of clearness as to what utility rates in the future are in Italy, but that's being corrected. Have sold forward almost 70% other production for next year and extremely favorable rates. | 2005-12-28 | |
| BUY | 39.380 | Norman Levine | Have had some big dividend payouts which has brought the stock down. The stock is priced in euros so the Cdn.$ has hurt. This is a bargain price. Still likes. | 2005-12-05 | |
| HOLD | 39.710 | David Driscoll | Utility stocks are doing very well right now where there are projects. This hasn't caught on with this company which he feels is still a little bit pricey. | 2005-11-03 | |
| HOLD | 39.920 | Norman Levine | The largest electrical producer and distributor in Italy. Recently sold its telecommunications business. Has a big yield. One problem has been the strong US & Cdn $'s against the Euro. Still feels the outlook for this company to generate cash is there. | 2005-11-01 | |
| BUY | 43.170 | Norman Levine | Italian electrical utility, mostly hydro and coal as opposed to oil. Electric prices are based off the price of oil so they've benefited. Problem in the short run is the 40% owned by the Italian government when they sold off about 10% of their holdings. This took up a lot of demand. Demand for shares has yet to catch up, but expects it will. Good dividend. | 2005-08-30 | |
| TOP PICK | 42.620 | Norman Levine | The largest distributor and generator of electricity in Italy. Recently sold its telecommunication division. Shows good earnings growth. In Italy, the price of electricity is based on the price of oil and they use hydro and coal as their main raw material, so they benefit from the high price of oil. Have a lot of cash on the balance sheet. Good price. | 2005-06-22 | |
| PAST TOP PICK | 45.200 | Norman Levine | (A Top Pick Mar 31/05. Down 6%.) Largest electrical utility company in Italy. In Italy electricity is based on the price of oil and this company uses other cheaper sources such as hydro and coal. Selling off non-core assets and tend to pay the money out to shareholders. | 2005-06-06 | |
| TOP PICK | 48.010 | Norman Levine | Largest electric generator and distributor in Italy. Also the largest natural gas distributor. Also owns a phone company which is up for sale which will bring $8/9 billion which will be distributed to the shareholders. Electrical prices are priced off the price of oil in Italy and they have been a big beneficiary of that. Expects very high special dividends iver the next few years. Also good growth. | 2005-03-31 | |
| PAST TOP PICK | 47.850 | Norman Levine | (A Top Pick Nov 29/04. Up 6% plus a 4% dividend.) The largest utility company in Italy. Very shareholder friendly. Expanding into other geographical areas. Have their telecommunications asset up for sale. Lots more upside. | 2005-02-23 | |
| TOP PICK | 44.980 | Norman Levine | Very shareholder friendly. Pays out most of its earnings and also pays special dividends. Yielded over 9% this year and expects the same next year. Benefits from rising oil prices. | 2004-11-29 | |
| TOP PICK | 44.780 | Norman Levine | Extremely share holder friendly. Have paid out regular and special dividend totalling over 9%. Very profitable. | 2004-11-23 | |
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