Fundamental Research
Power & Utilities
L to R: Greg Gordon, Jon Cohen, Dmitri
Pchelintsev,Susan Davies
Coverage Universe
AEE
AEP
AES
CEG
CMS
CPN
D
DTE
DUK
DYN
ED
EIX
ETR
EXC
FE
GEN
ITC
NEE
NRG
NST
NU
NVE
PCG
PEG
PGN
PNW
POM
PPL
SO
SRE
TE
UIL
WEC
WR
XEL
ISI’s Power & Utilities Team, headed by Greg Gordon, provides both bottom up and top down research coverage on regulated utilities, diversified power & utility stocks as well as merchant power.
Greg has covered the domestic power and utilities industry since 1994. He provides timely investment ideas through detailed individual company financial analysis, a long history of dialogue with the State and Federal regulators that gives him insight in to utility regulatory policy nationwide, and a nuanced understanding of the macro-economic drivers that impact the overall attractiveness of different sub-sectors of the industry.