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Opportunities In Utilities (Pt. 2)

Analyst:

Paul Fremont, Jefferies & Co. Managing Director

Comments:

-Likes the "dirty coal" names.

-Many of these companies will be able to pass through higher costs of coal through higher power prices.

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-Very significant cash flow gains coming because of soaring energy prices.

Recommendations:

Dynegy , NRG Energy , Allegheny Energy .

Disclosures:

No conflicts

Disclaimer