- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Surprising Options Trades in TiVo Shares
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
MOST SHARED
- Tiger Woods Out of Hospital After Accident
- The Good Entrepreneur Winner
- Gold Will Collapse Like Oil Did in 2008: Charts
- Abu Dhabi Will Aid Debt-Fraught Dubai 'Case by Case'
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Halftime Report: Dubai - First Ripple Of Larger Crisis?
- CNBC VIDEO: Warren Buffett & Bill Gates 'Walk & Talk' at Columbia University
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- EA Sports Hopes to Pump Up Sales Through Pop-Up Locations
- Abu Dhabi Will Aid Debt-Fraught Dubai 'Case by Case'
- Banks With The Biggest Exposure to The UAE
- Dubai's Debt Woes Signal New Era for Creditors
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Dubai Stock Selloff May Bring Buying Opportunity
- Longer Lines, Fuller Carts This Black Friday
- Big US Banks May Be Forced to Raise Capital: Bove
- Bank of America Amends Pay for Senior Executives
- Tiger Woods Out of Hospital After Accident
RSS FEED
CNBC Stock Blog
Text Size 
Ask Dan Eggers which electric utility he'd plug your portfolio into, and he'll tell you it's one that operates in a deregulated environment.
"Rising fuel-cost pressures, rising O&M cost pressures are going to put pressure on earned returns of the regulated utilities, potentially putting some risk on their earnings power, independent of some good-weather trends right now," the Credit Suisse analyst told CNBC.
Recommendations:
"Our top idea right now is Public Service Enterprise Group [PEG
Loading...
()
]," he said. "New Jersey started deregulation in 2002, so you've had a number of years to phase in power prices going to what you'd call 'market rates.'"
Eggers also likes Texas-based Reliant Energy [RRI
Loading...
()
].
"We're a little nervous about the retail business for the second quarter, given some of the weather and the volatility in the Texas market," he said.
"But what we see in Reliant that we like is that they're the least hedged of all the 'merchant generators,' meaning they have the best (ability) to take advantage of high gas prices, high commodity prices, which should translate into higher earnings power."
His third pick is FPL Group [FPL
Loading...
()
].
Disclosures:
Neither Eggers nor his firm own shares or have a banking relationship with Public Service Enterprise Group, FPL Group, or Reliant Energy.
Data is a real-time snapshot *Data is delayed at least 15 minutes