Ahora llego ahí. Hace unos 10 días también trataron el tema:
-AWK.
-AWR.
-WTRG.
Pongo trozos de la conversación ya que en unas semanas se borran los comentarios allí.
RON
“WTRG has a current yield of 2.55%. AWR’s is 1.82%
Dividend Saftey scores are very close, both in the Very Safe range.
Dividend growth rates are similar.
AWR this past year was 9%, 5 year is 7%, 20 year is 5%.
WTRG last year was 7%. 5 year is 7%, 20 year is 7%.”
CHOWDER
" I can understand from a dividend aspect where one could find WTRG more appealing than AWR, but from my perspective both are low yielding companies and when I look at lower yields I also consider capital gain potential.
I realize the numbers from the past may differ going forward, but it’s performance trend I look at, not the numbers per se. By performance trend I mean who has historically provided better total return than the other over various time frames, and how consistent has those differences been.
Total return, dividends NOT reinvested.
AWR … 3 yr. 54.3%
WTRG … 3 yr 24.0%
AWR … 5 yr. 101.9%
WTRG … 5 yr. 72.6%
AWR … 10 yr. 386.0%
WTRG … 10 yr. 130.1%
So since I look for total return trend potential in lower yielding companies, I have to look at AWR first.
One of the first things I looked at them anyway was coverage area. I have AWK for the east coast, I was thinking I may want something on the west coast, and AWR fills that need as well.
Again, I haven’t done a full review, I want to look into both companies a little deeper and see what business growth potential each has and who has the advantage there. "
DANIEL CLULEY
" The geographies are a good point. Here are geographies of each of the top 3:
AWK:www.amwater.com/…
WTRG (Aqua America):www.aquaamerica.com/…
AWR:americanstateswatercompany.gcs-web.com/…
AWR was historically mostly California but also has some mid-atlantic east coast and southern operations through agreements to provide services at and around U.S. Military bases. Good for diversification of the geographical footprint. I might look into starting a position in AWR just for that alone."