Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth


» Details

Guru Trades

Q3 2014

XLU Guru Trades in Q3 2014

Jim Simons 33,300 sh (+20.65%)
Louis Moore Bacon 36,000 sh (-71.88%)
» More
Q4 2014

XLU Guru Trades in Q4 2014

Louis Moore Bacon 82,000 sh (+127.78%)
John Burbank 130,000 sh (unchged)
Eric Mindich 2,000,000 sh (unchged)
George Soros 1,900,000 sh (unchged)
Jim Simons 27,900 sh (-16.22%)
» More
Q1 2015

XLU Guru Trades in Q1 2015

John Buckingham 99,580 sh (New)
John Burbank 45,000 sh (New)
Paul Tudor Jones 62,479 sh (New)
Steven Cohen 555,000 sh (New)
Caxton Associates 300,000 sh (unchged)
John Burbank 730,000 sh (unchged)
Caxton Associates 300,000 sh (unchged)
Jim Simons 19,900 sh (-28.67%)
Louis Moore Bacon 32,000 sh (-60.98%)
» More
Q2 2015

XLU Guru Trades in Q2 2015

Caxton Associates 71,500 sh (New)
Caxton Associates 300,000 sh (unchged)
Caxton Associates 300,000 sh (unchged)
Louis Moore Bacon 150,000 sh (unchged)
John Burbank Sold Out
Steven Cohen Sold Out
Louis Moore Bacon Sold Out
John Buckingham 91,046 sh (-8.57%)
Jim Simons 7,300 sh (-63.32%)
Paul Tudor Jones 12,479 sh (-80.03%)
» More
» Details

Insider Trades

Latest Guru Trades with XLU

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Utilities SPDR (ETF)

Stocks Guru Investors Are Buying in the Worst-Performing Sector - Utilities
Value investors often like to find gems among lackluster sectors. In 2015, the most floundering is Utilities. According to Morningstar, these stocks have gained 0.33% year-to-date, far below the next lowest performing, Energy, which gained 6.36%. Read more...



Valuation & Return


Business Description

Industry: »
Compare:0 » details
» More Articles for XLU


Articles On GuruFocus.com
Stocks Guru Investors Are Buying in the Worst-Performing Sector - Utilities Jun 24 2015 
Buckingham's Top Four New Buys of First Quarter Go Up in Price May 15 2015 
England-based Ecofin's Top Three Stock Full of Energy Power Apr 24 2015 
Q1 2015: Alternating Currents Mar 14 2015 
U.S. Equity Markets in the Second Half of the Year Jul 03 2014 
The Search for Higher Yielding Assets Apr 14 2014 
The Strategy, Signal, And Power Of Utilities Apr 08 2014 
Kinder Morgan: What You Should Know Feb 28 2014 

More From Other Websites
Fed proof your portfolio Sep 04 2015
Central Division Leads the Fall in US Electricity Generation Sep 03 2015
Not So Hot: Utility Stocks Except Con Ed (ED) Sep 03 2015
Electricity Generation in the US Falls Marginally Sep 02 2015
Will the Recovery in Crude Oil Prices Affect Coal? Sep 02 2015
China collapse playbook Sep 02 2015
What Do Last Week’s Volatile Natural Gas Prices Mean for Coal? Sep 01 2015
Natural Gas Inventory Figure Puts Pressure on Coal Sep 01 2015
The whole world is down Sep 01 2015
The Southern Company, an Electric Utility Holding Company Sep 01 2015
All 10 S&P 500 sectors extend losses suffered in August Sep 01 2015
What’s the Downside if the AGL Resources Deal Breaks? Aug 31 2015
AGL Resources Purchase: Conditions Southern Company Must Meet Aug 31 2015
Southern Company Buys AGL Resources—Secures Gas Infrastructure Aug 31 2015
What Is The Hard Data Telling Us Now? Aug 29 2015
Utilities Come Out Relatively Unscathed from the Market Mayhem Aug 28 2015
The Eastern US Leads the Marginal Drop in Electricity Generation Aug 28 2015
Pisani's market opens in the red Aug 28 2015
Electricity Generation in the US Falls Marginally Aug 27 2015
Continued Slump in Crude Oil Prices May Benefit Coal Aug 27 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)