AIVL2.097%
as of Sep 3
CNP
DefensiveCENTERPOINT ENERGY INC
CenterPoint Energy, Inc. operates as a public utility holding company in the United States. The company operates through Electric; Natural Gas; and Corporate and Other segments. The Electric segment provides electric transmission and distribution services to electric customers and electric generation assets, as well as optimizes assets in the wholesale power market in Indiana Electric's service territory.
Close · 3M
-5.86%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals15
Win rate7% (1/15)
Avg buy return-7.13%
AIVL · Weight decrease · 2d
weight 2.100% → 2.088% (-0.011 pp)·stock down 6.9% in the 30 days before
Aug 28·entry $39.24·now $39.98
+1.89%
since Aug 28
AIVL · Weight increase · 2d
weight 2.134% → 2.155% (+0.021 pp)·stock down 5.8% in the 30 days before
Aug 17·entry $40.63·now $39.98Fresh
-1.60%
since Aug 17
AIVL · Weight increase · 2d
weight 2.127% → 2.152% (+0.025 pp)·stock down 7.4% in the 30 days before
Aug 12·entry $40.53·now $39.98Fresh
-1.36%
since Aug 12
AIVL · Weight decrease · 4d
weight 2.274% → 2.127% (-0.147 pp)·stock down 8.1% in the 30 days before
Aug 10·entry $40.03·now $39.98
-0.12%
since Aug 10
AIVL · Weight decrease · 3d
weight 2.274% → 2.158% (-0.117 pp)·stock down 6.1% in the 30 days before
Aug 7·entry $40.68·now $39.98
-1.72%
since Aug 7
AIVL · Weight decrease · 2d
weight 2.274% → 2.170% (-0.104 pp)·stock down 7.7% in the 30 days before
Aug 6·entry $40.67·now $39.98
-1.70%
since Aug 6
AIVL · Weight decrease · 2d
weight 2.348% → 2.252% (-0.096 pp)·stock down 4.2% in the 30 days before
Jul 29·entry $42.93·now $39.98
-6.87%
since Jul 29
AIVL · Weight increase · 2d
weight 2.275% → 2.349% (+0.074 pp)·stock up 1.7% in the 30 days before
Jul 23·entry $44.23·now $39.98Fresh
-9.61%
since Jul 23
AIVL · Weight increase · 2d
weight 2.276% → 2.282% (+0.005 pp)·stock down 0.5% in the 30 days before
Jul 17·entry $43.13·now $39.98Fresh
-7.30%
since Jul 17
-6.41%
since Jul 15
-9.40%
since Jul 13
-9.24%
since Jul 8
-9.14%
since Jul 6
LQAI · Weight increase · 2d
weight 0.970% → 1.070% (+0.100 pp)·stock down 5.8% in the 30 days before
Sep 1·entry $39.47·now $39.98Fresh
+1.29%
since Sep 1
LQAI · Weight decrease · 4d
weight 1.750% → 1.000% (-0.750 pp)·stock down 8.1% in the 30 days before
Aug 10·entry $40.03·now $39.98
-0.12%
since Aug 10
LQAI · Weight decrease · 3d
weight 1.750% → 1.010% (-0.740 pp)·stock down 6.1% in the 30 days before
Aug 7·entry $40.68·now $39.98
-1.72%
since Aug 7
LQAI · Weight decrease · 2d
weight 1.750% → 1.020% (-0.730 pp)·stock down 7.7% in the 30 days before
Aug 6·entry $40.67·now $39.98
-1.70%
since Aug 6
LQAI · Weight decrease · 2d
weight 1.860% → 1.750% (-0.110 pp)·stock down 4.3% in the 30 days before
Jul 30·entry $42.15·now $39.98
-5.15%
since Jul 30
LQAI · Accumulation · 5d
weight 1.770% → 1.860% (+0.090 pp)·stock down 2.1% in the 30 days before
Jul 28·entry $44.10·now $39.98Fresh
-9.34%
since Jul 28
LQAI · Accumulation · 5d
weight 1.730% → 1.840% (+0.110 pp)·stock up 1.6% in the 30 days before
Jul 24·entry $44.56·now $39.98Fresh
-10.28%
since Jul 24
LQAI · Weight increase · 2d
weight 1.730% → 1.810% (+0.080 pp)·stock up 1.7% in the 30 days before
Jul 23·entry $44.23·now $39.98Fresh
-9.61%
since Jul 23
LQAI · Weight increase · 2d
weight 1.730% → 1.780% (+0.050 pp)·stock down 0.5% in the 30 days before
Jul 17·entry $43.13·now $39.98Fresh
-7.30%
since Jul 17
-6.41%
since Jul 15
-9.40%
since Jul 13
-7.71%
since Jul 9
-10.38%
since Jul 2
-9.22%
since Jun 30
-8.85%
since Jun 24
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 2
The AI ETFs, particularly AIVL, are increasing their weight in CenterPoint Energy, suggesting a positive outlook. This accumulation trend contrasts with the framework's 'Fail' verdict, which is primarily driven by the company's sub-par return on equity and the absence of a clear margin of safety at current prices.
- Circle of CompetenceAs a regulated utility, CenterPoint Energy's unit economics are generally stable and predictable, allowing for reasonable projection of future cash flows within the circle of competence.
- Economic MoatCenterPoint Energy benefits from a strong economic moat derived from its regulated monopoly status and the high capital intensity required for utility infrastructure, creating significant barriers to entry.
- ManagementThe provided financial data does not offer sufficient insight into management's candor, capital allocation discipline, or ownership stakes to assess this criterion.
- Financial HealthThe current Return on Equity (ROE) of 9.59% falls below the framework's minimum threshold of 10% for any single year, indicating a clear failure in financial health based on the specified criteria.
- Margin of SafetyGiven the current P/E of 26.2 and P/B of 2.24 for a utility with a 9.59% ROE and low revenue growth, there does not appear to be a defensible margin of safety relative to a conservative estimate of intrinsic value.
CenterPoint Energy operates within a predictable utility sector with a strong regulatory moat. However, the company fails on financial health due to its ROE falling below the framework's minimum threshold. Furthermore, current valuation multiples do not present a sufficient margin of safety, leading to an overall 'Fail' verdict within this value-investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.