1Sem.·

Utilities and energy shares

Dear community, as you can see, the above-mentioned sectors are poorly represented in my portfolio, so in order to diversify my portfolio more, I am looking for exciting stocks that I would like to take a closer look at.

Especially $VST (+2,55 %) and $CEG (-0,26 %) performed well due to the AI hype and the supply of data centers. $NEE (+0,82 %) has more difficult cards to play at the moment due to Trump's policies.

Do you currently have any companies on your watch list?

7 Commentaires

Michael@MichiAT

1Sem.

Ja, $VER

•

Imvestment4Life@Investment4Life

1Sem.

@MichiAT rather $EVN they stick to the compound and are more widely distributed.

•

Julien@HappyJulienDay

1Sem.

I am currently observing $SPM

•

Gomerdoc@Gomerdoc

1Sem.

$NEE. The largest supplier of renewable energy in the USA, has just signed exclusive contracts with several data centers.
And as for Donald: no worries!
In his first tower, the shares of energy suppliers with renewable energies rose by around 150 %, while those of all oil and gas suppliers only fell in the same period.
And it's the same now. Energy supply, especially with renewables and/or oil and gas, is globalized.
Nothing is cheaper than wind and solar: Americans and American companies know that.
And the great thing about the US federal system is that Donald can't order the states and, above all, the individual companies to do anything. They buy their energy wherever it is cheapest. And no: they don't build any new nuclear power plants either. Which, by the way, would not be operational for at least 15-20 years, by which time the Orange Man would have long since rotted away underground.
New gas-fired power plants with LNG: will be operational in seven years at the earliest (under the approval and construction conditions in the USA).
Next Era plans to invest 50 billion dollars in battery storage over the next five years. And with the strong expansion of wind and solar energy, it will be able to deliver much faster than all other fossil fuel suppliers.

Of course, the environment in the USA is not ideal for such companies at the moment: but the midterms are just around the corner, the earnings growth for this year and next is 10%, and the dividend is also rising by more than 3%.

TACO: Trump always chickens out - $NEE certainly not.

•

Mirko@Kieler_Jung

1Sem.

@Gomerdoc thanks for your assessment, I will take a closer look at $NEE, I also found it interesting from the American suppliers.

••

Ape65@Ape65

1Sem.

$IBE

•

Hersheyfan75@Hersheyfan75

1Sem.

$ENEL - Stable performance and dividend yield. Well diversified in my opinion.

•