Energy for the hare

TradingHase · 2026-04-16T10:31:43.106038Z

Dear gq community, I am looking for a good investment in the energy sector. It doesn't have to be a classic energy supplier, but it should be a long-term investment and pay a nice dividend. In addition, the share should be fair or at best even undervalued. I had initially thought of e.on $EOAN as it also has a lot of infrastructure and is less dependent on fluctuations in electricity prices. Do you see this as a suitable candidate for an investment or do you have better alternatives? The rabbit will thank you with carrots when he sits in his rocking chair with juicy carrots at retirement age 😉

Smudo@Smudeo

1Settimana

$UKW ;-)

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TradingHase@TradingHase

1Settimana

@Smudeo I'll have to see what that is and what they do. I've never heard of them 🙈

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Smudo@Smudeo

1Settimana

@TradingHase Energy with wind turbines for Engelsland

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Dividendenopi👴@Dividendenopi

1Settimana

@TradingHase the share was once very hyped here and some were probably invested. It has become very quiet around the stock 😇🙃

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GHF@GHF

1Settimana

@Smudeo With this suggestion, you out yourself as a silverback here in the forum 😉👍🏻

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AI sagt@GoDividend

1Settimana

@Dividendenopi most of them have sold 😅
And @Simpson has unfortunately deleted the longest-lived and most frequently added post.
A good record was kept here of how many shares he had.
As a community, we were on the way to holding 1% of the share 🤣

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Smudo@Smudeo

1Settimana

@GoDividend whether the post was deleted by himself or historically?
My 'old' posts 2024 are also partially gone. Not actively deleted.

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Matthias@ZaphodB

15H

@Smudeo GOOD tip - I'll take a closer look...10% dividend yield is not bad and the share price seems to have been quite stable over the last few years

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

$IBE (which I hold myself) is the best utility company in Europe in my opinion. Other interesting companies from my point of view are $TRN (I also hold it), $SRG, $VPK and $U96 (also in my portfolio). All have their pros and cons, of course.

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TradingHase@TradingHase

1Settimana

@Get_Rich_or_Die_Tryin Which one would you most likely take as a buy and hold?

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@TradingHase The decision would probably be between $IBE and $TRN.
$IBE is already extremely strongly positioned in renewable energies and can already finance new projects there from existing cash flows. $TRN has high CapEx due to grid maintenance and expansion, but the cash flows are still suitable there too. And they are not experimenting there.

$SRG has massive projects in the pipeline with the H2 pipeline from North Africa, where, in case of doubt, they are simply burning massive amounts of coal for no purpose. $VPK is upgrading all terminals or building new ones where possible, also for H2 and the like. And $U96 is in the middle of a transformation away from gas towards green energy. Every spare SGD is currently being invested in renewable energy infrastructure.

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TradingHase@TradingHase

1Settimana

@Get_Rich_or_Die_Tryin Many thanks for the information. The first two are certainly the better choice for the type of investment I have in mind. At the moment I am very skeptical about companies that are relatively strongly tailored to one energy source. Political and geopolitical changes can suddenly change everything here.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@TradingHase I am with you. In the EU in particular, we have seen not insignificant revisions or facilitations in various decisions in the recent past. At $IBE there has been a commitment to various energy sources, at $TRN the pure electricity infrastructure Pureplay.

All the others mentioned are still working very hard (and very capital-intensively) on major transformation steps.

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S.A.U.@SAUgut777

1Settimana

@Get_Rich_or_Die_Tryin @TradingHase What do you think of $BEPC?

It's on my watchlist.

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TradingHase@TradingHase

1Settimana

@SAUgut777 But I think it will stay there too, don't you? I think the growth forecast for the next 3 years is relatively weak at 20%. Renewable energy will of course be a factor for the future, but I believe that there should be greater scalability.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@SAUgut777 uses this purely as an investment, is not itself operationally active in this area, if I remember correctly? I find holding with a corresponding discount rather unfavorable in this area.

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Keineui@Keineui

1Settimana

$BE or nothing 😎 Dividends are not yet available, but nothing better either. Otherwise $ENR

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Chris@Multibagger

1Settimana

@Keineui I also think it's good, but after 50% last week I think it's a suboptimal time to enter the market.

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TradingHase@TradingHase

1Settimana

@Keineui But BE has already had a good run. Do you still see so much potential? Why?

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Keineui@Keineui

1Settimana

@TradingHase just look at my last comment on the title. They are just starting out in Europe and are the only ones who can provide energy capacity quickly and at scale. Now the fuel cells run on natural gas, but that doesn't matter to $BE because they don't pay for it. In the future, biogas or hydrogen can be used. And there is currently no other source of electricity for data centers.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@Keineui Biogas will never even begin to work on this scale. And whether hydrogen will ever establish itself sustainably as an energy source is absolutely written in the stars in my opinion. The infrastructure for this is still in its infancy.

Conversely, the fuel cell as the savior is anything but set in stone. And you mustn't forget: the USA clearly has the cost advantage when it comes to fuel. In Europe, the cost level for today is absolutely insane to operate fuel cells with gas...

I honestly don't see that yet.

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Keineui@Keineui

1Settimana

@Get_Rich_or_Die_Tryin I mainly wanted to say that they can be powered by anything. I didn't realize that for a long time, for example, I always thought that only hydrogen would work. They also have the advantage that "only" CO2 is produced as an emission and not all kinds of other pollutants.

I'm with you on the skepticism about hydrogen. It will never be an energy source on a large scale. Cars with fuel cells, forget it. But it can be used in special situations. Steel production, for example.

I have never claimed that fuel cells are the savior. But name me a technical solution that can supply a new hyperscaler DC with capacity in a TIER I market by the end of the year and that is not called $BE (Katharina Reiche would now say gas-fired power plants). I'm assuming that the discussion about nuclear power is over.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@Keineui Of course, there is certainly no alternative in the short and medium term. And it will probably be some time before we reach the DC levels seen in the USA here in Europe.🤷🏼‍♂️😂 Thanks to regulation and bureaucracy.😅

But this was a question about buy and hold basic investments, and in my view $BE is less suitable. Too much hype due to the circumstances you mentioned and too volatile.

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Keineui@Keineui

1Settimana

@Get_Rich_or_Die_Tryin I'm afraid I'm going to have to interject again.
Precisely because BE's solution produces no emissions other than CO2, i.e. not even much noise (they have already installed it next to terraces on office buildings, so you can have lunch next door and hear nothing), no BimSch permits are required here in Germany, for example. That's what makes them so alternative-free compared to on-site generation with a gas turbine.

Regulatory requirements and bureaucracy do not stand in the way, but on the contrary are a case FOR BE's fuel cell solution.

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TradingHase@TradingHase

1Settimana

@Keineui Hydrogen as a vehicle drive is currently not an option.
But its not dead, I read today that Merz could bring a nuclear power plant back online for a few billion 😂

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TradingHase@TradingHase

1Settimana

@Keineui don't know if you won't be drawn back into the BimSch due to CO2 emissions 🤔

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Keineui@Keineui

1Settimana

@TradingHase The federal government is completely lost on the subject of

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Visualizza tutti 4 ulteriori risposte

stocker_1862@stocker_1862

1Settimana

German companies are all hot in my estimation. $EOAN $RWE $NDX1 $ENR I would rather look elsewhere. If you hear about a guy who sold Nordex for 27 because he had enough return, that was me. *shakes head*

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TradingHase@TradingHase

1Settimana

@stocker_1862 😂 Yes, it shouldn't have run away yet. It's intended as a buy and hold, but if I buy at the peak I won't have enough time to make a profit before I retire 😂

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Chris@Multibagger

1Settimana

If you want it classic Hase, then $TTE if a little more speculative $2GB

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Keineui@Keineui

1Settimana

@Multibagger but then 40% on a monthly basis is a good entry point? ;)

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TradingHase@TradingHase

1Settimana

@Multibagger I've had 2gb in the WL for a long time, but it's run away from me quite a bit and is already quite sporty in my eyes. Do you see it differently?
I think of Total more as a fuel supplier. Is the business segment bigger after all?

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Smudo@Smudeo

1Settimana

@Multibagger 2G yes, but I wouldn't put Total in the energy category. Oil mainstay

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Chris@Multibagger

1Settimana

@TradingHase Yes, they are also strong in renewable energies. Even if they have now scrapped the wind project and in the USA in return for compensation of 1 billion.

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Chris@Multibagger

1Settimana

@Keineui They are both highly valued, but $2GB is already profitable and shows profits.

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Keineui@Keineui

1Settimana

@Multibagger think they're great too. It's all good. But it sounds as if $BE is still making massive losses, which is not the case. 2 billion turnover and 160 million EBITDA is reported here at QG. Define profit ^^
Negative EPS still, but that looks different at the end of the year.

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Chris@Multibagger

1Settimana

@Keineui exactly EPS I had only looked at

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Chris@Multibagger

1Settimana

@TradingHase I have another insider tip for you, which I also have in my portfolio. $CWR It's in my savings plan and is still up 50%. However, it is very volatile.

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TradingHase@TradingHase

1Settimana

@Multibagger Phew, 600% on last year. And then there's green hydrogen, a topic I'm very skeptical about. 🙈 Thanks anyway, but not the kind of investment where I wanted to put the fleas I had in mind. 😉

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Fred@Fred999

1Settimana

$TTE $NEE

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TradingHase@TradingHase

1Settimana

@Fred999 Could you briefly explain to me why you see these two as a good investment for the parameters mentioned?

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Fred@Fred999

1Settimana

@TradingHase $TTE a traditional oil company like the other big ones, but also has a foothold in renewables, so whether it stays with oil or not, they are riding both rails.
With a 4.4% dividend, they also beat other established oil companies, with the exception of $VAR
I would like to get in on both when the price has calmed down again
$NEE is all renewables and benefits from the AI hype as they produce cheap electricity with wind turbines in Florida
Also nice dividend which was still 3.3% at a price of €67.
I am not yet invested in all three because I am still waiting to get in

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TradingHase@TradingHase

1Settimana

@Fred999 Thank you for your explanation 👍🏼👍🏼👍🏼

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Steppenwolf66@Steppenwolf66

1Settimana

Snam IT might be something for you too 😉

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TradingHase@TradingHase

1Settimana

@Steppenwolf66 Is already suggested. However, that's not what I'm looking for to buy and hold 😉

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Christian@Investor-College

4G

In my dividend portfolio, the three stocks in the Energy sector are $DR0 (13/15 points), $CNQ (13/15 points) and $MPC (11/15 points). According to my valuation criteria, these are three solid stocks with a good total return over the last 15 years.

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TradingHase@TradingHase

3G

@Investor-College Thanks for the tips. How do you see the valuation of the shares? All three look to have performed well. Are they still fairly valued for an entry today?

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Christian@Investor-College

2G

@TradingHase Provided you are a long-term investor like me and we are talking about a holding period of more than 5 years: go for it. All three stocks have everything they need to continue their growth over the last decade.
If required, I can also tell you my positions in the other 10 sectors.

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TradingHase@TradingHase

2G

@Investor-College Thank you. Which other sectors do you cover? I'm already invested in plenty. Actually a few too many 🙈

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Christian@Investor-College

1G

@TradingHase I am invested across all sectors (according to GAAP), i.e:
Materials
Communication
Consumer Discretionary
Consumer Staples
Energy
Financial/Insurance
Energy
Industrial
Healthcare
Technology
REITS
Utilities

Of course, I have not invested equally in all sectors, but have weighted them. The weighting follows the growth of the sectors over the last 5, 10 and 15 years (derived from the price performance of the sector MSCIs).
Within these sectors, I then have 2-5 stocks according to my 8 valuation criteria for dividend stocks. Those with the most points have made it into the portfolio.

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TradingHase@TradingHase

1G

@Investor-College Very structured 👍🏼 Have you considered writing an article about this? I think some people might be interested in the approach.

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Christian@Investor-College

1G

@TradingHase
Yes, I've already started on that. This will be a 5-part series.
Part 1: https://app.getquin.com/de/post/FNAfekaQoE/rentenlucke-schlieen-mit-system-9-kriterien-fur-echte-qualitats-dividendenaktien-teil-15
Part 2:
https://app.getquin.com/de/post/bWkcGhVdfK/rentenlucke-schlieen-mit-system-9-kriterien-fur-echte-qualitats-dividendenaktien-teil-23
Part 3:
https://app.getquin.com/de/post/HtQrbnIrHs/rentenlucke-schlieen-mit-system-9-kriterien-fur-echte-qualitats-dividendenaktien-teil-35

Parts 4 and 5 will follow. I just don't have the time and leisure right now.
In the end, I built a Google Sheet including a plugin (data provider wisesheets) in which I only have to enter the stock abbreviation. Then an evaluation is automatically carried out based on the criteria.

This has been incredibly helpful to me because it is a very clear, structured and comprehensible approach to building a dividend stock portfolio.

I feel very comfortable with it and am very happy with my portfolio. The dividends close my pension gap and the dividend growth across all stocks is around 9% a year. This easily beats the inflation rate. Not to mention the average annual price gain of around 13% per year.

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TradingHase@TradingHase

1G

Strong and the AI doesn't fantasize either?
Yes, for me at the moment it's the lack of time for everything 😔

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Matthias@ZaphodB

15H

I have been invested in Suntien Green Energy for many years, strong dividends and very stable. RWE has also been around for a much longer time, and there are also high dividends from the Americans with Diversified Energy Company

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TradingHase@TradingHase

5H

@ZaphodB Thank you. But these are all direct energy suppliers and not the infrastructure you are looking for, right?

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