Let's talk utilities. Yep - boring utilities

[CrazyTrader55]

I think that boring utilities are going to be anything but, as we move forward. AI, Bitcoin mining, and overall growth of the population, mean one thing: greater demand for electricity and natural gas.

My personal favorites (at this time) are NextEra (NEE) and AEP Energy (AEP). There are other good ones of course, but these two lead the list for me.

Anyone else like this sector?

 

[Meister]

I think that boring utilities are going to be anything but, as we move forward. AI, Bitcoin mining, and overall growth of the population, mean one thing: greater demand for electricity and natural gas.

My personal favorites (at this time) are NextEra (NEE) and AEP Energy (AEP). There are other good ones of course, but these two lead the list for me.

Anyone else like this sector?

The sector is slow and boring, but steady and dividends are fair.
They should be part of any stock portfolio.

 

[Dekster]

never was big on electric stocks. PE's tend to run high

 

[CrazyTrader55]

never was big on electric stocks. PE's tend to run high

Get big on electric stocks moving forward.

 

[kyzr]

Most public utilities are subject to state regulation, so even if there is a boom for AI power needs the gains will be regulated.

 

[Captain Caveman]

I think that boring utilities are going to be anything but, as we move forward. AI, Bitcoin mining, and overall growth of the population, mean one thing: greater demand for electricity and natural gas.

My personal favorites (at this time) are NextEra (NEE) and AEP Energy (AEP). There are other good ones of course, but these two lead the list for me.

Anyone else like this sector?

With all the illegal immigrant deportations, and thus reducing population, won't gas and electric demand drop?

 

[Meister]

Get big on electric stocks moving forward.

Nearly everyone and all businesses need electricity. Can't say that for
most industries.

 

[CrazyTrader55]

With all the illegal immigrant deportations, and thus reducing population, won't gas and electric demand drop?

That is possible. But I think you are going to see way more increases from AI and Bitcoin and so forth.

One of my favorites, Nextera, (NEE) is up big today after announcing pretty good earnings.

 

[Captain Caveman]

That is possible. But I think you are going to see way more increases from AI and Bitcoin and so forth.

One of my favorites, Nextera, (NEE) is up big today after announcing pretty good earnings.

I'm kinda at the age where I just can't be bothered with Bitcoin, AI, and bla bla. You hit a point in life where you've kept up with technology, and then you can't be bothered. I've hit that point

 

[CrazyTrader55]

Utilities are "TARIFF PROOF". IMO

This section just got even stronger.

 

[CrazyTrader55]

Nextera, Dominion, and First Energy (all of which I currently have) were actually up yesterday in the market carnage.

 

[CrazyTrader55]

Utilities are the best bet in the intermediate term IMO. Tariff proof for one thing.

 

[CrazyTrader55]

BUY BUY BUY

 

[JohnDB]

Canada is adding a 15% or 25% tariff on EXPORTED electricity to America.

That doesn't sound so good as we enter into a trade war with our neighbors and nations like China who heavily export goods to America.

 

[CrazyTrader55]

Canada is adding a 15% or 25% tariff on EXPORTED electricity to America.

That doesn't sound so good as we enter into a trade war with our neighbors and nations like China who heavily export goods to America.

Actually that would be a net positive for U.S. utilities.

 

[JohnDB]

Actually that would be a net positive for U.S. utilities.

Well,
yes it would....

But utility stocks, like commodities, are considered "safe havens" because they pay dividends like most "value" stocks.

However, don't get hung....

If the implementation of many small nuke generating plants is realized....much of the money is going to evaporate out of electric utility stocks....maybe, depending on implementation.
Energy Transfer (NYSE: ET) Has been a great "utility" play for years because of the dividends. (Oil pipeline stock....has some stations too) but it has regularly returned roughly 8%/yearly through quarterly dividends plus any capital gains. So the full amount realizes can be 14-18% or more.