10 Power Stocks to Own Now — Cameco, GE Vernova & More Future Giants

Investors have been BIG buyers of utility stocks! This once sleepy sector is now helping power the AI boom! But after a big run-up in these shares, how do you pick long-term winners? We asked Ryan Bushell of Newhaven Asset Management. Ryan’s enjoyed lots of success investing in utility stocks over the years. And of all the people I speak with, he was one of the first to identify this coming wave of demand. Ryan walks us through 10 power stocks you should know about -- including a few that he really likes. As always, this is not financial advice.

Chapters:
0:00 Intro
0:28 Why have utility stocks been hot?
1:16 Is the power boom the real deal?
2:10 What should you think about before investing in this sector?
3:08 Stock 1 - a compelling gas export story - Altagas
3:40 Stock 2 - a Texas opportunity - American Electric Power
4:13 Stock 3 - at the center of the nuclear growth trend - Cameco
4:44 Stock 4 - a high flier also tied to nuclear - Constellation Energy
5:28 Stock 5 - fast growing in gas infrastructure - Enbridge
5:57 Stock 6 - benefiting from the growth in power demand - Fortis
6:38 Stock 7 - turbocharged by gas turbines - GE Vernova
7:27 Stock 8 - the Florida factor - NextEra Energy
8:23 Stock 9 - notable growth in Texas and California - Sempra Energy
9:01 Stock 10 - integral to the power demand story - TC Energy

Thanks to Ryan for joining us! You can read his latest piece on power demand below:

https://www.linkedin.com/pulse/q1-202...

Exec Producer/Co-Host: Caroline Lesley -   / caroline.lesley  

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