Hightower's Stephanie Link explains why the rally in utilities is just the beginning
Stephanie Link, Hightower Chief Investment Strategist, joins 'Closing Bell Overtime' to talk the utilities sector taking off recently.
Жүктеу.....
Пікірлер: 20
@don2397Ай бұрын
I agree 100% You go Step 👏
@syedarmaghanhassan46522 ай бұрын
What is the point of higher growth, if the inflation is high too? All thst growth would be nominal, and not actual, meaning, not much growth..
@JonRaborn-gp4ffАй бұрын
Troy Serrell ,Timothy Yanez, Mel Gibson ,Jonny Depp, and Sarah Palin.
@jhull5870Ай бұрын
Money going into utilities and gold are defensive moves, period.
@keto67892 ай бұрын
.1:18 ... "oh and by the way! " ..... these people's favorite saying .....
@syedarmaghanhassan4652
2 ай бұрын
Haha
@sunrizenАй бұрын
I thought solar energy would take off with the increased demand for electricity too, but that turned out to be very wrong. Utilities profits are up because natural gas has fallen, but should bottom. If capacity is limited then revenue growth will be limited too. Margins will fall with increased capex to build out more capacity with money borrowed at high rates. If electric rates go up it will justify the cost of solar.
@glennt222Ай бұрын
What utility companies to invest in?
@user-jc7iv9ee2d
Ай бұрын
GE, enphase, others
@glennt222
Ай бұрын
@@user-jc7iv9ee2d Thanks!
@MurrayMuntainАй бұрын
I'll bet she'd take higher inflation.
@VinegarMoneyGrowsАй бұрын
Utility being AI infrastructure play is as ridiculous as Starbucks being AI infrastructure play since they supply essential caffeine to AI software developers
@JonRaborn-gp4ffАй бұрын
AT& T Corporate Finance and MCI San Antonio Texas. Jon Raborn Julie Hough, David Dawson ,William ofCambridge ,Rick Perry ,Bret Bairt and Hunter Biden Homeland national security Mobile loaves and fishes inc. Travis county austin texas.
@JeremiahShaferАй бұрын
This was such a laughably bad call. Bullish on home depot? Begging for the fed to move the goal posts to higher than 2%? Pathetic.
@jimhockaday27022 ай бұрын
SHES GETTING VERY OLD
@wa210
Ай бұрын
Aren't we all everyday?
@simrans3675
Ай бұрын
@@wa210 Haha - man, the comments on these videos are Gold!
Пікірлер: 20
I agree 100% You go Step 👏
What is the point of higher growth, if the inflation is high too? All thst growth would be nominal, and not actual, meaning, not much growth..
Troy Serrell ,Timothy Yanez, Mel Gibson ,Jonny Depp, and Sarah Palin.
Money going into utilities and gold are defensive moves, period.
.1:18 ... "oh and by the way! " ..... these people's favorite saying .....
@syedarmaghanhassan4652
2 ай бұрын
Haha
I thought solar energy would take off with the increased demand for electricity too, but that turned out to be very wrong. Utilities profits are up because natural gas has fallen, but should bottom. If capacity is limited then revenue growth will be limited too. Margins will fall with increased capex to build out more capacity with money borrowed at high rates. If electric rates go up it will justify the cost of solar.
What utility companies to invest in?
@user-jc7iv9ee2d
Ай бұрын
GE, enphase, others
@glennt222
Ай бұрын
@@user-jc7iv9ee2d Thanks!
I'll bet she'd take higher inflation.
Utility being AI infrastructure play is as ridiculous as Starbucks being AI infrastructure play since they supply essential caffeine to AI software developers
AT& T Corporate Finance and MCI San Antonio Texas. Jon Raborn Julie Hough, David Dawson ,William ofCambridge ,Rick Perry ,Bret Bairt and Hunter Biden Homeland national security Mobile loaves and fishes inc. Travis county austin texas.
This was such a laughably bad call. Bullish on home depot? Begging for the fed to move the goal posts to higher than 2%? Pathetic.
SHES GETTING VERY OLD
@wa210
Ай бұрын
Aren't we all everyday?
@simrans3675
Ай бұрын
@@wa210 Haha - man, the comments on these videos are Gold!