Sempra: A Safe Utility Way To Ride The Data Center Power Boom
Regulated rate-base growth, asset-sale-funded capex, and strong momentum support upside.
Utilities
XPLR Infrastructure: Sell Now If You Haven't Already (Archive)
XPLR slashes payouts, pivots to self-funded growth, but remains a bearish transition story.
Brookfield Infrastructure Partners: One Of My Top Yield Plays In 2025 (Archive)
Data-fueled infrastructure giant at decade-low valuations with attractive preferred yields.
NextEra Energy Partners Q4 Preview: Will There Be A Business Model Pivot? (Archive)
Trump’s anti-wind pivot threatens NEP’s growth as distributions strain limited liquidity.
Brookfield Infrastructure Partners: Business Outlook Looks Good, But Watch The Leverage (Archive)
Trump tailwinds and capital pipeline boost BIP’s outlook but leverage risks loom.
NextEra Energy And NextEra Energy Partners: The Weather Blows Favorable Tailwinds (Archive)
La Niña-fueled winds boost NextEra’s earnings, but fair valuations cap near-term upside.
Brookfield Infrastructure Partners: Delay In Intel Project Is A Key Risk (Archive)
Intel fab delays risk extending BIP’s capital payback despite attractive near-trough valuations.