As generative AI technology (GenAI) rapidly advances, investors eager to capitalize on the AI trend have shifted their focus to a once-quiet niche in the market—the companies that own and operate power plants.$モルガン スタンレー(MS.US)$'s latest report delves into the fast-paced growth of AI demand and the current state of power infrastructure, highlighting a potential investment hotspot that was previously overlooked. Rapidly Dec...
Fred Guarino :
Totally agree with this logic, as an electrical engineer, it makes sense to me. I would also add nuclear power plays SMR and BWXT to this list.
PSEG CEO Ralph LaRossa believes Pérez's vast experience in the energy sector will be a significant asset for the company's journey towards a cleaner energy future.
Despite recent growth, investors are cautious due to the low P/E ratio of Public Service Enterprise Group, as they lack confidence in significant earnings improvement to justify a higher P/E ratio. This negative earnings outlook keeps the share price steady.
Market apprehension towards Public Service Enterprise Group is evident in the slower share price rise compared to earnings. However, considering the dividends' significant contribution to the TSR, long-term investment could still be fruitful.
$パブリック サービス エンタープライズ グループ(PEG.US)$ I like PEG in addition to PE, because it incorporates growth. Apart from that, I look at cash flow, debt and assets and any red flags in the balance/income statement. "Goodwill" is usually a number I deduct straight from the equity. It is a valueless position.
$フォード モーター(F.US)$Ford’s forward PE ratio is also less than a third of its consumer discretionary sector peers, which are averaging a 30.2 forward earnings multiple. Yet when it comes to evaluating a stock, earnings aren't everything. The growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio$パブリック サービス エンタープライズ グループ(PEG.US)$(PEG) is a good way to incorporate growth rates into the evaluation process. The S&P 500’s overall PEG is currently about 0.9; Ford’s PEG is 0.26, suggesting Ford is significantly undervalued after accounting for its growth. Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&P 500’s PS ratio is currently 3.15, well above its long-term average of 1.62. Ford’s PS ratio is a miniscule 0.48, roughly 85% lower than the S&P 500 average as a whole. Finally, Wall Street analysts see little value in Ford stock over the next 12 months. The average analyst price target among the 20 analysts covering Ford is $17.50, suggesting 0.7% upside from current levels.
Fred Guarino : Totally agree with this logic, as an electrical engineer, it makes sense to me. I would also add nuclear power plays SMR and BWXT to this list.
101533033 : Bloom Energy is a turn around play.
Setiadana Fred Guarino: indeed, im accumulating SMR-WRT