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NextEra Energy Inc. (NEE $81.65)
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Brookfield Renewable Partners L.P. (BEP.UN $38.17)
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TransAlta Corporation (TA $18.87)
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GE Vernova Inc. (GEV $681.35)
Q: I think a lot of utilities tied to the wind-farm industry have taken quite a hit since Trump came back to tilt at windmills (Orsted, for example). But Trump won't be around forever. Assuming a significant rebound following his demise, what companies provide the greatest opportunity going forward? Please include one or two Canadian investment opportunities in your answer.
5i Research Answer:
We like the following names for a potential rebound in utility companies tied to the wind-farm industry: GEV, BEP.UN, TA, and NEE.