The Knights Who Say NEE!
Merry Christmas and joyful holidays, Nice Ones!
The Nice Stuff Group and I are about to settle in for an extended winter’s nap, and with no “rose suchak ladder” occurring available in the market at present, we figured we’d offer you a Nice Stuff vacation combine to finish the vacation week!
In the present day, you’re getting a Reader Suggestions reply — Robert D., you fortunate canine — a quick-and-dirty model of the Thursday Throwdown and a Christmas ballot!
We’ve even obtained a Christmas queen!
You do assume I’m lovely, don’t you, Mr. Nice Stuff?
You didn’t reply me straight away. You had to consider it first, didn’t you?
Good grief! Maintain up there, Lucy. This can be a monetary e-zine, not Tinder.
And with that in thoughts, let’s get proper to the festivities:
I want to know your opinion on NEE.
Thanks, Robert D.
Brief and candy, Robert! Thanks for writing in.
For these of you taking part in the house sport, NextEra Vitality (NYSE: NEE) is a utilities firm. It generates, transmits, distributes and sells electrical energy in North America.
On the floor, NextEra has the unassuming look of your common previous energy firm, producing electrical energy with coal, fossil gas and pure gasoline. However a deeper dive reveals that NextEra actually is subsequent period.
The corporate is among the many most aggressive energy corporations by way of adopting different or inexperienced vitality sources. NextEra has rolled out wind, photo voltaic and nuclear energy vegetation, and it’s even main the cost into hydrogen energy!
Aaah. There it’s. I knew there was a cause Mr. Nice Stuff was utilizing exclamation factors for this inventory.
Sure, Robert and fellow Nice Ones, NextEra Vitality is an up-and-coming participant within the hydrogen energy market.
Y’all already learn about Plug Energy (Nasdaq: PLUG), Hyzon Motors (Nasdaq: HYZN) and a plethora of different hydrogen energy gamers, however NextEra Vitality operates on a wholly completely different scale.
You see, whereas Plug and Hyzon deal with cellular hydrogen energy, NextEra is placing hydrogen fuel-cell expertise to make use of in mass energy technology … i.e., total energy vegetation that service massive communities of individuals, all with hydrogen energy.
You’ve heard all these individuals complaining that electrical automobiles (EVs) and cryptos devour an excessive amount of energy, thus making them finally not inexperienced? NextEra is the reply to that drawback.
I get no less than one e mail per week deriding EVs for his or her pressure on the prevailing energy grid and the way they aren’t really “inexperienced,” because the energy they’re utilizing comes from coal or pure gasoline.
Whereas that is true in the intervening time, NextEra is working to vary all that with photo voltaic, wind, nuclear and hydrogen energy — a red-hot cocktail of green-energy technology.
OK, we get it. You looove your hydrogen energy. You wanna hug it. You wanna kiss it.
However, is NextEra making any moolah? Any money? I don’t desire a lump of coal in my Christmas stocking, Mr. Nice Stuff…
Humorous you point out that, Nice Ones, as a result of NextEra beat Wall Road’s earnings estimates in every of the previous 4 quarters. And people returns are about to get even higher with President Biden’s just lately handed infrastructure invoice.
Right here’s CEO Jim Robo speaking concerning the invoice’s impression throughout NextEra’s final quarterly earnings name:
There’s clearly lots in [Biden’s] plan that’s very constructive from a renewable standpoint. We’re excited to work with the administration on the plan that I believe is de facto going to speed up the decarbonization of the U.S. economic system … over the following a number of years.
However, you don’t need to take simply my phrases or the phrases of NextEra’s CEO for it. Right here’s Financial institution of America International Analysis extolling the virtues of NextEra earlier this month:
NextEra “has delivered a persistently constructive adjusted EPS trajectory, with periodic rebasing and a rising development outlook. The corporate has grown above 9% yearly, properly above its legacy price and even the present 6%-8% (high-end) goal.”
So, Robert, what are my ideas on NextEra? I like the corporate. I just like the inventory. I just like the 1.7% dividend yield. I prefer it a lot that NEE inventory has been within the Nice Stuff Picks portfolio since October 2020.
Nice Ones who purchased NEE final October sit on a achieve of roughly 29% — and that’s not together with NextEra’s dividend payouts throughout the previous 12 months.
Now, NEE isn’t gonna go gangbusters like Plug or Hyzon (ultimately). That is extra of a steady, long-term, buy-and-hold kinda funding — the sort you may safely purchase and neglect about.
How’s that sound, Robert? I hope that solutions your query. Thanks once more for writing in, and joyful holidays!
Keep in mind, Nice Stuff is doing its impression of a Hallmark vacation film this week. We’re heading dwelling to see household and pals. We’ll be again one final time tomorrow, however then we’re off till December 28.
And for those who’re nonetheless in search of just a few new vitality performs — the last word stocking stuffer, may I say — we’ve obtained you lined. Should you’re not able to dive headfirst into the hydrogen hoopla simply but … test this out:
One new expertise is rolling out to energy 50 million houses and companies, organising a brand new market 10X greater than EVs — and you should buy in straight away.
Click on right here for the total story.
No, actually. Nikola (Nasdaq: NKLA) posted an image of the corporate delivering its first zero-emission electrical truck on its Twitter web page Wednesday afternoon, with the promise of “extra to come back” someday quickly.
The supply marks an enormous milestone for naughty-by-nature Nikola, whose previous misdeeds made it the current goal of a $125 million superb by the SEC. And by “current,” I actually imply **checks notes** two days in the past.
As you may think about, it’s been a wild, winding week for NKLA buyers. First, the fickle superb on prime of the information that continued manufacturing delays are hampering deliveries. And now the soothing salve of a shock cargo to ease the burn of its sizeable sanction.
It’s virtually like that Twitter put up was deliberate or one thing, huh?
Regardless, NKLA inventory is up practically 18% on at present’s upbeat information, which is a pleasant change of tempo from the dreadful decline it’s been on for many of the 12 months.
“Heydude, Good Crocs!”
Don’t fear — you’ll by no means hear that mixture of phrases once more. Particularly not from yours really.
So far as crocodilian-based clog maker Crocs (Nasdaq: CROX) is anxious, not even a buyout of fellow informal shoemaker Heydude can save Crocs’ road cred now. You may rant at me all you need within the inbox about how Crocs are the last word mix of consolation, utility and “IDGAF je ne sais quois” … however I’m not shopping for.
Anyway, I do commend Crocs for capitalizing on the dire want for informal footwear amid the pandemic. Crocs naturally promote social distancing, in spite of everything, and nobody can see your Crocs over Zoom (thank God).
The corporate’s $2.5 billion buyout of privately held Heydude will give Crocs a foothold in shoe designs that, properly, don’t seem like Crocs. Heydude is estimated to herald $570 million this 12 months — with about 43% of these gross sales from internet buyers, which bodes properly for Crocs’ personal increasing digital footprint.
CROX buyers have been “rewarded” with a 3% sell-off on the information as a result of not even Crocs needs to be saved from the style abyss…
I Myself Am One thing Of A Mechanic
I do know there’s a YouTube video for just about something lately, however till Common Motors (NYSE: GM) releases a step-by-step walkthrough that pairs with its new electrical car (EV) part units, I don’t see anybody truly utilizing this tech except they occurred to be a mechanic in a former life.
That’s proper, Nice Ones. Due to GM’s new elements lineup, anybody can flip their gasoline guzzlers into an EV … if they’ve the time, cash, endurance and downright fortitude to tear their vehicles aside and put them again collectively once more:
As corporations throughout many industries look to cut back their environmental impression, GM is uniquely positioned to function a pacesetter not solely by thrilling new EVs throughout our manufacturers however by further expertise purposes.
In principle, electrifying vehicles at present on the highway is a brilliant transitional step towards additional EV adoption … and suits with GM’s aggressive plan for an all-electric future.
The issue is usability. The common Joe isn’t gonna exit and get himself an EV converter set for Christmas … or every other day of the 12 months, for that matter. Skilled professionals are the goal demographic right here.
However whenever you consider the price of paying knowledgeable to pimp your trip … and hoping nothing goes unsuitable within the course of … does it actually offset the price of shopping for a actual EV within the first place?
Methinks not. Moreover, it’s solely a matter of time earlier than GM’s “DIY” kits are previous hat themselves…
In response to Charles Mizrahi, a brand-new battery expertise might quickly energy EVs for 1,000 miles — on a single cost. It’s sufficiently small to slot in your pocket — and could be charged in simply quarter-hour, making the corporate that pioneered this new expertise the funding of a lifetime.
Click on right here for the small print.
Throw Some SPACs On The Barbie
You realize it’s a gradual information day after we’re speaking TikTok-inspired griddle SPACs. And but, right here we’re.
This morning, TikTok grilling titan Blackstone Merchandise introduced that it could leap out of the proverbial frying pan and into the woodchip-stoked hearth: Blackstone plans to merge with special-purpose acquisition firm Ackrell SPAC Companions I in a deal that values the outside griddle maker at roughly $780 million.
That’s lots of hotcakes, Nice Ones.
Blackstone joins a lengthening checklist of out of doors cooking gear corporations to go public throughout the pandemic, together with Weber (NYSE: WEBR) and Traeger (NYSE: COOK).
However contemplating shares of those corporations have fallen greater than 30% within the final quarter, the steaks have by no means been increased for wannabe Blackstone buyers.
Oh grate, right here we go once more with the puns…
Wow. Robust crowd. I assume relating to grilling puns and grilling SPACs, it’s finest to allow them to marinate!
Ballot day? On a Thursday? Why, what higher strategy to spherical out the merry market medley!
Should you have been questioning about final week’s ballot outcomes, the lengthy, lengthy wait is over! We requested you simply how deep into the murky metaverse waters you have been keen to go … as an investor, no less than.
Principally, how within the metaverse are you?
Not often can we see such a divided unfold amongst you Nice Ones. Solely 7.7% of you stated you have been meta even earlier than Fb was Meta, whereas 32.5% of you solely care concerning the metaverse’s moolah-making potential. (Seems, Jessie J., it is all concerning the cash, cash, cash.)
One other 23.4% of you’re simply ready for the precise commerce to come back alongside … as a result of apparently, the 5 metaverse performs we listed out for you simply didn’t scratch the digital itch.
However by and enormous, the vast majority of you — with 36.4% of the vote — would fairly simply return offline at this level. And that’s all superb and dandy … however reply at present’s new ballot query earlier than you disappear again into the “actual world,” capisce?
On this week’s oh-so-civil debate, we wish you to resolve on who’s the grinchiest Grinch of all of them — the basic Christmas character who’s simply rife with anti-holiday spirit!
In different phrases: Who’s your favourite Christmas villain? (And no, Jerome Powell isn’t an possibility.)
Click on beneath and let me know!
With that, I hand it over to you, Nice Ones!
When you’ve got any lingering market questions, investing what-ifs or oddball rants rumbling ‘spherical your noggin, why not drop us a line?
GreatStuffToday@BanyanHill.com is your private home for decent takes and spit takes, investing questions and random market tomfoolery too. No matter you wish to write, we wish to learn!
Within the meantime, right here’s the place you will discover our different junk — erm, I imply the place you may take a look at some extra Greatness:
Till subsequent time, keep Nice!
Editor, Nice Stuff