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Investor Takeaway

Investor Takeaway To profit from the energy transition, we like Atlantica Sustainable Infrastructure (AY) and Algonquin Power & Utilities (AQN). AQN in particular has had a rough couple of months culminating in a steep dividend cut that  was just announced a week ago. However, it is now on much firmer footing moving forward and both AY and AQN offer investors highly compelling dividend yields and value propositions while also being in position to profit from the recently passed so- called "Inflation Reduction" Act. To profit from de-globalization - particularly of the energy supply chain - we favor Energy Transfer (ET) and  Enterprise Products Partners (EPD) which are poised to profit from growing energy exports from North America, offer very attractive current yields, and trade at compelling valuations despite posting strong 2022s.
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The latest news came Wednesday morning when CBS

  The latest news came Wednesday morning when CBS News reported that President Joe Biden's Rehoboth Beach home was being searched by the FBI. That came just one day after the same outlet reported that the Penn Biden Center in Washington was searched by the FBI in November. The administration has come under intense fire from reporters of all stripes over its refusal to substantively answer any questions about the scandal. McCall argues this may be because most of the press previously went easy on Biden. "It is possible that the Biden inner circle just figured the mainstream media would continue to cover for the administration and generally spike the documents mess as well," McCall said. That has not happened, leading to particular scrutiny of White House press secretary Karine Jean-Pierre. In one briefing, she referred reporters asking about the documents to White House counsel 25 separate times, and some have openly begun questioning her credibility. Rather than deflectin...
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