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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