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475
[–] 1 pt

I'm looking at the following sectors. Here are some thoughts...

Oil producers don't really do it for me, but pipelines have performed well the past few years. Should be a safe play if looking for consistent earnings and dividend payout. Kinder Morgan comes to mind, but I haven't looked into them yet.

Coal looks to be a better growth potential opportunity. Heard a bit of talk the last couple months about utilities looking at coal fired plants again. Might be talk, but I drove through Nebraska last month and there continues to be miles of coal trains leaving the Powder River Basin. Integrated producer/marketers like Peabody probably have upside. Warren Buffet's BNSF is hauling a fuck ton of that too.

Here's an interesting play: Ramaco Resources - they're a well known metallurgical coal company, been around a while. They missed earnings recently, and the price got hammered. Believe they're around $12 - but they're paying 4.3% in dividend. If the steel industry rebounds it's an even better play, but they've got a coal mine in Wyoming that is potentially a big rare earth resource too. Can this industry flourish near to mid term? And if you like the rare earth aspect, there's a couple other (not so?) long shot plays out there too. Talking heads have been babbling about domestic rare earth production for years now yet nothing has happened. Will it be yuge under Trump?

Drinking water everywhere is fucked. Xylem and other water resource firms are worth looking at IMHO.

AI: Yandex was forced to divest/spinoff/muh Russia sanctions segments. Nebius (NBIS) resulted - based in The Netherlands. Worth looking at.

[–] 1 pt

AI: Yandex was forced to divest/spinoff/muh Russia sanctions segments. Nebius (NBIS) resulted - based in The Netherlands. Worth looking at.

I just read this a couple days ago. I had no idea until then.