Investors have been BIG buyers of utility stocks! This once sleepy sector is now helping power the AI boom! But after a big run-up in these shares, how do you pick long-term winners? We asked Ryan Bushell of Newhaven Asset Management. Ryan’s enjoyed lots of success investing in utility stocks over the years. And of all the people I speak with, he was one of the first to identify this coming wave of demand. Ryan walks us through 10 power stocks you should know about -- including a few that he really likes. As always, this is not financial advice. Chapters: 0:00 Intro 0:28 Why have utility stocks been hot? 1:16 Is the power boom the real deal? 2:10 What should you think about before investing in this sector? 3:08 Stock 1 - a compelling gas export story 3:40 Stock 2 - a Texas opportunity 4:13 Stock 3 - at the center of the nuclear growth trend 4:44 Stock 4 - a high flier also tied to nuclear 5:28 Stock 5 - fast growing in gas infrastructure 5:57 Stock 6 - benefiting from the growth in power demand 6:38 Stock 7 - turbocharged by gas turbines 7:27 Stock 8 - the Florida factor 8:23 Stock 9 - notable growth in Texas and California 9:01 Stock 10 - integral to the power demand story Thanks to Ryan for joining us! You can read his latest piece on power demand below: https://www.linkedin.com/pulse/q1-2024-newhaven-investment-commentary-esi7c/?trackingId=mWWeCy%2FZ4vaJorEP3WlX%2Fw%3D%3D Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #technology