Smith’s Picks: ROK Reshoring, WMB & VST Energy Demands
Schwab Network · Schwab Network
Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Chris Smith gives some stock picks, including Rockwell Automation (ROK) and Williams (WMB). Chris thinks that manufacturing reshoring will “accelerate” names like ROK, noting the huge disparity in their revenue from abroad vs their North American revenue: “they earn effectively 20-30 times more” in North America than in Asia. On Williams, he expects a power shortage coming as more data centers drag on our already old and strained energy grid. He calls Williams the “premier” name in natural gas energy infrastructure. For similar reasons, he likes Vistra (VST).
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about