Martin Hutchinson analyses what a Democrat landslide means for investors. He says nuclear and clean energy stocks, auto manufacturers, generic drug producers and muni bonds are a “buy”. But fossil fuel companies and financial institutions should be avoided.
The stock market is due a bounce after the election, regardless of who wins. But after that, the voter’s choice will have a big impact on industry winners and losers. Rick Pendergraft says biotech and alternative energy stocks should get a lift under Obama, while defense and oil will benefit from a McCain victory.
Remember the blackout that crippled New York in 2003? Byron King says this could be a common occurrence across the US within five years. He says the power industry is “paralyzed by the uncertainty of lopsided risks”. Soon costs are going to rise, and reliability will fall. Byron says investors in new power companies should make big profits.
The US consumer is on life support. Retail sales cratered in September, and consumer confidence indexes are at rock bottom. Uncle Sam is gearing up for a new New Deal to resuscitate the patient, says Justice Litle. It will focus on alternative energy projects… and could create the next big bubble.
US Energy Secretary Samuel Bodman says the America’s “nuclear renaissance” could be derailed by the credit crisis.
But Smart Commodities UK editor Garry White says a number of nuclear power projects are already underway in other parts of the world. India plans to build between 18 to 20 new nuclear plants over the next 15 years. Even the Middle East is shifting to the atom for its future energy needs.
Nuclear plants are also proven to be effective at water desalination. This will be vital in emerging markets, where populations are rising rapidly.
Smart Commodities UK Editor Garry White says two things are vital for Britain to be able to power itself in 2015. Firstly, despite environmentalist concerns, more coal stations are needed in the short term. Secondly, British Energy (LON:BGY) must be sold to Electricite de France SA (EPA:EDF), which would provide the expertise for an efficient nuclear powered energy system…
The exciting news this week was that the U.S. economy is not actually in crisis. ***Our insatiable thirst for oil and dependence on other countries to supply us with black gold has presented us with outstanding investment opportunities during this energy crisis. ***At times like these, we wonder what the US government would do for a budget like the Chinese. *** The mob lined up to hurl a few more stones at Fannie Mae (FNM) and Freddie Mac (FRE) this week.
Byron King says energy is the single most important topic for the incoming U.S. president to deal with. Capital costs for energy projects are soaring, and the future of fossil fuels is uncertain given the ongoing climate change debate. Meanwhile, renewable energy is fast growing, but incapable of coming close to meeting demand in the foreseeable future. Byron says America has some tough decisions ahead, and if they get it wrong, nothing else will matter…
Russia and China’s nuclear energy ambitions are well known. But Taipan Trader editor Sara Nunnally says Eastern Europe is also turning to nuclear power.
Several of the EU’s newer member states are currently holding bids for new plants. And having a clean and reliable energy source will spur industrial growth in the region, creating attractive investment opportunities in the process.
More from Sara with the countries most likely to benefit from this new energy drive…
The nuclear story is almost getting old these days. But there are some things you need to know about. Resource expert Byron King is here to explain. Enjoy…