DarkStealth

Why I Sold the Utility Stocks in My Portfolio

If the regulated businesses may be at risk, it seems like a great reason to favor deregulated merchant power providers who can sell renewable energy to various states, or utilities that have some mix of both. Half of the country now has renewable portfolio standards, and the best people to profit from it are the renewable energy production companies (like Vestas, Suzlon, Gamesa, GE's wind division, Broadwind) and merchant power companies who have a large installed base of renewable power (like FPL or potentially Constellation Energy for nuclear).