Friday, November 8, 2024

My Top Stock Picks for 2025

My Top stock picks for 2025

Practical Investment Analysis for the New Energy Economy

My Top Stock Picks for 2025

Jeff Siegel | Nov 08, 2024

My top stock picks for 2025 should come as no surprise if you’re a regular reader of these pages.  Because, as you know, I’m extremely bullish on energy.  Particularly when it comes to renewables. 

top stock picks

As I noted last week, we already know that global electricity demand is set to double in the next 25 years.  This, mostly as a result of increased demand coming from data centers, crypto mining operations, and AI applications.  But what a lot of people don’t realize is that most of this new demand will be supplied by renewable energy.

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According to risk management firm DNV, by 2040, wind and solar sources will be responsible for 50% of all global electricity generation.  To put that in perspective, today it’s around 14%.

And by 2050, DNV predicts that 82% of all electricity will come from renewable sources.

In that article, I highlighted Enphase Energy (NASDAQ: ENPH), GE Vernova (NYSE: GEV), and Freeport McMoRan (NYSE: FCX) as three stocks that should do quite well in 2025 as the renewable energy segment continues to expand rapidly.

But there are three more I’d like to share with you today that I would consider, overall, my top stock picks for 2025.

To be sure, it’s not just renewable energy that’ll deliver big gains next year.  But as this is my area of expertise, I do tend to focus quite heavily on renewables.  And in this piece, my focus is not only my top stock picks for 2025, but my top stock picks for 2025 that are considerably undervalued right now.

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My Top Stock Picks for 2025 are Insanely Undervalued

The first I want to share with you is another copper play.

It’s not nearly as big as FCX, but it’s definitely worth your attention.

Now as I suggested last week, in 2025, you won’t go wrong with copper.  This, because the rapid demand for electricity (from renewables or fossil fuels) is set to soar.  Doubling in just 25 years. This should not be an afterthought.  This is massive.  And the reality is that you can’t meet that demand without a lot of copper.

The good folks over at the Financial Times opined on this, writing...

"The world’s largest copper miners predict closer collaboration with end users from carmakers to utilities, upending a hitherto fragmented supply chain as shortages of the metal crucial to green technologies are set to flare up in the years ahead. Executives at leading mining groups see increasing signs of a shift to direct deals with cable manufacturers and other big buyers to secure supply of the “metal of electrification” at an affordable price."

And according to Bloomberg, global copper consumption is likely to be 2 million tons higher by 2030.  I think it’ll be slightly higher than that.  Not that it matters.  Because no matter how you slice it, the demand for copper is a lock.  And this is why I want to bring your attention to Lundin Mining (OTCBB: LUNMF) (TSX: LUN). 

Lundin Mining is a diversified Canadian base metals mining company with operations in Chile, Brazil, Portugal, Sweden, and the United States.  It mines zinc, lead, silver, gold, nickel, and, of course, copper. This is where more than 75% of Lundin’s revenue comes from.

Earlier this week, Lundin announced earnings, falling short on estimates, which pressured the stock a bit.  But this opened up a nice buying opportunity for those looking for a bargain in the copper space.  The stock is actually quite attractive at these levels.  

The next undervalued stock you might want to consider for 2025 is Hannon Armstrong Sustainable Infrastructure Capital (NYSE: HASI). 

HASI invests in renewable energy assets.  It actually started out as a REIT, but revoked its REIT election last year in an effort to better capture growing investment opportunities while maintaining its existing strategy, guidance, dividend policy and tax efficiency. 

That being said, it still pretty much operates as a REIT, and includes a very generous 4.6% dividend. 

Now earlier this year, the company announced a $2 billion strategic partnership with global investment firm KKR.  While I won’t get into the particulars of the deal, the important part is that it allows HASI to reduce its reliance on public equity markets for growth.  It’ll actually cut the company’s capital requirements by 50%.  We expect this deal to start bearing fruit in Q4.

With the company incredibly well-funded and generating steady revenue through its partnerships as demand for renewable energy development increases, HASI is pretty much a no-brainer. 

Of course, if renewable energy isn’t your thing, consider this new nuclear power technology that Big Tech firms are now relying on to power their data centers that support their AI development. 

I’ve written about this technology, known as Small Nuclear Reactors (SMRs), before, but I’m bringing it up again because the SMR stock I’ve been telling you about started to spike a couple weeks ago, and it continues to climb.

While this thing still has plenty of room to run, I highly recommend you grab some shares now to take full advantage of this latest run on the stock.

To a new way of life and a new generation of wealth...

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Jeff Siegel

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Jeff is the founder and managing editor of Green Chip Stocks. For more on Jeff, go to his editor's page.

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