O isn’t a bad stock to hold - but are office buildings really a place to be long term? We know retail real estate is dead - how long until office parks begin to follow ? Sure, they own and hold only the best - but like they say - last thing you want to own is the highest price house in a depressed neighborhood.
VDOR not familiar with - but just reading on it feels like a scam. Crypto tied to oil futures…if I want to invest in oil/resources look at names like TPL, NRP or EOG and FANG. I hold some GPOR too - only because I see what they are doing daily and they do have some decent wells going online with a low cost of production. If Nat Gas stays over $3 for any period and these data centers do develop nearby in Appalachia it could be a winner.
Coal is being largely slept on by retail investors - but you see the big boys buying in. As these data centers grow - so do power needs. The Midwest is ripe for development - take hefty tax incentives to build a data center in some former factory, infrastructure is there to supply the massive power needs already and future power generation can be added quickly using the plentiful natural gas from the Utica fields as well as supplemented by cheap coal now that the complaints from Canada about pollution aren’t a concern. Utilities like AEP and DUK are worth watching too.
VDOR not familiar with - but just reading on it feels like a scam. Crypto tied to oil futures…if I want to invest in oil/resources look at names like TPL, NRP or EOG and FANG. I hold some GPOR too - only because I see what they are doing daily and they do have some decent wells going online with a low cost of production. If Nat Gas stays over $3 for any period and these data centers do develop nearby in Appalachia it could be a winner.
Coal is being largely slept on by retail investors - but you see the big boys buying in. As these data centers grow - so do power needs. The Midwest is ripe for development - take hefty tax incentives to build a data center in some former factory, infrastructure is there to supply the massive power needs already and future power generation can be added quickly using the plentiful natural gas from the Utica fields as well as supplemented by cheap coal now that the complaints from Canada about pollution aren’t a concern. Utilities like AEP and DUK are worth watching too.