Is NextEra Power (NEE) the Absolute best Renewable Power Inventory to Purchase?

Here is an overview of one of our favorite S&P500 company. In this video, Nik is reviewing major energy trends and discusses how NextEra Energy is positioned to capitalize on it. He talks about the Growth of Renewables (1:50), Cheap Natural Gas (3:28), and explains how the Decrease in Energy Consumption per Capita (4:37) will force energy companies to find alternative ways to sell energy.

Nik then breaks down the structure of NextEra to different business lines: Florida Lights and Power (8:52), NextEra Energy Resources (9:30), Gulf Power (10:22), and NextEra Energy Partners (11:55) which is a separate publicly traded LLC with a high dividend yield.

Lastly, he covers NextEra Energy Financials and compares NEE dividend to the sector average (14:30). Finally, Nik shares his target price for the company, compares it to analysts and gives his perspective about buying NEE stock right now.

1:10 Macro Trends
5:13 How Does NEE Position to Capture these Macro Trends
8:33 Company Structure
14:03 Financials
16:02 Target Price
16:38 Conclusion

References:
EIA Energy Outlook https://www.eia.gov/outlooks/aeo/
Lazard Levelized Cost of Energy https://www.lazard.com/perspective/lcoe2019
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