Jim Cramer emphasizes utility stocks as stable investments amid incoming tariffs from Canada, China, and Mexico. He highlights American Electric Power, Entergy, and Sempra, citing their low reliance on international markets. These utilities are also positioned to benefit from the increasing electricity demand driven by AI server farms. With high dividend yields and potential revenue growth, these stocks are considered resilient against market fluctuations related to tariffs, making them appealing to investors seeking reliable income streams during economic uncertainties.
These are the stocks that can hold their value no matter what country's next on the tariff docket.
Some U.S. utilities may need to increase their annual generation by more than a quarter over the next three years in order meet rising electricity demand.
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