Core Insights - The "High Income DIY Portfolios" service aims to provide high income with low risk and capital preservation for DIY investors, particularly targeting income investors such as retirees [1] - The service offers a total of 10 model portfolios, including various strategies for income generation and risk management, with a focus on sustainable yields [2] Group 1: Portfolio Strategies - The service includes seven portfolios: three buy-and-hold, three rotational portfolios, and a conservative NPP strategy portfolio designed for low drawdowns and high growth [1] - The investment approach emphasizes dividend-growing stocks and aims for a 30% reduction in drawdowns while targeting a 6% current income [2] Group 2: Additional Features - The service provides buy and sell alerts, live chat, and strategies for portfolio management and asset allocation to help investors achieve stable, long-term passive income [2]

Industry Overview - The US electricity demand increased in 2025, driven by industrial electrification, AI workloads, and transportation, with peak demand expected to grow by 26% by 2035 [2] - Industrial electrification may add 25 GW by 2030, while data center usage could reach 176 GW, a fivefold increase from 2024 [2] - 93% of new capacity through July 2025 will be renewable, but supply expansion is slow, with 2 terawatts trapped in interconnection lines [2] - Reliability issues are escalating, with 15 natural disasters in H1 2025 causing over $1 billion in damages, and residential retail prices predicted to rise by 4.5% from 2024 [2] Company Insights - Ameren Corporation (NYSE:AEE) reported a TTM net income of $1.41 billion and a net income margin of 16.34%, with 34 hedge fund holders [9] - Dominion Energy, Inc. (NYSE:D) reported a TTM net income of $2.61 billion and a net income margin of 16.79%, with 35 hedge fund holders [13] - Ameren Corporation revised its long-term EPS growth guidance to a compound annual rate of 6% to 8% from 2025 through 2029, with a 2025 estimate midpoint of $4.95 [11] - Dominion Energy emphasized the importance of the Coastal Virginia Offshore Wind Project for national security and energy demand, stating it is critical for providing reliable electricity to key sectors [14][15]

Industry Overview - Companies in the Zacks Utility – Electric Power industry present an attractive investment case due to stable cash flows and predictable earnings supported by regulated business models [1] - Long-term power purchase agreements help shield many U.S. utilities from economic volatility, while growing electricity demand from AI-driven data centers, electric vehicle adoption, and reshoring manufacturing creates new growth opportunities [1] Company Analysis: Dominion Energy - Dominion Energy offers a strong long-term investment case due to its regulated model, stable cash flows, and reliable dividends, positioning it well for income-focused investors [3] - The company is investing $50 billion in capital expenditures from 2025 to 2029 to strengthen its operations, which is significantly higher than Vistra's $2.2 billion annual investment plan [12] - Dominion's earnings per share (EPS) estimates for 2025 and 2026 increased year over year by 22.74% and 5.93%, respectively, with long-term earnings growth pegged at 10.26% [8] - Dominion has a dividend yield of 4.51% and a lower debt-to-capital ratio of 57.71%, making it financially healthier compared to Vistra [9][15] Company Analysis: Vistra Corp. - Vistra Corp. is attractive due to a balanced mix of natural gas, nuclear, solar, and battery storage assets, providing strong cash flow visibility and disciplined capital allocation [4] - The Zacks Consensus Estimate for Vistra's EPS in 2025 decreased by 26.29% but is projected to increase by 62.33% in 2026, with long-term earnings growth pegged at 11.67% [5][8] - Vistra's current dividend yield is 0.56%, significantly lower than Dominion's, and it has a higher debt-to-capital ratio of 75.11% [11][15] Valuation and Performance - Dominion is currently trading at a forward P/E of 16.39X, which is cheaper compared to Vistra's 19.42X and the industry's average of 14.65X [16][18] - Over the past six months, Dominion's shares have gained 4.8%, while Vistra's shares have declined by 11.9%, with the sector returning 7.6% [19] Conclusion - Overall, Dominion is in a better position compared to Vistra due to stable earnings growth, better dividend yield, elaborate capital expenditure plan, lower debt usage, and cheaper valuation [24] - Dominion currently holds a Zacks Rank 2 (Buy), while Vistra carries a Zacks Rank 3 (Hold), indicating a stronger investment case for Dominion [25]

Core Insights - The Federal Reserve has reduced interest rates by 25 basis points, bringing the federal funds rate to a target range of 3.5% to 3.75% [1] - The transition in leadership at the Federal Reserve in 2026 introduces uncertainty regarding future interest rate policies [4][5][8] Consumer Staples and Utilities Sector - Stocks in the Zacks Consumer Staples and Utilities sectors are recommended due to their lower volatility amid current market uncertainty [2][9] - Notable consumer staples stocks include Monster Beverage (MNST) and Mama's Creations, Inc. (MAMA), both rated Zacks Rank 1 (Strong Buy) [2][11] - Utilities stocks such as Dominion Energy (D), Ameren Corporation (AEE), and Sempra Energy (SRE) hold Zacks Rank 2 (Buy) and are expected to perform well [2][11] Low-Beta Stocks - The highlighted stocks are categorized as low-beta stocks, indicating they are less volatile compared to the broader market [3][12] - These stocks are projected to show earnings growth in 2026, supported by favorable Zacks Ranks [3] Individual Stock Performance - **Monster Beverage**: - Beta of 0.48, long-term earnings growth of 16.81%, and 2026 sales estimate of $9 billion reflecting a growth of 9.48% [16][17] - **Mama's Creations**: - Beta of 0.79, long-term earnings growth of 4.35%, and 2026 sales estimate of $218.2 million reflecting a growth of 26.49% [18][19] - **Dominion Energy**: - Beta of 0.70, long-term earnings growth of 10.26%, and 2026 sales estimate of $16.48 billion reflecting a growth of 5.14% [20][21] - **Ameren Corporation**: - Beta of 0.57, long-term earnings growth of 8.52%, and 2026 sales estimate of $9.71 billion reflecting a growth of 6.33% [22][23] - **Sempra Energy**: - Beta of 0.73, long-term earnings growth of 7.33%, and 2026 sales estimate of $14.74 billion suggesting growth of 8.5% [24][25]

Core Viewpoint - Dominion Energy, Inc. has faced significant challenges due to the suspension of offshore wind project leases, impacting its share price and project timelines [3][4]. Company Overview - Dominion Energy provides regulated electricity service to 3.6 million homes and businesses across Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina [2]. Recent Developments - The share price of Dominion Energy fell by 1.83% from December 17 to December 24, 2025, making it one of the energy stocks that lost the most during that week [1]. - On December 22, the Trump administration suspended leases for five large offshore wind projects, including Dominion's Coastal Virginia Offshore Wind project, citing national security concerns [3]. - The Coastal Virginia Offshore Wind project, expected to be completed next year, is the largest of its kind in the US, with a capacity of 2.6 GW, aimed at meeting the growing energy needs in Virginia [4]. - Dominion Energy has received a 90-day halt order on the Coastal Virginia Offshore Wind project, further delaying a project that has been in development for over ten years [4]. Analyst Insights - On December 16, Morgan Stanley analyst David Arco lowered the price target for Dominion Energy from $65 to $62 while maintaining an 'Equal Weight' rating on the shares [5].

Core Insights - Global investments in renewable energy have reached record levels, driven by strong policy support and rising demand for clean power, particularly in solar and wind sectors [1][2] - The momentum in renewable energy spending is expected to continue as countries aim to reduce carbon emissions and enhance energy security, with electric vehicles and AI-based data centers increasing electricity demand [2][3] - Select green energy companies are well-positioned to benefit from the ongoing shift toward clean energy, supported by government climate programs and long-term clean power agreements [4][5] Company Summaries - **NextEra Energy (NEE)**: A leading clean energy company focused on wind and solar power generation, with plans to add 36.5-46.5 GW of new renewables from 2024 to 2027. The Zacks Consensus Estimate for NEE's 2026 earnings indicates a 7.8% improvement, with a 17.7% increase in sales. The stock has gained 13.4% in the past six months [6][7] - **Dominion Energy (D)**: A major U.S. energy company transitioning toward cleaner power with a focus on regulated electric utilities and long-term contracted clean energy assets. The Zacks Consensus Estimate for D's 2026 earnings suggests a 22.47% improvement, with an 8.4% increase in sales. The stock has gained 5% in the past six months [8][9] - **Canadian Solar (CSIQ)**: A global provider of solar modules and energy storage solutions, forecasting total module shipments of 25-30 GW and energy storage shipments of 14-17 GWh for 2026. The Zacks Consensus Estimate for CSIQ's 2026 earnings implies a 77.7% improvement, with a 34.8% increase in sales. The stock has gained 121.2% in the past six months [10][11]

Core Insights - The rapid advancement of artificial intelligence has created a significant investment opportunity, comparable to the dot com bubble era [1] Group 1: Technological Impact - The past year has ignited one of the largest technological debates regarding the implications of artificial intelligence [1] - The proliferation of AI technologies is seen as a transformative force in various industries, leading to new investment avenues [1] Group 2: Investment Opportunities - The current investment landscape presents actionable opportunities that are larger than any seen in recent history, particularly since the dot com bubble [1]

Group 1 - The U.S. government has halted all offshore wind power projects citing national security concerns, including the largest offshore wind project in Virginia and four other projects on the East Coast [1][2] - The Department of the Interior stated that a recent classified report from the Department of Defense identified offshore wind projects as a "national security risk" due to potential radar interference from wind turbine blades [1] - The halt in offshore wind projects is seen as a significant action against a growing industry, reflecting ongoing tensions between the Trump administration and the offshore wind sector [1][2] Group 2 - Industry leaders criticize the government's actions as a means to mask personal preferences, warning that it will increase energy costs, hinder investment, and lead to significant job losses, with an estimated 12,000 direct jobs and 5,000 indirect jobs affected [2] - Dominion Energy, the developer of the Virginia offshore wind project, emphasized the project's importance for national security and the rising energy demands in Virginia, particularly due to the growth of AI and data centers [2] - Experts suggest that the ongoing suppression of the green wind power industry could adversely affect the overall electricity supply in the U.S., impacting the development of AI and related sectors [2]

Core Viewpoint - U.S. stock futures are showing modest declines as investors await key economic data releases during a holiday-thinned trading week, following a strong performance in the previous session driven by optimism in the AI sector [1][2]. Premarket Activity and Futures Movements - S&P 500 futures are down approximately 0.08%, Nasdaq 100 futures have edged lower by about 0.09%, and Dow Jones Industrial Average futures are down around 0.06% [2]. - Current trading levels are S&P 500 futures near 6,920, Nasdaq 100 futures around 25,650, and Dow Jones futures near 48,650 [2]. - Gold and silver have reached new record highs, while the U.S. dollar has eased [2]. Major Indexes Performance - On Monday, the Dow Jones Industrial Average advanced 0.47%, closing at 48,362.68, while the S&P 500 climbed 0.64% to finish at 6,878.49, and the Nasdaq Composite rose 0.52% to close at 23,428.83 [3][4]. Sector Performance - The gains were broad-based, with technology companies and banks leading the charge, and the Russell 2000 index outperformed with a 1.2% gain [4]. Upcoming Economic Data - Key economic data releases include the final revision of U.S. GDP for Q3 2025, expected to show a growth rate of 3.2%, along with October Durable Goods Orders, November Industrial Production, and December Consumer Confidence Index [5]. Market Schedule and Trading Volume - U.S. stock markets will operate on a shortened schedule due to the Christmas holiday, closing early on December 24th and fully closed on December 25th [6]. Major Stock News - Nvidia shares advanced 1.5% on news of shipping H200 AI chips to China by mid-February [7]. - Oracle climbed 3.2% after news of a joint venture to acquire TikTok's U.S. operations [7]. - Micron Technology added 4% to its stock price, benefiting from positive sentiment surrounding AI stocks [7]. - Tesla shares rose 1.6% after the reinstatement of CEO Elon Musk's pay package [7]. Corporate Developments - Novo Nordisk surged over 7% following FDA approval of its oral Wegovy weight-loss pill [11]. - Paramount increased its hostile takeover bid for Warner Bros. Discovery, with shares rising 3.5% [11]. - Dominion Energy dropped 3.7% after a pause on offshore wind project leases [11]. - Clearwater Analytics Holdings Inc. shares surged 8.1% following an $8.4 billion acquisition announcement [11].

Core Viewpoint - The suspension of the Virginia offshore wind project and four other East Coast projects by the Trump administration represents a significant setback for the U.S. wind energy sector, raising concerns about national security and energy reliability [1][2] Group 1: Impact on the Wind Energy Sector - The Virginia offshore wind project, the largest in the U.S., was set to include 176 turbines and provide power to over 600,000 households, with completion planned for next year [1] - The decision to pause these projects has led to a decline in stock prices for key companies in the wind energy sector, including Dominion Energy, which fell by over 5% at one point, and Ørsted, which dropped by 12.7% [1] - The U.S. Department of the Interior stated that the wind turbines pose risks of radar signal interference, which could affect national security by obscuring legitimate moving targets [1] Group 2: Political Reactions and Broader Implications - Dominion Energy warned that the suspension could threaten the reliability of the power grid for critical military and civilian facilities, potentially leading to energy inflation and job losses [2] - Senator Chuck Schumer criticized the administration's actions as irrational, arguing that they would lead to increased electricity costs for consumers [2] - The Trump administration's efforts to halt wind energy projects have faced legal challenges, with a federal court ruling that the suspension of project approvals was unlawful [2]