First a Message from our Friends at Golden Portfolio [ad] | Every seven days, a private buyer takes delivery of roughly two tonnes of gold. That's roughly $247,911,000 worth... | Every. Single. Week. | He's not a government agent... He doesn't work for any central bank... And isn't running his own hedge fund. | Yet this buyer's orders are so massive, he's single-handedly moving the global gold market. | So... Who has pockets that deep? And why is he sinking so much money into physical gold? | The story will blow your mind – and has potential to make you rich. | How do I know? | Because I was in the room with the biggest players in the gold universe at a private meeting in Colorado. | What I discovered still keeps me awake at night. | Because if I'm right about what happens next, we're at the very beginning of a monetary shift unlike anything in modern history. | Gold is returning to the US monetary system for the first time in 54 years. | I urge you to familiarize yourself with the name of the world's largest gold buyer... Find out why he's buying gold at this rate... and how you could profit from gold's next leg up. | Go here to get the inside story before it hits the mainstream. | | FEATURED ARTICLE | The Companies That Keep the Power on When the Grid Fails | A cold snap was a brutal reminder that "the grid" isn't a noun… it's a system. When ice loads lines, transformers trip, and demand spikes, the winners aren't always the utilities themselves. Often, they're the companies that build, harden, repair, and backup the machines that keep lights and heat on. | And the outage math was real: a recent winter storm left 800,000+ customers without power across multiple states at its peak, with some local officials warning restoration could take a week or more in the hardest-hit areas. | Below are "keep-the-lights-on" companies to keep an eye on—components, services, and equipment makers—plus the hard numbers that explain why they can have upside. | | 1) Quanta Services (PWR) — the "get it back on" contractor with a backlog moat | When power lines come down or substations need upgrades, Quanta is often the crew behind the crews: transmission, distribution, storm restoration, grid modernization, and increasingly data-center/energy infrastructure. | Why it matters in outages: restoration and hardening are labor + equipment + logistics. Quanta is built for that. | Concrete numbers to know | Quanta reported record contracted backlog of $39.2B, tied heavily to utility and power infrastructure work. In Q2 2025, Quanta reported $6.8B in revenue. Management has talked about positioning for record backlog and double-digit EPS growth into 2026.
| Price + "upside" framing | | Why it can still have upside
This is one of those "valuation looks full until you stare at the backlog" situations. If the next few quarters confirm backlog conversion + margin discipline, the market can keep paying up for visibility. | Key risk: if big utility projects get delayed (permitting, budgets, supply chain), revenue recognition can shift even with backlog intact. | | JPMorgan sees gold pushing toward $5,000 - leverage forms early [sponsor] JPMorgan believes gold prices will move significantly higher in the coming years. When forecasts reach this level, capital doesn't wait - it looks for early-stage projects with scale and upside. One company is positioning for that scenario now. Discover the gold story aligned with this outlook. | | 2) Eaton (ETN) — the switchgear/ breakers / electrical backbone play (the grid's "circuitry") | Eaton is a prime beneficiary of "we need a tougher grid" spending: switchgear, breakers, power distribution, and electrical components that reduce downtime and speed restoration. | Concrete numbers to know | Eaton's backlog at end of Sept. was up 20% vs. Sept. 2024. Electrical Global segment Q3 sales were a record $1.7B (+10% YoY) with 19.1% operating margin. Eaton has highlighted very strong data center momentum (orders and revenue acceleration).
| Price + upside framing | | Dividend angle (quality signal) | | Why ETN is a "keep the lights on" winner
Grid spend isn't just "more power"—it's better distribution, more redundancy, and faster switching. Eaton sells the parts utilities and large facilities buy when reliability becomes non-negotiable. | Key risk: ETN is a premium-quality industrial—if the market de-rates industrial multiples, it can fall even with strong fundamentals. | | 3) Hubbell (HUBB) — the "grid hardware" supplier (connectors, substations, distribution gear) | Hubbell makes critical components for transmission, substation, and distribution upgrades—exactly the stuff that gets stressed during storms and then redesigned afterward. | Concrete numbers to know | Utility Solutions segment Q3 net sales: $944M (up slightly YoY). Electrical Solutions segment Q3 net sales: $559M (+10% YoY). HUBB commentary called out broad-based growth in transmission/substation/distribution end markets. Hubbell is also expanding its connector footprint via an $825M acquisition of DMC Power (high-voltage connector tech), explicitly tied to surging power infrastructure needs (including data centers).
| Price + upside framing | | Dividend | | Why it still makes the list
Even when "upside to target" looks modest, HUBB can be a steady compounder in a world where utilities are forced to spend on reliability. Post-storm political pressure often accelerates grid capex. | Key risk: if utility capex cycles slow, HUBB's growth can cool (though replacement demand tends to persist). | 'AI Bottleneck' Now Threatens Entire Magnificent 7 [sponsor] A new critical failure has appeared in the AI market, and has now reached every AI company in America... including Nvidia, Microsoft, and Meta. Click here to see what this could soon mean for your money. | | 4) GE Vernova (GEV) — the "make power + move power" infrastructure heavyweight | GE Vernova is less about emergency restoration and more about power generation equipment and electrification—the stuff that expands capacity and modernizes how electricity is produced and delivered. | Concrete numbers to know | Q3 2025 orders: $14.6B (+55% organically). Backlog has been cited around $135.3B. The company doubled its quarterly dividend to $0.50/share and increased buyback authorization to $10B. It has pointed to 2026 growth and $4.5B–$5.0B free cash flow expectations in 2026, driven by demand for power equipment (including data centers).
| Price + upside framing | Current price: $665.99 Average analyst target around $701.42 (about +5%). Some banks have gone far higher (e.g., a $1,000 target has been discussed).
| Why it belongs in a "keep the lights on" portfolio
When load growth ramps (AI/data centers, electrification, onshoring), capacity and grid gear become bottlenecks. GEV is positioned where big checks get written. | Key risk: it's already had a huge run; valuation can be sensitive if orders slow or margins disappoint. | | 5) Vertiv (VRT) — the "no downtime" power + cooling company (data centers + critical facilities) | Vertiv sells the infrastructure that keeps critical loads online: UPS systems, power distribution, thermal management, racks. Not a utility play—more like "your power can't blink" play. | Concrete numbers to know | | Price + upside framing | | Why it can still have upside
If AI data center buildouts keep accelerating, Vertiv's demand visibility (orders/backlog) can remain strong. It's not "storm restoration"—it's "the modern economy can't go dark." | Key risk: VRT is momentum-priced; any slowdown in AI capex sentiment can hit it hard. | | 6) Generac (GNRC) — the "your house needs a plan B" backup power name | Generac is the obvious outage proxy: standby and portable generators for residential and commercial customers. | Concrete numbers to know | Q3 2025 net sales: $1.11B (down 5% YoY). The company updated full-year 2025 guidance to roughly flat net sales and about 17% adjusted EBITDA margin. Outage-driven demand can create spikes (and investors tend to re-rate the stock during reliability cycles).
| Price + upside framing | | Why it's on the upside list
GNRC is the purest "grid reliability problem becomes consumer action" stock. If outages keep trending higher and the product cycle improves, it can re-rate quickly. | Key risk: demand is cyclical and interest-rate sensitive (financing big home projects matters). | | The Cheap Investor takeaway | If you want a "keep the lights on" basket that maps to how resilience spending actually happens: | Grid hardware + electrical guts: Eaton (ETN), Hubbell (HUBB) Build/repair/modernize the grid: Quanta (PWR) Big capacity + electrification wave: GE Vernova (GEV) Zero-downtime critical power: Vertiv (VRT) Backup power at the edge: Generac (GNRC)
| The big picture: storms don't just create outages. They create budgets—for harder gear, more redundancy, faster restoration, and fewer "single points of failure." That's the long game these companies play. | Disclaimer: This content is for informational and educational purposes only and should not be considered investment advice. Investing in stocks involves risk, including the potential loss of principal. Always do your own research or consult a qualified financial professional before making investment decisions. | | | | | | |
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