Newfie wrote:I think I’ve started to develop an investment strategy that will work despite of because of the uncertainty surrounding the virus.
I’m looking at a basket of REITs. Warehouses, data centers, cell infrastructure, timberland, farm land.
Yes, I hear the uncertainty. That’s part of the reason for the post, to get other opinions.
This frigging virus is driving me nutz. I can see no logical pattern to it.
Newfie wrote:I’m having a much more difficult time seeing DEflation.
Newfie wrote:I am expecting some expansion in several areas.
Data centers
Wireless connectivity
Distribution centers, cold storage
Artificial Intelligence
vtsnowedin wrote: Another I see increasing is roof top PV panels with storage systems. What few new houses I have seen being built as I do my town appraisal job all have such systems being installed and I expect many well heeled New Yorker's coming to settle/ retire in Rural areas will want them as a standard item.
vtsnowedin wrote:What I am seeing is larger 5KW to 10KW systems that may or may not be grid tied. Generac company sells complete systems using wall batteries they call PWRcells equivalent to Tesal's power walls some have propane or diesel powered generators for double backup..
evilgenius wrote:Some random thoughts.
The base reasons for going solar will likely prevail. Solar should see some growth. I wonder if some states that changed the rules on solar, so that utilities didn't have to buy excess power from individuals, will go back to the way it was? That could really help solar go. I have a few shares of SPWR, for full disclosure. I don't know if they are the best company. I like them for their share price's relative position to past gains they've made when things were better for solar.
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