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Current DateTime: 08:27:58 10 Feb 2012
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The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.
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Current DateTime: 08:27:58 10 Feb 2012
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CNBC EXPLAINS


Current DateTime: 08:27:58 10 Feb 2012
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Energy Stocks: Electrify Your Portfolio

Published: Monday, 16 Jun 2008 | 11:39 AM ET
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By: Andrew Fisher

What stocks can provide energy for your portfolio?  How about energy stocks?  Steve Weeple is head of U.S. equities for Standard Life Investments, and he has some helpful suggestions about where to find the most energetic equities.

"We think there's a lot of energy left in energy," he told CNBC.  "The commodity we're most excited about is electricity...we think there's under-investment still in that sector, and we think that prices still have to move higher in new generation capacity."

So where should investors plug in their portfolios?

Recommendations:

"We would be primarily buying generators," he said.  "Stocks like Dynegy [DYN  Loading...      ()   ]and Reliant (Resources) [RRI  Loading...      ()   ], who have assets in the ground already."

He sees other promising corners of the sector as well.

"The other thing we like in electricity is the fact that regulators and utilities are trying to put more intelligence into the grid," he said.  "Right now, we're just not using the electricity grids as efficiently as we could."

That's where he finds Itron [ITRI  Loading...      ()   ] and Comverge [COMV  Loading...      ()   ], which make meters to help customers measure their energy use more precisely.

Disclosures:

Neither Weeple nor his firm own shares of, or have banking relationships with, any of the above-listed firms.

Disclaimer

© 2012 CNBC.com


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