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Welcome to the VIP edition newsletter from ALPHA, our Stock Deep Dive!
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Course Overview:
The S&P 500 is more than just tech—there are 11 fascinating sectors ranging from financials (the second largest after tech) to utilities. This course will help you gain the knowledge and confidence to navigate market fluctuations and make informed decisions tailored to specific industry trends. With accessible modules delivered straight to your inbox, mastering sector-based investing has never been easier. Join us and unlock the potential to invest wisely across the diverse landscape of the stock market.
In each part, we cover:
Full Sector Breakdowns (of 10 Stock Market Sectors!)
Sector Valuation Metrics
Over 10 Stock Reviews and Evaluations
Risks of Investing in Each Sector
Conclusions and Recaps
Let’s get into it!
In this edition, you’ll read an in-depth analysis of a great stock we’ve been watching: 👇
Stock Deep Dive: Hammond Power Solutions (HPS/A-CN, $1.3B MCAP)
North American energy grids are crumbling.
There is no question that a severe upgrade cycle is coming as fiscal policy finally turns to address the issue.
A substantial portion of the transformer infrastructure in North America was built during the mid-20th century, particularly in the decades following World War II, which means many of these transformers are now quite old.
The average age of a transformer in North America is often reported to be around 35-40 years old. This is a massive concern because the typical lifespan of a transformer is generally expected to be around 30-50 years.
This aging infrastructure raises concerns about reliability, efficiency, and the risk of failures, which could lead to increased maintenance costs and the potential for power outages.
It’s time to modernize the grid.
Today’s pick is a minor electrification player, but it should be on everyone’s radar.
Overview 👉 What Does Hammond Do?
What is A Transformer? 👉 Grid Power Delivery
How Do They Win? 👉 Value Proposition
How Do They Make Money? 👉 Product Suite
Sales Channels 👉 Several Industries + OEMs
By The Numbers 👉 Key Metrics
Risks 👉 Potential Pitfalls