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Analysis of the stock $VST and why I added the company to my portfolio?
There are companies the market overvalues. And then there are companies the market ignores because their story is too complex to fit into a single headline—and that’s what I see in Vistra Corp.'s shares.
The stock lost a third of its value in nine months. Meanwhile, the company has just signed the largest...
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Vistra Corp. and Constellation Energy: Strong growth prospects with energy and long-term contracts
Vistra Corp. $VST: Energy giant with growth potential
Vistra Corp, the $VST Texas-based power producer, is currently one of the top picks according to investment bank JPMorgan, which has set a $178 price target on the stock. That represents a potential 31% increase from the last...
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$CEG is very interesting and there is a lot of potential. I've been following the company for a while, but I probably should have bought in sooner as the valuation is very high.
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I've only sold $BTI so far this year, where the gain hasn't been particularly large. Otherwise, I hold the other stocks.
Vistra may be less well-known among retail investors, but I wouldn’t say the market “ignores” it. The stock has gained over 500% in the past three years, so it doesn’t really look like a forgotten gem the market is only now discovering.
And as for the bet on nuclear: yes, Vistra has a significant nuclear component, but it’s not a pure nuclear story. Nuclear accounts for roughly 15% of installed capacity. In terms of generation the nuclear share will be higher, but it’s still not a purely nuclear player.