NextEra Energy (NYSE: NEE)

America’s largest utility producing electricity from natural gas, coal, wind, solar, and nuclear

• Grown its dividend at a compound rate of 11% over the last 10 years
• Incentivized by clean energy tax credits in the US Inflation Reduction Act to further develop renewable energy

Stella-Jones(TSX: SJ)

Manufactures phone and hydro poles and railway ties

• 3 back-to-back quarters of better than expected sales and earnings with more forecasted
• Opportunity for multiyear compounding as a niche business with a strong competitive position

Albemarle(NYSE:ALB)

Chemical manufacturing company sourcing and processing lithium, bromine and petrochemical catalysts

• Owns a number of the world’s best lithium deposits in Chile, US, Australia
• Well-positioned for the growing need of lithium used in electric vehicle (EV) batteries)