Generac Holdings (NYSE:GNRC)

With the worst winter storm in 50 years hitting all 48 contiguous states, and millions without power for days on end with below freezing temps, this is a wake up call. Things are different now than ever before. A large portion of the American voting populous is already very concerned with "energy independence" and "self reliance" and "small government". These same people have probably not really even thought about their own reliance on a government regulated industry, the power industry and The Grid. They are thinking about it now. This situation should lead to better than expected earnings for at least the next 3 quarters by Generac and potentially a back log installation book of business for the next 6-8 quarters. People will start to realize that the future weather will be much worse, and much less predictable than past weather. GNRC is near its 52 week low, with good catalysts in front of it in 2023, and tax loss harvesting for 2022 nearly at an end. Also, consider the P/E is about 14 right now, and it looks like a VALUE play. All Aboard!!!!!

Growing market