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Dan Caplinger

๐Ÿ‘ค Speaker
564 total appearances
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Appearances Over Time

Podcast Appearances

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

It may sound like a German company or something, but it's actually French.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

And trading on the over-the-counter market instead of NYSE or Nasdaq, which leaves it out of the media circuit.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

And a lot of people won't recognize it.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

But if you walk into your local Lowe's or Home Depot or any other hardware store,

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

and wander into the electricians department, you will find that a good chunk of the electric gear there is made by Schneider Electric under the name Square D. It's like about one third of the brake panels and the electric switches you'll find in the local hardware store.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

But it's not just for residential construction.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

They also make power panels, switches, everything you need to get electricity from point A to point B in a data center.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

And data center and sales are a major contributor to their growth in recent years.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

So Square D, by the way, was an all-American company that Schneider bought in 1991, I believe, to get a foothold in the American market.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

And they're still a major player today, thanks to that acquisition.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

Sometimes these deals work out.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

Most people won't know it as Schneider Electric, so they wouldn't know how to invest in it.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

And there you go.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

It's a fairly modestly valued stock, a little bit cheaper than Arch Rival Eaton.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

And, you know, it's one of those things you have to look for.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

You just won't stumble over it.

Motley Fool Money
For Data Centers, Power is the New Real Estate (Literally)

You have to go looking for it.

Motley Fool Money
Hidden Gem Stocks We Love at the End of the Year

Yeah, there's a couple of things.

Motley Fool Money
Hidden Gem Stocks We Love at the End of the Year

One is that co-founder, CEO Brian Chesky has done a great strategy where he is actually living in a different Airbnb property.

Motley Fool Money
Hidden Gem Stocks We Love at the End of the Year

It's like on a weekly basis or every couple of weeks, something like that.