Jon Quast

That's what BadgerMeter can help grids do.

Data centers and nuclear power plants also need water.

Those are some trends that are pushing adoption here.

Listen, BadgerMeter, the reason I wanted to highlight it today was, it just got crushed after its earnings results earlier this week.

Basically, the company expects slower growth over the next five years compared to the previous five years.

That said, there will still be growth, and there are some big projects coming online, such as 1.6 million meters in Puerto Rico.

This gives management the confidence that it can continue to grow, albeit at a slightly slower rate.

Margins are hitting all-time high.

I think that's important.

The operating margin is around 20%.

The balance sheet is pristine.

It's paid a dividend for over 30 years.

This is the newest stock to my portfolio.

Personally, I wish I'd have bought it after it fell after earnings, but still, it's one that I expect to be a long-term, drama-free contributor to my stock performance and one that I like here.

It's a good question.

Here's the thing.

Elon Musk has promised a lot more than what it just delivered this week.

Talking about this is going to be much bigger in many, many cities across the United States.

Sure.

Well, maybe even by the end of last year, I don't remember what it was.