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Equitrans Midstream stock

Revisiting Leo Schmidt’s Bullish Takes on Energy, Aircraft Leasing, 5G Stocks

Leo Schmidt, chief investment officer of River Eddy Capital Management, favored energy, aircraft leasing and 5G infrastructure development stocks in a February 2021 episode.

Among energy stocks, Schmidt liked natural gas transmission company Equitrans Midstream (ETRN). 

“No matter what you think about the price of natural gas, it needs to be moved,” he said. “And we have the cheapest natural gas in the world, except for Saudi Arabia.”

Airline leasing companies were a “fantastic idea” due to “pent-up demand.”

His picks were AerCap (AER) Air Lease Corporation (AL). 

Schmidt also said 5G infrastructure developers would be big players, with Nokia (NOK) and Ericsson (ERIC) at the forefront. 

“Interestingly, Nokia is the only one out of those three that has supply in the United States to all the legacy carriers,” he said.

What Happened

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Season 3, Episode 3: Energy, Aircraft Leasing, 5G: Favorite Stock Picks for the Road Ahead

With Leo Schmidt, River Eddy Capital Management

Leo Schmidt, chief investment officer of hedge fund firm River Eddy Capital Management, joins the podcast to discuss some of his favorite ideas in three areas of the market he expects to out-perform.

These areas are: Energy, aircraft leasing, and 5G infrastructure development. Stock picks are provided, but you have to listen to the podcast to hear (most of) them.

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