12-09-2019, 09:09 PM
(12-09-2019, 03:17 PM)EricL Wrote: Don't have time for a long response, but I'd take a good look at WEC for your 5th utility and AWK for your water utility. WTR is another to consider for water, it has also been a very good performer over the years. Both are quite overvalued, but you knew that already =).
WEC ran away from me. I sold a few puts but had to stop chasing it. It will come partway back to me eventually. One things for sure and most of my UTE money will be in companies wise enough to realize they better be adding more renaewables and killing coal plants every year. At some point I'm convinced they are going to be on the right side of the politics for many years.