I started decent position in ED today. Thank you for sharing. I have my eyes on WEC, XEL and NEE(nee is not cheap but may be I will start a tiny position). AEP too but after listening to your theory I will wait on it a bit. Rest I will have to revisit @EricL's article on his site.
XEC was a great pick. I missed on this one. Need to look closer.
XEC was a great pick. I missed on this one. Need to look closer.