(10-25-2021, 08:39 AM)EricL Wrote: SO and DUK for utilities.I mostly like that list. I might suggest...
WBA, KO and KMB for staples.
XOM and KMI for energy.
MMM for industrial.
IBM and INTC for tech.
T and VZ for telcom.
NNN and WPC for real estate.
PFE and CAH for health care.
PPL or ED are solid over Duke. Let's ignore skip the California nightmares UTEs.
MRK and PFE are close I think. Maybe not. PFE hs sime great cash flow coming for a couple years. MRK mostly punted on the vaccine thing. I don't know their pipeline.
KO is a good pick for staples. KHC and CPB should be considered. We'll get more opinions. I don't have to agree with all of them, and I am definitely unqualified to judge Real Estate.