11-26-2018, 08:36 AM
If it's OK with Eric I'll post a link to his SA utility article here. I believe he already did in another thread actually.....
I have taken a look at some of the fast growers Eric shared. I am interested at the right price. Most utilities that appear to be worth owning are lofty right now. They look like they could use a 10% haircut but who knows if that happens. They're bound to pull back some with a few FED rate hikes. I wouldn't advise anyone to go "all in" on utilities today, but I really do feel like they belong in most ports in the proper allocation.
I need to do some DD on water utilities. I've never owned one. It's no secret it's become a valuable commodity in some parts of the US.
I have taken a look at some of the fast growers Eric shared. I am interested at the right price. Most utilities that appear to be worth owning are lofty right now. They look like they could use a 10% haircut but who knows if that happens. They're bound to pull back some with a few FED rate hikes. I wouldn't advise anyone to go "all in" on utilities today, but I really do feel like they belong in most ports in the proper allocation.
I need to do some DD on water utilities. I've never owned one. It's no secret it's become a valuable commodity in some parts of the US.