This is what I find astonishing about the mealy mouthed Wall Street analyst community. I’ve got a chest thumping buy on the whole sector and this utility analyst sheepishly says it might be a good time to buy utilities. It’s not a good time, it’s a great time. They are the single biggest buy in the market right now.
Top Picks in Regulated Utilities
Credit Suisse likes Duke, Dominion, Edison International and three others.
Regulated Utilities have been clobbered since Nov. 1 in response to a confluence of well-discussed factors, but we do see a good case for owning them.