UTILITIES Utilities sector Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:00
Oct 20
Oct 20
Julia LaRoche Show
Buy defensive healthcare, utilities, REITs.
He recommends becoming more defensive and owning areas that should benefit from falling rates over the next 12 months and hold up in a recession or growth downturn. He specifically points to healthcare, utilities and REITs; utilities and REITs are rate-sensitive beneficiaries of lower yields and a bull steepener, while healthcare adds defensive exposure.
UTILITIES
Utilities sector
Long
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01:29
Oct 14
Oct 14
The David Lin Report
Defensive sectors lead the rotation.
Utilities, consumer staples, and healthcare—the predominantly defensive, rate-sensitive groups—are starting to get bid materially after being left for dead. With yields no longer rising and possibly falling, these sectors should work over the next 6-12 months, similar to Buffett buying Coca-Cola, P&G, and Disney in 2000 while internet stocks peaked.
UTILITIES
Utilities sector
Long
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23:16
Oct 09
Oct 09
Bloomberg Markets
Quality defensives outperform; cyclicals lag
He expects the recent winners and losers to persist: information technology, communication services, consumer staples and utilities are favored for quality, high profitability and defensive/low-volatility traits, while early cyclicals, financials, materials, industrials and real estate have been underperformers.
UTILITIES
Utilities sector
Long
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About UTILITIES Investor Commentary
Across the available history and selected sources, Buzzberg tracks UTILITIES (Utilities sector) across 26 sources: 83 bullish vs 2 bearish calls from 92 authors. Historical directional balance: 66% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 122 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 4 other directions. Latest voices: David Rosenberg, Thomas Hayes, Alessio de Longis.