No qualifying author-owned investment thesis was confirmed in this post.
The author relies on the opinions of 'big money managers' rather than providing their own original fundamental investment thesis for the specific assets.
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The last two weeks in a row, the big money managers with interviews published in Barron's have pitched regulated utility stocks with low PE's and projected high earnings growth. With the growth of data centers and AI, electricity generation has good secular mo.
AES, DUK, SO, others? They pay good dividends and have solid growth prospects folks. Classic value plays.