Post by Hull534on Apr 07, 2022 12:41am

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Post# 34582992
An interesting position for the long term.
An interesting position for the long term.While I know the prevailing thoughts of caution about utilities in inflationary times. I balance this against the trend of increased electrification ( which this fund is all about) ultimately more current will flow as will the cash to the these companies. The sleeper here is about half the companies in the fund are renewables which all the experts are agreeing that they have a long runway ahead of them . I see a lot of consolidation and takeouts in this sector in the coming years in the renewable sector . I will continue to regularly build a position .