Utility stocks have been on a roll as more people come to see them as a way to play AI’s bottomless power demand.
Let me say off the top that this does not mean the “AI-power trade” is played out. Far from it.
But it does mean we need to pick our spots when investing in the sector. To that end, I’m going to give you my two-part strategy on how to approach utility stocks now.
This post originally appeared at Contrarian Outlook.