This is not a hurricane play; it’s a long-term infrastructure theme that can’t be ignored any longer.
As the infrastructure decays, these construction and utility companies are in a position to profit.
Exelon’s huge competitive advantages and generous payout makes it a boon for long-term holders.
Unhappy customers often have recourse to an extreme measure: municipalization.
Its management shakeup was ugly, but this is a solid, dividend-paying holding.
Mid-Atlantic utility faces challenges of risk, regulation and reputation.
Too many investors have crowded into this trade, and it's not a bargain right now.
The sector has been heavily favored of late, and these two are particularly solid all-weather names.
Dividend-seekers have driven these stocks far ahead of the companies' fundamentals.
As natural gas prices drift upward, power producers are returning to king coal.