For investors seeking value, growth and income potential - and to sleep better at night - the utility space warrants attention.
The greedy are, at last, getting blown out, and the prudent being vindicated. I see three buckets of stocks that intrigue me now.
That doesn't mean there aren't good picks to be found. You just have to look harder.
There is only one fact that truly needs to be understood. The virus is still in charge until it is not.
The big-cap technology names are still more extended than much of the rest of the market.
Market breadth weakens.
Sector performance appears to be shifting.
As pets have become an integral part of the family, people are willing to spend more on them.
We may be seeing a shift in leadership away from the large-cap techs that have held sway since March.
New leadership is emerging, stock-picking is robust, and the Fed is likely to offer continued monetary support.