Five names to consider from my 'stocks for the defensive investor' screen.
But the dominant theme is Trump's speech.
TheStreet's Action Alerts PLUS Portfolio Manager Jim Cramer said the higher-yielding energy stocks are on the rise.
First Solar saw its stock slump more than 5 percent in early Wednesday trading.
Gas prices are already on the rise and will continue to head upwards, according to GasBuddy.com,
The XLU has underperformed the broad market and looks vulnerable in this strong bull run.
I prefer a bearishly biased tactic for the utilities ETF.
It has begun to lag, which is not a good sign.
Jim Cramer says GE needs to turn things around before it becomes a "must not own" stock.
But there's still a lot of bullishness.