DougM

Wednesday Outlook: Commodities, Emerging Markets

Dave, love your column. Some possibilities re. the utilities decline:
1. Possible repeal of dividend tax rate under new president.
2. If long interest rates rise, bond-like equities could go lower.
3. Expensive renewable mandates - paid for by who?
4. Expensive grid upgrades needed - paid for by who?
And of course as you know
5. In a downtrend since last year - trend continues until it doesn't.
6. Just more stocks in the sell basket.