-
Posted by
Two Blokes Tue at 8:00 PM -
Filed in
Stock
-
3 views
Recent policy and rate outlook shifts make UTF more attractive than XLU, prompting my upgrade of UTF to a buy rating. UTF's diversified infrastructure exposure is better positioned for potential Trump-era "build, baby, build" policy tailwinds than XLU's concentrated electric utilities focus. UTF's leveraged structure stands to benefit from anticipated interest rate cuts.
