Contrarian Value Ideas

[gfp927z]

Derf, >> DUK <<

Just a guess, but you might be thinking of Duke Realty (DRE) (?) I remember my dad had some DRE, and after it was bought out by Prologis there may have been a hassle at tax time. Not sure though. DUK is Duke Energy, so a regular utility stock as far as I know.

With NEE, while it's still early, I'm thinking it could be forming a bottom. With the higher % rates the utility sector has been hit pretty hard, and NEE also has the close connection with clean energy, so it got hit even harder. But I stuck my neck out recently and got a little NEE, and a tiny amount of solar exposure via FSLR and ENPH. Just small positions, but having % rates coming down should help revive the utility sector, and solar is reportedly very sensitive to % rates.

So a few small 'contrarian' positions. I figure with the techs and broader market no longer the bargains they were, it could be time to look at the lagging sectors like REITS and utilities.




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