Stock price when the opinion was issued
(Note the short timeframe.) Sector has been helped by falling interest rates, plus forecasted huge uptick in energy requirements by data centres. Also benefits from being defensive. This is the soft way to play that trend. Now seeing topping out and seasonal weakness (January/February). Not a preferred sector at present.
(A Top Pick September 12/17 Up 2%) This was a bit of a gamble, but worked out on a total return basis. They saw this as a lifejacket in a market nearing peak levels.