A utility that serves 5.6 million customers in 11 states. Has pulled back 5% so fat this year as Wall Street rotates out of this sector, but he expects this rotation will reverse soon. Yesterday they reported another strong quarter with top and bottom line beats in Q4, and will sell an unregulated renewable business.
It reports Wednesday, and the street is bearish. But he likes LOW, because it's already declined from Home Depot's last quarter and he expects the CEO is tell a positive forecast.