We like 3-D printer firms' growth fundamentals, but current valuations limit long-term investor returns.
We think the market is overly concerned about the competition.
We think Prudential is overvalued and investors could be better off with Aviva.
Final environmental regulations give utilities near-term certainty but no comfort.
There is a small number of high-quality industrials-sector ETFs from which to choose.
The author does not own any of the stocks or funds mentioned above.
Regulated utilities could be hit hard by inflation, while diversified firms have long-term value that the market refuses to recognize.
Fast-approaching environmental regulation could reshape the utilities sector.