Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
Despite the drop in natural gas prices, certain firms in the energy sector are showing their value, says Oakmark manager Clyde McGregor.
Short- and long-term drivers bode well for this utility's nuclear-fired merchant fleet, with a nice dividend yield in the meantime.
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