The coming year could bring some unexpected news from the Fed, on the home front, in the job market, and more, says Morningstar's Bob Johnson.
Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
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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