Some heavily regulated utilities are lined up to sustain and substantially grow their dividends, but there are other ways to play utilities today.
After a strong 2013, investors should vow to keep expectations in check, avoid complacency over Europe, and tune out the noise from D.C., says Morningstar markets editor Jeremy Glaser.
Morningstar's Heather Brilliant isn't optimistic about the market's--or Europe's--prospects for the rest of the year, though several stocks currently present buying opportunities.
Despite the drop in natural gas prices, certain firms in the energy sector are showing their value, says Oakmark manager Clyde McGregor.
Improved demand should underpin stronger potash and PRB coal markets in 2014.
The corporate bond market will probably struggle to return much above break-even in 2014.
Heavy capital spending is ready to bear fruit in the form of rising cash flow; regular dividend increases should follow.
Finally, utilities with good growth and attractive yields are on sale.
©2014 Morningstar Advisor. All right reserved.