Mahn: Bullish on Utilities’ ‘Back Door Play on the A.I. Revolution’

Kevin Mahn says we’re “well-positioned for the second half” but expects bursts of volatility in May. He thinks the bottom might be into the market, arguing “the worst is behind us” around trade uncertainty as companies begin pivoting towards the “new world order.” He is bullish on utilities, calling them a “back door play on the A.I. revolution” and noting that many of them are strong dividend names.

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