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Social Compact
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AWK
A monopoly that needs the regulator's permission to compound at all.
Hold · 2026-05-03
LNT
A solid Iowa-Wisconsin regulated utility, but the price assumes too much.
Avoid · 2026-05-04
AEP
Fairly priced regulated utility — own only on a 25% pullback.
Hold · 2026-05-03
AEE
A regulated rate-base compounder priced for the cycle's top, not its bottom.
Hold · 2026-05-03
ATO
Atmos is a steady regulated gas LDC priced at fair value, not a bargain.
Hold · 2026-05-03
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