For this episode of YD5 Julius de Kempenaer uses Relative Rotation Graphs to find some interesting names inside the Utilities sector. He starts with a look at the sector rotation, isolating XLU as one of the defensive sectors that is doing very well recently. In the next steps he brings all members of the Utilities sector on the RRG against different benchmarks to show the differences and then zooming in on FIVE names that are worth watching. Four positives and one negative.
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