Jan. 6 at 11:12 PM
$GOOD Looking forward to the annual earnings for 2025 mid February. I think there were some sneaky rate cuts for Q4 that should see variable rate debt payments reduced, though they didn't have a ton of variable rate, and recently converted some of the variable rate debt to fixed rate at 5.99% IIRC.
$XLU I'm also rather interested in the utilities sector. Even if my own personal belief is that AI isn't AGI and won't achieve AGI, the data centers they're opening up require quite a bit of power and water.
$XLU provides exposure to that end.