Utilities or materials sector for reopening plays? Which has better potential?

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Materials, utilities are valued on a fwd 3 year pe because it’s heavily regulated so growth is mostly limited. Investors buy utilities for its dividend and can easily figure out future net income.

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Materials.

EQA, makes good points. I’d also add that inflation makes the difference even more stark. Materials companies benefit from inflation while utilities get crushed in the rate making process and their dividends are less valuable to investors.

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What are the best marierials plays right now?

I’m invested in XLB - materials etf

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