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4/9/2001: Slump Makes the Case for Diversification (Jane Bryant Quinn in The Washington Post; free registration required)
Excerpt: Wake up and smell the steam. Utilities can be Wild West, with performance stretching from bankruptcy in California to go-go growth in natural gas and wholesale power generation. In other words, you can't be just a utilities investor. You have to know which kinds of utilities a fund manager buys and form an opinion. That means research.
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