Obama's pledged push for increased investment in renewable energy sources could pay dividends for firms operating in the alternative energy space. Exelon's prominent position in nuclear production offers long-term growth prospects from the new administration. The Fed's unofficial commitment to keep short and long-term interest rates low should benefit the sector as well, making utility dividends more attractive to investors. The utility sector's correlation to energy prices could keep share prices in a range over the short-term, but if commodity inflation resurfaces, the utility sector should see long-term gains.
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