The utility stock you want to own and hold

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Enphase Energy: You should “sell half of Enphase because it’s up way too much given its solar roots and then [you] can let the rest run.”

Fortinet: “I like Fortinet. I think there’s better … I think that Cyberark’s better. I think Symantec’s better. So there’s a bunch that I think is better. “

Equity Commonwealth: “I think that maybe it’s time. I would not buy it up here. It’s had too big a move.”

Nextera Energy: “It’s the only real growth utility that any of us follow. It’s an aggressive grower, it’s fantastic, and if you own it you hold it.”

General Mills: “I would hold it because General Mills is becoming … much more natural and organic than it’s foes and I think it’s really working.”

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