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Dividend For 2012
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<blockquote data-quote="Catatonic" data-source="post: 933001" data-attributes="member: 7966"><p>No insight ... just deductive logic.</p><p>I have, ever since UPS went public, have said that UPS is positioning our stock incorrectly.</p><p>In my mind, UPS Stock should be positioned similar to a "Utility" stock which means slow but increasing growth, not as sensitive to the stock market up-and-downs and dividend yields in the area of 3% - 4%.</p><p>UPS yield has been sub-3% for years but has been creeping up to 3% (currently 2.8%).</p><p>The last quarterly dividend was $0.52 or $2.08 annual.</p><p></p><p>If the price of a share of stock settles around $80/ share then a 3% yield will be $2.40 share.</p><p></p><p>I have no insight or insider knowledge about how UPS is positioning the stock but I believe they are becoming resigned that UPS is not a "Growth" stock.</p><p></p><p>I have much of my stock investments in a mix of the following stocks:</p><p>Ticker Company Dvd</p><p>--- ------ -----</p><p>T AT&T 5.8% </p><p>MO Altria Group 5.7% </p><p>VZ Verizon 5.0% </p><p>LLY Eli Lilly 4.7% </p><p>DUK Duke Energy 4.6% </p><p>MRK Merck & Co 4.4% </p><p>SO Southern Co 4.2% </p><p>PFE Pfizer 4.0% </p><p>ED Consolidated Edison 4.0% </p><p>PM Philip Morris Int'l 3.9% </p><p>BMY Bristol-Myers Squibb 3.9% </p><p>KMB Kimberly-Clark 3.8% </p><p>XEL Xcel Energy 3.8% </p><p>JNJ Johnson & Johnson 3.5% </p><p>K Kellogg 3.4% </p><p>ABT Abbott Laboratories 3.4% </p><p>PG Procter & Gamble 3.1% </p><p>PEP PepsiCo 3.1% </p><p>GIS General Mills 3.0% </p><p>MCD McDonald's 2.8% </p><p></p><p>These stocks all have dividends at or above 3.0% (MCD fell below 3% because it increased in price per share)</p><p>They also have a historical beta of less than .85 (beta is a measure of volatility in relation to an index - in this case S&P)</p><p>These companies are large cap of at least $10 B market value.</p><p></p><p>I feel that UPS is on PAR with these other companies with $75 B Market Cap, .83 beta and 2.8% Yield.</p><p></p><p>Now ... with all that laid out - I feel UPS will try and get UPS up to 3% yield (on a consistent basis) and that is why I said $2.40 for the year.</p></blockquote><p></p>
[QUOTE="Catatonic, post: 933001, member: 7966"] No insight ... just deductive logic. I have, ever since UPS went public, have said that UPS is positioning our stock incorrectly. In my mind, UPS Stock should be positioned similar to a "Utility" stock which means slow but increasing growth, not as sensitive to the stock market up-and-downs and dividend yields in the area of 3% - 4%. UPS yield has been sub-3% for years but has been creeping up to 3% (currently 2.8%). The last quarterly dividend was $0.52 or $2.08 annual. If the price of a share of stock settles around $80/ share then a 3% yield will be $2.40 share. I have no insight or insider knowledge about how UPS is positioning the stock but I believe they are becoming resigned that UPS is not a "Growth" stock. I have much of my stock investments in a mix of the following stocks: Ticker Company Dvd --- ------ ----- T AT&T 5.8% MO Altria Group 5.7% VZ Verizon 5.0% LLY Eli Lilly 4.7% DUK Duke Energy 4.6% MRK Merck & Co 4.4% SO Southern Co 4.2% PFE Pfizer 4.0% ED Consolidated Edison 4.0% PM Philip Morris Int'l 3.9% BMY Bristol-Myers Squibb 3.9% KMB Kimberly-Clark 3.8% XEL Xcel Energy 3.8% JNJ Johnson & Johnson 3.5% K Kellogg 3.4% ABT Abbott Laboratories 3.4% PG Procter & Gamble 3.1% PEP PepsiCo 3.1% GIS General Mills 3.0% MCD McDonald's 2.8% These stocks all have dividends at or above 3.0% (MCD fell below 3% because it increased in price per share) They also have a historical beta of less than .85 (beta is a measure of volatility in relation to an index - in this case S&P) These companies are large cap of at least $10 B market value. I feel that UPS is on PAR with these other companies with $75 B Market Cap, .83 beta and 2.8% Yield. Now ... with all that laid out - I feel UPS will try and get UPS up to 3% yield (on a consistent basis) and that is why I said $2.40 for the year. [/QUOTE]
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