Hi all,
Here’s 2 tickers in my followed universe that seem to be zigging when the market zags, at least for this past week.
| Most | Return to | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Current | Recent | Dividend | Interest | Payout | 4 Yr. Payout | Years | 4 Yr | 4 Yr Yield | ||
| Symbol | Yield | Increase | 5 Yr. CAGR | Coverage | Ratio | Ratio | M* Sector | Growth | Avg. Yield | Upside |
| D | 4.33% | 6.0% | -2.4% | 4.5 | 66% | 81% | Utilities | 0 Years | 4.14% | 4.47% |
| PRGO | 3.11% | 8.3% | 10.2% | 1.1 | 55% | 28% | Healthcare | 18 Years | 1.94% | 60.77% |
D cut it’s dividend back in 2020 and ever since it’s pretty much been an over-promise and under-deliver type of company. This has negatively colored my view of the business and management as probably best to just stay away from because seldom does a leopard change it’s spots.
I like utilities going forward. But, D just seems to be always stepping on it’s d!ck. At some point, you’d think it would eventually get it’s act together and start delivering for shareholders. Just when, is anyone’s guess.
PRGO’s dividend history is more attractive in comparison. The generic/over-the-counter healthcare business disappointed on its quarterly confessional this past week sending shares significantly lower. It now trades at an attractive current yield relative to it’s history and could be a decent buy at these prices. Here’s the low-down to help with that decision.
Happy hunting,
Rich
