Stock price when the opinion was issued
A dividend pick for 2025. Is down a lot from their highs. A contrarian play. It pays around a 5% dividend yield. It trades at a reasonable valuation and offers decent earnings growth in 2025 of 5-7%. Collect the dividend and enjoy a little capital appreciation on top. You won't shoot the lights out, but you can relax with this steady earner.
FedEx (FDX-N) or UPS (UPS-N)? Both very good companies. Everybody is now buying online, and both companies are bulking up for the peak season. They have both equally increased prices. As an income investor he has always preferred this one. Feels it is a better run business with higher margins. Gives a higher return on capital with a much more aggressive return of capital back to shareholders with a large dividend and a significant share buyback. Dividend yield of about 3%.