Source Post

7 Beaten-Down Blue Chip Stocks We Like Better Than AI

The Wide Moat Show discusses value picks, focusing on deeply discounted companies. This segment highlights Western Union (WU) as an interesting company that has successfully adapted from a telegraph business to a global money movement network, generating significant cash flow with low capital investment. The discussion emphasizes the company's long history of adaptation and its current position in a large global market.

Linked Mentions

Tickers discussed in this post

YORWBullishHigh ConvictionSignal-backedPrimary

York Water (YORW) is a buy due to its long history of dividend payments and attractive valuation, trading at 21x earnings versus a normal multiple of 32x.

BXBullishHigh ConvictionSignal-backedPrimary

Blackstone is a primary buy due to its strong position in alternative assets, AI infrastructure, and attractive valuation, with potential for 25-30% returns.

ZTSBullishHigh ConvictionSignal-backedPrimary

Zoetis, a leader in animal health, is now a deep value pick trading at 11 times earnings after a significant sell-off, offering a rare buying opportunity with an increased dividend yield.

ABBVNeutralLow ConvictionResearch Only

AbbVie is mentioned as a massive company spun out of Abbott in 2013, which has performed well since the spin-off.

SYKNeutralLow ConvictionSignal-backedSecondary

Stryker Corp (SYK) is mentioned as a diversified healthcare company similar to Abbott Laboratories, but no specific valuation or actionable thesis is provided.

ABTBullishHigh ConvictionSignal-backedPrimary

Abbott Laboratories (ABT) is presented as an undervalued blue-chip stock trading at a discount to its historical multiples, offering attractive total return potential.

PYPLNeutralLow ConvictionResearch Only

PayPal is mentioned as a potential acquirer or comparison for a company with a high dividend yield and a $2.5 billion market cap.

MANeutralLow ConvictionResearch Only

MasterCard is mentioned as a potential acquirer or comparison for a company with a high dividend yield and a $2.5 billion market cap.

VNeutralLow ConvictionResearch Only

Visa is mentioned as a potential acquirer or comparison for a company with a high dividend yield and a $2.5 billion market cap.

IMKTANeutralLow ConvictionResearch Only

Ingles Markets (IMKTA) is mentioned as a local hometown grocery chain that could be a potential M&A target, similar to Kroger's acquisition.

Linked Signals

Tracked calls opened from this post

AMH
buy opened Jul 9, 2026
+1.31%
ZTS
buy opened Jul 9, 2026
+0.36%
YORW
buy opened Jul 9, 2026
+2.54%
BX
buy opened Jul 9, 2026
+6.43%
ABT
buy opened Jul 9, 2026
+9.17%