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.
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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.
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Tickers discussed in this post
Blackstone is a primary buy due to its strong position in alternative assets, AI infrastructure, and attractive valuation, with potential for 25-30% returns.
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.
AbbVie is mentioned as a massive company spun out of Abbott in 2013, which has performed well since the spin-off.
Stryker Corp (SYK) is mentioned as a diversified healthcare company similar to Abbott Laboratories, but no specific valuation or actionable thesis is provided.
Abbott Laboratories (ABT) is presented as an undervalued blue-chip stock trading at a discount to its historical multiples, offering attractive total return potential.
PayPal is mentioned as a potential acquirer or comparison for a company with a high dividend yield and a $2.5 billion market cap.
MasterCard is mentioned as a potential acquirer or comparison for a company with a high dividend yield and a $2.5 billion market cap.
Visa is mentioned as a potential acquirer or comparison for a company with a high dividend yield and a $2.5 billion market cap.
Ingles Markets (IMKTA) is mentioned as a local hometown grocery chain that could be a potential M&A target, similar to Kroger's acquisition.