A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
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Deutsche Bank made the following comments: “We have downgraded shares of UPS to Hold (from Buy) as we now see a more balanced risk/reward with the stock appreciating 9.5% since earnings (vs. a 2.6% increase in the S&P 500). The outperformance has been driven by multiple expansion (up 9.2% vs. the S&P 500 which has expanded 3.0%) as investors have looked out to DIM pricing tailwinds and a better peak season. We believe much of the good news is already in the shares with the stock trading at 19.4x our 2015 EPS estimate (vs. its one-year trailing average Consensus NTM P/E multiple of 18.3x). Accordingly, we have downgraded shares of UPS to Hold.”
The company’s dividend yield is attractive at 2.41%, but it has under-performed compared to its faster growth competitor FedEx (FDX), which is up 22% YTD.
Symbol | Mutual Fund | Stake |
---|---|---|
{% mutualfund VTSMX %} | Vanguard Total Stock Market Index | 1.29% |
{% mutualfund VWELX %} | Vanguard Wellington | 0.92% |
{% mutualfund VFINX %} | Vanguard 500 Index | 0.82% |
Shares of UPS are up 5% YTD.
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Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
Aaron Levitt
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With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
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Let’s take a look at what sets China apart from other emerging markets,...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
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Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
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While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
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The phrase ‘bear market’ has been thrown around a lot lately, but it...
Deutsche Bank made the following comments: “We have downgraded shares of UPS to Hold (from Buy) as we now see a more balanced risk/reward with the stock appreciating 9.5% since earnings (vs. a 2.6% increase in the S&P 500). The outperformance has been driven by multiple expansion (up 9.2% vs. the S&P 500 which has expanded 3.0%) as investors have looked out to DIM pricing tailwinds and a better peak season. We believe much of the good news is already in the shares with the stock trading at 19.4x our 2015 EPS estimate (vs. its one-year trailing average Consensus NTM P/E multiple of 18.3x). Accordingly, we have downgraded shares of UPS to Hold.”
The company’s dividend yield is attractive at 2.41%, but it has under-performed compared to its faster growth competitor FedEx (FDX), which is up 22% YTD.
Symbol | Mutual Fund | Stake |
---|---|---|
{% mutualfund VTSMX %} | Vanguard Total Stock Market Index | 1.29% |
{% mutualfund VWELX %} | Vanguard Wellington | 0.92% |
{% mutualfund VFINX %} | Vanguard 500 Index | 0.82% |
Shares of UPS are up 5% YTD.
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...