Q: I would like to add to one or both equities.
What is your preference? A short explanation regarding size, dividend safety and possible growth would be appreciated.
Thank you as always.
Albert
What is your preference? A short explanation regarding size, dividend safety and possible growth would be appreciated.
Thank you as always.
Albert
5i Research Answer:
PPL is $29B, with a 5.4% dividend and P/E of 15.8X, dividend payout 61%. Growth this year should be in the 15% range. KEY is $8.3B, 5.4%, P/E 16X, payout 45%, EPS is expected to actuallly fall slightly this year. PPL has better growth and a slightly lower valuation, and its size is a significant advantage. We would side with PPL if just one but would be comfortable also owning both today.