RE: The real challenge....for fun
Lux & GW,
I have enjoyed reading your posts on this thread and am intrigued by the "owning PBH vs YLO" debate.
When it comes to Dividends, YLO is obviously superior, but the Dividend Coverage tilts quite a bit in PBH's favour. I personally don't expect PBH to lower their dividends at all as they appear to be well covered. YLO however is not as well covered and has lowered it's dividend several times over the past few years based on earnings and share price. Nonetheless, it would likely remain a very juicy dividend. But at what cost? Where's the bottom for YLO?
Still, I feel almost compelled to reduce my position in PBH a bit and pull the trigger on YLO. It seems a little oversold so I may throw a stink bid out there just for shlts and giggles and see what happens.
GL
Regards,
CanMan17
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