Seeking Alpha

Dividend yields look increasingly attractive vs. record low Treasury yields, and Morgan Stanley...

Dividend yields look increasingly attractive vs. record low Treasury yields, and Morgan Stanley argues the payout ratio of dividend stocks is near an all-time low and could increase substantially. The firm adds T to its dividend portfolio while removing XOM and UNP; "fundamentally and quantitatively attractive" are CVX, MET, FCX, BEN, CAH, FITB, STJ, SPLS.
Comments (4)
  • "Dividend yields look increasingly attractive vs. record low Treasury yields..."

     

    Aha- that's why Obama wants to kill dividend investing.
    31 May 2012, 05:55 PM Reply Like
  • No...that would not be it.....and I remain long T.

     

    Sell everything else.....including AAPL.

     

    If you do not think
    31 May 2012, 07:36 PM Reply Like
  • You know it
    1 Jun 2012, 03:08 AM Reply Like
  • Staples is the Second largest online retailer, without the Amazon valuation. Unique model of box stores, online retailing, and sales force. Nice branding and advertising with the "Easy Button". Shows me the money in a hyper competitive environment and one of the worst economy in years, Staples is Best In Class!
    1 Jul 2012, 02:08 AM Reply Like
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