OUSA: Be Prepared For Compromises On Dividend Yield, Value, And Growth Fronts


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I have a neutral hedging history on the ALPS O'Shares US Quality Dividend ETF (BATS: OUSA), the first note of which was published in June 2021. I have never been particularly enthusiastic about his investment philosophy, becausearticleIVV

Action Sector EY Price return
Broadcom (AVGO) Computer science 4.9% 42.19%
Trane Technologies (TT) Industrial 4.4% 35.94%
Costco Wholesale (COST) Basic consumption 2.7% 28.03%
Microsoft (MSFT) Computer science 3.4% 27.04%
QUALCOMM (QCOM) Computer science 7.5% 26.87%

Action Sector EY Price return
Archer-Daniels-Midland Company (ADM) Basic consumption 8.9% -31.14%
Pfizer (PFE) Health care 9.1% -25.63%
Bristol-Myers Squibb Company (BMY) Health care 12.1% -20.98%
Brown-Forman (BF.B) Basic consumption 3.0% -17.03%
United Parcel Service (UPS) Industrial 5.7% -15.99%

Band Median income before Median EY before Median P/S
Stocks that have won 6% 4.5% 3.92
Stocks falling 4.2% 5.9% 3.87

Metric 28-August February 2
Market capitalization $406.52 billion $540.36 billion
P/S 5.38 6.4
24M beta 0.52 0.85
60 million beta 0.85 0.87
Median net debt/EBITDA (excluding financials; negative figures have been excluded) 1.98 1.68

Wallet DY Growth Division 3 years Growth Division 5 years
February 2024 2.04% 12.04% 10.97%
August 2023 2.3% 10.1% 10.3%



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