I did some laymen's analysis and came to the conclusion that for me it is either LOW (18% 5yr div growth, PE of 15.55, 24.88% payout) or Abbott (12.4% 5yr div growth, PE of 23, 45.8% payout)
LOW has the risk of being consumer cyclical but is below sector PE e.g. Home Depot even though HD seems to have the longer end of the stick with regards to profit and revenue development.
Abbott seems to be solid, raised guidance and looks better overall e.g. compared to MDT.
Maybe I should just add both?
What is on your watchlist?
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