Feb. 27 at 4:36 PM
$AES Does anyone consider using dividend yield comparisons in buyout analysis? Dividend at current price is ~4%; w/ huge debt; current stock price above most analyst targets; above-average dividend yield. f that's worth anything in a sum of the parts analysis. I have added to this position from ~
$14 to
$16.50 more based on long-term dividend and potential unlock value longer-term more than I based the buying on one-time buyout hopes. AES is harder to value (at least for me) vs traditional US utilities with so many assets south of the USA, but also has lots of potential to unlock some of that value as those economies have recovered. Anyhow, just curious if anyone looks at these points -- and maybe I am overthinking it. This was from Claude/Anthropic below in the "bullish sum of the parts" case based on earlier stock price ~
$15...