The YouTuber purchased Union Pacific, citing its solid dividend growth record and a current yield of 2.4%. He believes the stock is fairly valued, trading near its 10-year average P/E and P/CF ratios. The investment is also supported by the company's strong economic moat (rail network), a potential merger with Norfolk Southern to improve competitiveness, and the long-term necessity of rail transport for goods.
“Und die zweite Aktie, das wäre Union Pacific. Hier ist auch kein Unbekannter. Ebenfalls hier ein solider Dividendenser.”