McDonald’s Corporation (MCD), Occidental Petroleum Corporation (OXY): Billionaire Richard Chilton’s High-Yielders

Chilton upped its stake in United Parcel Service, Inc. (NYSE:UPS) and closed December with about 650,000 shares in its portfolio. In the fourth quarter of 2012, UPS’s revenue increased only slightly versus a year earlier, yet Wall Street analysts are expecting considerable improvements on the bottom line over the next few years. The forward P/E is only 15, but we don’t have that much confidence in the analysts’ optimism. The dividend yield here is 3%. Renaissance Technologies, whose founder Jim Simons is now a billionaire, cut its stake but still owned over 2 million shares of UPS (see Renaissance’s stock picks).