United Parcel Service (NYSE:UPS) is a selection for the real-money Inflation-Protected Income Growth portfolio. In this brief video, portfolio manager Chuck Saletta gives three reasons why he's considering selling it if it rises above $100 per share.

To summarize those three reasons:

  • Its balance sheet leverage has grown due to pension-plan funding.
  • Its market capitalization has grown past Chuck's fair-value estimate.
  • Its ability to aggressively raise its dividends in the future may be at risk from that additional leverage.

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