US Dividends Aristocrats thread

[Mr. Wood]

Wah, brave. Jnj got plenty of lawsuits...

everyone will forget soon.
fb hooha but pple still using.
last month some country patriotism smash iphone and burn nike but now

 

[Mr. Wood]

Visa: Attractive Growth, But This Dow Stock Is Too Expensive Today

Valuation And Expected Total Returns
Visa is an excellent company fundamentally, and will continue to generate strong growth rates, but unfortunately shares are very expensive right now. Based on our forecast for earnings-per-share of $5.32 during the current fiscal year, shares are valued at 33.3 times this year’s net profits right now.

This represents a vast premium relative to how Visa’s shares were valued in the past. Its 10-year average valuation is ~23, which we deem a fair valuation for Visa due to the above-average growth rate. At more than 33 times net profits, shares look substantially overvalued, though.

When we assume that Visa’s shares will trade at 23 times net profits in five years, multiple compression would mean an annual headwind of 7% to Visa’s total returns.

Summing up a 13% earnings-per-share growth rate, a 7% total return headwind from multiple normalization, and adding Visa’s current dividend yield of 0.6% gets us to forecasted annual total returns of 6%-7% over the coming five years.

This is not bad, but not enough to make us rate the stock a buy right here. We believe that Visa would be an excellent buy at or below our fair value price target of $121, though.

 

[Mr. Wood]

Colgate Announces Agreement to Acquire Laboratoires Filorga Cosmétiques Skin Care Business

 

[Mr. Wood]

free analysis TSLA

Tesla Inc. (TSLA)

Final Thoughts & Recommendation
We see total returns for Tesla at 7.8% annually for the next five years, consisting of the 12% growth rate and a 4.2% headwind from a lower valuation. Tesla doesn’t pay a dividend and we don’t expect it will anytime soon; it cannot afford to do so. While we like the growth potential of the company, concerns about supply and demand converging, as well as constant capital raises make us cautious. Given what we see as potentially devastating susceptibility to recessions, we rate Tesla a sell. We’d wait for a much lower price before owning this risky stock

 

[Mr. Wood]

free analysis PEP

PepsiCo, Inc (PEP) Updated July 9th, 2019

Growth on a Per-Share Basis
PepsiCo grew earnings at a rate of 4.2% per year from 2010-2017. Due to company’s organic growth guidance, we have increased our expected earnings-per-share growth to 5.5% from 4% through 2024. PepsiCo‘s growth over this time period will accrue from organic sales growth (4%) and share repurchases (1.5%).
PepsiCo announced a 3% dividend increase, beginning with the payment made in June. This raise is well below the company’s 10-year average increase of 8% and last year’s increase of 15.2%. This is likely due to impact on profitability discussed above. Shareholders should receive $3.77 per share in dividends in 2019. PepsiCo has increased its dividend for 47 consecutive years now and it is likely that the company will continue to do so for years to come. We expect PepsiCo‘s dividend payout ratio to remain at 60% out to 2024, which implies $4.31 in DPS by that time.

Valuation Analysis
PepsiCo’s stock has increased $5, or 3.9%, since our 4/17/2019 report. Based off expected earnings for 2019, the stock has a price-to-earnings ratio, or P/E, of 24. We maintain our 2024 target P/E of 18.9, which is the average valuation over the last 10 years. Annual returns would be reduced by 4.7% per year if shares were to revert to their average P/E by 2024.

Safety, Quality, Competitive Advantage, & Recession Resiliency
PepsiCo’s is a relatively recession proof company. Earnings grew during the last recession and it offers a very generous dividend yield. The company is expecting $9 billion in cash flow from operations in 2019.
PepsiCo has several key competitive advantages that set it apart from the competition. The company is one of the largest in its sector, which gives it pricing power with vendors. While known for their carbonated beverages, Pepsi’s food and snacks make up approximately 52% of sales. PepsiCo has also adjusted to changing consumer habits. The company’s line of “Better for You” offerings are designed to meet consumers’ desire for healthier food and drink options. Products with less than 70 calories from added sugar make up ~45% of sales.

Final Thoughts & Recommendation
Following second quarter results, we estimate that PepsiCo will offer a total annual return of 3.7% through 2024, down from our previous estimate of 4.6%. Total annual returns will consist of earnings growth (5.5%), dividends (2.9%) and multiple reversion (-4.7%). PepsiCo produced another solid quarter of organic growth. While foreign exchange remains a headwind, every division and nearly every geography showed growth in Q1. The company is undergoing structural changes, which likely explains the lower than usual dividend increase. With that said, the stock’s valuation is becoming stretched. Shares of PepsiCo receive a hold rating from Sure Dividend due to low projected total returns. At the same time, we are not advocating that investors take profits in the stock. Organic growth and the company’s dividend history remain intact, thus avoiding a sell rating. We reiterate our 2024 price target of $136 for PepsiCo.

 

[starfish.starfish]

Wah, brave. Jnj got plenty of lawsuits...

A punt on earnings and their launch of HIV vaccine.
See how. Will set tight stop loss.

 

[starfish.starfish]

huh why choose illumina by itself?

you are better off getting ARKK ETF that has illumina in it and other genome testing/editing companies like invitae and crispr plus many growth companies for diversification. plus illumina just lowered their revenue expectations and expect slower growthahead even when there is no recession in sight. imagine when there is full blown recession

and also there are many companies on sale now. Pfizer, Bristol Myers Squibb and maybe Eli Lilly if it drops below $100. and also abiomed which has a large moat

Food for thought. Thanks.
I hv quite some pharma exposure on hand.
Jnj I hv been buying and selling, sort of familiar with it.
Illumine was abit opportunistic on their bad drop on Friday. Will set tight stop loss.

 

[Mr. Wood]

Invest with Sven Carlin, Ph.D. - YouTube

for those interested value and growth rather than boring dividends.
I hav no affiliate links with this channel. dun worry.
is he selling something, yes. but oso is he giving free education? yes.

my point is, knowledge is free on the internet.
take your time to look around.
no need to pay ridiculous course fees to "gurus".

 

[Mr. Wood]

earnings seasons. tech stocks will move market or not? I dun really care becoz I know my personality and time constrain to monitor such events.

I only care its implications on the world. like fb drop 50% becoz mayb huawei spy yr fb accnt and send ur data to winnie. juz saying.

 

[Mr. Wood]

American Express: Hold This Dow Stock For Growth And Dividends
Published on July 15th, 2019

American Express is an attractive business fundamentally. The credit card company benefits from industry tailwinds, generates attractive returns on capital, offers significant shareholder payouts, primarily through share repurchases, and generates attractive revenue and earnings growth rates.

We believe that American Express will continue to be a growth company, and our forecasts see strong high single digit earnings-per-share growth through the coming five years. American Express does not offer a high dividend yield, thus it is not suitable for income-oriented investors. Total return focused investors should keep an eye on American Express, though. Its stock is a hold right now, and would be a compelling buy at or below our fair value price target of $114.

 

[Mr. Wood]

Wells Fargo Reports $6.2 Billion in Quarterly Net Income; Diluted EPS of $1.30

 

[Mr. Wood]

The Travelers Companies: Why This Dow Stock Is A Sell
Published on July 12th, 2019

Travelers appears to be getting back on track in terms of earnings-per-share production this year after two down years. While we see a sizable rebound in earnings this year, the stock has already made a massive run in 2019 that we don’t feel is justified. The valuation of the stock has us very cautious on the company’s total returns given modest growth prospects in front of it.

We like the company’s relative recession resistance, as well as its massive capital returns. However, we note that buybacks performed at sky-high valuations are generally capital-destructive. In addition, Travelers used to be a strong-yielding income stock, but its dividend yield has been reduced to just over 2% today thanks to the higher share price.

Given all of this, we rate Travelers a sell. The company’s valuation has moved far out of our comfort zone and we don’t see how the company can grow into it. Interested investors should wait for a much lower price before initiating a position.

 

[Mr. Wood]

UnitedHealth: One Of The Top Buys In The Dow Jones Industrial Average
Published on July 12th, 2019

UnitedHealth has been nothing short of outstanding in terms of earnings growth over the long-term. The company’s ability to continue to grow revenues without undue expense increases has served it well over time, and we see no reason that will cease anytime soon. We therefore continue to forecast robust earnings growth in the years ahead.

This, coupled with UnitedHealth’s strong dividend growth prospects and its reasonable valuation paints a compelling picture of one of the best large cap stocks in the market today. Universal insurance, or some form of it, could certainly be a game-changer for UnitedHealth and others in the field.

However, should something like that come to fruition, it would be many years down the road. Today, it is just a rumor without meaningful legislative backing. We assess the current risk of this to be low.

With double-digit annual total returns projected and strong recession resilience, we rate UnitedHealth as a buy. We like the company’s growth prospects, its valuation, and its dividend growth prospects over the long-term.

 

[Mr. Wood]

ARMOUR Residential REIT: Don’t Let This 11% Yielding Monthly Dividend Stock Entice You
Published on July 12th, 2019

ARMOUR Residential’s high dividend yield and monthly dividend payments make it stand out to high yield dividend investors. However, we remain cautious on the stock.

While the company is covering its dividend currently, the declining interest rates will continue to force the company ever further out on the risk spectrum to maintain its cash flows as its older mortgages roll off the balance sheet. This sets them up for potentially steep losses if the economy slips into recession and defaults rise.

Clearly management views this as a clear and present risk and have cut their dividend as a result. This makes the investment highly speculative right now, especially for income investors. As a result, we encourage investors to look elsewhere for sustainable and growing income.

 

[Mr. Wood]

https://www.youtube.com/playlist?list=PLCFs7WmLhCvwRHhZNYT-ZGwqWnOIjMB10

free value investing education.
same as wht ken chee selling at $5k, without the huff and fluff, fake promises of become millionaire and can beat the market consistently.

 

[Mr. Wood]

2019 Blue Chip Stocks List: 271 Best Safe Dividend Stocks Now
Updated on July 16th, 2019

The 10 Best Blue Chip Stocks Today


#10: AT&T Inc. (T)
#9: Altria Group (MO)
#8: Occidental Petroleum (OXY)
#7: Ryder Systems, Inc. (R)
#6: Ameriprise Financial (AMP)
#5: Walgreens Boots Alliance (WBA)
#4: MSC Industrial Direct (MSM)
#3: Bank OZK (OZK)
#2: Lazard Ltd. (LAZ)
#1: AbbVie Inc. (ABBV)

The 10 Blue Chip Stocks With The Highest Dividend Yields
#10: PPL Corporation (PPL)
#9: Helmerich & Payne (HP)
#8: Invesco Ltd. (IVZ)
#7: AbbVie Inc. (ABBV)
#6: AT&T Inc. (T)
#5: Occidental Petroleum (OXY)
#4: Altria Group (MO)
#3: Taubman Centers, Inc. (TCO)
#2: Omega Healthcare Investors (OHI)
#1: Tanger Factory Outlet Centers (SKT)

detailed analysis are in the link.

 

[Mr. Wood]

The 3 Top Stocks For Dividends Every Calendar Month
Published on July 16th, 2019

January/April/July/October: Seagate Technology plc (STX)
Dividend Yield: 5.3%

February/May/August/November: AbbVie Inc. (ABBV)
Dividend Yield: 6.2%

March/June/September/December: Imperial Brands (IMBBY)
Dividend Yield: 9.6%

Final Thoughts
These three stocks pay us an average dividend yield of 7% along with fairly strong safety as well as attractive growth prospects while also providing us with a fairly consistent dividend check every month of the year.

They also enjoy broad diversification across the tobacco, technology, and biopharmaceutical sectors. As this article illustrates, it is very possible to build a diversified and attractive monthly income stream without necessarily just investing in monthly dividend stocks, many of which are highly risky.

detail analysis in the link above

 

[Mr. Wood]

ABBOTT REPORTS 2Q RESULTS, UPS GUIDANCE

 

[Mr. Wood]

J&J files application in Europe for subcutaneous Darzalex

 

[Mr. Wood]

American Express Reports Second-Quarter Earnings Per Share Of $2.07

STRONG REVENUE GROWTH REFLECTS HIGHER CARD MEMBER SPENDING, LOANS AND CARD FEES

COMPANY REAFFIRMS 2019 OUTLOOK

American Express Company (NYSE: AXP) today reported second-quarter net income of $1.8 billion, up 9 percent from $1.6 billion a year ago. Diluted earnings per share was $2.07, up 13 percent from $1.84 per share a year ago.