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Old 11-07-2019, 10:13 AM   #121
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vanguard launched an accumulating s&p 500 etf VUAA you may be interested in this
Thanks alot! This basket looks great.

Can i check for etfs, in terms of withholding tax, is it that only those listed on US exchanges are subjected to the 30% WHT? Those etfs listed in LON or world etfs are not despite them having US counters?

I do love a US stock, so much so that i can forego that 30%. I think they are robust, volatile and have the volume to boost. Most importantly, the accountants and directors/independent directors actually take their work seriously. Any major drop in share price and you will have a reaction.

Can't say the same for the SGX ones though.
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Old 11-07-2019, 11:19 AM   #122
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Iwda for world etf.
Thanks. Do you know if dividends invested back automatically is subjected to WHT (if any)?
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Old 11-07-2019, 12:21 PM   #123
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Thanks alot! This basket looks great.

Can i check for etfs, in terms of withholding tax, is it that only those listed on US exchanges are subjected to the 30% WHT? Those etfs listed in LON or world etfs are not despite them having US counters?

I do love a US stock, so much so that i can forego that 30%. I think they are robust, volatile and have the volume to boost. Most importantly, the accountants and directors/independent directors actually take their work seriously. Any major drop in share price and you will have a reaction.

Can't say the same for the SGX ones though.
VUAA is domiciled in ireland so only 15% withholding tax. as long as the company in the etf is listed in US you will be taxed. of course you can pick individual stocks but you will be taxed 30% instead and with the risk of capital loss. and dividend paying companies are usually matured companies so growth may be slower
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Old 11-07-2019, 12:34 PM   #124
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https://investor.mscdirect.com/2019-...uarter-Results
MSC Industrial Boosts Dividend 19%, Releases Q3 Fiscal 2019 Results

MSC Industrial Supply (MSM) [hereafter MSC] reported its 3rd quarter fiscal 2019 results this morning. Highlights from the earnings release are below:
ē Quarterly revenue up 4.6% year-over-year
ē Quarterly EPS up 3.6% year-over-year
ē Declared quarterly dividend of $0.75/share, up 19%
The revenue number above is decent. Quarterly EPS growth of just 3.6% leaves much to be desired. But the significant dividend boost is positive news for investors and puts MSC's dividend yield at 4.1%. The ex-dividend date is July 22nd.

The company's CEO Erik Gershwind had the following to say about the recent quarterly results:

"Our fiscal third quarter performance leaves us disappointed. We have seen a step-down in demand since April, while the pricing environment remains uncertain due to the overhang of tariffs and trade. In response to near-term trends, we have implemented a three-part action plan to 1) improve field sales execution and accelerate new account implementation; 2) increase profitability of our supplier programs; and 3) drive increased expense control and productivity."

The company's guidance for the 4th quarter calls for sales growth of 2.2% and EPS of $1.21 to $1.27. The midpoint of 4th quarter EPS guidance is 3.9% lower than the company's EPS in the 4th quarter of fiscal 2018.

MSC has had EPS decline in several years since 2009 (2013, 2015, 2016), yet managed to compound its EPS at 11.0% annually from 2009 through 2018. Fiscal 2019 is shaping up to be a year of positive but weak EPS growth (expected EPS of $5.23 versus $5.10 in 2018 for 2.5% expected growth).

We expect growth of around 6% annually over the long-run, well below the company's history over the last decade, but better then current results.

The stock is currently trading for a price-to-earnings ratio of 13.8 using expected 2019 EPS of $5.23 and the current share price of $72.27. This is well below the security's historical average price-to-earnings ratio over the last decade of ~19. We believe a fair price-to-earnings ratio for MSC is around 18. If the company returned to its fair value price-to-earnings ratio over the next 5 years, this would add 5.4% to annual returns.

Putting it all together, MSC just announced a significant dividend increase, has a long history of dividend increases, and has a solid "B" Dividend Risk score in our Sure Analysis Research Database. Additionally, the stock is offering investors total returns of 15.5% at current prices based on our 6% estimated long-term EPS growth rate, 5.4% from valuation multiple expansion, and 4.1% from the recently increased dividend. As a result, we rate MSC as a strong buy at current prices.
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Old 11-07-2019, 12:35 PM   #125
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https://www.suredividend.com/best-he...ividend-stocks
The 7 best health care stocks are listed below in order of total expected returns over the next 5 years, from lowest to highest.

UnitedHealth Group (UNH)
Amgen (AMGN)
Sanofi (SNY)
McKesson Corp. (MCK)
Cardinal Health (CAH)
CVS Health Corporation (CVS)
AbbVie Inc. (ABBV)
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Old 11-07-2019, 12:37 PM   #126
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https://www.pepsico.com/docs/album/i...lxebnojsov.pdf

PepsiCo (PEP) reported its second quarter results for fiscal 2019 this morning. Highlights from the release are below:
ē 4.5% Constant-currency revenue growth versus the same quarter a year ago

ē -2.0% Constant-currency core EPS growth versus the same quarter a year ago
PepsiCo's CEO Ramon Laguarta had the following to say about the company's results:

"We are pleased with our results for the second quarter. While adverse foreign exchange translation negatively impacted our reported net revenue performance, our organic revenue growth was 4.5% in the quarter. We are also pleased with the progress on our priorities to make PepsiCo a faster, stronger and better company by building new capabilities, strengthening our brands, adding capacity to grow and transforming our culture. Our performance for the first half and the progress we are making on our strategic priorities give us increased confidence in achieving the 2019 financial targets we communicated earlier this year."

While PepsiCo's CEO is "pleased", we are less optimistic. As an established corporation in a mature industry, PepsiCo's rapid growth days are far behind it. The company's 4.5% constant-currency revenue growth is healthy in our view.

The company's -2.0% constant-currency adjusted EPS growth is what gives us pause, along with the expected slight decline in adjusted EPS for fiscal 2019. We expect PepsiCo to deliver growth during times of global prosperity.

We currently have PepsiCo rated as a hold. It is near sell territories as we expect weak total returns ahead due to the company's sluggish growth and high valuation relative to its history, partially offset by its generous dividend.
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Old 11-07-2019, 12:38 PM   #127
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Old 11-07-2019, 01:59 PM   #128
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Thanks. Do you know if dividends invested back automatically is subjected to WHT (if any)?
15%.

Reinvestment is done by the fund - the fund's income is pumped into its own NAV (and used to buy more shares that make up the fund). Investors do not get additional units (coz it's not DRP) but each IWDA unit that they already own becomes more valuable (due to increased NAV)

Dividend withholding tax is also paid by the fund out of the fund's income - investors don't need to worry about it as the fund takes care of it. btw, it's 15% for IWDA due to tax treaty between US and Ireland where IWDA is domiciled
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Old 11-07-2019, 10:40 PM   #129
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free analysis KO

will KO get KO?
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Old 12-07-2019, 08:43 AM   #130
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Anyone buying AGNC. 12% yield based on current price...
Subprime is still a nightmare so would ppl bite this?
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Old 12-07-2019, 11:09 AM   #131
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I build my own US dividend /interest portfolio in mainly bonds /preferred stocks to avoid the 30% wht. I also have 2-3 Canadian reits which only levied 10/15% WHT.
I am projecting my overseas portfolio will generate around USD33K

https://globalincome50.blogspot.com/...r-next-12.html
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Old 12-07-2019, 11:29 AM   #132
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Anyone buying AGNC. 12% yield based on current price...
Subprime is still a nightmare so would ppl bite this?
Uh, AGNCís portfolio is mostly agency RMBS. The agencies donít write subprime loans...?
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Old 12-07-2019, 12:06 PM   #133
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Uh, AGNCís portfolio is mostly agency RMBS. The agencies donít write subprime loans...?
What I mean things that got to do with mortgages
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Old 12-07-2019, 04:08 PM   #134
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How To Create Truly Passive Income With The Dividend Kings
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Old 12-07-2019, 04:08 PM   #135
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Pfizer: Hold This Dow Stock For Its Dividends, But Donít Buy At This Price
Published on July 10th, 2019
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