US Dividends Aristocrats thread

[Mr. Wood]

Apple To Drop Mask Requirement At Stores, Offices Beginning Next Week: Report
June 14. 2021

Apple has started to inform its retail employees of the impending change in its mask policy, which goes into effect on Tuesday, as per the report. However, the workers will still be required to wear masks at stores.

The Cupertino, California-based tech giant will also drop the requirements for masks at some of its offices in the U.S., the report added, citing a memo sent to corporate employees.

 

[Mr. Wood]

purely from TA, if touch 50ema i will make 1st buy.
FA still far frm my desired long term EP.

 

[Mr. Wood]

Asian Open: Equities and Commodity FX Rise Ahead of FOMC Meeting
June 15, 2021

A recent survey in Reuters showed the majority of economists polled don’t expect any taper talk until the Jackson Hole symposium in August. Price action overnight suggests markets are aligned with their expectations at present.

 

[Mr. Wood]

Reuters Events
Topic: SPACs – Where Do We Go After The Inflection Point?
Time: Jun 21, 2021 09:00 PM in Singapore
Retail and institutional investors have driven a surge of SPACs deals over recent months, sending valuations through the roof. With regulatory scrutiny on the rise and activity slowing down, it’s time to take stock and evaluate what is driving the SPACs phenomenon, what are the risks for investors, and how the space will develop after the inflection point.
• Valuations – Where are the trends going for SPACs valuations?
• Regulation – How will the SEC treat SPACs going forward? How will efforts to expand SPACs into Europe and Asia be met by local regulators?
• SPACs vs. IPOs – After the inflexion point, where will SPACs sit in the IPO landscape?
• Planning and execution – All the tips and tricks you need to source the best deals and negotiate with SPACs sponsors


https://zoom.us/webinar/register/WN_LAVMMR1XSIOrulFBJXGhIg?timezone_id=Asia/Singapore

 

[Mr. Wood]

Asian Open: Inflation Remains a ‘Hot’ Topic as Wall Street Deflates on FOMC-Eve
June 16, 2021

Retail sales fell -1.3% in May, more than the -0.8% expected as consumers spent more on services but less on goods as vaccination and lockdown restrictions allowed them to travel more freely.

But it was producer prices which spooked investors, with factory gates rising 6.6% YoY, up from 6.2% prior and rising 0.8% in May.

 

[Mr. Wood]

Stock market news live updates: Stock futures extend declines after Fed outlook signals rate hikes
Thu, June 17, 2021

Federal Open Market Committee members also upgraded their forecasts for economic growth and inflation, affirming market participants' concerns over sustainably higher prices.

 

[Mr. Wood]

Stock market news live updates: Nasdaq jumps 0.9% as tech stocks leap while Dow drops 210 points, or 0.6%
June 18, 2021,

Stocks traded mixed on Thursday as investors contemplated the Federal Reserve's latest monetary policy decision and updated projections, which signaled a quicker path to higher interest rates than previously anticipated.

While the Fed left rates on hold at the conclusion of this month's meeting and kept the pace of asset purchases unchanged, market participants are now gearing up for a potentially less accommodative tilt to Fed policy.

 

[Mr. Wood]

Arrival Says Limit To Revenue Based On How Quickly It Can Put Microfactories In Place
June 18, 2021

The low CapEx, rapidly scalable electric vehicle startup is deploying four microfactories to roll out electric buses, vans, trucks and cars. The company has two microfactories in South Carolina, one of which is in Rock Hill and scheduled to start bus production later this year. The other two factories are planned in the U.K. and are scheduled to go on production next year.

 

[Mr. Wood]

if 50ema can hold will chong
up up and away!

nxt target 129

 

[Mr. Wood]

Kroger Delivers Strong First Quarter Results and Raises Full-Year 2021 Guidance
June 17, 2021

"Kroger's strong execution delivered identical sales results in the first quarter that exceeded our original expectations. Customers are responding to the investments we have made in digital, as evidenced by our triple-digit growth in digital sales since the beginning of 2019. We were disciplined in driving costs out of the business and we achieved record growth in Kroger's alternative profit business, demonstrating the power and attractiveness of our long-term model.

"We are raising our guidance based on the strength of our results and we remain confident in our ability to deliver consistently attractive total shareholder return."

 

[Mr. Wood]

Adobe Reports Outstanding Second Quarter Results
June 17, 2021

“Adobe had an outstanding second quarter as Creative Cloud, Document Cloud and Experience Cloud continue to transform work, learn and play in a digital-first world,” said Shantanu Narayen, president and CEO, Adobe. “Our innovative product roadmap and unparalleled leadership in creativity, digital documents and customer experience management position us for continued success in 2021 and beyond.”

 

[Mr. Wood]

Monthly Dividend Stock In Focus: Realty Income
June 8th, 2021

Realty Income’s 4% current yield is lower than many REITs, but that is because the trust has a track record of success that is unrivaled. This leads to investors paying a premium for the stock, driving the yield lower.

However, for income investors looking for a yield that is twice the broader market and a secure payout, Realty Income fits the bill. This is not a growth stock, but from a pure current income and dividend growth perspective, Realty Income is difficult to beat.

The valuation is a bit high at ~20 times this year’s expected FFO-per-share, while we assess fair value at 18 times FFO. As a result, Realty Income’s elevated valuation could limit its total returns over the next several years. Even so, Realty Income is arguably the top monthly dividend stock in terms of business quality and dividend safety.

 

[Mr. Wood]

Monthly Dividend Stock In Focus: Dream Office REIT
June 17th, 2021

Dream Office REIT’s high dividend yield and monthly dividend payments make it appealing to income investors. Its long-term fundamental outlook is also quite favorable, and we see moderate levels of growth in the coming years.

The 2017 dividend cut looms large for investors as the yield is much lower than it once was for Dream Office stock. But the current payout is well covered, and we view it as safe, even with COVID-19 impacts. Overall, the stock is moderately appealing for income investors.

 

[Mr. Wood]

https://www.morningstar.com/stocks/xnys/jnj/valuation
as of Jun 18, 2021

Valuation Current 5-Yr
Price/Sales 5.14 4.73
Price/Earnings 28.62 71.17
Price/Cash Flow 17.84 17.51
Price/Book 6.48 5.60
Price/Forward Earnings 17.04 16.70
PEG Ratio 1.81 3.23

JNJ looks overvalued now. but frm historical div yield average is 2.8%. $150 will be my EP

 

[Mr. Wood]

purely from TA, if touch 50ema i will make 1st buy.
FA still far frm my desired long term EP.

https://www.morningstar.com/stocks/xnys/adm/valuationas of Jun 18, 2021

Valuation Current 5-Yr
Price/Sales 0.50 0.40
Price/Earnings 16.48 16.46
Price/Cash Flow 13.33 25.92
Price/Book 1.63 1.35
Price/Forward Earnings 13.81 14.47
PEG Ratio 4.88 19.17

ADM also looks still overvalued.
frm historical div yield, average is still 3%. EP still $50.

 

[Mr. Wood]

Update Reports

Agree Realty Corp. (ADC)
Alaris Equity Partners Income Trust (ALARF)
Aptargroup Inc. (ATR)

Bancfirst Corp. (BANF)
Best Buy Co. Inc. (BBY) --> link here

California Water Service Group (CWT)
Cheniere Energy Partners LP (CQP)
Covanta Holding Corporation (CVA)

Diversified Healthcare Trust (DHC)

Evergy Inc (EVRG)

Fox Corporation (FOXA) --> link here

Greif Inc (GEF)

Healthcare Trust of America Inc (HTA)
Hewlett Packard Enterprise Co (HPE) --> link here

Industria De Diseno Textil SA (IDEXY)

Kontoor Brands Inc (KTB)

M.D.C. Holdings, Inc. (MDC)
Magna International Inc. (MGA)
MGM Growth Properties LLC (MGP)
Monolithic Power System Inc. (MPWR)

Organon & Co. (OGN)

Petmed Express, Inc. (PETS) --> link here
Petroleo Brasileiro S.A. Petrobras (PBR)
Pinnacle West Capital Corp. (PNW)

Sachem Capital Corp. (SACH)
Skyworks Solutions, Inc. (SWKS) --> link here
Sysco Corp. (SYY)

TJX Companies, Inc. (TJX) --> link here
Toronto Dominion Bank (TD)

Vale S.A. (VALE)
Vector Group Ltd (VGR)

Whitestone REIT (WSR) --> link here

Zoetis Inc. (ZTS)

 

[Mr. Wood]

Asian Open: The Fed Guides Equities Higher, Copper Probes Resistance
June 23, 2021

The message of a ‘strong, but not too strong’ recovery was music to Wall Street’s ears, technology stocks took the lead with the Nasdaq 100 closing to a record high and the Nasdaq’s biotech index now up 5.6% month-to-date. The S&P 500 stopping just short of its own record high with eleven S&P 500 sectors closed in the green.

 

[Mr. Wood]

U.S. chip foundry announces new manufacturing plant in Singapore
JUN 22 2021

“Our new facility in Singapore will support fast-growing end-markets in the automotive, 5G mobility and secure device segments with long-term customer agreements already in place,” GlobalFoundries CEO Tom Caulfield said in a statement.

GlobalFoundries manufactures semiconductors designed by the likes of AMD, Qualcomm and Broadcom.

The global chip shortage has highlighted the importance of foundries, which are investing billions in new production lines and upgraded equipment to meet the surge in demand.

 

[Mr. Wood]

BD Highlights Five-Year ESG Achievements in 2020 Sustainability Report, Setting the Foundation for 2030+ Strategy
Jun 22, 2021

Over the course of five years, BD initiated more than 650 projects related to energy, water and waste efficiency saving $25.6 million and invested $47.5 million in dedicated capital funding for energy, water and waste reduction projects that supported the 2020 sustainability goals. The company reduced scope 1 and 2 GHG emissions by 58%, exceeding its target of 50%. In addition, the company reduced ozone-depleting substance emissions by 95%, meeting a target of 95%; and reduced water consumption by 53%, exceeding a target of 40%.

Later this year, BD will announce new sustainability commitments that seek to address and further advance how the company manages risks and opportunities around its most significant ESG issues over the next decade. The strategy focuses on how the company will address climate change through reducing emissions across the supply chain and integrating climate impacts into various parts of its business strategy and decisions, while also addressing the impact of products and resiliency of the supply chain.

 

[Mr. Wood]

Amazon and Other Tech Giants Race to Buy Up Renewable Energy
June 23, 2021

The scale of these investments is placing the tech companies under pressure to show that the projects actually add new renewable capacity to the energy grid instead of sucking up pre-existing supply. A thorny issue is whether tech companies’ green-power purchases replace power generated from carbon-emitting plants or simply increase power generation to feed growing global energy consumption. That is important because the companies want to tell consumers and investors that they are helping to reduce absolute carbon output, not just shifting it around.