US Dividends Aristocrats thread

[Mr. Wood]

STATE STREET REPORTS SECOND QUARTER 2021 EPS OF $2.07; $1.97 EXCLUDING NOTABLE ITEMS
July 16, 2021

"The results of the recent supervisory stress test is yet another testament to the strength and resiliency of our business model. Starting in the third quarter, we have announced an increase to our common stock dividend by 10% to $0.57 per share and our Board has authorized a common share repurchase program of up to $3 billion through 2022."

 

[Mr. Wood]

nothing interesting dis round


Update Reports
AES Corp. (AES)
Americold Realty Trust (COLD)
Computer Services, Inc. (CSVI)
CubeSmart (CUBE)
Federal Agricultural Mortgage Corp. (AGM)
Invitation Homes Inc. (INVH) --> link here
KKR Real Estate Finance Trust Inc. (KREF)
Micro Focus International Plc (MFGP) --> link here
Plains All American Pipeline LP (PAA)
Portland General Electric Co. (POR)
Southern Copper Corporation (SCCO)
Teekay LNG Partners LP (TGP)
Vornado Realty Trust (VNO)

 

[Mr. Wood]

Monthly Dividend Stock In Focus: Ellington Financial
Updated on July 14th, 2021

Business Overview
Ellington Financial only transitioned into a REIT at the beginning of 2019. Prior to this, the trust was taxed as a partnership. It is now classified as a mortgage REIT.

Ellington Financial is a hybrid REIT, meaning that the trust is a combination of an equity REIT, which owns properties, and mortgage REITs, which invest in mortgage loans and mortgage-backed securities.

This means the annualized dividend payout is not quite covered by underlying EPS, a problematic sign. The company’s DPS should be seen as safe for the time being. However, based on DPS’ downward historical trajectory, slight decreases going forward are possible due to the risks of mortgages defaulting amid the ongoing pandemic and the overall decrease in interest rates.

One positive is that the balance sheet remains of high quality, even though Ellington’s debt–to–equity ratio increased from 2.6 to 3.2 during Q1. The days of mortgage REITs employing 8x or 9x leverage have come and gone, but Ellington is still embodying low leverage for a mortgage REIT, which should improve safety and reduce volatility during both good and bad times.

With a yield above 10%, the stock is certainly attractive for income investors, although a high level of volatility is to be expected. Since its IPO, the company has paid cumulative dividends in excess of $27/share, which works out to more than 1.5x its current share price. Therefore, it has delivered a solid income stream to its shareholders over the years.

 

[Mr. Wood]

UK says it and allies hold Chinese state responsible for Microsoft hacking
July 19, 2021

"The cyber attack on Microsoft Exchange Server by Chinese state-backed groups was a reckless but familiar pattern of behaviour," British foreign minister Dominic Raab said in a statement.

 

[Mr. Wood]

Medtronic Hugo™ Robotic-Assisted Surgery System Cornerstone of New Robotics Program in Latin America
Jul 20, 2021

Robotic surgery is a form of minimally invasive surgery that offers surgeons improved visualization, greater dexterity, and ergonomic advantages, yet robots are used in less than 3% of surgeries globally. The Hugo RAS system — Medtronic's solution to historic cost and utilization barriers that have kept surgical robotics out of reach for many hospitals — is a modular, multi-quadrant platform designed for a broad range of soft-tissue procedures.

 

[Mr. Wood]

AT&T Is Discussing Selling Xandr Ad Unit to India’s InMobi
July 20, 2021

AT&T began seeking a buyer for Xandr after giving up on its dream of becoming a major player in online ads -- an area where tech companies such as Google and Facebook dominate.

 

[Mr. Wood]

The First Global Climate Litigation
Published: 23/07/2021

Dutch court has ordered Shell to expediate its emission target. Instead of reducing 20% by 2030, as the company had planned, the court ruled that Shell should slash emissions 45% by 2030.

Despite Shell’s plans to transition its business to net-zero emissions, the lawyers for the plaintiffs argued that the company had been aware of the dangerous consequences of CO2 emissions for decades and that its targets were insufficient. The court rejected the company’s arguments that not selling these products would result in others selling the same, or that the responsibility lies with consumers rather than fossil fuel companies.

 

[Mr. Wood]

Updated reports

America Movil S.A.B.DE C.V. (AMX)
American Campus Communities Inc. (ACC)
Bank Of America Corp. (BAC)
Bank Of New York Mellon Corp (BK)
Celanese Corp (CE)
Citigroup Inc (C) --> link here
Conagra Brands Inc (CAG)
Cintas Corporation (CTAS)
Dicks Sporting Goods, Inc. (DKS)
Eastgroup Properties, Inc. (EGP)
Fastenal Co. (FAST) --> link here
First American Financial Corp (FAF)
Goldman Sachs Group, Inc. (GS)
JPMorgan Chase & Co. (JPM)
MarketAxess Holdings Inc. (MKTX)
Morgan Stanley (MS)
Northeast Indiana Bancorp Inc. (NIDB)
People`s United Financial Inc (PBCT)
PepsiCo Inc (PEP) --> link here
Progressive Corp. (PGR)
PS Business Parks, Inc. (PSB)
PNC Financial Services Group (PNC)
Taiwan Semiconductor Manufacturing (TSM) --> link here
Telefonaktiebolaget L M Ericsson (ERIC)
Unitedhealth Group Inc (UNH)
U.S. Bancorp. (USB)
Westamerica Bancorporation (WABC)
Wells Fargo & Co. (WFC) --> link here

 

[Mr. Wood]

JEFFERIES INITIATES A HOLD RATING ON ARCHER DANIELS MIDLAND (ADM)
July 21, 2021

Archer Daniels Midland (ADM – Research Report) received a Hold rating and a $55.00 price target from Jefferies analyst Robert Dickerson today. The company’s shares closed last Tuesday at $58.03.

pls sell some more

 

[Mr. Wood]

Walgreens and VillageMD Expand to Northern Indiana, Opening New Full-Service Primary Care Practices This Year
July 23, 2021

The expansion is part of the $1 billion accelerated investment effort announced in January 2021 to deliver high-quality healthcare to patients, with Village Medical primary care physicians and Walgreens pharmacy services through a coordinated care delivery model.

 

[sky37]

Surprised to see this rating for ADM.
It's been trending down though the past week when market was recovering.

 

[Mr. Wood]

Kimberly-Clark Announces Second Quarter 2021 Results
July 23, 2021

We are facing significantly higher input costs and a reversal in consumer tissue volumes from record growth in the year ago period as consumers and retailers in North America continued to reduce home and retail inventory. While we look forward to a return to a more normalized environment, we have moved decisively to take pricing actions to mitigate inflationary headwinds and continue to prudently manage costs.

 

[Mr. Wood]

Johnson & Johnson Reports Q2 2021 Results
July 21, 2021

Johnson & Johnson does not provide GAAP financial measures on a forward-looking basis because the company is unable to predict with reasonable certainty the ultimate outcome of legal proceedings, unusual gains and losses, acquisition-related expenses and purchase accounting fair value adjustments without unreasonable effort. These items are uncertain, depend on various factors, and could be material to Johnson & Johnson's results computed in accordance with GAAP.

 

[Mr. Wood]

AT&T Reports Second-Quarter Results
July 22, 2021

AT&T Inc. reported second-quarter results that showed continuing customer growth in wireless, fiber and HBO Max. The company also reported strong cash flows.

 

[Mr. Wood]

Surprised to see this rating for ADM.
It's been trending down though the past week when market was recovering.

surprised isit becoz u expected more analyst to giv sell rating?

 

[Mr. Wood]

GUIDE TO THE MARKETS
3Q 2021 As of June 30, 2021

 

[sky37]

surprised isit becoz u expected more analyst to giv sell rating?

I thought with increasing prices and inflation, it should get a buy rating instead.

 

[Mr. Wood]

FOMC meeting recap: “Progress” toward taper, but not “substantial” yet
July 29, 2021

Federal Reserve was never going to make any immediate changes to monetary policy at today’s meeting, but the event would still provide a valuable look into how the central bank is viewing the resurgence of COVID cases across the country and the ongoing elevated inflation readings.

 

[Mr. Wood]

REFILE-J&J contractor plans to resume COVID-19 vaccine production at Baltimore plant
JULY 29, 2021

Johnson & Johnson contractor Emergent BioSolutions Inc plans to resume COVID-19 vaccine production at its Baltimore plant after getting approval from the U.S. Food and Drug Administration (FDA)

 

[Mr. Wood]

new reporting season began!

1st Source Corp. (SRCE)
ABB Ltd. (ABB)
Abbott Laboratories (ABT)
Alliance Resource Partners, LP (ARLP)
Ally Financial Inc (ALLY)
Amcor Plc (AMCR)
American Express Co. (AXP) --> link here
Anthem Inc (ANTM)
ASML Holding NV (ASML)
AT&T, Inc. (T) --> link here
Autoliv Inc. (ALV)

Badger Meter Inc. (BMI)
Baker Hughes Co (BKR)
Bancfirst Corp. (BANF)
Bank OZK (OZK) --> link here
Blackrock Inc. (BLK)
Blackstone Group Inc (The) (BX)

Canadian National Railway Co. (CNI)
Celanese Corp (CE)
Citizens Financial Group Inc (CFG)
Coca-Cola Co (KO) --> link here
Comerica, Inc. (CMA)
Community Trust Bancorp, Inc. (CTBI)
Crown Castle International Corp (CCI)
CSX Corp. (CSX)

Daimler AG (DDAIF)
Dominos Pizza Inc (DPZ)
Dover Corp. (DOV)
Dow Inc (DOW)

Enterprise Bancorp, Inc. (EBTC)
Expeditors International Of Washington, Inc. (EXPD)

First American Financial Corp (FAF)
Firstenergy Corp. (FE)
Freeport-McMoRan Inc (FCX)

Gap, Inc. (GPS)
Genuine Parts Co. (GPC)
Gorman-Rupp Co. (GRC)

Halliburton Co. (HAL)
Honeywell International Inc (HON)

Intel Corp. (INTC) --> link here
Interpublic Group Of Cos., Inc. (IPG)

Johnson & Johnson (JNJ) --> link here

Kansas City Southern (KSU)
Keycorp (KEY)
Kimberly-Clark Corp. (KMB) --> link here

Lithia Motors, Inc. (LAD)

M & T Bank Corp (MTB)
MarketAxess Holdings Inc. (MKTX)
Marvell Technology Inc (MRVL) --> link here
MSC Industrial Direct Co., Inc. (MSM)