US Dividends Aristocrats thread

[Mr. Wood]

Novartis AG (NVS) --> link here

Old Republic International Corp. (ORI)
Omnicom Group, Inc. (OMC)
Otis Worldwide Corp (OTIS) --> link here

Pacwest Bancorp (PACW) --> link here
Patterson Companies Inc. (PDCO)
PermRock Royalty Trust (PRT)
Philip Morris International Inc (PM)
PPG Industries, Inc. (PPG)
Prologis Inc (PLD)

Regions Financial Corp. (RF)
RenaissanceRe Holdings Ltd (RNR)
Roche Holding AG (RHHBY) --> link here
Rogers Communications Inc. (RCI)
Roper Technologies Inc (***)

Schlumberger Ltd. (SLB)
Scholastic Corp. (SCHL) --> link here
SEI Investments Co. (SEIC)
Shaw Communications Inc. (SJR)
SL Green Realty Corp. (SLG)
Snap-on, Inc. (SNA)
Sonoco Products Co. (SON)
Southside Bancshares Inc (SBSI)
Steel Dynamics Inc. (STLD)

Travelers Companies Inc. (TRV)
Truist Financial Corporation (TFC)
Trustco Bank Corp. (TRST) --> link here

UBS Group AG (UBS)
Unilever plc (UL)
Union Pacific Corp. (UNP)
United Bankshares, Inc. (UBSI)

Verizon Communications Inc (VZ) --> link here
ViacomCBS Inc (VIAC)

Washington Trust Bancorp, Inc. (WASH)
Whirlpool Corp. (WHR) --> link here

 

[Mr. Wood]

CATERPILLAR REPORTS SECOND-QUARTER 2021 RESULTS
July 30, 2021

“Our dedicated global team remains focused on serving our customers, executing our strategy and investing for future profitable growth,” said Caterpillar Chairman and CEO Jim Umpleby. “We’re encouraged by higher sales and revenues across all regions and in our three primary segments, which reflect continued improvement in our end markets.”

Caterpillar Earnings Impressed. Here’s Why Its Stock Is Dropping.
July 30, 2021

Caterpillar management said in the news release that profit margins in the third quarter would “moderate” from the second quarter. What’s more, operating profit margins in the company’s construction and mining divisions slipped from the first quarter into the second quarter, going from 17.8% to 16.8%. Higher material costs, as well as higher R&D costs, hurt results.

 

[Mr. Wood]

CAT now >2% DY probly will buy a little

 

[Mr. Wood]

AbbVie Reports Second-Quarter 2021 Financial Results
July 30, 2021

Full-Year 2021 Outlook

AbbVie is updating its GAAP diluted EPS guidance for the full-year 2021 from $7.27 to $7.47 to $6.04 to $6.14. AbbVie is raising its adjusted diluted EPS for the full-year 2021 from $12.37 to $12.57 to $12.52 to $12.62. The company's 2021 adjusted diluted EPS guidance excludes $6.48 per share of intangible asset amortization expense, non-cash charges for contingent consideration adjustments and other specified items.

 

[Mr. Wood]

P&G Announces Fourth Quarter and Fiscal Year 2021 Results
7/30/2021

Fiscal Year 2021 Results

The Company reported fiscal year 2021 net sales of $76.1 billion, an increase of seven percent versus the prior year. Excluding the impacts of foreign exchange, acquisitions and divestitures, organic sales increased six percent, driven by a three percent increase in organic volume, a two percent impact from positive mix and one percent from increased pricing. Diluted net earnings per share were $5.50, an increase of 11% versus the prior year primarily due to the increase in net sales and an increase in operating margin. Core earnings per share and currency-neutral core EPS both increased 11% versus the prior year to $5.66.

The Company generated $18.4 billion of operating cash flow in fiscal 2021 with adjusted free cash flow productivity of 107%. The Company returned $19.3 billion of value to shareholders in fiscal 2021 through $8.3 billion in dividend payments and $11 billion of share repurchases.

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

S&P 500 Closed to a Record High
August 4, 2021

All three major US indices were higher overnight, although Facebook (FB), Tesla (TSLA) and Netflix (NFLX) drifted lower to cap gains for the Nasdaq whilst healthcare stocks and Apple helped lift the S&P 500 to a new record close.

 

[Mr. Wood]

Asian shares near 1-wk highs but Delta woes mount
Aug 04, 2021

MSCI's broadest index of Asia-Pacific shares outside Japan climbed 0.1% to the highest since July 26.

Japan's Nikkei was in the red as were Chinese shares with the blue-chip index off 0.2%.

Analysts, however, cautioned about the rise in Delta infections of the coronavirus in Asia, with Chinese media reporting 31 provincial regions have warned residents against unnecessary travel in light of recent outbreaks.

 

[Mr. Wood]

REALTY INCOME ANNOUNCES OPERATING RESULTS FOR THE THREE AND SIX MONTHS ENDED JUNE 30, 2021
August 2, 2021

Collected 99.4% of contractual rent across our total portfolio, inclusive of 98.9% collected from our theater clients

“We are updating several key guidance metrics as a result of our achievements during the second quarter, which include increasing theater rent collections, and added depth of our global pipeline. This update includes raising our 2021 AFFO per share guidance to $3.53 to $3.59 and increasing our 2021 acquisitions volume guidance to approximately $4.5 billion.”

 

[Mr. Wood]

Clorox Reports Fourth Quarter and Fiscal Year 2021 Results, Provides Fiscal Year 2022 Outlook
August 3, 2021

Following is a summary of key fiscal year 2021 results:

9% sales growth (9% organic sales growth)
$5.58 diluted EPS (24% decrease)
$7.25 adjusted EPS (2% decrease)

Net cash provided by operations was $1.3 billion in fiscal year 2021, compared to $1.5 billion in fiscal year 2020, representing a 17% decrease.

Clorox Provides Fiscal Year 2022 Outlook

• 2% to 6% decrease in sales (2% to 6% decrease in organic sales)
• $5.05 to $5.35 diluted EPS range (9% to 4% decrease versus year ago)
• $5.40 to $5.70 adjusted EPS range (26% to 21% decrease versus year ago)
  Excludes the strategic investment in digital capabilities and productivity enhancements detailed below.
• Gross margin down by 300 to 400 basis points

 

[Mr. Wood]

CLX boat coming back!

 

[sky37]

CLX boat coming back!

Looks like a chance to pick up some.
What's the yield like at current price?

 

[Mr. Wood]

Looks like a chance to pick up some.
What's the yield like at current price?

2.58%
quite good. better than the average DY of last 5yrs 2.53%. think i will buy some.

 

[Mr. Wood]

Atlantic Equities Downgrades Clorox to Neutral, Announces $150 Price Target
August 04, 2021


lai liao lai liao. all the doomsday analysts come out alrdy

$150 will be my 2nd EP

 

[Mr. Wood]

Citi strategist fears stock-market pullback may emerge in September despite no obvious catalyst
Aug. 4, 2021

Tobias Levkovich, chief U.S. equity strategist at Citi, says there’s an almost “palpable” sense that every 1% dip is a buying opportunity. “We are less convinced,” he said. “Fund managers fully concede that the rate of profit expansion will slide but most fear more upside and relative performance issues than a double-digit decline at the moment, yet they prefer a higher quality tilt to portfolios.”

 

[sky37]

Loaded ADM when it dipped last night.

 

[Mr. Wood]

Loaded ADM when it dipped last night.

jsm

i need to ration my balance funds. getting in CLX so keeping some in case CLX drop somemore.

 

[Perisher]

Surprised BDX isn't in here. Becton Dickinson and Co.
I have held this since 5-6 years back. Guidance raised, huat.

 

[Mr. Wood]

BD Announces Third Fiscal Quarter Results; Strong Base Growth Drives Better Performance In Quarter And Higher Guidance For Fiscal 2021
Aug. 5, 2021

The company now expects fiscal year 2021 adjusted diluted EPS to be between $12.85 and $12.95, an increase from the prior guidance of between $12.75 and $12.85. The current adjusted EPS guidance range represents growth of approximately 26% to 27% over fiscal 2020 adjusted diluted EPS of $10.20. The company now expects the impact to adjusted EPS from foreign currency to be negligible, compared to a contribution of approximately 100 basis points previously. The company previously expected adjusted EPS growth of 25% to 26%, or 24% to 25% on a currency-neutral basis.

Becton, Dickinson and Company (BDX) Q3 2021 Earnings Call Transcript
Aug 5, 2021

This marks the first time we have repurchased shares since 2017 and the largest amount we have repurchased since 2012. Even with this repurchase activity, we ended the third quarter with nearly $3.2 billion in cash and an adjusted net leverage ratio of 2.4 times.