US Dividends Aristocrats thread

[Mr. Wood]

https://cgs-cimb.zoom.us/webinar/register/8816370341059/WN_LEbx2lCESHKbsbUCOsSS4w
Market Outlook 2022
Time Jan 13, 2022 07:00 PM

juz listen and learn frm them no need to buy anything. if they start selling, leave the meeting. no pressure to die die must buy frm them.

 

[Mr. Wood]

Schwab International Expert Speaker Series

Global Market Outlook
Wednesday, January 12, 2022
10:00 pm Hong Kong Time

Navigating Today’s US Markets
Wednesday, February 16, 2022
10:00 pm Hong Kong Time

 

[Mr. Wood]

save u some money. no nid to pay thousands to scum course sellers to learn.

 

[Mr. Wood]

 

[Mr. Wood]

Update Reports

ABM Industries (ABM)
Broadcom Inc. (AVGO) --> link here
General Mills Inc. (GIS)
Marvell Technology Inc. (MRVL) --> link here
Scholastic Corp. (SCHL)
Vector Group Ltd. (VGR) --> link here

 

[Mr. Wood]

 

[Mr. Wood]

https://am.jpmorgan.com/content/dam...ket-insights/guide-to-the-markets/MI-EAMU.pdfhttps://am.jpmorgan.com/us/en/asset...de-to-the-markets/economic-and-market-update/
ECONOMIC & MARKET UPDATE: USING THE GUIDE TO THE MARKETS TO EXPLAIN THE INVESTMENT ENVIRONMENT
1. The pandemic continues but its impact on the economy has diminished
2. Fiscal policy will be much less supportive in the year ahead
3. The U.S. economy will continue its rebound until it reaches capacity limits
4. Unemployment has fallen and wages have risen
5. S&P 500 earnings poised to moderate after hitting an all-time high in 2021
6. Inflation will moderate from its highs but remain above the Fed’s 2% target
7. The Federal Reserve turns more hawkish with rate hikes on the horizon.
8. Interest rates are likely to resume their ascent
9. Valuations are high for U.S. equities
10. Value and growth
11. International stocks offer cyclical and long-term opportunities
12. S&P valuation dispersions points to active management

 

[Mr. Wood]

 

[Mr. Wood]

TSMC Reports Fourth Quarter
January 13, 2022

“Our fourth quarter business was supported by strong demand for our industry-leading 5-nanometer technology,” said Wendell Huang, VP and Chief Financial Officer of TSMC. “Moving into first quarter 2022, we expect our business to be supported by HPC-related demand, continued recovery in the automotive segment, and a milder smartphone seasonality than in recent years.”

Quarterly Management Report
January 13, 2022

Full Year 2021
Net revenue was NT$1,587.42 billion, representing an 18.5% increase from 2020. In US dollar terms, net revenue increased 24.9% to US$56.82 billion in 2021.
Gross margin was 51.6%, down 1.5 percentage points from 53.1% in 2020. Operating margin was 40.9%, down 1.4 percentage points from 42.3% in 2020.
Diluted EPS was NT$23.01, up 15.2% from NT$19.97 in 2020. Net profit margin was 37.6%, down 1.1 percentage points from 38.7% in 2020.

Operating and Free Cash Flow:
Free cash flow increased NT$12.57 billion to an inflow of NT$142.64 billion in 4Q21, mainly due to the increase in operating cash flow during the quarter. Total free cash flow generated in 2021 was NT$272.96 billion, a decrease from NT$315.43 billion in 2020, as capital expenditures increased faster than operating cash flow in 2021.

 

[Mr. Wood]

3 Top Bill Gates Stocks for Dividend Growth Investors
Jan 7, 2022

This article will examine three of our favorite names among the Bill & Melinda Gates Foundation. The portfolio holds just 21 common stocks.

In this article, we will examine three of our dividend-paying favorites in the portfolio.

They are:

Microsoft (NYSE:MSFT)
Walmart (NYSE:WMT)
Waste Management (NYSE:WM)

Microsoft, Walmart, and Waste Management are three of the largest positions in the Gates Foundation’ portfolio. Each name is blessed with multiple competitive advantages that sets the companies apart from their respective peer group.

All three stocks have dividend-growth streaks of at least 18 years, which means each has increased its dividend through at least one recession and one Covid-19 impact year.

 

[Mr. Wood]

3 Dividend Aristocrats for Maximum Dividend Safety
January 12, 2022

1: McDonald’s (MCD)

Thanks to a beta of just 0.60, shares typically do not decline as much as the broad market in case of an equity market downturn, making McDonald’s a safe investment from an income and a volatility perspective.

2: Walmart (WMT)

Walmart is not a high-growth corporation, but investors can still expect some earnings-per-share growth in the long run. Thanks to a combination of growth in Walmart’s e-commerce business, acquisitions, and same-store sales growth, Walmart should be able to deliver top-line growth of 2%-3% a year.

3: Clorox (CLX)

Clorox has the least volatile shares among these three companies, as the stock’s very low beta of just 0.18 suggests that shares would decline only very slightly even in a major bear market. There is no guarantee for that, of course, but if history is a guide, then an investment in Clorox has the potential to provide some stability during times of crisis while offering a very safe dividend yielding 2.5% at the same time

 

[Mr. Wood]

 

[Mr. Wood]

Update Reports

Computer Services, Inc. (CSVI) --> link here
MSC Industrial Direct Co., Inc. (MSM)--> link here
RPM International, Inc. (RPM)
Unifirst Corp. (UNF)

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

66 buy
62 buy somemore

 

[Mr. Wood]

Update Reports

Accenture plc (ACN) --> link here
Citigroup Inc (C) --> link here
Conagra Brands Inc (CAG)
Constellation Brands Inc (STZ) --> link here
JPMorgan Chase & Co. (JPM) --> link here
Oracle Corp. (ORCL)
Shaw Communications Inc. (SJR)
Taiwan Semiconductor Manufacturing (TSM) --> link here
Walgreens Boots Alliance Inc (WBA) --> link here
Wells Fargo & Co. (WFC) --> link here

as usual, if any companies u fancy but not here, u can ask

 

[Mr. Wood]

Dividend Aristocrats In Focus: West Pharmaceutical Services
Published on January 19th, 2022

West Pharmaceutical has also raised its dividend for 29 consecutive years, which means it is on the Dividend Aristocrats list.

Business Overview
West Pharmaceutical Services is a healthcare company. It manufactures and sells medical packaging and medical components. It is also a contract manufacturer for other MedTech companies.

Valuation & Expected Returns
In the recent past, West Pharmaceutical Services has delivered highly attractive returns, as its shares rose by a massive 360%+ over the last five years.

This was, at least partially, the result of a steep increase in its valuation.

West Pharmaceutical Services currently trades for ~47.3 times this year’s expected earnings-per-share, based on current consensus estimates.

That is a quite high valuation, both in absolute terms, as well as relative to how the company was valued in the past.

We believe that shares would be fairly valued at 25 times EPS. As a result, we view the stock as severely overvalued, even when factoring in the forecasted earnings-per-share growth of 9% per year.

With a very low dividend yield of just 0.2%, West Pharmaceutical Services is still expected to generate negative total returns over the coming five years, estimated at -5.5% a year.

 

[sky37]

Update Reports

Accenture plc (ACN) --> link here
Citigroup Inc (C)
Conagra Brands Inc (CAG)
Constellation Brands Inc (STZ) --> link here
JPMorgan Chase & Co. (JPM)
Oracle Corp. (ORCL)
Shaw Communications Inc. (SJR)
Taiwan Semiconductor Manufacturing (TSM) --> link here
Walgreens Boots Alliance Inc (WBA) --> link here
Wells Fargo & Co. (WFC) --> link here

as usual, if any companies u fancy but not here, u can ask

Would like to have a look at C and JPM. Thanks!

 

[Mr. Wood]

Would like to have a look at C and JPM. Thanks!

C -->link here
JPM --> link here

bank stocks sell on news. interesting.