US Dividends Aristocrats thread

[Mr. Wood]

****r gurmit singh
****r darren lim
****r sharon au

 

[Mr. Wood]

https://www.reuters.com/markets/europe/global-markets-wrapup-1-2022-08-25/August 26, 2022

JACKSON HOLE
Investors have pared back expectations the Fed could tilt to a slower pace of rate hikes as U.S. inflation remains at 8.5% on an annual basis, well above the Fed's 2% target. But Powell's speech due on Friday will be scrutinized for any indication that an economic slowdown might alter the Fed’s strategy.

Investors now expect the Fed Funds rate to peak at 3.80% in March 2023, up from 3.62% a fortnight ago, said Tapas Strickland, NAB's economics director.

Interest rate futures imply a 60% chance of a 75 bp Fed hike in September , up from 50% earlier this week. Euro zone money markets are now pricing in around 100 bps of ECB rate hikes by October, including a slight chance of 75 bps move next month.

 

[Mr. Wood]

https://us10.campaign-archive.com/?u=39fb26a63194ed9f3f9058ea7&id=a3a96332e7
Julian Robertson 1932 - 2022
We are saddened to hear of the passing of the legendary investor, Julian Robertson.

 

[Mr. Wood]

Zoom Video Communications Reports Financial Results for the Second Quarter of Fiscal Year 2023
August 22, 2022

“Consequently, we are now expecting to deliver FY23 revenue in the range of $4.385 billion to $4.395 billion. We remain focused on operational discipline, and continue to expect non-GAAP operating margin of approximately 33%.”

 

[Mr. Wood]

Dollar Tree, Inc. Reports Results for the Second Quarter Fiscal 2022
August 25, 2022

“We remain keenly focused on our associates, our DC network and supply chain, our value proposition and our technology. We are improving the shopper experience and positioning the Company to deliver long-term profitable growth and attractive returns on capital.”

The Company estimates consolidated net sales for the third quarter of 2022 will range from $6.75 billion to $6.87 billion, based on a mid-single-digit increase in same-store sales for the enterprise. Diluted earnings per share for the quarter are estimated to be in the range of $1.05 to $1.20.

While share repurchases are not included in the outlook, the Company had $2.25 billion remaining under its share repurchase authorization as of July 30, 2022.

 

[Mr. Wood]

Dollar General Corporation Reports Second Quarter 2022 Results
Thu, 25 Aug 2022

“During the quarter, we also made significant progress advancing our operating priorities and strategic initiatives, further enhancing our unique value and convenience proposition.

Board of Directors declared a quarterly cash dividend of $0.55 per share on the Company’s common stock

The Company continues to expect the following:

• Diluted EPS growth in the range of approximately 12% to 14%, including an estimated benefit of approximately four percentage points from the 53rd week;
  • This Diluted EPS guidance now assumes a revised expectation of an effective tax rate in the range of 22.0% - 22.5%; compared to its previous expectation in the range of 22.5% - 23.0%;

 

[Mr. Wood]

NVIDIA Announces Financial Results for Second Quarter Fiscal 2023
August 24, 2022

“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.

 

[Mr. Wood]

special reports (courtesy of OCBC)

TSN --> link here
MAIN --> link here
ABBV --> link here
MMM --> link here
ADM --> link here
CF --> link here

 

[Mr. Wood]

Update Reports

Ameren Corp. (AEE)
A.O. Smith Corp. (AOS) --> Aug 2022
ABB Ltd. (ABB)
Agree Realty Corp. (ADC)
Albemarle Corp. (ALB)
Algonquin Power & Utilities Corp (AQN)
American Assets Trust Inc (AAT)
American Homes 4 Rent (AMH)
American Tower Corp. (AMT) --> Aug 2022
AMGEN Inc. (AMGN)
Andersons Inc. (ANDE)
Anheuser-Busch In Bev SA/NV (BUD)
Atmos Energy Corp. (ATO)

Bank OZK (OZK)
Becton, Dickinson And Co. (BDX)
Blue Owl Capital Inc (OWL)
BP plc (BP) --> Aug 2022
Brandywine Realty Trust (BDN)
Broadmark Realty Capital Inc (BRMK)

Cardinal Health, Inc. (CAH) --> Aug 2022
Carlisle Companies Inc. (CSL)
Cboe Global Markets Inc. (CBOE)
Chevron Corp. (CVX) --> Aug 2022
Cigna Corp. (CI)
Cisco Systems, Inc. (CSCO)
Cognizant Technology Solutions Corp. (CTSH)
Computer Services, Inc. (CSVI)
Conoco Phillips (COP)
Consolidated Edison, Inc. (ED)
Constellation Energy Corporation (CEG)
CorEnergy Infrastructure Trust Inc (CORR)
CVS Health Corp (CVS) --> Aug 2022

Dominion Energy Inc (D)
DTE Energy Co. (DTE)

Eagle Financial Services, Inc. (EFSI)
Ecolab, Inc. (ECL)
Emerson Electric Co. (EMR)
Eni Spa (E)
Entergy Corp. (ETR)
Erie Indemnity Co. (ERIE)
Everest Re Group Ltd (RE)
Eversource Energy (ES)
Exelon Corp. (EXC)
Exxon Mobil Corp. (XOM) --> Aug 2022

Fairfax Financial Holdings Ltd. (FRFHF)
Farmers & Merchants Bancorp (FMCB) --> Aug 2022
Ferrari N.V. (RACE)
Flowers Foods, Inc. (FLO)
FMC Corp. (FMC)
Franco-Nevada Corporation (FNV)
Franklin Electric Co., Inc. (FELE)
Fresenius Medical Care AG & Co. KGaA (FMS)

Generation Income Properties Inc (GIPR)
Gilead Sciences, Inc. (GILD)
GSK Plc (GSK) --> Aug 2022

Hanover Insurance Group Inc (THG)
Hartford Financial Services Group Inc. (HIG)
HF Sinclair Corporation (DINO)
Holly Energy Partners L.P. (HEP)
Honda Motor (HMC)
Humana Inc. (HUM)

Idacorp, Inc. (IDA)
Imperial Oil Ltd. (IMO)
International Paper Co. (IP)

Jack Henry & Associates, Inc. (JKHY)

Keycorp (KEY)
KLA Corp. (KLAC)
Kulicke & Soffa Industries, Inc. (KLIC)

Leggett & Platt, Inc. (LEG) --> Aug 2022
Lilly(Eli) & Co (LLY)

Magellan Midstream Partners L.P. (MMP) --> Aug 2022
Magna International Inc. (MGA)
Marathon Petroleum Corp (MPC)
Maximus Inc. (MMS)
MDU Resources Group Inc (MDU)
Mercedes-Benz Group AG (MBGAF)
Mercury General Corp. (MCY)
Metlife Inc (MET)

Nacco Industries Inc. (NC)
Nestle SA (NSRGY) --> Aug 2022
New York Mortgage Trust Inc (NYMT)
Nielsen Holdings plc (NLSN)
Northeast Indiana Bancorp Inc. (NIDB)

Oneok Inc. (OKE)
Organon & Co. (OGN)

Pearson plc (PSO)
Perrigo Company plc (PRGO)
Petroleo Brasileiro S.A. Petrobras (PBR)
Phillips 66 (PSX) --> Aug 2022
PPL Corp (PPL)
Primerica Inc (PRI)
Prosperity Bancshares Inc. (PB)
Prudential Financial Inc. (PRU)
Public Storage (PSA)

Realty Income Corp. (O) --> Aug 2022
Restaurant Brands International Inc (QSR)
Rithm Capital Corporation (RITM)
Rogers Communications Inc. (RCI)

S&P Global Inc (SPGI) --> Aug 2022
Sampo Plc (SAXPY)
Schlumberger Ltd. (SLB)
Service Corp. International (SCI)
SFL Corporation Ltd (SFL)
Shell Midstream Partners L.P. (SHLX) --> Aug 2022
Shell Plc (SHEL)
Sony Group Corporation (SONY)
Southern Company (SO)
Steel Dynamics Inc. (STLD)

Tencent Holdings Ltd. (TCEHY) --> Aug 2022
TotalEnergies SE (TTE)

Unilever plc (UL) --> Aug 2022

Valero Energy Corp. (VLO)
Vulcan Materials Co (VMC)

Welltower Inc. (WELL)

Zim Integrated Shipping Services Ltd (ZIM)

 

[Perisher]

Challenge start date May 31st

After earnings, TSN dropped...

Perisher 3 pick of TSN/ABBV/MAIN = -0.67%
Sure Dividend 3 pick of SWK/LOW/MMM = -6.25%
above excludes dividends.

On another note, the PRU+BLK is back = 2.39%
BLK had a big boost yesterday... as has been said, want growth, BLK is the surprise package(can go either way).

The gap has closed considerably. 5.58% difference, excluding dividends.
if against the BLK one, it's expand to 8.64% difference, excluding dividends.

Current status


Perisher 3 pick of TSN/ABBV/MAIN = -4.33%
Sure Dividend 3 pick of SWK/LOW/MMM = -12.21%
above excludes dividends.
difference is 7.88%

On another note, the PRU+BLK is = -2.74%
difference is 9.47%

Their pick is not doing as well… both in up and down…

 

[Mr. Wood]

https://mailchi.mp/phillip/phillip-morning-note-12-october-250752

Funds under the CPF Investment Scheme (CPFIS) lost an average of 8 per cent in the quarter ended Jun 30, as rising interest rates and recession fears hit global stock and bond markets. Still, they outperformed the MSCI World Index, which fell 13.8 per cent in the same period. On a 1 year cumulative basis, however, CPFIS funds’ returns were down 14.2 per cent, which was worse off than the MSCI World’s 11.3 per cent fall. On a 3-year cumulative basis, returns for the CPFIS funds were up 8.5 per cent, said Morningstar Asia on Tuesday (Aug 23).

1. think long term
2. there is a reason why CPF is CPF. is safe for retirement.
cannot touch jiu cannot touch. no choice de.
dun be hero try to outperform mkt.
3. dun ever fully trust advisors, fund managers and robos will put the welfare of investors be4 their pockets.
they are out to make money also. they are not charity. they will still put up all sorts of disclaimers and absolve themselves of losses.

 

[Mr. Wood]

Current status


Perisher 3 pick of TSN/ABBV/MAIN = -4.33%
Sure Dividend 3 pick of SWK/LOW/MMM = -12.21%
above excludes dividends.
difference is 7.88%

On another note, the PRU+BLK is = -2.74%
difference is 9.47%

Their pick is not doing as well… both in up and down…

jskm
close 1 eye follow u also can outperform the so-call gurus charging thousands in course fees

(disclaimer: dyodd)

 

[sohguanh]

https://mailchi.mp/phillip/phillip-morning-note-12-october-250752
2. there is a reason why CPF is CPF. is safe for retirement.
cannot touch jiu cannot touch. no choice de.
dun be hero try to outperform mkt.

Based my own experience touch CPF when it is a bull market becuz really can beat the 2.5% For bear market best to be obedient stay put inside CPF. Some reader say this is market timing agree so for readers who don't like can take the simpler route of never to invest using CPF at all.

 

[Perisher]

Based my own experience touch CPF when it is a bull market becuz really can beat the 2.5% For bear market best to be obedient stay put inside CPF. Some reader say this is market timing agree so for readers who don't like can take the simpler route of never to invest using CPF at all.

most people are better off not touching CPF.
for bear market, they need the stomach to average in lower and lower...

So kinda agree that most people should only get in at start of bull market... but such timing is tough to catch.
Average in ETF yearly and close eyes, look back in 5-10 years...

 

[Mr. Wood]

https://seedly.sg/posts/stashaway-market-outlook-for-the-rest-of-2022/

Risks we’re watching out for :

Increasing geopolitical tensions between the US and China has the potential to roil markets.
Skyrocketing energy costs in Europe - due to its heavy reliance on Russia for gas - are damping its economic outlook. It will likely be strained further as winter approaches.
Rising US rates and a stronger USD are lifting borrowing costs for emerging markets, putting some at risk of default.

also during covid lockdown china manufacturing and logistics stop. the whole world suffer.
if anything we learn, is not to over rely on 1 party. he die u die evy1 die.

is the company u invested in over rely on 1 party for its revenue or its components?

dyodd

 

[Mr. Wood]

thot they berry staki got marry babi buffet as CONsultant?
still must go the real buffett AGM ask question?


praise ken chee
praise pauline teo
praise kelvin seetoh
praise sean seah


admin can sleep well tonight knowing old folks lost money to course sellers.

 

[Mr. Wood]

good for biz and shareholders

 

[not mr. wood]

CrowdStrike Reports Second Quarter Fiscal Year 2023 Financial Results
August 30, 2022

• Cash flow from operations of $210 million grows 94% year-over-year, free cash flow of $136 million grows 84% year-over-year

yet share price din go up
gamblers expecting too much?

 

[not mr. wood]

Best Buy Reports Second Quarter Results
August 30, 2022

Matt Bilunas, Best Buy CFO, said, “Our current FY23 planning assumptions for a comparable sales decline in a range around 11% and a non-GAAP operating income rate of approximately 4% are consistent with the update we provided in late July.”

Best Buy Announces Regular Quarterly Cash Dividend
August 31, 2022

payment of a regular quarterly cash dividend of $0.88 per common share

 

[not mr. wood]

Broadcom Inc. Announces Third Quarter Fiscal Year 2022 Financial Results and Quarterly Dividends
Sept. 1, 2022

"We expect solid demand across our end markets to continue in the fourth quarter, reflecting continued investment by our customers of next generation technologies in data centers, broadband, and wireless."

quarterly cash dividend on its common stock of $4.10 per share