US Dividends Aristocrats thread

[Mr. Wood]

The Power of Dividends
Past, Present, and Future

AVOIDING FADS CAN BE AN IMPORTANT PART OF INVESTMENT
SUCCESS. When everyone is talking about an investment, it’s often a sell signal, since the masses generally buy investments after they’ve significantly increased in value

 

[Mr. Wood]

The High Dividend Yield Return Advantage

WHY DIVIDENDS ARE IMPORTANT
• Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities in markets studied.
• There is an abundance of empirical evidence which suggests that portfolios consisting of higher dividend yielding equity securities can produce returns that are attractive relative to loweryielding portfolios and to overall stock market returns over long measurement periods.
• Stocks with high and apparently sustainable dividend yields that are competitive with high quality bond yields may be more resistant to a decline in price than lower-yielding securities because the stock is in effect “yield supported.” The reinvestment of dividends during stock market declines has also been shown to generally lessen the time necessary to recoup portfolio losses.
• The ability to pay cash dividends is a positive factor in assessing the underlying health of a company and the quality of its earnings. This is particularly pertinent in light of the complexity of corporate accounting and numerous examples of “earnings management,” including occasionally fraudulent
earnings manipulation.
• Dividends remain tax advantaged in the US. Dividends treated as “qualified dividend income” received by individual taxpayers are taxed at the same favorable rates as long-term capital gains (15% Federal Tax Rate for most individuals; 20% for individuals and joint filers with incomes of at least $400,000 and $450,000, respectively. In addition, a 3.8% “Medicare tax” is applied to the net investment income of shareholders in higher tax brackets.) Of course, one can never
predict future tax policy and it is possible that this tax advantage could disappear in the future.
(This should not be considered tax advice. We encourage you to consult your tax advisor.)
• Most importantly, there is an abundance of empirical evidence which suggests that portfolios consisting of high dividend yielding equity securities may produce attractive total returns over long measurement periods.

yes, take note of tax implications as a non-US resident

 

[Mr. Wood]

Yes. about there.

For Niko ETF, I saw that the unit price has gone up. is it still advisable to buy now?

thanks.

the unit price almost always reflect the index.
if investment horizon if over 10yrs, i wud just buy some every mth and collect the divys, trade war or no trade war, pappies win or lose.

unless gamen open up for more competitions, then only i will relook whether STI will still be good in long run.

 

[Mr. Wood]

Energizer sues Warren Buffett's Duracell over 'Optimum' battery claims
OCTOBER 1, 2019

The maker of Energizer batteries sued the maker of Duracell batteries on Monday, accusing Duracell of duping consumers by implying that its new “Optimum” AA and AAA batteries are more powerful and last longer than all rival batteries.

 

[Mr. Wood]

Occidental Provides Update on Divestiture and Deleveraging Initiatives
September 30, 2019

Occidental’s progress includes:

Sale of Anadarko’s Mozambique LNG Stake to Total: Occidental has completed the sale of Anadarko’s Mozambique LNG stake to Total S.A., for $3.9 billion. As previously announced, Occidental entered into a binding agreement to sell Anadarko’s African assets to Total for $8.8 billion. Following the completion of the Mozambique transaction, Occidental and Total continue to work towards closing the remaining Africa transactions in Algeria, Ghana and South Africa pursuant to the definitive agreement signed in August 2019.

Sale of the Plains Stake: Occidental completed the sale of its holdings in Plains All American Pipeline, L.P. and Plains GP Holdings, L.P. for $650 million.

Ecopetrol Joint Venture: In conjunction with Occidental’s second quarter 2019 earnings, Occidental announced a strategic partnership with Ecopetrol to develop Midland Basin acreage for $750 million in cash plus $750 million in carried capital. The transaction is expected to close before year end.

 

[Mr. Wood]

Alphabet taps former FDA commissioner to oversee health strategy and policy
SEP 30 2019

Alphabet has hired former U.S. Food and Drug commissioner Robert M. Califf, the company confirmed to CNBC.

Califf will lead strategy and policy for Alphabet’s health subsidiaries, according to Duke University.

Califf’s appointment comes as the company shakes up its health subsidiaries.

 

[Mr. Wood]

Karen Walker Joins Intel as Senior Vice President and Chief Marketing Officer
September 30, 2019

Karen Walker, a veteran of more than 20 years of global technology industry marketing, will join Intel as senior vice president and chief marketing officer (CMO), effective Oct. 23. Walker will oversee Intel’s global marketing group and be responsible for building and strengthening Intel’s brand, supporting growth strategies, cultivating opportunities in new and existing markets, and increasing demand for Intel’s products and solutions globally.

 

[Mr. Wood]

UAW rejects new GM offer, makes new counterproposal
OCTOBER 2, 2019

The United Auto Workers union said a new comprehensive offer made by General Motors Co late Monday to end a two-week-old strike was not acceptable and said it had made a new counterproposal.

 

[Mr. Wood]

U.S. Transportation Secretary Elaine L. Chao Announces FAA Certification of UPS Flight Forward as an Air Carrier
October 1, 2019

U.S. Department of Transportation Secretary Elaine L. Chao today announced the Federal Aviation Administration (FAA) awarded air carrier and operator certification to an unmanned aircraft system (UAS, or drone) delivery company, UPS Flight Forward.

“This is a big step forward in safely integrating unmanned aircraft systems into our airspace, expanding access to healthcare in North Carolina and building on the success of the national UAS Integration Pilot Program to maintain American leadership in unmanned aviation,” said U.S. Secretary of Transportation Elaine L. Chao.

china maybe do for long time alrdy.
1st world countries many admin and safety concerns cannot do things as fast as communist

 

[Mr. Wood]

Johnson & Johnson Reaches Settlement Agreement with Two Ohio Counties Ahead of Upcoming Opioid Trial
Oct 01, 2019

Johnson & Johnson and its Janssen Pharmaceutical Companies today announced a settlement agreement with the Ohio counties of Cuyahoga and Summit that resolves all of the counties' claims with no admission of liability and removes the Company from the federal trial scheduled to begin October 21, 2019. As part of the agreement, the Company will make a combined $10 million settlement payment to the counties.

money makes the world go round

 

[Mr. Wood]

Emerson Announces Review of Operational, Capital Allocation and Portfolio Initiatives
October 01, 2019

Emerson today announced that it is conducting a comprehensive review of the Company’s operational, capital allocation and portfolio initiatives to enhance shareholder value and position the Company for both near- and long-term success. Emerson’s Board will lead the evaluation, which will be supported by a leading consulting firm and independent legal and financial advisors.

tell your children if they want to be rich, go become legal and financial scums.
talk talk talk get money.
ordinary workers will be first to be axed.

 

[Mr. Wood]

Altria: Now A Dividend King But Cloudy Future

Altria Group Inc. (MO) recently raised the dividend 5% to $0.84 cents per share per quarter. This is the 50th straight year of the company raising the dividend making the company the newest Dividend King. The annual dividend for 2019 is now $3.24. The current dividend yield is now over 8.0% with a payout ratio of roughly 80%. This combination of predictable and persistent dividend increases, and high yield have made this stock a favorite among dividend growth investors and those seeking income. But saying that, much of the increase in the yield is due to a falling stock price resulting from investor worries. Altria is facing a decline in consumers smoking cigarettes, FDA action to curb nicotine and menthol in cigarettes, and poor capital allocation with JUUL, and possible FDA action on e-cigarettes. This combination makes me pause despite Altria’s past history as an excellent dividend growth and income stock. In my opinion, it is probably better to wait on the sidelines for now.

think ppl will stop smoking meh?

 

[Mr. Wood]

The Top 10 Tech Stocks Now, Ranked By Expected Returns
October 1st, 2019

Investors have traditionally purchased technology stocks for their outsized growth potential. But in recent years, tech stocks have also embraced paying dividends as a way to reward shareholders. And while the tech sector is still the primary place to look for growth stocks, it is now a strong source of value and income stocks as well.

Corning (GLW)
Intel Corp. (INTC)
International Business Machines (IBM)
NetApp (NTAP)
Skyworks Solutions (SWKS)
Xerox Holdings (XRX)
HP Inc. (HPQ)
Broadcom Inc. (AVGO)
Salesforce Inc. (CRM)
Micron Technology (MU)

 

[Mr. Wood]

Top four U.S. railroads sued for alleged price-fixing
Oct. 2, 2019

More than two dozen major companies have filed suit against the four biggest U.S. railroad companies - BNSF Railway, Union Pacific, CSX Corp and Norfolk Southern - alleging they engaged in a price-fixing scheme.
The lawsuits say the companies conspired to raise prices starting in 2003 by imposing coordinated fuel surcharges, ultimately pocketing billions of dollars in profits.

price fixing good for shareholders bad for small businesses and consumers

 

[Mr. Wood]

Walmart tests healthcare programs in the U.S.
Oct. 3, 2019

Walmart will begin several healthcare pilot programs for its U.S. employees starting Jan. 1 as it looks for ways to slash healthcare costs - one of the largest expenses for the retailer after wages.
Plans include connecting patients with local doctors, testing a concierge service, video chats with medical professionals and access to fitness clubs.
Others in the industry are also targeting healthcare, with Amazon recently launching a virtual primary care clinic with an option to send nurses to employees' homes

great job. healthcare for the common folks. better if it is part of employees benefits.
happy workers, happy company

 

[Mr. Wood]

PacifiCorp draft resource plan calls for increases in lower-cost wind, solar and storage to manage phased coal transition
OCTOBER 03, 2019

Plan includes about 7,000 MW of new renewables and storage by 2025

one thing I dun agree with uncle trump. renewables is way to go. of cos there are political nature in what politicians do.

 

[Mr. Wood]

BP chief executive Bob Dudley to retire, to be succeeded by Bernard Looney

4 October 2019

On Looney’s appointment, Lund added: “As the company charts its course through the energy transition this is a logical time for a change. Bernard has all the right qualities to lead us through this transformational era. He has deep experience in the energy sector, has risen through the ranks of BP, and has consistently delivered strong safety, operational and financial performance. He is an authentic, progressive leader, with a passion for purpose and people and a clear sense of what BP must do to thrive through the energy transition.”

 

[Mr. Wood]

Chasing Chinese consumers, Tiffany CEO sends top bling abroad

OCTOBER 4, 2019

Tiffany & Co is sending more of its priciest jewelry to mainland China to reach consumers kept at home by a weak currency, Chief Executive Alessandro Bogliolo said on Thursday.

wht if gooci, ah mah nee, lolax all send their top end stuff to china?
tourism and outflow of cash to SEA and Europe will be hurt?

 

[Mr. Wood]

Oct 2019 newsletter
hot off the press!

sell recommendation

 

[Mr. Wood]