US Dividends Aristocrats thread

[Mr. Wood]

PepsiCo Dividend Analysis: Why This Dividend Aristocrat Is Built For A Recession
October 14th, 2019

PepsiCo is not the highest-yielding stock around, but on the other hand it offers investors a great deal of stability. PepsiCo has a long history of paying and raising its dividend each year, even during recessions. It has a strong business model and a large collection of some of the world’s most valuable brands.

 

[cubana]

7 Safe Dividend Aristocrats For Growing Retirement Income
Oct 10, 2019

1. Genuine Parts
2. Johnson & Johnson
3. AT&T T Inc.
4. Archer Daniels Midland
5. Cardinal Health
6. Caterpillar
7. Walgreens Boots Alliance

why would you buy individual stocks versus say $NOBL etf?

 

[Mr. Wood]

Google launches Pixel 4, 4XL
Oct. 15, 2019

 

[Mr. Wood]

Berkshire Hathaway firm to launch $200M Alberta wind power farm
Oct 15, 2019

A company linked to American investment guru Warren Buffett says it will break ground on a $200-million, 117.6-megawatt wind farm in southeastern Alberta next year.

solar or coal or nuclear. whatever it is all linked to the big boys

 

[Mr. Wood]

Buffett's Berkshire seeks Fed leeway to boost BofA bet: Fed

OCTOBER 16, 2019

Warren Buffett’s Berkshire Hathaway Inc is seeking permission from the Federal Reserve to boost its stake in Bank of America Corp above the 10% level, according to an application document provided by the Fed on Tuesday.

bullish on banks?

 

[Mr. Wood]

Occidental estimates higher third-quarter production on Permian boost
OCTOBER 15, 2019

Oil and gas producer Occidental Petroleum nudged its estimate for third-quarter production higher on Tuesday, helped by fewer shutdowns in Colorado’s DJ basin and strong performance in its Permian Resources unit

 

[Mr. Wood]

United Airlines Raises Full Year 2019 Adjusted Diluted Earnings Per Share Guidance
October 15, 2019

United Airlines (UAL) today announced that it has achieved third quarter diluted earnings per share (EPS) of $3.99 and adjusted diluted EPS of $4.07, and raised its full year 2019 adjusted diluted EPS guidance, with a new range of $11.25 to $12.25.

 

[Mr. Wood]

ABBOTT REPORTS THIRD-QUARTER 2019 RESULTS
Oct. 16, 2019

Third-quarter sales growth of 5.5 percent; organic sales growth of 7.6 percent
- Exceptional growth across key platforms of FreeStyle Libre, MitraClip and Alinity
- Continues to strengthen portfolio with a steady cadence of new product approvals, reimbursement coverage and clinical data

 

[Mr. Wood]

Philip Morris International Inc. Reports 2019 Third-Quarter Results
October 17, 2019

Philip Morris International Inc. (NYSE: PM) today announces its 2019 third-quarter results and revises its 2019 full-year reported diluted earnings per share forecast. Comparisons presented in this press release on a "like-for-like" basis reflect pro forma 2018 results, which have been adjusted for the deconsolidation of PMI's Canadian subsidiary, Rothmans, Benson & Hedges, Inc. (RBH), effective March 22, 2019 (the date of deconsolidation). In addition, reflecting the deconsolidation, PMI's total market share has been restated for previous periods.

 

[Mr. Wood]

IBM REPORTS 2019 THIRD-QUARTER RESULTS
October 16, 2019

Strong Performance by Red Hat Accelerates Cloud Revenue Growth

2019 Full-year Expectations:
 GAAP EPS of at least $10.58; maintains operating (non-GAAP) EPS of at least $12.80
 Maintains free cash flow of approximately $12 billion

 

[Mr. Wood]

KINDER MORGAN DECLARES $0.25 PER SHARE DIVIDEND AND ANNOUNCES RESULTS FOR THIRD QUARTER OF 2019

October 16, 2019

13 percent year-over-year growth in natural gas transport volumes, the seventh consecutive
quarter to exceed 10 percent growth
• $506 million or $0.22 per share of net income available to common stockholders
• $1.14 billion or $0.50 per share of distributable cash flow (DCF)
• $571 million of excess DCF above declared dividend
• Year-to-date 2019 Adjusted EBITDA effectively flat to 2018 despite Trans Mountain sale
• Announced agreement to sell U.S. portion of Cochin pipeline and 70 percent interest in KML

KMI’s board of directors approved a cash dividend of $0.25 per share for the third quarter ($1.00 annualized) payable on November 15, 2019, to common stockholders of record as of the close of business on October 31, 2019. KMI is reporting third quarter net income available to common stockholders of $506 million, compared to $693 million in the third quarter of 2018; and DCF of $1,140 million, a 4 percent increase over the third quarter of 2018.

 

[Mr. Wood]

Union Pacific Reports Third Quarter Results

October 17, 2019

All-Time Best Quarterly Operating Ratio of 59.5%

Third Quarter Results
 Diluted earnings per share of $2.22 increased 3 percent.
 Operating ratio of 59.5 percent improved 2.2 points.
 Operating income of $2.2 billion was down 2 percent.

 

[Mr. Wood]

Genuine Parts Company Reports Sales And Earnings For The Third Quarter Ended September 30, 2019
Oct 17, 2019

Record Sales of $5.0 billion, Up 6.2% -
- Diluted EPS $1.56, Up 4.7% -
- Adjusted EPS $1.50 Excluding Transaction Related Costs and Income -
- Updates 2019 Revenue and Earnings Outlook -

2019 Outlook

In consideration of our results thus far in 2019, as well as the impact of the sale of EIS on September 30, 2019, the Company now expects sales to increase approximately 3.5%. This updated sales outlook represents a change from the Company's previous guidance for a 4.5% to 5.5% sales increase.

The Company expects diluted earnings per share to range from $5.44 to $5.52 and is updating its outlook for adjusted diluted earnings per share, which excludes any nine month and future transaction and other costs and income, to $5.60 to $5.68. This is a change from the Company's prior guidance of $5.65 to $5.75 and is primarily due to the sale of EIS. The Company continues to expect a tax rate of approximately 25% in 2019.

 

[Mr. Wood]

American Express Reports Third-Quarter Earnings Per Share of $2.08
OCTOBER 18, 2019

STRONG REVENUE GROWTH REFLECTS HIGHER CARD MEMBER SPENDING, NET INTEREST INCOME AND CARD FEES

American Express Company (NYSE: AXP) today reported third-quarter net income of $1.8 billion, up 6 percent from $1.7 billion a year ago. Diluted earnings per share was $2.08, up 11 percent from $1.88 per share a year ago.

Buffett power

 

[Mr. Wood]

U.S. Army Selects Raytheon for Lower Tier Air and Missile Defense Sensor

Oct 17, 2019

aytheon Company (NYSE: RTN) has been selected to provide the US Army with their next generation, 360-degree capable radar - the Lower Tier Air and Missile Defense Sensor (LTAMDS). Raytheon will receive more than $384 million to deliver six production representative units of the advanced LTAMDS radar under an Other Transactional Authority U.S. Army agreement. LTAMDS is a new radar that will ultimately replace the current U.S. Army's Patriot radars. It will operate on the Army's Integrated Air and Missile Defense network.

 

[Mr. Wood]

8 REITs That Target Specialized, Growing Markets
Oct 16, 2019

• Alexandria Real Estate (ARE)
• Simon Property Group (SPG)
• JBG Smith (JBGS)
• EPR Properties (EPR)
• Digital Realty (DLR)
• Tanger Factory Outlet Centers (SKT)
• Extra Space Storage (EXR)
• Lamar Advertising (LAMR)
  

 

[Mr. Wood]

why would you buy individual stocks versus say $NOBL etf?

guess is same reason why some rather buy individual stocks rather than index
- potential better returns
- got time to study individual
- can haolian returns better than market "beat the market"
- save on fund manager fees

NOBL ProShares S&P 500 Dividend Aristocrats ETF

Price / Earnings Ratio20.39
Price / Book Ratio3.60
Distribution Yield 1.98%

in comparison, if someone want to do stock picks, u may pick up some cheaper
TGT:US New York
Target Corp

P/E Ratio 18.91
Price to Book Ratio 4.8736
Dividend 2.34%

 

[Perisher]

U.S. Army Selects Raytheon for Lower Tier Air and Missile Defense Sensor

Oct 17, 2019

Many of the defense company are worth a look. US love war.

 

[peterchan75]

Many of the defense company are worth a look. US love war.

War hawk John Bolton was "fired" by Trump.
Trump likes trade war.

 

[Perisher]

War hawk John Bolton was "fired" by Trump.
Trump likes trade war.

Fired but the defense Budget didn’t drop. It increased for 5 years consecutively. Wouldn’t wanna be caught up by China.

The point is, whether they do war isn’t as important as whether they prepared for it. The preparation is the one that keep them rising. If war comes, it’s a bonus.