US Dividends Aristocrats thread

[TiOnGSquare]

guys is there any dividend push notification app for ios? (or andriod)

 

[Mr. Wood]

guys is there any dividend push notification app for ios? (or andriod)

not dat i know of. usually i wait for monthly statement frm broker to know.
investing.com has a lot of functions, maybe they hav div notification, but likely need to register.

 

[Mr. Wood]

AT&T Announces 3-Year Financial Guidance and Capital Allocation Plan
October 28, 2019

AT&T Inc. announced its 3-year financial outlook and capital allocation plan, which it expects to drive significant growth in EBITDA margins and EPS, and allow the company to invest in growth areas, retire shares and continue to pay down debt

3-Year Capital Allocation Plan
The company’s capital allocation plan for the next 3 years includes:
• Dividend Growth & Payout Ratio: Continued modest annual dividend growth; dividends as percent of free cash flow of less than 50% in 2022;
• Share Retirement: 50-70% of post-dividend free cash flow being used to retire about 70% of the shares issued for the Time Warner deal;
• Debt Reduction: Retiring 100% of the acquisition debt from the Time Warner deal; a net-debt-to-adjusted EBITDA ratio between 2.0x and 2.25x by 2022;
• Portfolio Review: Continued disciplined review of portfolio; no major acquisitions.

 

[Mr. Wood]

Tiffany Receives $14.5 Billion Takeover Offer From LVMH
Oct. 28, 2019

Tiffany is expected to work quickly on a response, some of the people said. Even though the bid represents a premium of 30% or more to where Tiffany traded when the offer was made, according to one of the people, LVMH is expected to have to pay up even more if it wants to clinch the deal.

money many many
all earn frm women one

 

[Mr. Wood]

Air Products, ACWA, Aramco JV raising debt to fund purchase of assets
OCTOBER 27, 2019

A joint venture between U.S.-based Air Products (APD.N), Saudi Arabia’s ACWA Power and Saudi Aramco (IPO-ARMO.SE) is raising debt to help finance the purchase of assets worth $11.5 billion by the end of the year, an ACWA Power representative told Reuters.

The joint venture is in advanced stages of talks with lenders, the representative said.

The companies had signed an agreement for a gasification/power joint venture in August 2018, to serve Aramco’s Jazan Refinery and terminal.

 

[Mr. Wood]

The 3 S&P 500 Stocks With Negative Beta Values
October 28th, 2019

1. Newmont Goldcorp Corporation (NEM)
2. Dow Inc. (DOW)
3. Fox Corporation (FOX)

Stocks with negative betas are expected to move inversely to the broader market. Negative-beta stocks could be particularly appealing in a recession or a market downturn.

 

[Mr. Wood]

Mastercard Incorporated Reports Third-Quarter 2019 Financial Results
October 29, 2019

• Third-quarter net income of $2.1 billion, or diluted earnings per share of $2.07
• Third-quarter adjusted net income of $2.2 billion, or adjusted diluted earnings per share of $2.15
• Third-quarter net revenue of $4.5 billion, an increase of 15%, or 16% on a currency-neutral basis
• Third-quarter gross dollar volume up 14% and purchase volume up 15%

“We delivered another quarter of solid revenue and earnings growth as we execute on our strategy and invest for the long-term,” said Ajay Banga, Mastercard president and CEO. “We have recently expanded several key customer relationships, announced our Mastercard Track suite of B2B solutions and launched the faster, more
secure click-to-pay online checkout experience. In addition, we are looking forward to enhancing our multi-rail reach and capabilities through the planned acquisition of Nets’ real-time payment and billing solutions.”

 

[Mr. Wood]

Ingersoll Rand Reports Strong Third-Quarter 2019 Results
October 29, 2019

Highlights (third quarter 2019 versus third quarter 2018, unless otherwise noted):

GAAP continuing EPS of $1.78, down 16 percent; adjusted continuing EPS* of $1.99, up 14 percent
Reported revenues up 8 percent and organic revenues* up 6 percent led by the Climate segment
Reported bookings up 3 percent and organic bookings* up 1 percent led by strong HVAC bookings
GAAP operating margin down 30 bps; adjusted operating margin* up 70 bps

 

[Mr. Wood]

Cummins Announces Third Quarter Results
October 29, 2019

Third quarter revenues of $5.8 billion; GAAP Net Income of $622 million
Third quarter EBITDA of 16.6 percent of sales; Diluted EPS of $3.97
Full year 2019 revenues expected to decline 2 percent, lower than previous guidance of flat
Full year EBITDA expected to be 15.9 to 16.3 percent of sales, compared to prior guidance of 16.25 to 16.75 percent
$910 million returned to shareholders during the third quarter in the form of dividends and share repurchases.

 

[Mr. Wood]

PFIZER REPORTS THIRD-QUARTER 2019 RESULTS

October 29, 2019

Third-Quarter 2019 Revenues of $12.7 Billion, Reflecting 3% Operational Decline; Excluding the Impact from Consumer Healthcare, Third-Quarter 2019 Revenues were Flat Operationally
– 9% Operational Growth from Biopharma (Pfizer RemainCo), Primarily Driven by Ibrance, Xeljanz, Eliquis, Vyndaqel and Inlyta as well as 15% Operational Growth in Emerging Markets
– 26% Operational Decline from Upjohn, Primarily Due to U.S. Loss of Exclusivity of Lyrica in July 2019
– Partial Quarter Revenue Contribution for Consumer Healthcare in Third-Quarter 2019, Reflecting the July 31, 2019 Completion of the Consumer Healthcare Joint Venture (JV) Transaction with GlaxoSmithKline plc (GSK)

Third-Quarter 2019 Reported Diluted EPS of $1.36, Primarily Driven by a Gain Associated with the Completion of the Consumer Healthcare JV Transaction with GSK; Adjusted Diluted EPS of $0.75

Updated Certain 2019 Financial Guidance Ranges
– Raised Midpoint of Guidance Range for Revenues by $0.2 Billion Driven by a $0.4 Billion Operational Improvement, Partially Offset by a $0.2 Billion Unfavorable Impact from Recent Changes in Foreign Exchange (FX) Rates
– Raised Midpoint of Adjusted Diluted EPS(3) Guidance Range by $0.16, Reflecting an $0.18 Operational Improvement, Partially Offset by a $0.02 Unfavorable Impact from Recent Changes in FX Rates

 

[Mr. Wood]

Ecolab Third Quarter Reported Diluted EPS $1.59; Adjusted Diluted EPS $1.71, +12%; 2019 Adjusted Diluted EPS Forecast Narrowed to $5.80 to $5.90, +10% to 12% From Previous $5.80 to $6.00 Range

October 29, 2019

THIRD QUARTER HIGHLIGHTS:

Reported diluted EPS $1.59, +7%.

Adjusted diluted EPS $1.71, +12%, excluding special gains and charges and discrete tax items. Currency translation was an unfavorable $0.03 per share.

Reported sales +2%. Acquisition adjusted fixed currency sales +2% as steady growth in the Institutional and Other segments was partially offset by a 3% decline in Energy and moderately softer Industrial markets.

Strong adjusted fixed currency operating margin expansion, +140 bps, led by double-digit Industrial and Energy segment income growth.

Pricing, new product innovation and cost efficiency actions more than offset investments in the business and unfavorable foreign exchange, resulting in double-digit adjusted income growth.

2019 FORECAST:

2019 adjusted diluted EPS forecast narrowed to $5.80 to $5.90, +10% to +12%, as continued strong pricing, improving new business growth and cost efficiencies are expected to more than offset softer industrial markets, unfavorable foreign exchange impacts and moderated delivered product cost increases.

 

[Mr. Wood]

Moody's Corporation Reports Results for Third Quarter 2019
10/30/2019

Moody's Corporation 3Q19 revenue of $1.2 billion up 15% from 3Q18
Moody's Investors Service 3Q19 revenue of $747 million, up 16% from 3Q18; Moody's Analytics revenue of $494 million, up 13%
3Q19 diluted EPS of $1.99 increased 25% from 3Q18; adjusted diluted EPS of $2.15 up 27%
FY 2019 diluted EPS and adjusted diluted EPS guidance ranges increased to $7.20 to $7.35 and $8.05 to $8.20, respectively

Moody's revenue increased 15% in the third quarter as Moody's Investors Service benefited from strong corporate and public finance sector bond issuance amid favorable market conditions. Furthermore, Moody's Analytics continued to deliver robust performance across all business lines, particularly in ERS, driven by solid demand for its analytical solutions," said Raymond McDaniel, President and Chief Executive Officer of Moody's. "In light of stronger than anticipated top-line growth and disciplined expense management, we are raising our full year 2019 adjusted diluted EPS guidance range to $8.05 to $8.20

who evaluate moody's credit?

 

[Mr. Wood]

Amgen Reports Third Quarter 2019 Financial Results
Oct. 29, 2019

Total revenues decreased 3% to $5.7 billion in comparison to the third quarter of 2018, reflecting the impact of biosimilar and generic competition against key products.

GAAP earnings per share (EPS) increased 14% to $3.27 benefited by lower weighted-average shares outstanding and higher operating income.

Non-GAAP EPS decreased 1% to $3.66 as a result of lower revenue, offset partially by lower weighted-average shares outstanding

The Company generated $3.2 billion of free cash flow in the third quarter of 2019 versus $3.1 billion in the third quarter of 2018.

2019 total revenues guidance revised to $22.8-$23.0 billion; EPS guidance to $12.50-$12.80 on a GAAP basis and $14.20-$14.45 on a non-GAAP basis. This guidance excludes the impact of the Otezla® (apremilast) acquisition.

The Company expects the Otezla acquisition to close before the end of the fourth quarter.

Amgen continues to execute well in a dynamic environment, with many of our innovative medicines delivering double-digit, volume-driven growth, complemented by the strong performance of our recently launched biosimilar products," said Robert A. Bradway, chairman and chief executive officer. "We continue to advance numerous first-in-class medicines in our pipeline, while also pursuing external opportunities that will contribute to our long-term growth, such as our pending acquisition of Otezla

 

[Mr. Wood]

Pentagon and Lockheed Martin Reach Agreement Reducing F-35A Cost by 12.8 Percent
October 29, 2019

The F-35 Joint Program Office and Lockheed Martin (NYSE: LMT) finalized a $34 billion agreement for the production and delivery of 478 F-35s at the lowest aircraft price during the history of the Program. This contract includes all U.S., International Partners and Foreign Military Sales aircraft in Lots 12, 13 and 14.

make war not luv

 

[Mr. Wood]

Chubb Reports Third Quarter Net Income Per Share of $2.38, Down 9.8%, and Core Operating Income Per Share of $2.70, Up 12%; Consolidated Net Premiums Written of $8.6 Billion, Up 6.3%, or 7.3% in Constant Dollars

October 29, 2019

Chubb Limited (NYSE: **) today reported net income for the quarter ended
September 30, 2019 of $1,091 million, or $2.38 per share, compared with $1,231 million, or $2.64 per share, for
the same quarter last year. Core operating income was $1,236 million, or $2.70 per share, compared with
$1,122 million, or $2.41 per share, for the same quarter last year. The property and casualty (P&C) combined ratio was 90.2% and the Global P&C combined ratio, which excludes Agriculture, was 88.9%. Book and tangible book value per share increased 2.0% and 3.3%, respectively, from June 30, 2019 and now stand at $120.33 and $76.21, respectively. Several factors positively impacted book value in the quarter contributing to an increase of $263 million after-tax. Net realized and unrealized gains of $503 million in the company’s
investment portfolio, due to a decline in interest rates, were partially offset by mark-to-market losses in the company’s variable annuity reinsurance portfolio of $112 million and unfavorable foreign currency movement of $116 million. Annualized ROE and core operating ROE were 8.1% and 9.5%, respectively. Annualized core operating return on tangible equity was 15.6%

 

[Mr. Wood]

Starbucks Reports Q4 and Full Year Fiscal 2019 Results

10/30/19

Q4 Comparable Store Sales Up 5% Globally, Led by 6% Comp Growth in the U.S. and 5% Comp Growth in China

Global Net Store Growth of 7% Versus Prior Year, Led by 17% Net Store Growth in China

GAAP EPS of $0.67; Non-GAAP EPS of $0.70, Up 13% Year-Over-Year

Active Starbucks®Rewards Membership in the U.S. Up 15% Year-Over-Year to 17.6 Million

Returned $12 Billion to Shareholders in Fiscal 2019; Announces Quarterly Dividend Increase of 14% to $0.41 Per Share

Introduces Fiscal 2020 Outlook Reaffirming Long-term Operating Growth Model

love china but drink starbucks
mayb coz starbucks dun use fake powder.

 

[Mr. Wood]

Federal Realty Investment Trust Announces Third Quarter 2019 Operating Results
Oct. 30, 2019

Generated funds from operations available for common shareholders (FFO) per diluted share of $1.43 for the quarter ($1.59 excluding the charge related to the buyout of the Kmart lease at Assembly) compared to $1.58 in the third quarter 2018.

Generated comparable property operating income (POI) growth of 2.1% for the third quarter.

Signed leases for 468,643 sf of comparable space in the third quarter at an average rent of $38.93 psf and achieved cash basis rollover growth on those comparable spaces of 7%.

Opportunistically issued $100 million aggregate principal of Notes due 2029 at an effective yield of 2.744%.

"An overall solid operating quarter for the Company made even better by numerous strategic initiatives that will benefit the future," said Donald C. Wood, President and Chief Executive Officer. "Opportunities that availed themselves to us in the third quarter like the targeted acquisition of the Kmart parcel at Assembly and important lease recaptures elsewhere enable future development that pave the way for a clear path to further value enhancement."

 

[Mr. Wood]

Clorox Reports Q1 Fiscal Year 2020 Results, Confirms Sales and EPS Outlook
October 31, 2019

"First-quarter results were generally in line with our expectations. While sales were down, we're pleased that we were able to grow volume and gross margin in three of four segments as we work through challenges in our Bags and Wraps and Charcoal businesses. Importantly, we remain on track to deliver our fiscal year outlook," said Clorox Chair and CEO Benno Dorer. "I'm confident our new IGNITE Strategy will provide the momentum necessary to deliver long-term shareholder value, especially through its focus on expanding our robust innovation and cost savings initiatives."

 

[Mr. Wood]

Healthpeak™ Reports Third Quarter 2019 Results
Oct. 30, 2019

– Changed name from HCP, Inc. to Healthpeak Properties, Inc. and website URL to www.healthpeak.com effective October 30, 2019, with name change and ticker symbol change to "PEAK" to become effective on the New York Stock Exchange on November 5, 2019

– Promoted Scott Brinker to President and Chief Investment Officer, Jeff Miller to Executive Vice President - Senior Housing and Lisa Alonso to Executive Vice President and Chief Human Resources Officer, effective January 1, 2020

– Entered into an agreement to form a $790 million joint venture in which Healthpeak will sell a 46.5% interest in a 19-property senior housing operating portfolio managed by Brookdale Senior Living ("Brookdale") to a sovereign wealth fund

– Signed mutually beneficial agreements with Brookdale related to the CCRC joint venture and the triple-net portfolio. Healthpeak will acquire Brookdale's 51% interest in 13 of 15 CCRC campuses for $541 million (increased from previously reported 12 campuses for $510 million). The remaining two campuses will be jointly marketed for sale by Healthpeak and Brookdale

– Entered into an agreement to sell remaining 49% interest in Healthpeak's U.K. holdings for gross proceeds of $232 million (or approximately $90 million of net proceeds after debt repayment)

– Signed agreement for early termination of a nine-property master lease with Capital Senior Living originally scheduled to mature in October 2020; Healthpeak intends to convert four core properties to RIDEA structures with Atria Senior Living (3) and Discovery Senior Living (1) and sell five non-core properties to third parties over the next 6-12 months

– Added two new medical office developments with total estimated spend of $34 million to Healthpeak's HCA Healthcare ("HCA") development program

 

[Mr. Wood]

Kraft Heinz Reports Third Quarter 2019 Results
October 31, 2019

“While our third-quarter results remain below our potential, we showed sequential improvement versus the first half, and I believe we are beginning to operate the business better,” said Kraft Heinz CEO Miguel Patricio. "We are making good progress in identifying and addressing the root causes of past performance, as well as setting our strategic direction. Although there is still much work ahead, we’re encouraged by our improving performance, and are even more confident in our ability to turn around the Company and set a path of long term growth and profitability.”

maybe this is what Buffett is targetting.