US Dividends Aristocrats thread

[Mr. Wood]

AT&T Pays 20% Bonus to Front-line Employees; Extends COVID-19 Relief Support for First Responders, Customers, Schools & Businesses
Mar 26, 2020

Support for our Employees

20% Bonus – AT&T will pay a 20 percent bonus above the regular hourly base rate to our front-line union employees
Paid Leave – AT&T is offering excused time off up to a total of 160 hours for:
Employees who have tested positive for COVID-19 and remain quarantined
Employees who are at higher risk due to an underlying health condition
Parents or guardians of children whose schools or daycares have closed and another childcare option is not yet available
Primary caregiver for a family member diagnosed with COVID-19 who is unable to provide self-care

support these companies never take advantage of employees.

 

[Mr. Wood]

Big Cruise-Ship Lines Wouldn’t Qualify for Aid Under Stimulus Package
March 26, 2020

Democrats, Labor had opposed aid to offshore-based cruise industry, which has been hit hard by the coronavirus crisis

Buffett probly alrdy know. or he got insider info.
dats why he buy railway, buy airlines, buy oil, buy electric cars, but never buy cruise

 

[Mr. Wood]

The Top 7 Dividend Healthcare Stocks Now
March 26th, 2020

Johnson & Johnson (JNJ)

At the current share price of $119, the stock is trading for just over 13 times this year’s projected earnings. That compares favorably to our estimate of fair value at 15.8 times earnings, so we see a 3% to 4% tailwind to annual total returns as the valuation multiple rises.

Shares also yield 3.2% currently, and we expect 6% annual earnings-per-share growth. Combining these factors, we see Johnson & Johnson producing 12.3% total annual returns in the next five years, making it the seventh-best healthcare stock in our coverage universe for total projected returns.

UnitedHealth Group (UNH)

Using a recent share price of $234, UnitedHealth is trading for just over 14 times earnings. This compares favorably to our estimate of fair value at 16 times earnings, and the stock should see a small tailwind to total returns in the next five years as a result.

UnitedHealth has experienced rapid dividend growth in recent years, but those dividend increases haven’t been able to keep pace with share price growth, so the current yield is just 1.8%. However, combined with the tailwind from the valuation, our projection of 9% annual earnings-per-share growth and the 1.8% yield should produce attractive total annual returns of 13.2%

McKesson Corp. (MCK)

On the current share price of $121, McKesson trades for just 8.2 times earnings. That compares quite favorably to our fair value estimate of 12 times earnings, driving a projected ~8% annual tailwind to total returns from the valuation alone. We also expect McKesson to produce 6% annual earnings-per-share growth, and the stock yields 1.4%. Combined, these factors could generate total returns in excess of 15%, making McKesson quite attractive for value and dividend growth investors.

Bristol-Myers Squibb Company (BMY)

Shares currently yield 3.6%, and we expect annual earnings-per-share growth of 4%. These factors, combined with the valuation expansion tailwind, could produce 17.5% annual total returns in the coming years.

Stryker Corporation (SYK)

Stryker trades for approximately 16.9 times this year’s earnings estimate of $9.10. That is higher than many other stocks in the healthcare space, but quite low for Stryker. Indeed, Stryker hasn’t traded for this sort of valuation since 2012. We see fair value at 23 times earnings, implying a sizable 6%+ tailwind to total annual returns from a rising valuation.

Combined with the company’s 10% projected annual earnings-per-share growth, and the 1.5% dividend yield, Stryker could produce 18% annual total returns over the next five years.

Pfizer Inc. (PFE)

We expect Pfizer to grow EPS at 6% annually in the coming years, and the current yield is just over 5%. In total, we expect Pfizer to produce 18.3% total annual returns in the next five years.

AbbVie Inc. (ABBV)

With expected EPS growth of 5.5% through 2025, AbbVie’s total expected returns should come in around 19% per year over the next five years, making it our top health care stock today. AbbVie offers a very high yield, a diversified product portfolio with strong growth prospects, dividend safety, and a very cheap valuation, and we rate it a strong buy as a result.

i personally like healthcare stocks. and oso healthcare sreit
but as usual dyodd.

 

[Mr. Wood]

The Best Airline Stocks: Ranking The 6 Major Players
March 26th, 2020

Southwest Airlines (LUV)

While the 10-year average price-to-earnings ratio of the stock is 16.8, we believe that a fair earnings multiple for the stock is around 13.0. If the stock trades at this valuation level in 2025, it will trade at a stock price around $88. In addition to its 1.9% dividend, the stock is likely to offer a 20.2% average annual return over the next five years.

Although Southwest has the lowest expected return of the airline stocks, we believe that Southwest is the stock with the best risk/reward profile thanks to its strong balance sheet and long history of industry outperformance. These factors could protect Southwest more than the other airlines during the coronavirus crisis.

Delta Air Lines (DAL)

The stock also offers a ~6.0% dividend. Investors should consider the possibility that the dividend may be suspended for a few quarters due to the downturn but we expect Delta to restore it when the crisis subsides. Moreover, due to its depressed earnings this year, Delta is now trading at a price-to-earnings ratio of 19.2, which is much higher than its historical average of 8.3. If the stock reverts to its average valuation level within the next five years, it will trade around $75 by 2025. Therefore, Delta is likely to offer a 28.7% average annual return until 2025.

American Airlines (AAL)

If the downturn does not last for more than a few months, we expect American Airlines to return to growth mode from next year and earn approximately $6.00 per share by 2025. We also believe that a price-to-earnings ratio around 8.0, which is in line with the historical average of the stock, is fair for this stock. Therefore, we expect the stock to rise to $48 by 2025. The combination of valuation multiple expansion, earnings-per-share growth, and dividends could produce total annual returns slightly above 30% per year over the next five years.

Hawaiian Holdings (HA)

Due to the challenges facing Hawaiian, we assume a fair price-to-earnings ratio of 7.5 for the stock. In addition, we expect the company to earn approximately $4.50 per share by 2025, as the recovery from the coronavirus crisis from next year will probably be offset by the heating competition in its business. As a result, we expect the stock to trade around $34 by 2025. Adding the 4.7% dividend yield, the stock is likely to offer a ~32.4% average annual return over the next five years.

Alaska Air Group (ALK)

However, Alaska still has a high debt load, with its current liabilities exceeding its current assets ($3.2 billion vs. $2.0 billion). Plus, the company is trying to expand its liquidity by $500 million due to the downturn while it will also curtail $300 million from its capital expense program. The bailout for the aviation industry will certainly help Alaska Air but we still expect the airline to suspend its 5.2% dividend.

On the other hand, as soon as the downturn subsides, we expect Alaska Air to return to growth, and restore its dividend. We expect Alaska Air to grow its earnings per share to approximately $9.30 by 2025 thanks to new partnerships and the new Saver Fare seats of the company, which will be partly offset by higher expected labor and fuel costs. We also expect the stock to trade near its historical average price-to-earnings ratio of 11.0 by 2025.

As a result, we expect the stock to trade around $101 by 2025. The combination of valuation multiple expansion, earnings-per-share growth, and the 5.2% dividend lead to expected annual returns of 33.5% over the next five years.

United Airlines Holdings (UAL)

Thanks to its new routes and its efficient buybacks, we believe United could grow its earnings per share to approximately $17.50 by 2025. Moreover, we expect the stock to revert towards its historical average price-to-earnings ratio of 8.5 over the next five years and hence we expect the stock to trade around $149 by 2025. If this forecast materializes, the stock will offer a 35.2% average annual return over the next five years.

like Buffett says, if you are not willing to own a stock for 10yrs dun think abt owning for 10mins. if u are not confident on airlines earnings, dun invest.

 

[Mr. Wood]

The 100 Best Warren Buffett Quotes
Here’s a long list of valuable wisdom from The Oracle of Omaha that all investors need to hear.

timeless advice

 

[AhoLim]

Why do you guys buy dividends stock from US? I thought there is a 30% withholding tax?

Sent from Samsung SM-G950F using GAGT

 

[rerear]

What is the effective yield of MAIN after withholding tax, does it really pay monthly?

 

[Mr. Wood]

Why do you guys buy dividends stock from US? I thought there is a 30% withholding tax?

Sent from Samsung SM-G950F using GAGT

not just any dividend stocks but stocks with track record of paying increasing dividends even during crisis. I dun know how to spot the nxt fb or msft or aapl, but i know 3M, JNJ will likely still be ard for nxt 10 20 yrs. juz waiting patiently for the right price to enter.

 

[AhoLim]

not just any dividend stocks but stocks with track record of paying increasing dividends even during crisis. I dun know how to spot the nxt fb or msft or aapl, but i know 3M, JNJ will likely still be ard for nxt 10 20 yrs. juz waiting patiently for the right price to enter.

Thanks, learnt something here.

Sent from Samsung SM-G950F using GAGT

 

[Mr. Wood]

my email gone bonkers so hav not been receiving news to share here
but there are still free stuff everywhere. no need to pay those rubbish gurus courses

DIS, SBUX, JD

to me starbucks still a bit ex.

 

[Mr. Wood]

https://mailchi.mp/ltfunds/templeton-and-phillips-commentary-march-2020-quality-thoughts

Summary
•Fueled by near-term economic uncertainty, valuations have recently touched lows not seen since the 2008-2009 financial crisis. We believe long-term opportunities remain in place and investors should be focused on purchasing selective bargains.

•The market is currently fixated on the shape and near-term path of the recession in aggregate demand and consumer spending. We believe investors should be more focused on the near and medium-term balance sheet recession in corporate debt. Our concerns include the effects of previously aggressive accounting in M&A financing and the potential for future write downs in the record $3.6 trillion in goodwill assets found across balance sheets in the S&P 500.

•We believe there are long-term opportunities for quality balance sheet firms possessing secular growth runways to gain market share in the years to come, as these firms take advantage of the weakened credit environment to invest and grow through the coming cycle

 

[Mr. Wood]

2020 List of All S&P 500 Stocks & Companies | Free Excel List Download

April 2nd, 2020

 

[Mr. Wood]

2020 Dividend Kings List | See All 30 Now | 50+ Years Of Rising Dividends

April 3rd, 2020

#5: Farmers & Merchants Bancorp (FMCB)
#4: Stanley Black & Decker (SWK)
#3: Federal Realty Investment Trust (FRT)
#2: H.B. Fuller (FUL)
#1: Sysco Corporation (SYY)

 

[Mr. Wood]

https://drive.google.com/file/d/11fvC17zd85fLeQIgXk0eS2hU8-5dwNIK/view
April 2020 issue out
make no mistake. NOBL is oso down during this period.

 

[Mr. Wood]

ExxonMobil reduces 2020 capex by 30%, cash opex by 15%; maintains long-term outlook
April 7, 2020

“The long-term fundamentals that underpin the company’s business plans have not changed -- population and energy demand will grow, and the economy will rebound. Our capital allocation priorities also remain unchanged. Our objective is to continue investing in industry-advantaged projects to create value, preserve cash for the dividend and make appropriate and prudent use of our balance sheet.”

good move. spend less since demand less. hope not reduce costs by retrenching, something which mnc in sinkiepore fond of doing.

 

[Mr. Wood]

The Kraft Heinz Company Provides Business Update Relating to COVID-19 Outbreak
April 6, 2020

Response to the Outbreak

“Right now, our mission as a company has never been clearer: we have a huge responsibility to keep feeding the world,” said CEO Miguel Patricio. “Each leader on our team is focused on making the Company and our global business as flexible and agile as possible to meet demand forecasts that are changing daily – and sometimes, hour by hour. We are inspired by our employees on the front lines – in our manufacturing plants and distribution centers, which all remain operational, and our in-store sales teams – who are working tirelessly each day to meet the demand and make sure consumers have the food and nourishment they need during these uncertain times.”

 

[Mr. Wood]

Gladstone Investment Provides Update on Impact of Coronavirus
Apr 6, 2020

As it currently stands, the Company expects to recommend to its board of directors to declare regular monthly cash distributions on our term preferred stock and on our common stock that are equal to the current monthly distribution rate per share, which for our common stock is $0.07 per month or $0.84 annually. The board of directors will also be asked to consider declaring further supplemental distributions and deemed distributions to common stockholders, as it has done in the past from time to time.

distributions sustainable? hv not look at its balance sheet and its business revenue

 

[Mr. Wood]

TRUMP SAYS HE MAY USE TARIFFS ON OIL IMPORTS TO PROTECT U.S. ENERGY JOBS
4/4/20

Trump said that although lower gas prices are beneficial to Americans who can still drive their cars during the coronavirus pandemic for very low prices, he said it will "hurt a lot of jobs" in the United States.

"We're the number one producer in the world right now," Trump said before addressing Russia's pending agreement with Saudi Arabia and OPEC. "I don't like it for a different reason, because it's going to hurt a lot of jobs in our country at this price. It's going to hurt a lot of jobs

love him or hate him, u hv to agree his agenda stay the same since day1. protect Americans. maga!

 

[Mr. Wood]

What is the effective yield of MAIN after withholding tax, does it really pay monthly?

Monthly Dividend Stock In Focus: Main Street Capital

March 2nd, 2020

MAIN pays monthly dividends.

https://finance.yahoo.com/quote/MAIN/

if take annualise dividend of 2.46 against current price 21.34, u get 11.5%gross.
after withholding tax, annualised dividend 1.72, which is 8%

but take note yr broker may charge divd handling fees.

 

[Mr. Wood]

any stock analysis requests? last 2 mths alrdy. after dat moi stop subscription.