US Dividends Aristocrats thread

[Mr. Wood]

Cisco Reports Third Quarter Earnings
May 13, 2020

Q3 Results:
Revenue: $12.0 billion
Decrease of (8)% year over year
Earnings per Share: GAAP: $0.65; Non-GAAP: $0.79
GAAP EPS decreased (6)% year over year
Non-GAAP EPS increased 1% year over year

Q4 Guidance:
Revenue: (8.5)% to (11.5)% decline year over year
Earnings per Share: GAAP: $0.57 to $0.62; Non-GAAP: $0.72 to $0.74

"We executed well in Q3 in a very challenging environment, delivering strong margins and non-GAAP EPS growth," said Kelly Kramer, CFO of Cisco. "The resiliency that we have been building into our business model is paying off, with software subscriptions now at 74% of our software revenue, up 9 points year over year. We are focused on driving long-term profitable growth while delivering shareholder value."

potential beneficiary of virus pandemic. more online services.

 

[Mr. Wood]

FLOWERS FOODS, INC. REPORTS FIRST QUARTER 2020 RESULTS
May 13, 2020

First Quarter Summary:
Compared to the prior year first quarter where applicable
• Sales increased 6.8% to $1.349 billion, including an estimated 6.5% to 7.5% increase
attributable to the impact of the COVID-19 pandemic.
• Diluted EPS decreased $0.34 to a loss of $0.03, including a non-cash settlement and
curtailment charge of $0.41 per share related to the termination of a defined benefit
pension plan.
• Adjusted diluted EPS increased $0.09 to $0.41.
• GAAP and adjusted EPS includes an estimated $0.09 to $0.10 increase attributable to the
COVID-19 pandemic.

“During the first quarter, our retail business benefitted from a significant
increase in demand, while foodservice was pressured by the slowdown in restaurant sales. Although the unknown duration and severity of the pandemic makes forecasting results difficult for the remainder of 2020, we believe Flowers is uniquely positioned to succeed during this period of great uncertainty. We have weathered many crises during our 100 years in business. However, more important than our ability to manage through this crisis, is our ability to manage out of it.

personally I like this kind of simple business. make bread only can make until bil cap. but must check their finances.

oso becoz I dun understand how fb googl make money.
who ever bot anything frm fb and googl ads? I know I nvr click and buy anything
hwz so many ads, oso nvr click be4.

 

[Mr. Wood]

Taiwan's TSMC to build Arizona chip plant as U.S.-China tech rivalry escalates
MAY 15, 2020

While huge in terms of foreign investment in the United States, the plan is small by TSMC’s standards. For 2020, TSMC’s capex plan is $15-$16 billion.

The Taiwanese chipmaker said the plan was to build the plant over nine years.

“The budget... suggests the eventual scale won’t be big,” Bernstein analysts said in a note, adding revenue contribution from the plant will stay at around 3%-4%.

“The scale and technology is similar to what TSMC did in China, suggesting a balance between the US & China.”

 

[Mr. Wood]

APPLIED MATERIALS ANNOUNCES SECOND QUARTER 2020 RESULTS
May 14, 2020

Quarterly revenue of $3.96 billion, up 12 percent year over year

• GAAP EPS of $0.82 and non-GAAP EPS of $0.89, up 17 percent and 27 percent year over year, respectively
• Returned $392 million to shareholders

“While the situation remains fluid, based on the visibility we have today, our supply chain is recovering, and underlying demand for our semiconductor equipment and services remains robust.”

 

[Mr. Wood]

Manulife Financial Corporation Prices U.S. Public Offering of Senior Notes
May 14, 2020

The Company intends to use the net proceeds from the sale of the Notes for general corporate purposes, including future refinancing requirements.

The securities will not be offered or sold, directly or indirectly, in Canada or to any resident of Canada.

why ah? too lousy dun wan sabo own ppl? or too good dun wan let own ppl benefit?

 

[Mr. Wood]

Fortinet Leads the Market with Secure SD-WAN Innovation, Able to Scale from Home Office to Branch to Distributed Cloud
May 12, 2020

new innovations and continued market share momentum for its Secure SD-WAN solution. The flexibility and scalability of Fortinet Secure SD-WAN has helped customers of all sizes deploy at home offices, in branch offices and between distributed clouds while providing the best possible user experience and security.

Fortinet is one of the fastest growing SD-WAN vendors and is positioned among the highest three vendors in worldwide market share for SD-WAN equipment by revenue.

As noted in Gartner’s March 2020 SD-WAN market share report titled, “Market Share: Enterprise Network Equipment by Market Segment, Worldwide, 4Q19,” Fortinet has the third highest revenue market share at 10.4% for the Enterprise WAN Edge Equipment worldwide for 4Q19.

Fortinet also appears amongst the top three SD-WAN vendors in a recent Omdia report (“Omdia Market Share : Data Center Network Equipment Q4 2019 ”). This report shows Fortinet as the fastest growing vendor among all other SD-WAN vendors. The same report notes 305% year-over-year growth in Fortinet’s SD-WAN revenue.

 

[Mr. Wood]

Facebook Welcomes GIPHY as Part of Instagram Team
May 15, 2020

I still dun understand how fb can make so much frm selling ads.
really got ppl buy frm fb ig ads?

 

[Mr. Wood]

Microsoft and UnitedHealth offer companies free app to screen employees for coronavirus
MAY 15 2020

Microsoft and UnitedHealth, which use the program for their own workers, are now offering the service to U.S. employers free of charge. The program will include resources and guidelines on Covid-19 testing schedules for different workers within an organization, based on their potential on-the-job exposure to the virus.

at least other tech companies, I understand how they make money. tsla, nflx, msft, goog, aapl…

“A worker in a nursing home, for example, … we would want to be doing the symptom checking every single day, and then be put into a testing schedule that allows them to get tested, anywhere from three to… every five days,” said Ken Ehlert, UnitedHealth Group chief scientific officer. “Different folks in the population need different levels of testing.”

looking at sg, healthcare workers tested how many times?
and now childcare workers be4 they go back work only test once?
worry later another boomz, not becoz of easing of lockdown, but becoz lack of continual monitoring and testing.

 

[Mr. Wood]

for those interested in SG banks and retis.

https://www.bpinvestor.com/NavigatingReplay

The Key Takeaways from Singapore Banks Q1 Earnings
Views on the US Economy from Warren Buffett (Berkshire Hathaway)
Discussion on REITs & The Implications of COVID-19
Key Sectors Which Will Be Heavily Impacted Going Forward
Economic Implications of The New Economic Order after COVID-19
Practical Implications on Your Investment Decisions Going Forward

personally find the presentation quite alright. there is selling, but not much hardsell, and none of those last grandmother grandfather stories, last time how he went broke BS sympathy stories.

oso becoz it is an past webinar, there is no time pressure to sign up for any courses or membership

 

[Mr. Wood]

6 Top Alcohol Stocks Ranked for Future Returns[/URL
May 18th, 2020

Brown-Forman (BF-B)
Constellation Brands (STZ)
Diageo PLC (DEO)
Anheuser-Busch InBev (BUD)
Molson Coors (TAP)
Ambev SA (ABEV)

Consumption of alcoholic beverages will stay steady–and could even increase–in a recession. This will allow the major alcohol manufacturers, like those discussed here, to remain strongly profitable and keep paying dividends to shareholders.

irrc some brewery and distillers convert to hand sanitisers during pandemic. dis gives them add source of income.

 

[Mr. Wood]

Clorox Increases Quarterly Dividend 5% to $1.11 Per Share
May 19, 2020

"We are pleased to raise our dividend by 5%, building on nearly 20 consecutive years of dividend increases," said Chair and CEO Benno Dorer. "As we continue to deliver healthy cash flows, our ongoing priority is to invest in business growth behind our IGNITE strategy. We also remain committed to returning cash to stockholders."

Clorox has a long history of providing value to its shareholders through regular dividend increases. This also marks the 51st consecutive year Clorox has paid an annual dividend – ever since it became independent again following a decade of ownership by another company.

 

[Mr. Wood]

Walmart U.S. Q1 comp sales grew 10.0% and Walmart U.S. eCommerce sales grew 74%, Q1 FY21 GAAP EPS of $1.40; Adjusted EPS of $1.18, Company incurs incremental costs related to COVID-19 of nearly $900 million, Provides update on the business amid global health pandemic

May 19, 2020

The company’s net sales and operating results were significantly affected by the outbreak of COVID-19. Unprecedented demand for products across multiple
categories led to strong top-line results. Certain incremental costs negatively affected operating income, including costs associated with enhanced wages and benefits as well as safety and sanitation.

Due to unprecedented variability in the macro environment brought on by COVID-19, the company is withdrawing financial guidance for fiscal year 2021.

lose money withdraw guidance. make money oso withdraw guidance

 

[Mr. Wood]

Target Corporation Reports First Quarter Earnings
May 20, 2020

First quarter comparable sales grew 10.8 percent, driven by a 12.5 percent increase in average basket, as guests made fewer, bigger shopping trips.

Store comparable sales increased 0.9 percent. Digital comparable sales grew 141 percent, accounting for 9.9 percentage points of Target's comparable sales growth.

In the face of those challenges, our team showed extraordinary resilience as guests relied on Target as a trusted resource for their families. With our stores at the center of our strategy, and a significant investment in the safety of our team and guests, our operations had the agility and flexibility needed to meet the changing needs of our business

 

[Mr. Wood]

THE HOME DEPOT ANNOUNCES FIRST QUARTER RESULTS; SUPPORTS ASSOCIATES WITH APPROXIMATELY $850 MILLION OF EXPANDED BENEFITS; SUSPENDS 2020 BUSINESS OUTLOOK; DECLARES QUARTERLY DIVIDEND OF $1.50 PER SHARE
May 19, 2020

reported sales of $28.3 billion for the first quarter of fiscal 2020, a 7.1 percent increase from the first quarter of fiscal 2019. Comparable sales for the first quarter of fiscal 2020 were positive 6.4 percent, and comparable sales in the U.S. were positive 7.5 percent.

"As the COVID-19 pandemic evolved, we anchored to the core values of our Company by focusing on two key priorities: working to ensure the safety and well-being of our associates and customers, and providing our customers and communities with essential products. We took early and decisive action to intentionally limit customer traffic in our stores which we believe had a significant impact to sales in many markets,"

To support its associates during the COVID-19 pandemic, the Company took the following actions:

Expanded paid time off for all hourly associates with additional hours that can be used at their discretion and will be paid out at year-end if not used;

Provided additional paid time off for associates who are 65 and older or deemed to be at higher risk according to CDC guidelines;

Provided weekly bonuses for hourly associates in our stores and distribution centers, and doubled overtime pay; and

Extended dependent care benefits and waived related co-pays.

As a result of the actions taken to support our associates, the Company incurred a total of approximately $850 million of pre-tax expense, or approximately $640 million after tax, equaling $0.60 per diluted share.

I wud like to think great companies are great becoz it takes care of its workers. and workers will take care of the company.

 

[Mr. Wood]

Starbucks says reopening many stores in Japan
MAY 19, 2020

Starbucks Coffee Japan said it was reopening many of its stores in Japan, including Tokyo, starting on Tuesday, although many of them will be limited to take-out and drive-through services.

ganbatte

 

[Mr. Wood]

McKesson Reports Fiscal 2020 Fourth-Quarter and Full-Year Results
05/20/2020

Full-Year Highlights:

Total revenues of $231.1 billion, reflecting 8% growth.
Earnings per diluted share increased by $4.82 to $4.99.
Adjusted Earnings per diluted share of $14.95, an increase of 10%.
Cash flow from operations of $4.4 billion and free cash flow of $3.9 billion.
Returned $2.2 billion of cash to shareholders through share repurchases and dividends.

Fiscal 2021 Outlook

McKesson expects full-year fiscal 2021 Adjusted Earnings per diluted share of $13.95 to $14.75, which reflects anticipated headwinds in fiscal 2021 as a result of the COVID-19 pandemic and a continuation of disciplined, efficient capital deployment, including investments in the business. McKesson expects Adjusted Earnings per diluted share growth in the second half of fiscal 2021.

 

[Mr. Wood]

Alibaba drops as Senate passes Chinese oversight bill
May 20, 2020

Alibaba (NYSE:BABA) shares drop 1.5% after the Senate passes legislation requiring U.S.-listed companies to certify "they are not owned or controlled by a foreign government."

without guanxi how can alibaba huawei tencent grow so big take personal info without repercussions?
anyway jack ma left and now is controlled by ………

 

[thisislife]

Facebook Welcomes GIPHY as Part of Instagram Team
May 15, 2020

I still dun understand how fb can make so much frm selling ads.
really got ppl buy frm fb ig ads?

don't forget that they sell data as well, it's the very reason why facebook paid 16 billions on buying over whatsapp

 

[Mr. Wood]

don't forget that they sell data as well, it's the very reason why facebook paid 16 billions on buying over whatsapp

interesting. is it significant part of their revenue? where can find this info?
pls enlighten. tyvm

 

[thisislife]

interesting. is it significant part of their revenue? where can find this info?
pls enlighten. tyvm

i don't have info on corporations selling data to other..corporations. Don't think they will even make it transparent for us

but if you want to know about facebook buying whatsapp..

https://www.investopedia.com/articles/investing/032515/whatsapp-best-facebook-purchase-ever.asp