US Dividends Aristocrats thread

[thisislife]

https://youtu.be/aSwU8d3roPM?t=2835

go to 47min++ for the conclusion

"dun trust chinese numbers"

dam jialat, everything about china is like fake or fraud or both

see what happens to luckin coffee

 

[Mr. Wood]

dam jialat, everything about china is like fake or fraud or both

see what happens to luckin coffee

and not forgetting all the s cheaps. if got so good why not list in china or HK?

 

[Mr. Wood]

Occidental Announces Dividend
May 29, 2020

Board of Directors has declared a regular quarterly dividend of $0.01 per share on common stock

 

[Mr. Wood]

New Stimulus Check “Debit Cards” Show America’s Banks Are In Big Trouble
May 28, 2020

A new wave of stimulus payments is hitting people’s mailboxes. But they’re NOT coming in the form of checks. Instead, millions of Americans are now receiving pre-paid debit cards

imagine opening letter box and find not bills but a prepaid card

It hardly matters what bank you use. At the end of the day, your card likely needs Visa or Mastercard’s payment network to function. It’s not a coincidence every one of these new EIP cards have Visa’s logo plastered on them! Over 80 million stores accept Visa or Mastercard. With one of their cards in your wallet, you can buy stuff anywhere in the world.

unfortunately, V and MA still ties up with banks, at least in our part of the world. And with good reason. "DATA".
u think Alibaba and wechat will disrupt china bank? wait ah. not happy instruct CEO step down can alrdy.

 

[Mr. Wood]

Costco buys Hertz building for new operations center
June 1, 2020

The purchase was not unexpected with Costco committing to buying a property for its operations center as part of a jobs incentives agreement with the city that will pay the retailer $3 million toward creating at least 1,044 jobs with wages averaging $60,000.

Why Almost No One Is Canceling Their Costco Membership
Jun 1, 2020

Nearly all the members who had the opportunity to cancel their subscriptions last quarter declined to do so. A full 91% of its U.S. shopper base chose to renew, in fact, which marks a slight increase from the 90.9% that Costco reported in each of the last three quarters. Costco counted 55.8 million member households at the end of Q3, up 500,000 compared to the prior quarter. Its global renewal rate was unchanged at 88.4%.

Strength in the renewal metric lifts Costco's results in both the short term and long term. The most direct impact is on earnings, which are driven mostly by membership income rather than product markups. Costco logged $815 million of membership fees this quarter, equating to 69% of its operating income. That figure rose from $776 million a year ago and reflects its status as more of a membership club than a retailer.

Looking ahead
Costco's management team was careful to note that any changes from COVID-19 consumer shifts will take a while to work through the business. "Any impact on renewal rates," CFO Richard Galanti said in the May 28 conference call, "positive or negative, are reflected over the next several months."

The good news is the chain had positive momentum heading into the crisis and through its first few weeks. Shoppers confirmed the value that they're getting from their membership by renewing at a near-record clip.

 

[bakuten]

Boeing is laying off close to 7,000 employees this week as coronavirus pandemic hurts demand
MAY 27 2020




Boeing Resumes 737 MAX Production
May 27, 2020

SPR chiong chiong chiong!~

 

[Mr. Wood]

SPR chiong chiong chiong!~

this one?
Hedge Funds Cashing Out Of Spirit AeroSystems Holdings, Inc. (SPR)
June 2, 2020

How are hedge funds trading Spirit AeroSystems Holdings, Inc. (NYSE:SPR)?
At the end of the first quarter, a total of 38 of the hedge funds tracked by Insider Monkey held long positions in this stock, a change of -21% from one quarter earlier. By comparison, 29 hedge funds held shares or bullish call options in SPR a year ago. With hedge funds' capital changing hands, there exists an "upper tier" of notable hedge fund managers who were adding to their stakes considerably (or already accumulated large positions).

Spirit AeroSystems Holdings Inc. [SPR] Stock trading around $23.79 per share: What’s Next?
June 2, 2020

What do top market gurus say about Spirit AeroSystems Holdings Inc. [SPR]?
Based on careful and fact-backed analyses by Wall Street experts, the current consensus on the target price for SPR shares is $25.71 per share. Analysis on target price and performance of stocks is usually carefully studied by market experts, and the current Wall Street consensus on SPR stock is a recommendation set at 2.70. This rating represents a strong Buy recommendation, on the scale from 1 to 5, where 5 would mean strong sell, 4 represents Sell, 3 is Hold, and 2 indicates Buy.

 

[Mr. Wood]

Western Union Is Said to Make Offer to Buy MoneyGram
June 2, 2020

Western Union has made a takeover offer for MoneyGram, said the person, who asked not to be identified because the matter isn’t public. No decision has been made and Western Union could opt to proceed without a deal, the person said.

Representatives for Western Union and MoneyGram declined to comment.

The business has been in decline as more people use online payments. Financial-technology upstarts have taken aim at the industry, offering strong new competition to established companies. Meanwhile, policy makers are intent on trimming the fees associated with moving money around the world

Last year, Facebook Inc. joined with companies from around the world to form the Libra Association to offer a new way to send payments overseas. At the time, the association lamented that low-income consumers often pay too much for financial services.

 

[Mr. Wood]

Warren Buffett’s Top 20 Highest Conviction Stock Picks
May 29th, 2020

Stocks are listed by percentage of the total portfolio, from lowest to highest.

PNC Financial Services Group (PNC)
The Liberty SiriusXM Group (LSXMK)
Amazon.com, Inc. (AMZN)
Mastercard Incorporated (MA)
Costco Wholesale (COST)
General Motors (GM)
Visa Inc. (V)
VeriSign, Inc. (VRSN)
Charter Communications, Inc. (CHTR)
The Bank of New York Mellon (BK)
DaVita Inc. (DVA)
U.S. Bancorp (USB)
JP Morgan Chase (JPM)
Moody’s Corporation (MCO)
The Kraft Heinz Company (KHC)
Wells Fargo & Company (WFC)
American Express Company (AXP)
The Coca-Cola Company (KO)
Bank of America Corporation (BAC)
Apple Inc. (AAPL)

https://drive.google.com/file/d/1-zjnutSkYOctxN_i4sjct8hjMiGQjvnN/view

 

[Mr. Wood]

Campbell Reports Third-Quarter Results
June 3, 2020

Net Sales Increased 15%; Organic Net Sales Increased 17% Reflecting Increased Demand for Our Products
Earnings Per Share (EPS) from Continuing Operations of $0.55 Increased 34%; Adjusted EPS of $0.83 Increased 57%
Campbell Raises Fiscal 2020 Guidance to Reflect Improved Outlook Based on Current Operating Environment

“In the quarter, we experienced unprecedented broad-based demand across our brands as consumers sought food that delivered comfort, quality and value. This demand resulted in double-digit increases in organic sales, adjusted EBIT and adjusted EPS. In addition, Campbell’s products were purchased by millions of new households, with total company household penetration increasing over 6 percentage points in the quarter compared to the third quarter of fiscal 2019.”

 

[Mr. Wood]

UnitedHealth Group Updates on Annual Shareholder Meeting, Board Actions
June 02, 2020

At its meeting, the Board authorized payment of a cash dividend of $1.25 per share, to be paid June 30, 2020, to common stock shareholders of record as of the close of business June 22, 2020.

 

[Mr. Wood]

Grainger Announces Agreement to Divest Fabory
Jun 02, 2020

Grainger (NYSE: GWW), the leading broad line supplier of maintenance, repair and operating (MRO) products serving businesses and institutions, today announced it has entered into a definitive agreement to sell Fabory Group (Fabory) to Torqx Capital Partners, a Dutch private equity company.

Grainger will continue offering broad line MRO products to customers in Western Europe through Cromwell and Zoro.

 

[Mr. Wood]

The 2020 Dividend Aristocrats List | See All 66 Now
Updated on June 2nd, 2020

The 7 Best Dividend Aristocrats Today
#7: General Dynamics (GD)
#6: AbbVie Inc. (ABBV)
#5: Exxon Mobil (XOM)
#4: Franklin Resources (BEN)
#3: Walgreens Boots Alliance (WBA)
#2: People’s United Financial (PBCT)
#1: AT&T Inc. (T)

There is nothing magical about the Dividend Aristocrats. They are ‘just’ a collection of high quality shareholder friendly businesses that have strong competitive advantages.

 

[Mr. Wood]

Simon Property Group sues Gap for $66M in unpaid rent
June 03, 2020

Gap declared in an April public filing it would stop paying rent for shuttered stores. That stance has already sparked lawsuits by individual landlords in Manhattan and Orange County against the clothing company. It’s unclear how long the company plans to continue its nonpayment policy, as the company said last month that it would reopen in 800 locations by the end of May.

 

[Mr. Wood]

The J. M. Smucker Company Announces Fiscal 2020 Fourth Quarter Results
June 4, 2020

"Our strong response is reflected in our exceptional fourth quarter results, with record-setting net sales and adjusted earnings per share. This exceptional growth is a testament to the strength of our brands and consumer-centric strategy, as consumers turned to trusted products to stock their kitchens as stay-at-home orders were implemented across North America."

 

[Mr. Wood]

next crisis remb to stock up on defensive food stocks

 

[Mr. Wood]

S&P500 June 2020
manual of stocks
https://drive.google.com/file/d/16wY2y5pTgGOkLyhZjkqQkaP5DA9Q5f8X/view

 

[Mr. Wood]

Downloaded today 05 Jun 2020
Buffett-Munger screener
https://drive.google.com/file/d/1WXDGErIMFRAzy4JdknKwKYmuQSTgYpZ0/view

Graham Net-Net Screener
https://drive.google.com/file/d/1X_fByo5PF6onUPn0MrdysK0Xgngz0vsG/view

Companies Ranked by Business Predictability Screener
https://drive.google.com/file/d/1AYdnATIUfjE5UiDrCFtlTO_1j4yxr1oR/view

Undervalued Predictable Companies Screener
https://drive.google.com/file/d/1oezeg5QaHRvj5bLYVHQnRSYW4DOqTmaW/view

 

[Mr. Wood]

Broadcom Inc. Announces Second Quarter Fiscal Year 2020 Financial Results and Quarterly Dividends

June 4, 2020

"We generated record quarterly free cash flow of over $3 billion and reinforced our balance sheet, ending the quarter with over $9 billion of cash," said Tom Krause, CFO of Broadcom Inc. "Given our strong free cash flow generation, healthy balance sheet and enhanced liquidity position, we remain committed to maintaining our dividend while we navigate these unprecedented times."

 

[Mr. Wood]

Gap Inc. Reports First Quarter Results
June 4, 2020

43% year-over-year sales decline driven by COVID-19 related store closures

First quarter online sales increased 13% year-over-year, with over 100% year-over-year online sales growth in the month of May

55% percent of North American company-operated fleet currently open with approximately 90% of fleet offering convenient omni-channel order fulfillment options

While net sales and stores sales continued to reflect material declines in May as a result of closures, we saw over 100% growth in online sales during the month,” said Sonia Syngal, President and CEO of Gap Inc. “This online momentum, enabled by new omni-capabilities that have expanded the way customers can shop with us, leaves us well-positioned to fuel our brands going forward."