US Dividends Aristocrats thread

[Mr. Wood]

TikTok’s US sale put at risk by new Chinese tech rules
31 August, 2020

China’s Ministry of Commerce revealed late on Friday that the government had expanded its list of technologies subject to export controls to include new rules related to artificial intelligence.

the 2 old dude how old alrdy still fighting.

 

[Mr. Wood]

Snowflake IPO: Opportunity, Risk, And The Big Unknown
Aug. 31, 2020

Business

In simple terms, Snowflake allows companies to store all kinds of data from different sources in the cloud, and it also provides the capabilities to analyze such data and to easily access and share it from everywhere at any time.

Customers always have the choice of going to Snowflake or going directly to one of the big cloud players such as Amazon, Microsoft, and Google. The big advantage of Snowflake is that it is much more focused and it also provides the possibility to diversify among the big 3 in the public cloud, which gives customers more flexibility, more control, and perhaps some negotiating power.

Finances

The top-line numbers from Snowflake are truly outstanding, with quarterly revenue growing 121% last quarter. The revenue retention rate of 158% is exceptionally high,

Gross profit margin is in the neighborhood of 61.5% of revenue, which is not particularly high at all. Gross margin has increased over time and can probably increase a bit more due to scale in the future,

the company made less than $149 million in gross profit and it spent $190.5 million in sales and marketing alone during the six months period ended in July.

 

[Mr. Wood]

Asia Morning: Nasdaq 100 Hit Fresh Record
September 1, 2020

On Monday, U.S. stocks closed mixed. Nasdaq 100 hit a fresh record high, adding 114 points (+1.0%) to 12110, while the Dow Jones Industrial Average dropped 223 points (-0.8%) to 28430 and S&P 500 fell 7 points (+0.2%) to 3500.

 

[Mr. Wood]

AT&T Again Exploring a Deal for DirecTV
Aug. 28, 2020

AT&T executives have previously explored parting with DirecTV assets, including a potential spinoff or combining assets with rival Dish Network Corp ., but obstacles, including antitrust concerns, have gotten in the way.

A private-equity buyer could avoid those regulatory concerns. AT&T is looking to sell just over 50% of the asset, which would allow the telecom giant to take a fast-shrinking business off its books while still enjoying the benefits of a still-large distribution network, some of the people said.

 

[Mr. Wood]

Dividend Aristocrat Performance: August 2020
Sep. 2, 2020

posted a respectable 4.02% total return in August, but again lagged the broad S&P 500 (SPY) as the increasingly tech heavy market benchmark powered higher. The move pushes the Dividend Aristocrat Index close to flat on the year (-1.2%) while the S&P 500 is now up close to 10% (9.7%).

Over the last thirty-plus years, the dividend growth strategy has bested the broad market index by 1.7% per year.

all transparent. S&P500 outperformed divys during dis period.
nothing to hide.
i'm not some snake oil seller.

 

[Mr. Wood]

Colgate-Palmolive Company plans to invest $1.2M in Cambridge facility
September 2, 2020

The investment comes as a result of increased demand for liquid hand soap during the COVID-19 pandemic. The World Health Organization has reported that regularly cleaning hands is one of the most important steps an individual can make towards slowing the spread of the virus. Sales of liquid hand soap and sanitizers have surged across the U.S. and several international markets.

Colgate-Palmolive is one of the premier employers in Guernsey County, with over 300 full-time equivalent jobs paying above-average wages and offering outstanding benefits. The Cambridge facility manufactures cleaners, dish detergents, fabric conditioners and liquid hand soap.

amdk help amdk

 

[Mr. Wood]

Forget Johnson & Johnson, AbbVie Is a Better Dividend Stock
Sep 1, 2020

AbbVie's dividend yield is much higher -- and likely to stay that way
Today, J&J pays its shareholders a quarterly dividend of $1.01 for an annual yield of 2.6%, which is well above the S&P 500 average of 2%. AbbVie, however, pays a quarterly dividend of $1.18, which annually yields over 5% at current share prices. This is significantly higher than J&J's yield, such that if you were to invest $10,000 in both stocks, AbbVie's annual payouts would be $240 higher. Even if you factor in each company's historical dividend growth, that gap isn't likely to narrow.

AbbVie's dividend is at less risk in the long-term
Another reason income investors should opt for AbbVie's dividend? It's growing, and not really at risk of slowing down.

On May 8, the company completed a $63 billion acquisition of Botox-maker Allergan. The move leaves AbbVie a more reliable long-term buy, as the deal diversified the pharma company's business. Currently, AbbVie relies on Humira, a biologic used to treat arthritis, psoriasis, and Crohn's disease for 50% of its sales. The deal with Allergan renders AbbVie's business opportunities safer, and makes room for the company to continue growing its dividend payouts at a high rate.

 

[Mr. Wood]

Campbell Reports Fourth-Quarter And Full-Year Fiscal 2020 Results
September 3, 2020

CEO Comments

Mark Clouse, Campbell’s President and CEO, stated, “Our strong fourth-quarter and full-year fiscal 2020 performance was enabled by the extraordinary work of our teams who remained agile and resilient in a challenging operating environment. We continued to invest in our businesses during the quarter as we experienced unprecedented demand for our products and welcomed millions of new households to the Campbell portfolio. This quarter concluded a year that furthered our strategic plan and solidified a significantly strengthened foundation that we will build upon going forward as we begin fiscal 2021."

Fourth-quarter Net Sales increased 18%; Organic Net Sales increased 12% reflecting continued increased demand for our products

Fourth-quarter Earnings Per Share (EPS) from Continuing Operations of $0.28 increased from a loss of $0.02; Adjusted EPS of $0.63 increased 50%

Full-year Net Sales and Organic Net Sales increased 7% and EPS from Continuing Operations of $1.95 increased 24%; Adjusted EPS of $2.95 increased 28%

 

[Mr. Wood]

Brown-Forman Reports Solid First Quarter Results amidst Continued Uncertainty
9/2/2020

“I am very pleased with our performance at the start of this fiscal year and thankful to our 4,800 employees worldwide who made these results possible,” said Lawson Whiting, President and Chief Executive Officer. He added, “Despite being faced with significant ongoing challenges, our business performed well during the quarter though much uncertainty remains in the current environment. We believe we are well positioned to navigate the headwinds we face today and emerge from the COVID-19 environment in a stronger position.”

 

[Mr. Wood]

Kimberly-Clark to Acquire Softex Indonesia, Significantly Expanding Presence in Southeast Asia
Sept. 3, 2020

"This acquisition represents a compelling strategic fit and demonstrates our commitment to accelerate growth in developing and emerging markets," said Mike Hsu, Chairman and CEO, Kimberly-Clark. "Moreover, adding Softex Indonesia and its brands to Kimberly-Clark will enhance our company's underlying growth prospects and help us create even more long-term shareholder value."

made in indonesia diapers, anyone?

 

[Mr. Wood]

Sep 2020

 

[Mr. Wood]

Tiffany Files Lawsuit Against LVMH To Enforce Merger Agreement
September 09, 2020

The lawsuit relates to the November 24, 2019 Merger Agreement between Tiffany and LVMH providing for the acquisition of Tiffany by LVMH and seeks, among other things, an order requiring LVMH to abide by its contractual obligation under the Merger Agreement to complete the transaction on the agreed terms.

 

[Mr. Wood]

UNM Sep 2020

 

[Mr. Wood]

WBA Sep 2020

 

[Mr. Wood]

BMY Sep 2020

 

[Mr. Wood]

ABBV Sep 2020

 

[Mr. Wood]

AT&T Sep 2020

 

[Mr. Wood]

PB Sep 2020

 

[Mr. Wood]

HII Sep 2020

 

[Mr. Wood]

JW.A Sep 2020