US Dividends Aristocrats thread

[Mr. Wood]

CVS Sep 2020

 

[Mr. Wood]

SRE Sep 2020

 

[Mr. Wood]

 

[Mr. Wood]

Warren Buffett's Berkshire Hathaway plans to plow $570 million into Snowflake. Its last IPO bet has gained 110% in 2 years
Sep. 10, 2020

Buffett's company got a taste of IPO investing and the potential for quick and easy gains with StoneCo. It may be back for another bite with Snowflake.

 

[Mr. Wood]

Week Ahead: The Fed, BOJ, and BOE, Oh My
This week, the Fed, BOJ and the BOE get their chance to shine

September 12, 2020

Japan’s LDP will be selecting the successor to Abe as well. Brexit headlines are taking center stage as the light gets dimmer and dimmer on hopes that a trade deal will be agreed upon before the deadline. Coronavirus flare ups in Europe are continuing, stirring fears of a second wave. This week, the UK will limit social gatherings to a maximum of 6 people in order to try and stem the spread of the virus. In addition to the central bank meetings this week, there is a plethora of economic data which could affect the markets.

 

[Mr. Wood]

sitting on 50EMA

 

[Mr. Wood]

this might interest some of u

BABA Sep 2020
https://drive.google.com/file/d/1yjLIwxlU0Hl_59Iws6tsCozHs2bVDx2b/view

Ping an Sep 2020
https://drive.google.com/file/d/1nwauxLN_XirZ5uQzKLrS9IFalzm84_FO/view

AMAT Sep 2020
https://drive.google.com/file/d/1QMlP6ppzcMNZieEIkXKWFMjHBhfhvlgq/view

SWKS Sep 2020
https://drive.google.com/file/d/1Y_XsSRuIsW5E2Xq9njqbn-DV3yCD2tZo/view

 

[Mr. Wood]

ByteDance not to sell TikTok's U.S. operations to Microsoft or Oracle: Sources
14-Sep-2020

However, CGTN Digital has learned from sources that ByteDance will also not sell TikTok's U.S. operations to Oracle.

Trump administration to review Oracle-TikTok deal this week, Mnuchin says
Sept. 14, 2020

Mnuchin spoke to CNBC after it was reported that Oracle had won the bidding for the U.S. operations of the video-sharing app,

its hard to keep politics out of investing.
anyone still think dat by just obey the law, and the law will not disturb u?

 

[Mr. Wood]

Gilead Sciences to Acquire Immunomedics
September 13, 2020

“This acquisition represents significant progress in Gilead’s work to build a strong and diverse oncology portfolio. Trodelvy is an approved, transformational medicine for a form of cancer that is particularly challenging to treat. We will now continue to explore its potential to treat many other types of cancer, both as a monotherapy and in combination with other treatments,”

 

[Mr. Wood]

https://zoom.us/webinar/register/7515978359789/WN_PDFAV_S_Sz27_C-8cCK-Fg

Topic
Building Great Portfolios for 2021
Description
As we enter Q4, investors are increasingly focusing on how to build great portfolios for 2021.

To help you achieve this, David Bailin, Chief Investment Officer at Citi Private Bank will be in conversation with Reuters News U.S. Financial Markets editor Megan Davies for an exclusive webinar.

David’s insights into his preparations for 2021 will include:

- Emerging Markets: Identify great opportunities in emerging markets, incl. LATAM
- Value Investing: How a new type of value investing can unlock greater profitability
- Recovery: Balancing Covid-defensives and bargain Covid-cyclicals to achieve alpha in a recovering market

If you can't make it live, make sure you sign up and I will send you the recordings.

 

[Mr. Wood]

2020 US Election: Biden’s Policies and Potential Market Impact
September 16, 2020

When it comes to the Democratic candidate, former Vice President Joe Biden’s campaign has a thorough policies page covering everything from “The Biden Plan for Combating COVID-19” to “A Plan for Partnership with the Arab American Community.”

Foreign Trade and Relations

While not specifically outlined on the campaign’s site, it’s reasonable to assume that a Biden presidency would be relatively more cooperative with the US’s historical allies in Western Europe and North America. If you buy that premise, currencies like the euro and Canadian dollar could rally under Biden as traders look ahead to more bilateral trade with fewer tariffs. Notably, both parties have increasingly expressed unfavorable views toward China in recent years, so a Biden presidency may not necessarily be less adversarial toward the Middle Kingdom than another four years with Trump as President

 

[Mr. Wood]

Kraft Heinz Announces Agreement to Sell Its Natural Cheese Business to Groupe Lactalis
September 15, 2020

“We believe these cheese and dairy businesses will thrive in the hands of a global dairy company like Groupe Lactalis,” said Kraft Heinz CEO Miguel Patricio. “At the same time, the transaction will enable us to build sustainable competitive advantage in businesses where we have stronger brand equity, greater growth prospects and can use our manufacturing scale and consumer-based platforms approach. This is a great example of agile portfolio management at work.”

Approximately 750 employees will be transferred from Kraft Heinz to Groupe Lactalis.

good for management and shareholders. not so sure if it is good for workers.

 

[Mr. Wood]

Microsoft announces quarterly dividend increase
Sept. 15, 2020

declared a quarterly dividend of $0.56 per share, reflecting a five cent or 10% increase over the previous quarter’s dividend

 

[moolala]

Mr Wood, can you share your SG portfolio of dividend stocks?

any good buy at this moment in particular if want to hold for the long term?

 

[Mr. Wood]

INTL

https://drive.google.com/file/d/1fVouwuU9Teikff2aqO4Nb9jMuUrIf9CM/view

Overweight
INTC, INTC US
Tiger Lake Launch Event: Strong Competitiveness
in Manufacturing, Compute, and Graphics Reflected
in New Notebook CPUs
Price (01 Sep 20): $50.79
Price Target (Dec-21): $75.00

 

[Mr. Wood]

Mr Wood, can you share your SG portfolio of dividend stocks?

any good buy at this moment in particular if want to hold for the long term?

for SG stocks, i am still holding some banks, some big name reits and STI ETF.
nothing seems attractive right now, so i am still averaging in STI.

Eg for DBS, i am waiting for ~$15 to consider cheap to buy after considering their mandated dividend cuts.
some reits have run up a lot and these seem overvalued now. some still have not recovered much but i already hoot some in May/Jun.

but if u plan hold long term and dollar cost average, u can start to look at some of the big names or just buy reit ETF.

 

[Mr. Wood]

Oracle’s TikTok Bid Leaves Open Some U.S. Security Concerns
September 17, 2020

White House press secretary Kayleigh McEnany said a decision on TikTok is coming in “short order” during a briefing with reporters.

“We care deeply about protecting the data and security of American citizens.”

Spokespeople for Treasury and State declined to comment. The Justice Department official didn’t immediately reply to a question about whether the attorney general had spoken to Oracle.

TikTok declined to comment.

While user data from Americans would be stored by Oracle in the U.S., it appears the rest of the technology underpinning the app, including ownership of the prized algorithms that pick and choose which videos to show users, and the engineering teams in China that work on them, would remain in the hands of TikTok’s Chinese owner.

Regardless of where the data is stored, critics of the deal say that national security concerns can’t be resolved as long as Tiktok’s Chinese parent wields financial control of the company.

 

[Mr. Wood]

Dakota Access Oil Pipe Likely Safe From Shutdown Through 2020
Sep 16, 2020

The proposed schedule would give tribes opposed to the Dakota Access until Oct. 16 to file a new request to shutter it. Lawyers for the Army Corps of Engineers and pipeline operator Energy Transfer LP would have until Nov. 20 to respond, and the tribes would have until Dec. 18 for final briefs.

 

[Mr. Wood]

Commentaries: All our Netflix binge-watching is costing the environment
19 Sep 2020

ata-intensive video streaming, gaming and livestreaming for business, university and school classes, is chewing up energy.

Estimates can be notoriously difficult and depend on the electricity source, but six hours of streaming video may be the equivalent of burning one litre of petrol

 

[Mr. Wood]

PFE
Updated September 14th, 2020

https://drive.google.com/file/d/1ISwA9z7PKQ17fQ2cByMIJhNYvb0jOTcV/view

Final Thoughts & Recommendation

At present we are forecasting 13.9% average annualized total return through 2025. Pfizer continues its transformation and will be significantly different by end of 2020. The company’s R&D based businesses are performing well, new launches are performing well, and the pipeline is robust. The stock may interest those seeking a solid dividend yield with good safety and the potential for capital gains. At the current stock price, we rate Pfizer a buy.