US Dividends Aristocrats thread

[Mr. Wood]

Packaging Corporation Of America Announces 27% Dividend Increase
Dec. 10, 2020

Mark W. Kowlzan, Chairman & CEO of PCA, said, “Today’s announcement of an increase in our dividend demonstrates PCA’s overall operational and financial strength, as well as our disciplined and balanced approach to capital allocation. We are committed to generating value for our shareholders.”

 

[Mr. Wood]

CME Group Declares Annual Variable Dividend
Dec 10, 2020

The annual variable dividend of $2.50 per share to be paid in January 2021 totals approximately $900 million. Including today's announced variable dividend and the previously announced fourth-quarter 2020 dividend of $0.85 per share to be paid in December, the total dividend yield for dividends announced during 2020 is 3.3% based on the average closing stock price in 2020 to date. The company will have paid a total of more than $15 billion in quarterly and variable dividends since adopting the annual variable dividend structure in the beginning of 2012.

 

[Mr. Wood]

The Biggest Lie In Investing That You Believe In | TEDx Talk
Oct 3, 2016
youtube vid

In this TEDx Talk event, trader Alessio Rastani exposes one of the biggest lies in investing that almost everyone believes in... It reveals a truth a big truth about the stock market and the economy.

in dis vid, speaker listed wht to look for in a quality stock. and gave some examples.

Quality Businesses = Quality Stocks

1. Solid earning growth
2. Undervalued
3. Cash rich
4. Low debt
5. Growing sales

if u just listened to him and buy the stocks, u would hav outperformed s&P500 frm 2017 to now.

simple av 112% even when RR lost money

free info evywhere. no nid to pay some thousands of $$ for trading courses.

 

[Mr. Wood]

Foot locker Dec 2020
https://drive.google.com/file/d/1VHwY_OCx4FND8fkYRUSeBMgv3iEaJkB7/view

We are more positive on Foot Locker’s fundamentals and outlook after Q3 results, but see the share price as pricing in much of that already. With the yield quite low and the valuation ahead of our estimate of fair value, we rate Foot Locker a sell given poor total return prospects of just 3.4% per year.

Pingan Dec 2020
https://drive.google.com/file/d/1641ixe-M_8RBsxddnO_vFP3OtoA5cimF/view

Ping An delivered a robust Q3, reassuring investors that its growth remains active despite the pandemic’s challenges. Our valuation expansion projections have started materializing, however, due to a higher stock price our expected medium-term returns have also been lowered. Still, considering the potential for a further valuation expansion amid the company’s rapidly growing tech segments, we believe the shares can still deliver annualized double-digit returns amounting to around 12.7%, over the medium term, powered by our increased, but still humble growth estimates.

 

[Mr. Wood]

if anyone is interested in the below updates, juz let me know.

Abercrombie & Fitch Co. (ANF)
Applied Materials Inc. (AMAT)
Atmos Energy Corp. (ATO)
Barrick Gold Corp. (GOLD)
Booz Allen Hamilton Holding Corp (BAH)
Brookfield Asset Management Inc. (BAM)
CF Industries Holdings Inc (CF)
Dominion Energy Inc (D)
Donaldson Co. Inc. (DCI)
Eaton Vance Corp. (EV)
EPR Properties (EPR)
Foot Locker Inc (FL)
Gladstone Land Corp (LAND)
Hewlett Packard Enterprise Co (HPE)
Hormel Foods Corp. (HRL)
HP Inc (HPQ)
Intercontinental Exchange Inc (ICE)
Kohl`s Corp. (KSS)
Kroger Co. (KR)
Lancaster Colony Corp. (LANC)
Netapp Inc (NTAP)
Nordstrom, Inc. (JWN)
Omega Healthcare Investors, Inc. (OHI)
Ping AN Insurance (Group) Co. of China, Ltd. (PNGAY)
Prospect Capital Corp (PSEC)
Royal Caribbean Group (RCL)
Suburban Propane Partners LP (SPH)
Target Corp (TGT)
Tenaris S.A. (TS)
UGI Corp. (UGI)
Waddell & Reed Financial, Inc. (WDR)
Walmart Inc (WMT)
Weyco Group, Inc (WEYS)
Wheaton Precious Metals Corp (WPM)
WPP Plc. (WPP)

 

[Mr. Wood]

Abbott Dividend Payout Jumps 25%
Dec. 11, 2020

 

[Mr. Wood]

Waste Management Announces Plan to Increase its Quarterly Dividend Rate and a Refreshed Share Repurchase Authorization
December 14, 2020

“For eighteen consecutive years we have been able to increase our dividends due to the strength of our business and the growth in our free cash flow generation. We have a resilient business model and expect to continue to perform well in the coming years, positioning us to confidently increase our 2021 dividend rate,” said Jim Fish, President and Chief Executive Officer of Waste Management, Inc. “We are pleased to be able to return this cash to our shareholders, as dividends remain a top priority in utilizing our free cash flow.

Now that we have closed the acquisition of Advanced Disposal, our remaining capital allocation plan, after paying our dividend, will initially focus on strengthening our balance sheet to quickly return to our targeted leverage ratio of 2.5 times to 3 times. We anticipate achieving that level in 2021. Our capital allocation framework has not changed, we remain focused on maximizing long-term value through growth and optimization investments and returning excess cash to shareholders,” concluded Fish.

 

[Mr. Wood]

Hull & Company, LLC Announces the Asset Acquisition of South & Western General Agency, Inc.
December 15, 2020

JJ Horan, President of South & Western, stated, “We are excited to now be part of a dynamic organization like Brown & Brown Wholesale. We share the same core values of providing high-quality products and world class customer service to our agency partners by delivering solutions to their clients’ specialty insurance needs. The same South & Western team that has served our partners in the past is ready to continue serving them for many years to come.”

 

[Mr. Wood]

Calyxt Announces Sale of Entire 2020 Grain Production to ADM
December 14, 2020

Calyxt, Inc. (NASDAQ: CLXT), a plant-based technology company, announced today that it has contracted to sell all 2020 grain production of its high oleic soybean to ADM (NYSE: ADM), a global leader in human and animal nutrition and the world’s premier agricultural origination and processing company headquartered in Chicago. The transaction is a key step in Calyxt’s 2020 transition to an advanced go-to-market strategy focused on providing plant-based innovations. Sales began in Q3 2020 and will continue through late 2021.

Calyxt’s high oleic soybean was launched in 2019 as the first commercially approved gene-edited food in the United States. ADM has contracted to purchase all of Calyxt’s high oleic soybean grain, following an initial purchase earlier in the year. The total purchases represent approximately four million bushels of high oleic soybean grain. ADM is responsible to crush the grain and will market and sell the resulting oil and meal.

chinese, taiwan, malaysia hav been doing imitation meat for v long liao but no one cares. but amdk go big on plant food, fake meat evyone goes crazy

marketing.

 

[Mr. Wood]

U.S. plans to ship 6 million Moderna Covid vaccine doses once FDA gives OK, as early as week’s end
DEC 14 2020

Medical supply company McKesson will obtain the doses from Moderna for packaging and distribution.
Americans began receiving some of the first shots of Pfizer’s vaccine Monday.

Medical supply company McKesson will obtain the doses from Moderna for packaging and distribution to 3,285 sites across the country, Gen. Gustave Perna, who oversees logistics for President Donald Trump’s vaccine program Operation Warp Speed, told reporters. FedEx and UPS will be responsible for sending the doses to their final locations, he added. Moderna’s vaccine requires two doses four weeks apart.

 

[Mr. Wood]

Johnson & Johnson Overweight
12/15/2020

The analysts of Morgan Stanley have rated Johnson & Johnson with a Overweight rating. The price target was set to $ 178.00. At a current price of $ 150.46 there is upside potential of 18.31%.

 

[Mr. Wood]

This Is How Vaccines Are Distributed and Which Stocks Benefit
Dec. 14, 2020

The drug company (ticker: PFE) is handling the first step of the distribution process, transporting vaccines from its manufacturing facilities to United Parcel Service (UPS) and FedEx (FDX) facilities. Some Pfizer vaccines, along with products such as syringes and masks, will go from the manufacturers to McKesson (MCK), which is functioning as a centralized distributor for the government and also will send vaccines to FedEx and UPS.

When the express shippers get the vaccines, they will send the doses packed in dry ice to pharmacies including CVS (CVS) and Walgreens (WBA), as well as doctors’ offices, mobile vaccination units, outpatient clinics, and other sites.

Other companies have a role in vaccine distribution too. “We are actually delighted, honored and privileged to participate in this historic vaccine rollout,” said XPO Logistics (XPO) CEO Bradley Jacobs at a Credit Suisse investor conference in December. “The major pharma companies producing the vaccines are our customers.”

 

[Mr. Wood]

Tesla Likely To Be A Big Macro Driver Of Markets In 2021, Says Deutsche Bank Analyst
December 16, 2020

“Given its colossal size and that of the tech sector, their paths in 2021 will probably be a big macro driver of markets," Reid wrote, as per MarketWatch. "Investors in all asset classes might have to assess whether valuations are justified and sustainable.”

Tesla Fated For Similar Downfall As Tilray, Stock To Hit $60-$80 Levels In 2021, Says Long-Term Bear
December 16, 2020

The analyst questioned if Tesla would be able to continue to sell that amount of cars in China now that people are seeing that the range is “only half of what’s promised.”

 

[Mr. Wood]

https://www.youtube.com/watch?v=-D36IeZKHH8
12 hours ago

20 Stocks Intrinsic Value Comparison (BABA is way cheaper than AMZN)

 

[Mr. Wood]

Kevin O’Leary’s 10 Favorite Quality Dividend Stocks
December 15th, 2020

Mr. Wonderful looks for stocks that exhibit three main characteristics:

First, they must be quality companies with strong financial performance and solid balance sheets.
Second, he believes a portfolio should be diversified across different market sectors.
Third, and perhaps most important, he demands income—he insists the stocks he invests in pay dividends to shareholders.

The top 10 holdings from the O’Shares FTSE U.S. Quality Dividend ETF are listed in order of their weighting in the fund, from lowest to highest.

Honeywell International (HON)
Cisco Systems (CSCO)
Apple Inc. (AAPL)
Pfizer Inc. (PFE)
Verizon Communications (VZ)
Merck & Co. Inc. (MRK)
Procter & Gamble (PG)
Home Depot (HD)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)

 

[Mr. Wood]

Stanley Black & Decker Boosts Q4 Growth, Cash Flow Forecasts
DEC 16, 2020

Stanley Black & Decker said it sees organic growth for the three months ending in December of around 10%, well ahead of its prior forecast of between 3% and 5%. The group also expects free cash flow to be 'greater than' $1 billion, an improvement from its earlier estimate of between $800 million and $900 million.

 

[Mr. Wood]

LG to supply NCMA battery for Tesla next year
December 17, 2020

LG's new battery business unit is set to become the first company to produce batteries with nickel, cobalt, manganese and aluminum (NCMA) anode materials for EVs next year. LG Energy Solution is set to provide the NCMA batteries to Tesla, according to industry sources.

LG Energy Solution has stated it will produce the battery, 90 percent of which will be made of nickel, beginning in the latter half of 2021.

Regarding the supply of the battery to Tesla, an LG Energy Solution official said, "We cannot confirm this as we cannot specify the names of our clients."

 

[Mr. Wood]

7 Value Stocks Ready for Rotation
Dec 15, 2020,

Let’s take a look at seven interesting value stocks:

NortonLifeLock (NASDAQ:NLOK)
Intel (NASDAQ:INTC)
AT&T (NYSE:T)
IBM (NYSE:IBM)
Valvoline (NYSE:VVV)
Ameriprise Financial (NYSE:AMP)
Vanguard Value ETF (NYSEARCA:VTV)

 

[Mr. Wood]

ABM Industries Announces Fourth Quarter and Full Year 2020 Financial Results
Dec. 16, 2020

"Our fourth quarter revenue improved sequentially compared to the third quarter underscoring the resilience of our business model. Pandemic-related work orders and labor management continued to drive solid profit growth. In 2020, our 6.0% adjusted EBITDA margin accelerated us to our longer term target range and we generated record cash flow. The strength of our market positioning, as well as our liquidity, has enabled us to navigate the risks and opportunities of the pandemic confidently.”

 

[Mr. Wood]

City Holding Company Increases Quarterly Dividend On Common Shares
December 16, 2020

The decision to increase the dividend to $2.32 on an annualized basis is based on the Company's current strong capital and liquidity position, our financial performance during 2020, and our confidence in the Company's ability to sustain this performance.”