US Dividends Aristocrats thread

[RedsYWNA]

Not sure but it's a good way for us not to kena the 30%
https://forums.hardwarezone.com.sg/131758500-post404.html

Is there a lot of other shares that has such arrangement?

For US stocks, Berkshire lor......no dividends, only share buyback. Buffett is smart chap.

 

[Mr. Wood]

In my late 20s, with portfolio 100% on growth US stocks.
Have no position in any dividend stocks. Would like to look into this space.

welcome lets learn frm one another

 

[Mr. Wood]

Not sure but it's a good way for us not to kena the 30%
https://forums.hardwarezone.com.sg/131758500-post404.html

Is there a lot of other shares that has such arrangement?

not dat i know. dividends are paid out of the company earnings.
in case of ark, i guess only cannot confirm, is they dun collect dividends frm their holdings. so they hav to sell off a portion to pay themselves. thus, capital distribution.

 

[Mr. Wood]

3 Bear Market Stocks to Buy Now for Recession-Proof Dividends
December 31st, 2020

#1: Walmart (WMT)

Walmart appears overvalued at current prices. Currently, the stock is offering investors a 1.5% dividend yield. The company currently has a payout ratio of around 39%. Despite its low payout ratio, Walmart will likely grow its dividend in line with earnings-per-share growth (instead of growing dividends faster) as the company is plowing money into future growth initiatives.

#2: Johnson & Johnson

Johnson & Johnson is currently trading at a forward price-to-earnings multiple of 19.5, a reasonable valuation albeit above our fair value estimate of 15.8, equal to the stock’s 10-year average. Johnson & Johnson appears somewhat overvalued at this time. But there is little doubt the company will be able to continue increasing its dividend each year, even during a recession.

#3: McDonald’s Corporation (MCD)

McDonald’s is currently trading for an adjusted price-to-earnings ratio of 34. The company appears to be trading significantly above fair value. However, shares currently yield 2.4%, and the company is very likely to keep increasing its dividend each year, even during recessions.

 

[Mr. Wood]

ESPN Plus to Hike Prices of UFC Pay-Per-View Events, Annual Subscription in 2021
Dec 30, 2020

As of Jan. 8, 2021, the price of UFC pay-per-view events on ESPN Plus — the exclusive home of the mixed martial arts fights in the U.S. — will increase by $5 apiece, from $64.99 to $69.99. In addition, the price of an annual ESPN Plus subscription for new subscribers will go up 20%, rising from $49.99 to $59.99 per year. According to ESPN, renewals of annual subscriptions for existing subscribers will remain at $49.99 until at least March 2, 2021.

 

[Mr. Wood]

China’s Three Big Telcos Slide on NYSE Move to Delist Shares
January 4, 2021

China’s state-owned telecommunications companies declined in Hong Kong after the New York Stock Exchange said it’s delisting them to comply with a U.S. executive order that sanctioned companies identified as affiliated with the Chinese military.

dun worry all can come to sgx to list

 

[Mr. Wood]

Haven, the Amazon-Berkshire-JPMorgan venture to disrupt health care, is disbanding after 3 years
JAN 4 2021

One key issue facing Haven was that each of the three founding companies executed their own projects separately with their own employees, obviating the need for the joint venture to begin with, according to the people, who declined to be identified speaking about the matter.

The move to shutter Haven may be a sign of how difficult it is to radically improve American health care, a complicated and entrenched system of doctors, insurers, drugmakers and middlemen that costs the country $3.5 trillion every year. Last year, Berkshire CEO Warren Buffett seemed to indicate as much, saying that were was no guarantee that Haven would succeed in improving health care.

giants and rich, but go against gamen will oso lose.

 

[Mr. Wood]

Bank OZK Announces Increased Regular Quarterly Dividend
Jan. 04, 2021

approved a regular quarterly cash dividend of $0.2775 per common share payable January 22, 2021 to shareholders of record as of January 15, 2021.

Bank OZK has increased its quarterly cash dividend in each of the last forty-two quarters.

 

[Mr. Wood]

Amazon pledges US$2b for affordable homes near US cities
JAN 07, 2021

The world's largest online retailer says it will back efforts to preserve and create affordable housing near its Seattle headquarters, as well as in northern Virginia and Nashville, the two sites that won investments as part of Amazon's highly publicised search for a second headquarters.

The new fund echoes similar moves by Alphabet's Google, Apple, Facebook and Seattle-area neighbour Microsoft which have all committed large sums to help make housing more affordable. All have been criticised for inflating the cost of living in big cities, particularly on the West Coast, where legions of well-paid software developers helped drive up housing prices.

take frm society, gib back to society

 

[Mr. Wood]

https://techcrunch.com/2021/01/05/pg-terminates-plan-to-acquire-razor-startup-billie-following-ftc-lawsuit/
January 6, 2021

In December, the FTC sued to block P&G’s acquisition of the New York-based startup Billie, a maker of women’s razors and other beauty products, on the grounds that the merger would eliminate competition in the wet shave razor market.

Today, P&G and Billie issued a joint statement, expressing their regret over the FTC’s decision to attempt to block their merger, which led to the deal’s termination

 

[Mr. Wood]

AmerisourceBergen and Walgreens Boots Alliance Announce Strategic Transaction
January 6, 2021

In addition to this transaction, the two companies have agreed to strengthen their strategic partnership by extending and expanding their commercial agreements. Their U.S. distribution agreement will be extended by three years until 2029 and their partnership is being expanded to include a commitment to pursue additional opportunities in sourcing and distribution. Furthermore, Alliance Healthcare UK will remain the distribution partner of Boots until 2031. Together, these agreements are expected to create incremental growth, synergies and efficiencies.

 

[Mr. Wood]

Risankizumab (SKYRIZI®) Phase 3 Results Demonstrate Improvements in Disease Activity Across Joint and Skin Symptoms Among Psoriatic Arthritis Patients
Jan 05, 2021

AbbVie today announced positive top-line results from two Phase 3 studies in adults with active psoriatic arthritis

Full results from the KEEPsAKE studies will be presented at upcoming medical conferences and published in a peer-reviewed medical journal. Use of risankizumab in psoriatic arthritis is not approved and its safety and efficacy have not been evaluated by regulatory authorities.

 

[Mr. Wood]

Three Cuts in Three Days: Why Wall Street Is Suddenly Hating on Coca-Cola
Jan. 6, 2021

Coke “continues to represent a compelling recovery narrative” heading into 2021, especially given the weakening U.S. dollar. Yet he notes that “the pacing of broader recovery (and secondarily, Coke’s execution) has always carried some uncertainty.”

Coke gets a much greater portion of its business from away-from-home consumption, at places ranging from restaurants to movie theaters, than does rival PepsiCo (PEP), which makes the timing of a reopening all the more salient for the stock. This risk—and people’s ongoing hesitancy to resume their old ways even as vaccination becomes more widespread—also been cited in other recent downgrades of the stock.

will take a nimble at $45 and more at $40 for potential 4% DY

 

[Mr. Wood]

WALGREENS BOOTS ALLIANCE FISCAL 2021 FIRST QUARTER RESULTS EXCEED EXPECTATIONS
JANUARY 07, 2021

First quarter results, year-over-year

Sales increased 5.7 percent to $36.3 billion, up 5.2 percent on a constant currency basis

Loss per share was $0.36, compared to EPS of $0.95 in the year-ago quarter, including a $1.73 per share charge from the company's equity earnings in AmerisourceBergen; Adjusted EPS decreased 11.2 percent to $1.22, down 11.6 percent on a constant currency basis, reflecting an estimated adverse COVID-19 impact of $0.26 to $0.30 per share

Net cash provided by operating activities was $1.2 billion, an increase of $134 million; Free cash flow was $763 million, an increase of $90 million, or 13 percent

Fiscal 2021 outlook

Company maintained guidance of low single-digit growth in adjusted earnings per share at constant currency rates.

thot can go to $30 and pick cheap durian. who knows making loss still price up

 

[Mr. Wood]

The big 5 technology stocks now represent 25% of the S&P's value - what could disrupt these behemoths?

December 30, 2020

The outlook for US tech isn’t quite so soothing, and the new US President could in fact be one of the largest risks to the FAAMGs in the coming year. Joe Biden and the Democratic party in general have been more critical of the increasing concentration of economic power in the tech giants. The threat of regulatory action is clear and present.

Even under the Trump Presidency, the Department of Justice pursued anti-trust action against Apple and Google. The appetite to rein in tech giants is not new but it may get fresh legs under Biden. Signs of regulatory reforms, a Frank-Dodd Act for tech, or even talk of splitting some of these firms up could bring a swift end to the impressive rally. That said, should Republicans retain the hold over the Senate, the Democrats could struggle to push some of these more aggressive policies through Congress.

dyodd

 

[Mr. Wood]

nxt week earnings. banks.


Wednesday, January 13, 2021
IHS Markit Ltd (INFO)

Thursday, January 14, 2021
BlackRock (BLK)
First Republic Bank (FRC)
Delta Air Lines (DAL)

Friday, January 15, 2021
JPMorgan (JPM)
Wells Fargo&Co (WFC)
Citigroup (C)
PNC Financial (PNC)
VF (VFC)

 

[Mr. Wood]

Federal Realty Announces December Sales of Non-Strategic Assets and Senior Note Redemptions as the Company Looks Beyond COVID-19

JANUARY 7, 2021

All three sales closed prior to year-end 2020 and the properties were not central to the Company's future growth plans.

"As the path to a post COVID retail real estate recovery gets a bit clearer, the flexibility afforded by a strong balance sheet has never been more important," said Donald C. Wood, President and Chief Executive Officer. "We have always understood that our business is a cyclical one yet have always endeavored to de-risk those valleys with the power that only a fortress balance sheet can provide."

 

[Mr. Wood]

Top Picks 2021: The Home Depot (HD)
01/07/2021

Overall, we expect Home Depot to compound its earnings-per-share at around 9% annually moving forward.

Home Depot stock currently offers investors a 2.2% dividend yield. While this yield isn’t high, it is extremely likely to grow over time. Home Depot has a payout ratio of just 51% using our expected adjusted earnings-per-share of $11.70 for fiscal 2020.

Top Picks 2021: Applied Materials (AMAT)
01/07/2021

Applied Materials remains reasonably valued at 16 times expected earnings for the next fiscal year, 12% below its industry median. We know the semiconductor boom won’t last forever, and we’re probably closer to the end than the beginning.

But given the likely economic recovery over the next year, we think Applied Materials can beat market projections for earnings growth of 9% this year and 6% in fiscal 2022 ending August. Admittedly, these shares can be volatile, and we’ll keep a close watch on them.

Top Picks 2021: Palantir (PLTR)
15 hours ago

• The company’s software is the de facto operating system for the entire United States and Allied Defense Network as well as the infrastructure backbone for the United States healthcare system.

• Palantir is a key player in the fight against Covid-19 and vaccine distribution.

• Revenues are on track for 40%-50%+ growth year over year. Average revenue per client is rising at 35%-40% annually. Gross margin is rising and may remain 70%+ in 2021.

• Government business growth may track 65%+ this year as defense spending accelerates.

• Palantir is 17 years old which means that fears about its destiny under a Biden Administration are likely overblown because the company has already done business with prior administrations.

• Profitability is likely a lot closer than people think.

Action to Take: Back up the truck if you can get Palantir under $15-$20. Nibble in between $20 - $30. You’ve got time because the short-sellers and naysayers have not let go yet. But they will as the company edges towards profitability.

 

[Mr. Wood]

latest analysts available. juz picked out some more popular ones.

Accenture plc (ACN)https://drive.google.com/file/d/1gxQCGSk1hxvAideXIzScspk3G3qX0rQ6/view
BCE Inc (BCE)
Cintas Corporation (CTAS)
Cracker Barrel Old Country Store Inc (CBRL)
Expeditors International Of Washington, Inc. (EXPD)
Fedex Corp (FDX)
General Mills, Inc. (GIS)
H&R Block Inc. (HRB)
Industria De Diseno Textil SA (IDEXY)
Nike, Inc. (NKE)https://drive.google.com/file/d/1bUClmmWn7QZVvYNHzz4N5aR-VdwfAfYb/view
Oracle Corp. (ORCL)https://drive.google.com/file/d/19Jar1wZCFKdxi6mWiz4xnxDmyM9fj-Fu/view
Paychex Inc. (PAYX)https://drive.google.com/file/d/1_nb1HILeYWY3ORv_UCMOs_EPBCTY7dMb/view
Royal Bank Of Canada (RY)
TJX Companies, Inc. (TJX)
Toronto Dominion Bank (TD)
ViacomCBS Inc (VIAC)

let me know if u are interested in others.

 

[Mr. Wood]

European Market Open: Lower start on coronavirus fears
January 11, 2021

UK chancellor fears higher interest rates as government debt soars

The chancellor Rishi Sunak expressed concern over the weekend that higher interest rates would significantly ramp-up the cost of servicing government debt that continues to grow during the pandemic. Interest rates currently sit at a record low of 0.1% and that has aided the government’s ability to inject £280 billion into the economy over the past year but Sunak warned he had to get the country’s finances back under control at some point.

Week Ahead: Coronavirus daily cases and bond yields both moving higher!
January 9, 2021

US 10-year yields rose as high as 1.124% this week. The high on March 19th was 1.276% during the extreme volatility at the beginning of the pandemic. From there, yields sold off aggressively as the world shut down and monetary stimulus hurled at us. Yields fell to a low of 0.5% in August. The 1% level was tested multiple times. However, this week, the first week of the year, investors came in selling bonds and buying stocks. This week alone, 10-year yields moved from 0.905% to 1.124%, a gain of 21%! So, are large investors looking past the fiscal stimulus and the coronavirus? Interest rate movements would suggest they are looking for higher inflation. Not to mention that in Friday’s payroll data, the average hourly earnings were +0.8%, the strongest since April. Inflation data this week and Powell’s speech on Thursday will be eyed for hints of the FOMC’s next steps. They meet again on January 27th.