US Dividends Aristocrats thread

[Mr. Wood]

Asian Open: Powell and cryptocurrencies create turbulence for indices
February 24, 2021

In his first testimony to the Democratic-led congress, Jerome Powell aimed to soothe concerns that the Fed’s ultra-loose monetary policies were the main cause behind asset price inflation, and that high inflation is not on the horizon. The Fed’s focus, according to Powell, should be on the economic recovery which is “uneven and far from complete” and that policy should stay loose to help recoup the 10 million jobs that have evaporated this past year. Oh, and the main driver for higher assets is a bet on an economic recovery and nothing to do with the Fed’s loose policy.

Whether you agree with Powell or not, his message is clear. Low rates are here to stay, inflation is no concern, so expect assets to remain supported outside of a black swan event.

 

[Mr. Wood]

2 Low-Risk Dividend Stocks In Case Of A Correction


#1: Xcel Energy Inc. (XEL)

It is already one of the largest clean energy providers in the country. And it’s rapidly growing its alternative energy business with a goal of being 80% carbon free by 2030 and 100% by 2050.

XEL is a great way for conservative investors to play clean energy while earning a 2.8% yield. It is at the low point of the recent range on a longer-term uptrend. It also sports a beta of just 0.28, meaning it is roughly one quarter as volatile as the overall market.

#2: Digital Realty Trust (DLR)

DLR has returned 2,200% over the last 10 years. The stock also is at a low point on a longer-term uptrend. It sports a 3.2% yield and has a microscopic beta of just 0.14. DLR tends to move to its own drummer regardless of what the overall market does – a true low-risk stock.

 

[Mr. Wood]

Will Bitcoin’s Price Continue To Rise?
February 22, 2021

The bottom line is that Bitcoin has very limited utility currently, and produces no cash flow to holders. Given the absence of a true intrinsic value anchor, Bitcoin’s price will fluctuate based only on market sentiment.

Investing in Bitcoin can be rewarding if more investors hop onto the bandwagon, driving the price up. But if sentiment wanes, investors left holding the bag may end up with big losses.

in be4: old school, value investing is dead, bitcoin is digital gold, .........

 

[Mr. Wood]

N95 Mask Producer 3M Expands Use Of Palantir's Foundry Platform To Help With Supply Chain Demand
February 24, 2021

Palantir’s Foundry platform allows customers to access information quickly to react to changes in supply chains. This should help 3M because of pressure to respond to the increased demand for its products, such as N95 masks, due to the COVID-19 pandemic.

3M’s expanded use of the Foundry platform allows 3M to increase its supply chain alerting, demand forecasting and business planning to focus on customer product needs.

 

[Mr. Wood]

The 2021 World’s Most Ethical Companies Honoree List

The honorees span 22 countries and 47 industries and includes 9 first-time honorees and six companies that have been named to the list every year since it’s inception.

thailand hav. sg and msia dun hav.

 

[Mr. Wood]

Highlights from Charlie Munger at the Daily Journal Annual Meeting
February 25, 2021

Responding to a question about the recent Reddit-fueled GameStop short-squeeze, Munger said it's "the kind of thing that can happen when you get a whole lot of people who are using liquid stock markets to gamble the way they would in betting on racehorses."

As for SPACs, or special purpose acquisition companies, Munger said he thinks "the world would be better off without them," adding that this "crazy speculation in enterprises not even found or picked out yet, is a sign of an irritating bubble."

In response to a question about new technology disrupting the banking system, Munger said he does not think bitcoin is going to end up as the medium of exchange for the world.

“It’s too volatile...to serve well as a medium of exchange," he added.

In another shareholder question about the Daily Journal putting the cryptocurrency on its balance sheet, he responded: "We will not be following Tesla into bitcoin."

 

[Mr. Wood]

Asian Open: J&J trials score a high with one-hit wonder vaccine
February 25, 2021

Trial results for Johnson and Johnson’s (J&J) vaccine showed 100% effectiveness at preventing hospitalisation after 28 days after vaccination, and 85% effectiveness within 14 days. They also claim their vaccine reduced asymptomatic infections and separate reports from South Africa also garnered positive feedback. J&J expect to have 4 million doses ready for an FDA approval and estimate 20 million will be ready by the end of March. If all goes well, it is another reason for investors to be bullish on the recovery. And placed alongside the Fed’s ultra-easy policy, zero concern with inflation and Biden’s upcoming stimulus, the path of least resistance for equities continues to point higher.

They don’t make corrections like they used to
Global benchmark indices were broadly higher overnight, with US indices breaking above ‘Powell’s’ Turnaround Tuesday hammers and now trading within striking distance of record highs. Well, they don’t make corrections like they used to, considering the ‘overdue correction’ with indices is compete. In less than a week.

 

[Mr. Wood]

Allergan, an AbbVie Company, Submits New Drug Application for Investigational AGN-190584 for the Treatment of Presbyopia
Feb 25, 2021

Approximately 128 million adults in the U.S. experience presbyopia, a common and progressive eye condition that reduces the eye's ability to focus on near objects and usually impacts people after age 40. Yet, compared to other eye-related conditions, there is a much lower awareness of presbyopia by name.

"Presbyopia is a significant source of frustration for most adults over age 40 who find current treatments inconvenient or invasive," said Tom Hudson, MD, senior vice president, R&D, chief scientific officer, AbbVie. "If approved, AGN-190584 is expected to be the first eye drop to treat presbyopia, providing a novel option to those affected in the U.S."

 

[Mr. Wood]

Indices fall as yields ring inflationary alarm bells
February 26, 2021

The Nasdaq 100 led the way lower as investors continued to pivot away from the mighty tech sector, with Nasdaq futures falling -3.81%. The S&P 500 is back near its 50-day eMA, a level which has provided support since November. And it’s likely to remain a key technical level for traders as it could signal a more robust change in sentiment should it cave as support. The Nasdaq 100 is re-testing Tuesday’s hammer low and key support around 12,758 – a break below here could likely trigger large stops and add fuel to a bearish fire.

 

[Mr. Wood]

Seedly Personal Finance Festival 2021Date: 10 April 2021, 10AM - 5PM

just beware. some are reputable. but there are scums as well, especially stage B i see more scums.

 

[Mr. Wood]

test again. vol supporting

crazy vol still cannot support price.
retrace to 23.6 fib. looks good to accumulate somemore.

nxt lvl to accumulate will be ard 111. maybe concide with 200ema.

 

[Mr. Wood]

KO Feb 2021
https://drive.google.com/file/d/1Q8sbxNlKBQsqH0fcJUeyctLRcdyA1vz6/view?usp=sharing

Coca-Cola’s expected total returns are in the mid-single digits, driven mostly by projected earnings growth and an ample dividend. Our estimates of 4% earnings growth and a small valuation headwind, combined with the company’s dividend yield give expected total returns of 6% per year over the next five years. Coca-Cola could work for investors that are seeking a recession-resistant, higher-yielding consumer staple, but shares are still in excess of our estimate of fair value.
We’re reiterating Coca-Cola at a hold rating following 2020 results.

 

[Mr. Wood]

Updated Report anyone interested let me know.
Triton International (TRTN)

Advance Auto Parts Inc (AAP)
Aegon N. V. (AEG)
Airbus SE (EADSY)
Albemarle Corp. (ALB)
Allstate Corp (The) (ALL)
Avalonbay Communities Inc. (AVB)
Bancfirst Corp. (BANF)
Banco Santander S.A. (SAN)
BHP Group Limited (BHP)
Boston Properties, Inc. (BXP)
Brady Corp. (BRC)
Brookfield Asset Management Inc. (BAM)
C.H. Robinson Worldwide, Inc. (CHRW)
Cae Inc. (CAE)
Cedar Fair L.P. (FUN)
Cincinnati Financial Corp. (CINF)
Coca-Cola Co (KO)
Compass Minerals International Inc (CMP)
Consolidated Edison, Inc. (ED)
CoreSite Realty Corporation (COR)
CVS Health Corp (CVS)
CyrusOne Inc (CONE)
Daimler AG (DDAIF)
Deere & Co. (DE)
Dream Industrial Real Estate Investment Trust (DREUF)
DuPont de Nemours Inc (DD)
Dynex Capital, Inc. (DX)
Eagle Financial Services, Inc. (EFSI)
Ecolab, Inc. (ECL)
Essex Property Trust, Inc. (ESS)
Franklin Electric Co., Inc. (FELE)
Geo Group, Inc. (GEO)
Gorman-Rupp Co. (GRC)
Great-West Lifeco, Inc. (GWLIF)
Hasbro, Inc. (HAS)
Honda Motor (HMC)
Hormel Foods Corp. (HRL)
Huntington Ingalls Industries Inc (HII)
International Flavors & Fragrances Inc. (IFF)
International Paper Co. (IP)
Jack In The Box, Inc. (JACK)
Kellogg Co (K)
Lam Research Corp. (LRCX)
Lincoln Electric Holdings, Inc. (LECO)
Lumen Technologies Inc (LUMN)
Macerich Co. (MAC)
Mercury General Corp. (MCY)
Moody`s Corp. (MCO)
MSA Safety Inc (MSA)
Newell Brands Inc (NWL)
Novo Nordisk (NVO)
Olin Corp. (OLN)
PPL Corp (PPL)
Prospect Capital Corp (PSEC)
Sampo Plc (SAXPY)
Sixth Street Specialty Lending Inc (TSLX)
SJW Group (SJW)
Suburban Propane Partners LP (SPH)
Sun Life Financial, Inc. (SLF)
Suncor Energy, Inc. (SU)
TC Energy Corporation (TRP)
UBS Group AG (UBS)
Vodafone Group plc (VOD)
W. P. Carey Inc (WPC)
Waste Management, Inc. (WM)
West Pharmaceutical Services, Inc. (WST)
Western Union Company (WU)

 

[Mr. Wood]

Dividend Aristocrats In Focus: Caterpillar Inc.

February 25th, 2021

Caterpillar stock continues its impressive rise, having increased over 70% in the past year as of this writing. At the same time, the company struggled mightily last year, with revenue and earnings-per-share declining significantly due to the coronavirus pandemic. It appears investors have priced in a speedy recovery in 2021 and beyond, but this makes the stock somewhat risky in our view.

Caterpillar has an industry-leading brand and a positive long-term growth outlook, but we feel the stock has simply become overpriced due to the massive rally over the past year. With a weak expected future return, we rate the stock a sell. Investors should wait for a significant decline in the share price.

 

[Mr. Wood]

Asian Open: Biden’s stimulus and new vaccine approved
March 1, 2021

Biden’s relief package has passed another milestone, even if it was highly unlikely to be blocked by the Democrat-majority House. Voting down party lines, the bill won majority support of 219- 212. Individuals can now expect $1400 to arrive as a one-off payment with a $400 employment benefit due to run until the 29th of August. The bill is expected to be signed into law before current unemployment benefits package is due to expire in mid-March.

Further positive news in the fight against the pandemic has arrived, as the FDA formally approved Johnson and Johnson’s vaccine. Now the third available in the US, 20 million doses already produced and 100 million expected by May, this one-shot vaccine alone could treat nearly one third of the US population. And as it does not require two shots like other currently available vaccines, it could help speed up the process and the economic recovery.

 

[Mr. Wood]

Shaky start to huge data week
01 Mar 2021,

Bond markets continue to signal the end of the interest rate reduction cycle. The darker side to any vaccine inspired economic recovery is the inflationary pressures flowing from higher growth. Continuing to maintain highly accommodative monetary settings as inflation lifts threatens the stability of the global monetary system. If the inflationary pressures reflected by sharply lower bond prices are evident by mid-year, central banks will have little choice but to wind back their current support.

 

[Mr. Wood]

Warren Buffett Says Berkshire's Apple Investment Shows The 'Power Of Repurchases'
March 1, 2021

The continuous repurchase of shares by Apple and the consequent shrinking number of shares outstanding has meant that Berkshire now owns 5.4% of the Tim Cook-led company. “That increase was costless to us,” wrote Buffett.

Since Berkshire also repurchased its own shares during the past two and a half years, its shareholders now own a full 10% more of Apple’s assets and future earnings than they did in July 2018, wrote Buffett.

“This agreeable dynamic continues. Berkshire has repurchased more shares since yearend and is likely to further reduce its share count in the future,” revealed the Oracle of Omaha.

 

[Mr. Wood]

Elon Musk is facing a challenge from Asia’s richest man Mukesh Ambani in India⁠— both in energy and transportation
MAR 1, 2021

A battle of the billionaires is unfolding in India between Asia’s richest man, Mukesh Ambani and founder of SpaceX and Tesla, Elon Musk.

Ambani’s Reliance Industries has acquired a US-based transportation company developing pod taxis, that the conglomerate initially invested in three years ago, through its subsidiary Reliance Strategic Business Ventures.

Both skyTran and Musk’s Hyperloop are in the business of making pod taxis. Also called personal rapid transit (PRT), these are a type of small public transport facility that feature small automated vehicles that operate within a network of specially built tracks.

asians best at copying. last time china now india.

 

[sky37]

COR, CONE, DE
Thanks!

Updated Report anyone interested let me know.
Triton International (TRTN)

Advance Auto Parts Inc (AAP)
Aegon N. V. (AEG)
Airbus SE (EADSY)
Albemarle Corp. (ALB)
Allstate Corp (The) (ALL)
Avalonbay Communities Inc. (AVB)
Bancfirst Corp. (BANF)
Banco Santander S.A. (SAN)
BHP Group Limited (BHP)
Boston Properties, Inc. (BXP)
Brady Corp. (BRC)
Brookfield Asset Management Inc. (BAM)
C.H. Robinson Worldwide, Inc. (CHRW)
Cae Inc. (CAE)
Cedar Fair L.P. (FUN)
Cincinnati Financial Corp. (CINF)
Coca-Cola Co (KO)
Compass Minerals International Inc (CMP)
Consolidated Edison, Inc. (ED)
CoreSite Realty Corporation (COR)
CVS Health Corp (CVS)
CyrusOne Inc (CONE)
Daimler AG (DDAIF)
Deere & Co. (DE)
Dream Industrial Real Estate Investment Trust (DREUF)
DuPont de Nemours Inc (DD)
Dynex Capital, Inc. (DX)
Eagle Financial Services, Inc. (EFSI)
Ecolab, Inc. (ECL)
Essex Property Trust, Inc. (ESS)
Franklin Electric Co., Inc. (FELE)
Geo Group, Inc. (GEO)
Gorman-Rupp Co. (GRC)
Great-West Lifeco, Inc. (GWLIF)
Hasbro, Inc. (HAS)
Honda Motor (HMC)
Hormel Foods Corp. (HRL)
Huntington Ingalls Industries Inc (HII)
International Flavors & Fragrances Inc. (IFF)
International Paper Co. (IP)
Jack In The Box, Inc. (JACK)
Kellogg Co (K)
Lam Research Corp. (LRCX)
Lincoln Electric Holdings, Inc. (LECO)
Lumen Technologies Inc (LUMN)
Macerich Co. (MAC)
Mercury General Corp. (MCY)
Moody`s Corp. (MCO)
MSA Safety Inc (MSA)
Newell Brands Inc (NWL)
Novo Nordisk (NVO)
Olin Corp. (OLN)
PPL Corp (PPL)
Prospect Capital Corp (PSEC)
Sampo Plc (SAXPY)
Sixth Street Specialty Lending Inc (TSLX)
SJW Group (SJW)
Suburban Propane Partners LP (SPH)
Sun Life Financial, Inc. (SLF)
Suncor Energy, Inc. (SU)
TC Energy Corporation (TRP)
UBS Group AG (UBS)
Vodafone Group plc (VOD)
W. P. Carey Inc (WPC)
Waste Management, Inc. (WM)
West Pharmaceutical Services, Inc. (WST)
Western Union Company (WU)

 

[Mr. Wood]

COR, CONE, DE
Thanks!

COR Feb 2021
https://drive.google.com/file/d/1IiAzZZWiiOC5oKZzZMnILu9NY4eqPNvU/view?usp=sharing

CONE Feb 2021
https://drive.google.com/file/d/1wCgnP6SOHH8YB-j5K-iwqEZWytLtqpNY/view?usp=sharing

DE Feb 2021
https://drive.google.com/file/d/1IVZj5AQt5NoLpJoBIjE-23cACp0-zGfD/view?usp=sharing