US Dividends Aristocrats thread

[Mr. Wood]

Dividend Aristocrats In Focus Part 25: Brown-Forman

November 29th, 2019

Brown-Forman has a dominant position in its core product categories. Its flagship Jack Daniel’s brand should continue to lead the whiskey industry, with high growth from its smaller whiskey brands and tequila. The emerging markets are also an appealing growth catalyst and of course the dividend growth streak is enviable.

Brown-Forman is a good example of a great business trading at an exceptionally high valuation. If shares were to continue trading at 30+ times earnings, total return potential would be average. However, that is a speculation that we are not comfortable making at this juncture. As such, despite a solid dividend and very strong business, shares do not look particularly compelling for purchase right now.

 

[akimakisato]

In 2019, just 57 dividend aristocrats were listed among the Standard & Poor's 500. They can be found in many sectors including healthcare, retail, oil and gas, and construction.

 

[Mr. Wood]

December analysis is out!

 

[Mr. Wood]

actually I find little to no changes frm past months analysis reports.
can refer to last few months if interested.
if u want can ask here or pm. I will send u.

 

[Okenba]

I'm curious as to why you choose to follow Dividend Aristocrats.
Is it for the stability? In which case you might sacrifice growth? (DA has no tech stocks I believe...)
Have you considered that it is purely weighted in US?

Is there a similar index for Global exposure instead of purely in the US?

 

[Mr. Wood]

I'm curious as to why you choose to follow Dividend Aristocrats.
Is it for the stability? In which case you might sacrifice growth? (DA has no tech stocks I believe...)
Have you considered that it is purely weighted in US?

Is there a similar index for Global exposure instead of purely in the US?

US mainly becoz I hav brokerage acct for SGX and US which does not need me to trade frequently. If I trade HK, London, African stocks, but custodian and brokerage fees will be too high for normal retail investors like moi.

tried "growth" stocks once, and it was too volatile for one single exposure. remember earlier this yr fb down abt 20% in few days? i simply hav no time to follow news and monitor prices movement daily. and there is another problem, if the growth stock reach target price, do i sell or hold? then need to study the charts, the earnings, business again and again. if sell need to find another place to deploy the money. simply too much work outside of my day job.

until the day i find free and reliable analyst of growth stocks, i will not buy any growth stories.

for exposure to dividend global, i think best is unit trust of dividend stocks. let see if i hav some time to search for such UT or ETF.

 

[Okenba]

Thanks for sharing.
Are you able to circumvent the US 30% tax on dividends? Or does that not bother you?

 

[Mr. Wood]

Thanks for sharing.
Are you able to circumvent the US 30% tax on dividends? Or does that not bother you?

not dat i know. maybe institutions can. or some robos i heard can help u claim back some tax.

i personally offset withholding tax thru lower broker commission, no platform custodian fees and larger margin of safety.
eg if i want 4% current DY, i will wait price drop until abt 5%
sometime i will just buy even at 4% if i am confident dat it will reach 5% or more in future, on top of capital gains.

 

[Mr. Wood]

Baxter To Acquire Seprafilm Adhesion Barrier, Related Assets From Sanofi
DEC 2, 2019

While Seprafilm is clinically recognized among surgeons globally, Baxter plans to provide commercial support for the product through its dedicated surgery salesforce and pursue opportunities for expansion in certain countries.

Seprafilm currently has a global commercial presence including sales in the U.S., Japan, China, South Korea and France, among others. Sales of the proposed acquired products are expected to be approximately $100 million in the 12 months following close.

 

[Mr. Wood]

PepsiCo Announces Definitive Agreement to Acquire BFY Brands Expanding Better-For-You Portfolio and Production Capabilities
Dec 02, 2019

The addition of BFY Brands will expand Frito-Lay's snacking portfolio and further deliver on its Winning with Purpose vision to offer consumers more positive nutritious options.

good complimentary products, altho it will not stop me frm buying chips and coke.

will PEP sell beer nxt?

 

[Mr. Wood]

Centene and CVS Health Announce Agreement for CVS Health to Acquire IlliniCare Health

Dec 02, 2019

"We are continuing to make progress towards completing our transaction with WellCare and the divestiture of our IlliniCare Health plan is the next step in that process," said Michael F. Neidorff, Centene's Chairman, President and Chief Executive Officer. "Our employees in Illinois have done an exceptional job serving our communities in the state. We are pleased to enter this agreement with CVS Health, under which these employees can continue helping members achieve better health outcomes while delivering benefits to providers. We will work closely with CVS Health to ensure a smooth transition of this business for members, employees and providers."

"Expanding our Medicaid and Medicare Advantage presence in Illinois will allow us to serve more members with our proven holistic approach that addresses physical, behavioral and social determinants of care," said Karen S. Lynch, Executive Vice President, CVS Health and President, Aetna. "We look forward to working with Centene on a seamless transition and developing a deeper relationship with the state and local providers."

fastest way to grow is to buy buy buy

 

[Mr. Wood]

NOV to lay off employees, suspend operations at Galena Park facility
December 2, 2019

The facility closure and layoffs are the latest woes for the company. Like other oil field services companies, NOV has been stung by the ongoing shale slump where $50 per barrel crude oil has resulted in lower drilling and completion activity in the United States and Canada.

NOV reported an $5.4 billion loss during the second quarter followed by a $244 million loss during the third quarter. Earlier this year, the company enacted a voluntary early retirement plan that was designed to save $7 million. Executives estimate they can save $160 million a year by restructuring its workforce over the next year.

becoz uncle trump support wall construction and coal, not oil

 

[Mr. Wood]

General Dynamics Electric Boat Corp. (GDEB), Groton, Connecticut, is awarded a $22,209,893,409 fixed-price-incentive, multi-year modification to previously-awarded contract N00024-17-C-2100 for construction of nine Virginia-class submarines, eight with Virginia Payload Module (VPM), from fiscal 2019 to fiscal 2023.

Dec. 2, 2019

 

[Mr. Wood]

Alphabet management change
December 3, 2019

Larry Page and Sergey Brin decide to transition from their roles as CEO and President, respectively, of Alphabet.
Sundar Pichai, CEO of Google, becomes CEO of both Google and Alphabet.
Page and Brin to remain active as co-founders, shareholders and board members of Alphabet.
For Page and Brin’s comments on the transition, see their letter on blog.google and included below: “We’ve never been ones to hold on to management roles when we think there’s a better way to run the company.”

****
cheaper better faster?

 

[Mr. Wood]

Craft Brewer Kings & Convicts Brewing Co. to Acquire Ballast Point
Dec. 3, 2019

“Trends in the U.S. craft beer segment have shifted dramatically since our acquisition of Ballast Point,” said Bill Newlands, Constellation Brands president and chief executive officer. “Ballast Point remains one of the most iconic craft beer brands in the country and we’re pleased to transition the business to an owner that can devote the resources needed to fuel its future success. At the same time, this decision allows Constellation to focus more fully on maximizing growth for our high-performing import portfolio and upcoming new product introductions, including Corona Hard Seltzer, scheduled to launch this spring.”

 

[Mr. Wood]

Mastercard Board of Directors Announces Quarterly Dividend and $8 Billion Share Repurchase Program
12/03/2019

Board of Directors has declared a quarterly cash dividend of 40 cents per share, a 21 percent increase over the previous dividend of 33 cents per share.

in god we trust, but everything else there is mastercard

 

[Mr. Wood]

Dec free analysis will be posted here.
one of u is right. if I tell u to search for own information, is as good as those scum course sellers.
anyway, it is free information, I only repost here.

 

[Mr. Wood]

Dec 2019 WBA

 

[Mr. Wood]

Dec 2019 OZK

 

[Mr. Wood]

AT&T Dec 2019