US Dividends Aristocrats thread

[Mr. Wood]

so i take it ppl brush their teeth more due to work from home?

brush teeth, wash hands, shower

 

[OnePunchMan]

brush teeth, wash hands, shower

nth to do.. brush few more times ****************** no excuse after lunch since your tooth brush just there

 

[5408854088]

thanks for all the sharing Mr Wood

 

[Mr. Wood]

 

[Mr. Wood]

Moderna vaccine creator calls Johnson & Johnson's competing shot a 'darn good' tool to fight the pandemic
17 hours ago

One of the scientists who helped develop Moderna's COVID-19 vaccine applauded Johnson & Johnson's new trial results, even though they are not as stellar as her own.
J&J announced on Friday its COVID-19 vaccine was 72% effective at curbing symptomatic infections in US trials, while Moderna's was more than 94% effective at the same.
"Don't let the perfect get in the way of the good enough," vaccine expert Kizzmekia Corbett said on Twitter.

JNJ

 

[Mr. Wood]

What is a short squeeze and how can it be predicted?

How to predict a short squeeze
When it comes to predicting a short squeeze, using a stock example, traders can use the short interest percentage and the short interest ratio. The short interest percentage shows the number of short sellers competing against each other to buy the stock back in the event of a price rise. The higher the short interest percentage, the more traders there are looking to buy the stock instead of shorting it.

Traders can also use the short interest ratio, which divides the quantity of shares short by the average daily trading volume of the stock. The higher the ratio, the more likely those with short positions will help drive up the price.

Looking at moving averages and other technical indicators can also show peaks and patterns in a security’s price that may be useful in this scenario.

 

[Mr. Wood]

Are You Different this Time?

“‘This time is different’ are among the most-costly four words in market history.”

Sir John M. Templeton, March 1994


Whenever we notice a relative uptick in public references to Sir John's "This time is different" quote (above) it is usually a good idea to turn a critical eye towards general market behavior. Depending on your age and experience, looking at today's market brings back a bit of nostalgia for the late 1990s. Scrolling through a Twitter feed of investors and traders today reads like an echo chamber from the dotcom mania. Whether the year is 2021 or 1999 "You don't understand Tesla" (does anyone?) and "P/Es don't matter anymore" (caveat emptor), sound a lot like "You don't understand the new economy" and yes, the timeless "P/Es don't matter anymore" was as popular in 1999 as today.

To be sure, the point of our commentary is not to antagonize Tesla bulls or P/E haters since those debates are at best a red herring, if not a complete rabbit hole. Besides, reflecting on the fundamental arguments of the late 1990s reveals that the bulls had it mostly right. We say "mostly right" because many of their forecasts actually fell short. The internet changed the world in profound ways that arguably defied imagination. Instead, the real lesson from the late 1990s was that valuations—even P/Es—still matter.

 

[Mr. Wood]

Alphabet Q4 earnings preview: What to expect?
February 2, 2021

Google’s cloud business has grownh quickly across the pandemic supported by the WFH dynamic. The cloud business is expected to be a significant revenue driver over the coming years and we are expecting to see a break out of the cloud business numbers this quarter for more transparency. Expectations are for healthy growth but at a slower pace in Q4.

Advertising continue to be a key focus. Google has a more diversified advertiser base than some peers so whilst it saw a larger deceleration of advertising growth in Q2, Google could well benefit more when exposure to travel & local activity picks up as the vaccine drive picks up.

After briefly piercing 1900 in Monday’s trades, the share price was unable to maintain this level and closed +3.6% at 1893. Whilst the chart paints a bullish picture, the price needs to clear the 1915 yesterday’s high before retesting 1932 its all time high and bring 2000 the psychological level into focus.

Failure to hold the higher ground could see Alphabet share price test 1800 horizontal support prior to 1775 the confluence of the ascending trendline and 50 sma. A break through here could bring 1700 into focus, with a move below this level negating the current uptrend.

 

[Mr. Wood]

Comcast Increases Dividend by $0.08 to $1.00 Per Share on an Annualized Basis in 2021
Jan. 28, 2021

increased its dividend by $0.08 to $1.00 per share on an annualized basis, up 9% year-over-year.

 

[Mr. Wood]

Tesla China Apologizes to China’s State Grid After Charging Accident
Feb 02, 2021

Tesla apologized to the State Grid in a Weibo video citing a misunderstanding in the exchange with the Tesla owner. The company said the recorded conversation between the staff member and the customer was edited. The overload explanation was only one possibility mentioned that might have caused the vehicle’s inverter to burn out, the company said in the video.

dis kind of thing even if really state grid fault they will admit meh?
wanna earn gamen money is like dis wan. LLST.
backside kana poke oso must say shiok.

 

[Mr. Wood]

Dividend Aristocrats In Focus: International Business Machines

January 28th, 2021

IBM is among the 2021 inductees to the prestigious Dividend Aristocrats list, but investors may not have noticed due to the company’s ongoing fundamental difficulties. But despite the persistent decline in revenue over the past few years, IBM has continued to raise its dividend each year, due to the company’s steady profitability and strong free cash flow.

With a high dividend yield above 5%, and a rising dividend each year, we view IBM stock favorably for income investors.

 

[Mr. Wood]

Dividend Aristocrats In Focus: West Pharmaceutical Services
January 29th, 2021

West Pharmaceutical Services is an attractive company on a fundamental basis. The business is recession-resilient, the company benefits from macro growth tailwinds, and the company’s near-term revenue and earnings growth outlook are compelling.

However, the stock’s valuation is very high, and we believe that shares are massively overvalued at current levels. We thus think that West Pharmaceutical Services is a company that is not suitable for investment at current valuation levels, even though we like many of the underlying properties of the company.

The very high share price also is the reason why West Pharmaceutical Services’ dividend yield is very low, at just 0.2%. Despite the fact that the company has recently become a Dividend Aristocrat, we do not deem it worthy for income investors at current prices.

 

[Mr. Wood]

Dividend Aristocrats In Focus: NextEra Energy
February 1st, 2021

There are a high number of positives that investors should find in NextEra Energy. The company’s size, ability to thrive in recessionary times, and dividend history are just three items we find very attractive about the company.

NextEra Energy is also located in a state that we believe to be very constructive for approving rate base increases. Florida’s population also continues to grow, which should provide for additional customers.

The company also is very adept at making solid additions to its core business through acquisitions. We expect that this will be the case in future years as NextEra augments its organic growth with strategic additions.

Lastly, NextEra’s leadership position in the renewable energy space cannot be overstated. The company is blessed with an extremely large backlog that dwarfs projects put into service over the last two years. Expected deals will only increase the backlog. The renewable energy business is what separates the company from all others.

Unfortunately, the market has bid up shares of NextEra Energy to a valuation that is higher than even the stock’s own elevated average. Therefore, NextEra Energy receives a sell recommendation from Sure Dividend due to negative projected returns over the next five years. At a lower price, we would find the stock a much more attractive investment.

 

[Mr. Wood]

Stock indices are screaming. But why?
February 3, 2021

Stock markets are skyrocketing again today. The S&P 500 is approaching all-time highs as up over 175 handles off Sunday night Globex open. The index held the 200 Day Moving Average and long-term support from January 2018, and quickly began moving higher. S&Ps are currently back at trendline resistance from the prior ascending wedge and the 161.8% Fibonacci extension from the September 1st highs to the September 24th lows, near 3836.75. There are also recent highs from Jan 20-27th which could not push past that zone. Three trendlines converge above near 3875, which would be an all time high . The DJIT is also up 2% and the NDQ 100 is up 1.5%. The part that is concerning about the move is that some of the traditional correlations, such as with currencies and copper, are not holding.

How sustainable is this move in stock indices? Could this just be a move back to levels prior to the short squeeze scare? (GME and SLV are getting crushed today) Or is this possibly just a move to buy stocks ahead of “potential” good earnings from AMZN and GOOG? Maybe! (Remember TSLA was a huge miss last week.) Is it because of the $1,9 trillion stimulus Joe Biden offered weeks ago? Or is it just continued “money that needs to be put to work at the beginning of the month”. It could be any or all these reasons. However, one could expect that something has to give. Either stocks should begin to move lower or EUR/USD, AUD/USD and Copper should begin to move higher.

 

[_dXter]

Stock indices are screaming. But why?
February 3, 2021

Might let go some hot air today, hopefully is short term and continue to go up next

 

[Mr. Wood]

WOODWARD ANNOUNCES INCREASED QUARTERLY DIVIDEND
FEBRUARY, 01, 2021

Board of Directors approved a dividend of $0.1625 per share, up from the prior quarter’s dividend of $0.08125 per share

 

[Mr. Wood]

UPS Releases 4Q 2020 Earnings
February 2, 2021

Full-Year 2020 Consolidated Results

Revenue increased 14.2% to $84.6 billion.
Operating profit was $7.8 billion; adjusted operating profit was $8.7 billion, up 7.0%.
Diluted EPS totaled $1.64; adjusted diluted EPS was $8.23.
Capital expenditures were $5.4 billion, or on an adjusted basis $5.6 billion.
Annual free cash flow was $5.1 billion, including $3.1 billion in pension contributions.
Dividends paid were $3.6 billion, a per-share increase of 5.2% over the prior year.
Outlook

Given continued economic uncertainty due to the global pandemic, the Company is not providing revenue or diluted earnings per share guidance. It is providing full-year guidance for capital allocation.

Full-Year 2021 Capital Allocation

Capital expenditures are planned to be about $4.0 billion.
Dividends are expected to grow, subject to Board approval.
Long-term debt maturities of $2.5 billion will be repaid when they come due.
Effective tax rate is expected to be approximately 23.5%.
The Company has no plans to repurchase shares or access the debt capital markets in 2021.

got cheap loan but don wan to borrow. very wise board or very good cash position or both.

 

[Mr. Wood]

PFIZER REPORTS FOURTH-QUARTER AND FULL-YEAR 2020 RESULTS AND RELEASES 5-YEAR PIPELINE METRICS
February 02, 2021

Full-Year 2020 Revenues of $41.9 Billion, Which Now Exclude Upjohn, Reflect 3% Operational Growth; When the Impact from Consumer Healthcare and the $154 Million of Sales of BNT162b2 are Excluded, Full-Year 2020 Revenues Grew 8% Operationally

Operational Growth Primarily Driven by Strong Performances from Vyndaqel/Vyndamax, Eliquis, Oncology Biosimilars, Ibrance, Prevenar 13 Outside of the U.S., Inlyta, Xeljanz and Xtandi

Full-Year 2020 Reported Diluted EPS of $1.71, Adjusted Diluted EPS of $2.22; Fourth-Quarter 2020 Reported Diluted EPS of $0.10, Adjusted Diluted EPS of $0.42

Raises Full-Year 2021 Guidance for Adjusted Diluted EPS to a range of $3.10-$3.20 and Provides 2021 Financial Guidance for Other Adjusted Income Statement Line Items

Achieved Clinical Trial Success Rates of 48% in Phase 1, 52% in Phase 2, 85% in Phase 3 and an End-to-End Clinical Success Rate of 21%, All of Which Exceeded the Industry Averages

 

[Mr. Wood]

Might let go some hot air today, hopefully is short term and continue to go up next

no more trump tweets to move markets.

 

[Mr. Wood]

Broadcom: A High-Quality Tech Stock With A 3.2 Percent Dividend Yield
01 February 2021

Dividend & Valuation Analysis

Broadcom has raised its dividend for nine consecutive years and, hence it is about to become a Dividend Achiever. Thanks to its healthy payout ratio, which currently stands at 55%, and the reliable growth trajectory of the company, it is safe to expect many more dividend raises in the upcoming years. Moreover, the stock is offering a 3.2% dividend yield, which is a high yield within the tech sector.

Broadcom is currently trading at a forward price-to-earnings ratio of 17.3, which is higher than our assumed fair price-to-earnings ratio of 14.0 of the stock. If the stock trades at our assumed fair valuation level in five years, it will incur a 4.2% annualized drag in its returns due to the contraction of its valuation level.

Given also the aforementioned 7.5% expected earnings-per-share growth and its 3.2% dividend yield, Broadcom is likely to offer a 6.4% average annual total return over the next five years. This expected return confirms that the stock is not trading at a bubble valuation. On the other hand, investors should probably wait for a more opportune entry point.

Final thoughts

After the breathtaking rally of the tech sector in recent years, Broadcom is one of the few tech stocks that remains reasonably valued. It is also one of the extremely few tech stocks that offer a dividend yield of 3.2% with a safe and growing dividend. While we see the stock as slightly overvalued, the stock should continue to generate positive returns. Investors should be particularly interested in buying Broadcom on any meaningful pullback in the share price.