US Dividends Aristocrats thread

[Mr. Wood]

Asian Open: Inflation goes 'meh', the dollar stands corrected
March 11, 2021

Inflation rises (but not so fast)
There has been a lot of excitement over the potential for inflation to rise at a rapid rate, partly to do with the basing effect but also to do with pent up demand and incoming stimulus. And perhaps it will still come, but its clearly not in this month’s report.

CPI prices rose 1.7% YoY and 0.4% MoM in February, which is right on target. Core inflation, which strips out food and energy was slightly below target at 1.3% YoY (vs 1.4% forecast) and 0.1% MoM (versus 0.2% expected). A rise in gasoline prices was a key driver behind inflation in February and, perhaps not surprisingly, demand for hotels and airline travel held inflation back. Meh.

if inflation rise, bank interest rise, home mortgage rise. but how abt wages?

 

[Mr. Wood]

Update Reports
juz pick out some familiar names. hope nobody got conned by course sellers.

if nid other reports, juz let me know

Agree Realty Corp. (ADC)
Ambev S.A. (ABEV)
Anheuser-Busch In Bev SA/NV (BUD)
Annaly Capital Management Inc (NLY)
Antero Midstream Corp (AM)
Apache Corporation (APA)
Applied Materials Inc. (AMAT)
Arbor Realty Trust Inc. (ABR)
BASF SE (BASFY)
B&G Foods, Inc (BGS)
Barrick Gold Corp. (GOLD)-->link here
Bayer AG (BAYRY)
BCE Inc (BCE)
Blackstone Mortgage Trust Inc (BXMT)
Brookfield Infrastructure Partners L.P (BIP)-->link here
Canadian Utilities Ltd. (CDUAF)
Chatham Lodging Trust (CLDT)
Cheesecake Factory Inc. (CAKE)
Compass Diversified Holdings (CODI)
Covanta Holding Corporation (CVA)
Deutsche Telekom AG (DTEGY)
DHT Holdings Inc (DHT)
Dillard`s Inc. (DDS)
Dine Brands Global Inc (DIN)
Dream Office Real Estate Investment Trust (DRETF)
Edison International (EIX)
Energy Transfer LP (ET)
EPR Properties (EPR)
Equity Residential Properties Trust (EQR)
Essential Utilities Inc (WTRG)
Exchange Income Corp. (EIFZF)
Foot Locker Inc (FL)
Fortis Inc. (FTS)
Gaming and Leisure Properties Inc (GLPI)
Genuine Parts Co. (GPC)
Gladstone Land Corp (LAND)
Healthcare Trust of America Inc (HTA)
HNI Corp. (HNI)
Home Depot, Inc. (HD)
Horizon Technology Finance Corp (HRZN)
Iron Mountain Inc. (IRM)
Keurig Dr Pepper Inc (KDP)
Kohl`s Corp. (KSS)
Kroger Co. (KR)-->link here
Ladder Capital Corp (LADR)
Lowe`s Cos., Inc. (LOW)
Macquarie Infrastructure Corp (MIC)-->link here
Main Street Capital Corporation (MAIN)
Morningstar Inc (MORN)
National Retail Properties Inc (NNN)-->link here
Nestle SA (NSRGY)
New Jersey Resources Corporation (NJR)
New York Mortgage Trust Inc (NYMT)
Northwest Natural Holding Co (NWN)
NOV Inc (NOV)
National Health Investors, Inc. (NHI)
Occidental Petroleum Corp. (OXY)
Office Properties Income Trust (OPI)
Otter Tail Corporation (OTTR)
Pembina Pipeline Corporation (PBA)
Perrigo Company plc (PRGO)
Public Service Enterprise Group Inc. (PEG)
Public Storage (PSA)
Red Electrica Corporacion S.A. (RDEIY)
Republic Services, Inc. (RSG)
Royal Caribbean Group (RCL)-->link here
Schlumberger Ltd. (SLB)
Sempra Energy (SRE)
Stellus Capital Investment Corp (SCM)
Store Capital Corp (STOR)-->link here
Swiss Re Ltd (SSREY)
Taiwan Semiconductor Manufacturing (TSM)-->link here
Target Corp (TGT)
Telus Corp. (TU)
Universal Health Realty Income Trust (UHT)
VEREIT Inc (VER)
Wendy`s Co (WEN)
Williams Companies (WMB)

 

[Mr. Wood]

Nasdaq breaks above key resistance
March 12, 2021

Jobless claims rose by 712k vs 725k expected.

Approval of the $1.9 trillion stimulus package by the House of Representatives yesterday added to the upbeat mood. As did a successful 10 bond sale which saw enough demand to drive yields lower.

Asian Open: S&P and Dow at new highs, dollar on the ropes
March 12, 2021

Positive employment data from the US and a successful 30-year bond auction lifted sentiment on Wall street, sending equities higher and the dollar lower.

 

[Mr. Wood]

Michigan Medicine Awards Contract to 3M for Complete Suite of AI-powered Clinician and Revenue Cycle Technology
March 10, 2021

3M's suite of AI-enabled solutions, fully integrated with Michigan Medicine's electronic health record (EHR), will be implemented across the health system's three hospitals and 125 outpatient clinics, including the University of Michigan Health System and Medical School, one of the state's largest health care complexes.

who say blue chips cannot use tech to grow.

 

[Mr. Wood]

Medtronic Announces Cash Dividend for Fourth Quarter of Fiscal Year 2021
March 8, 2021

approved the fiscal year 2021 fourth quarter cash dividend of $0.58 per ordinary share, representing a 7.4 percent increase over the prior year.

 

[Mr. Wood]

nice. bounce off 200ema. if hammer larger will be much nicer.
but 50ema turning down is warning.

fibo 0.236 (129-130) looks strong resistance. somemore 50ema turning down may coincide. bullish divergence seen in accumulation.

 

[Mr. Wood]

2021 List Of All REITs | 166 Publicly-Traded REITs
Updated on March 9th

The Top 7 REITs Today
#7: Omega Healthcare Investors (OHI)
#6: Innovative Industrial Properties (IIPR)
#5: W.P. Carey (WPC)
#4: STAG Industrial (STAG)
#3: SL Green Realty (SLG)
#2: Essex Property Trust (ESS)
#1: Realty Income (O)

 

[Mr. Wood]

Dividend Aristocrats In Focus: Federal Realty Investment Trust
Updated on March 11th

The current dividend yield of 4% is a fairly low yield for a REIT. However, Federal Realty helps make up for this with strong dividend growth and its impeccable track record. It has increased its dividend for 53 years in a row.

Dividend growth has slowed in recent years as a result of Federal Realty paying less of its FFO-per-share in distributions. We expect growth to return in the future to past levels as the trust has seen ups and downs in its payout growth rate, but it always moves higher.

 

[Mr. Wood]

Disneyland Paris postpones re-opening again
12/03/2021

This time, the theme park held off from giving any new estimate for a reopening.

The Disney group has announced 32,000 job cuts at its theme park activities worldwide by the end of the first quarter, mostly in the United States, because of the impact of the coronavirus.

 

[Mr. Wood]

The Fed Isn’t Printing As Much Money As You Think
Mar 8, 2021

The huge majority of the increase you’re seeing in this chart is not money printing or new money creation

How much money are we talking about? The Fed explained in a footnote that I’m sure no more than seven people read:

Recognizing savings deposits as a transaction account as of May 2020 will cause a series break in the M1 monetary aggregate. Beginning with the May 2020 observation, M1 will increase by the size of the industry total of savings deposits, which amounted to approximately $11.2 trillion.

Of the $14 trillion increase in M1, $11.2 trillion (80%) came from an accounting rule change that shifted money from savings accounts to checking accounts.

That’s why M2, which is more comprehensive than M1, has increased by $11 trillion less than M1 over the last year.

 

[Mr. Wood]

Asian Open: Yields hit multi-year highs, tech stocks flinch
March 15, 2021

Small caps led the surge with the Russell 2000 closing at a new record high and rallying over 7% amid its second most bullish week this year.

The S&P 500 couldn’t quite manage a new high but closed just beneath it, having found support above 3,900. And, if sentiment allows, it could test 4,000 this week.

The Nasdaq 100 remained a slave to rising bond yields, closing just under -1% on Friday but held support at 12,726. Still, it held up well considering the new highs across the yield curve, and that we have seen the index fall over 4% recently under similar circumstances.

 

[Mr. Wood]

Fauci Says Trump Could End Republicans’ Vaccine Hesitancy
March 14, 2021

Fauci said he’d like to see former President Donald Trump come out and publicly urge his supporters to get the vaccine.

“I wish he would,” Fauci said on “Fox News Sunday.” “He has such an incredible influence over people in the Republican Party. It would really be a game changer if he did.”

All living former presidents and their wives, except Donald Trump, appear in a public service announcement, getting their shots and urging Americans to do the same. The Trumps were vaccinated privately in the White House in January.

previously: trump dis trump dat
now: trump tolong tolong

 

[Mr. Wood]

https://ark-funds.com/wp-content/fundsiteliterature/holdings/ARK_AUTONOMOUS_TECHNOLOGY_&_ROBOTICS_ETF_ARKQ_HOLDINGS.pdf

surprise to see blue chip names in ARKQ
CATERPILLAR INC CAT 2.77%
LOCKHEED MARTIN CORP LMT 2.69%

 

[Mr. Wood]

Investor Sues Elon Musk, Tesla Board Over 'Erratic' Tweeting, Alleging Violation Of SEC Settlement
March 13, 2021

Investor Chase Gharrity filed a lawsuit at the Delaware Chancery Court alleging that Tesla Inc (NASDAQ: TSLA) Musk continues to send "erratic tweets," which violates a settlement with the U.S. Securities and Exchange Commission.

The lawsuit accuses Tesla's board of failing to control Musk for sending the tweets, even after the SEC directives, causing the company "substantial damage," including billions of dollars in lost market capitalization, Reuters has reported.

 

[sky37]

https://ark-funds.com/wp-content/fundsiteliterature/holdings/ARK_AUTONOMOUS_TECHNOLOGY_&_ROBOTICS_ETF_ARKQ_HOLDINGS.pdf

surprise to see blue chip names in ARKQ
CATERPILLAR INC CAT 2.77%
LOCKHEED MARTIN CORP LMT 2.69%

Deere and Komatsu are in there too! Top CAT competitors.
Automation of farming

 

[Mr. Wood]

Asian Open: Europe lower on vaccine halt, Wall Street at new highs
March 16, 2021

Investors were concerned on reports that Germany, along with several other companies had halted the use of the AstraZeneca vaccinations based on claims it causes blood clots in some patients.

It is not uncommon to see clinical trials or rollouts paused, and it is not the first time this has happened during the ‘recovery phase’ of the pandemic. And once further tests are carried out we shall see if these concerns turn to bigger concerns, in which case European bourses could face much more pressure.

 

[Mr. Wood]

Europe set for positive start, as China data points to choppy recovery
15 Mar 2021

There was a little bit of a reluctance on the part of Chinese consumers to get back to the levels of spending we saw at the end of 2019, throughout most of last year, largely due to the lockdown seen at the start of the year, with a cautious return to growth to August, a good six months after the initial shutdown of the economy. This cautious approach does now appear to be changing as the likelihood of a second wave diminishes, with retail sales for the first two months of this year rising 33.8%. While this may seem a fairly high number, and did come in above expectations, it does need to be set in the context of last year when China went into lockdown for all of February, and therefore consumer spending fell back sharply.

 

[Mr. Wood]

Exclusive: AbbVie in talks to sell $5 billion women's drugs portfolio - sources
MARCH 16, 2021

U.S. drugmaker AbbVie Inc is in discussions to sell a roughly $5 billion portfolio of women’s drugs acquired last year through its $63 billion purchase of Botox maker Allergan Plc, sources familiar with the matter told Reuters.

fast in fast out
buy the rumour!

 

[Mr. Wood]

Smart Device Push Brings IT and R&D Teams Together
Colgate-Palmolive and Procter & Gamble pair IT and R&D staffers to work on new products
March 15, 2021

Recent products include a smart toothbrush introduced last year that is designed to make recommendations on how a person could brush better.

“The IT function as a separate entity, operating as a service or a central center of competence alone, doesn’t work,” said Procter & Gamble Co. CIO Vittorio Cretella.

Like Colgate, the consumer-packaged goods company also has its IT and R&D teams working together, creating its own smart toothbrush as well as the Olay Skin Advisor personalized skin-care analyzer, and the Gillette Style Advisor facial-hair style assistant.

“Our partnership is now getting very, very pervasive in everything we do,” said Victor Aguilar, P&G’s chief research, development and innovation officer.

i thot the 2 giants team up.

 

[Mr. Wood]

Hormel CFO Readies Up to $2 Billion Bond Sale to Pay for Planters Deal
March 16, 2021

Hormel could raise up to $2 billion in debt to finance the purchase, and use existing cash for the rest, Mr. Sheehan said. The company last June sold $1 billion in bonds in anticipation of a deal, he said. “We locked in some of the rates already, the financing will be very attractive,” Mr. Sheehan said.

smart. borrow cheap money.

Hormel increased its debt load to $1.36 billion at the end of fiscal 2020 from $250 million at the end of fiscal 2019, according to ratings firm S&P Global Inc. The company will look to reduce its debt in the coming 18 to 24 months, Mr. Sheehan said.

but increasing debt is worrying.
hope share price drop for me to collect.