US Dividends Aristocrats thread

[Mr. Wood]

Microsoft Wins $22 Billion Army Contract For Augmented Reality Headsets
Mar 31, 2021

The contract could be worth up to $21.9 billion over ten years, according to Microsoft. The deal would build on a $480 million contract the Army struck with Microsoft in 2018, securing thousands of prototypes for the headset technology. The latest contract would move the project into a production phase, supplying more than 120,000 units of the technology to soldiers in the Close Combat Force. Shares of Microsoft were up roughly 1.7% to $235.77 at market close on Wednesday.

any particular sensitive race will be upset?

 

[Mr. Wood]

Japan and US aim for chip supply chain deal in April summit
April 2, 2021

The two leaders are expected to confirm the importance of creating a decentralized supply network. They will aim to establish a system in which production does not rely on specific regions such as Taiwan, where geopolitical risks are high, and China, where conflicts with the U.S. are deepening.

The U.S. side may also seek cooperation from Japan in terms of export restrictions to China. The U.S. tightened export restrictions on Chinese telecoms equipment maker Huawei during the administration of former president Donald Trump. Unlike the U.S., Japan currently does not impose restrictions on exports to China.

The semiconductor shortage became apparent in the latter part of 2020, after carmakers had trimmed their semiconductor orders in anticipation of a decrease in demand due to the coronavirus pandemic.

 

[Mr. Wood]

WALGREENS BOOTS ALLIANCE FISCAL 2021 SECOND QUARTER RESULTS EXCEED EXPECTATIONS
MARCH 31, 2021

Second quarter results, year-over-year, from continuing operations

• Sales increased 4.6 percent to $32.8 billion, up 3.5 percent on a constant currency basis, excluding sales from discontinued operations of $4.8 billion
• EPS from continuing operations increased 8.7 percent to $1.06; continuing operations adjusted EPS decreased 10.1 percent to $1.26, down 10.8 percent on a constant currency basis, reflecting an estimated adverse COVID-19 impact of 40 to 45 cents per share

Additional highlights

• Net cash provided by operating activities in the first half of fiscal 2021 was $2.6 billion, an increase of $72 million compared with the same period a year ago; Free cash flow was $1.9 billion, up $85 million year-over-year
• Walgreens has administered more than 8 million COVID-19 vaccines to date, including 4 million in March

Fiscal 2021 outlook

• Company raised guidance to mid-to-high single digit growth in constant currency adjusted EPS from both total and continuing operations

 

[Mr. Wood]

Micron Technology, Inc. Reports Results for the Second Quarter of Fiscal 2021
March 31, 2021

Fiscal Q2 2021 highlights

• Revenue of $6.24 billion versus $5.77 billion for the prior quarter and $4.80 billion for the same period last year
• GAAP net income of $603 million, or $0.53 per diluted share
• Non-GAAP net income of $1.13 billion, or $0.98 per diluted share
• Operating cash flow of $3.06 billion versus $1.97 billion for the prior quarter and $2.00 billion for the same period last year

“Micron’s strong fiscal second quarter performance reflects rapidly improving market conditions and continued solid execution,” said Micron Technology President and CEO Sanjay Mehrotra. “Our technology leadership in both DRAM and NAND places Micron in an excellent position to capitalize on the secular demand driven by AI and 5G, and to deliver new levels of user experience and innovation across the data center and intelligent edge.”

 

[Mr. Wood]

coming week or 2 may see if it form double top or double bottom.
resistance at 50ema and fibo 0.236

 

[Mr. Wood]

Update Reports
nothing much dis week, but as usual anything u find interesting feel free to let me know.

Bayerische Motoren Worke AG (BMWYY) --> link here
Campbell Soup Co. (CPB)
Cracker Barrel Old Country Store Inc (CBRL)
Dollar General Corp. (DG)
EOG Resources, Inc. (EOG)
General Mills, Inc. (GIS)
H&R Block Inc. (HRB)
H.B. Fuller Company (FUL)
Industria De Diseno Textil SA (IDEXY)
Magna International Inc. (MGA)
Mid-America Apartment Communities, Inc. (MAA)
Newtek Business Services Corp (NEWT)
Nielsen Holdings plc (NLSN)
Oxford Square Capital Corp (OXSQ)
PetroChina Co. Ltd. (PTR) --> link here
Shell Midstream Partners L.P. (SHLX)
Sony Corporation. (SNE)
Tencent Holdings Ltd. (TCEHY) --> link here
TJX Companies, Inc. (TJX)
Vermilion Energy Inc (VET)
VICI Properties Inc (VICI)

 

[Mr. Wood]

Dividend Aristocrats In Focus: Kimberly-Clark
Updated on April 1st, 2021

Given the strong yield, 49-year history of dividend increases and moderate growth expectations, we rate the stock a hold for dividend growth investors. But the stock is not a buy for new investment right now due to the high valuation.

Kimberly-Clark is a high-quality company with a diverse portfolio of strong brands. It has positive growth prospects moving forward, and it is an extremely reliable dividend stock. Future earnings growth will be highlighted by emerging markets, cost reductions, and share repurchases.

Kimberly-Clark has increased its dividend for 49 years in a row, and currently has a dividend yield of 3.3%. It therefore meets our definition of a blue-chip stock, and it should continue to deliver steady dividend increases each year.

 

[Mr. Wood]

2021 List of Agriculture Stocks (+The 7 Best Agriculture Stocks Now)
Updated on March 26th, 2021

#7: Calavo Growers (CVGW)
#6: Gladstone Land Corp. (LAND)
#5: Bunge Limited (BG)
#4: Deere & Company (DE)
#3: Scotts Miracle-Gro (SMG)
#2: Caterpillar Inc. (CAT)
#1: Archer Daniels Midland (ADM)

We believe the 7 stocks examined in this article are the best within the industry. Of these, Scotts Miracle-Gro, Caterpillar, and Archer-Daniels-Midland stand above the rest from a quality perspective thanks to their strong business models, attractive dividend yields, and long-term dividend growth potential.

 

[Mr. Wood]

today US holiday.

 

[Perisher]

oh is it?

today US holiday.

In 2021, the federal holidays in the United States fall on the following dates:​

• Friday, January 1 – New Year’s Day
• Monday, January 18 – Martin Luther King, Jr. Day
• Monday, February 15 – President’s Day
• Monday, May 31 – Memorial Day
• Sunday, July 4 – Independence Day
• Monday, July 5 – Independence Day (observed)
• Monday, September 6 – Labor Day
• Monday, October 11 – Columbus Day
• Thursday, November 11 – Veterans Day
• Thursday, November 25 – Thanksgiving Day
• Friday, December 24 – Christmas Day (observed)
• Saturday, December 25 – Christmas Day
• Friday, December 31 – New Year’s Day (observed)

 

[Mr. Wood]

oh is it?

In 2021, the federal holidays in the United States fall on the following dates:​

• Friday, January 1 – New Year’s Day
• Monday, January 18 – Martin Luther King, Jr. Day
• Monday, February 15 – President’s Day
• Monday, May 31 – Memorial Day
• Sunday, July 4 – Independence Day
• Monday, July 5 – Independence Day (observed)
• Monday, September 6 – Labor Day
• Monday, October 11 – Columbus Day
• Thursday, November 11 – Veterans Day
• Thursday, November 25 – Thanksgiving Day
• Friday, December 24 – Christmas Day (observed)
• Saturday, December 25 – Christmas Day
• Friday, December 31 – New Year’s Day (observed)

ah! thanks. see wrongly. is UK and Aussie mainly.

 

[sky37]

2021 List of Agriculture Stocks (+The 7 Best Agriculture Stocks Now)
Updated on March 26th, 2021

#7: Calavo Growers (CVGW)
#6: Gladstone Land Corp. (LAND)
#5: Bunge Limited (BG)
#4: Deere & Company (DE)
#3: Scotts Miracle-Gro (SMG)
#2: Caterpillar Inc. (CAT)
#1: Archer Daniels Midland (ADM)

I like DE for its progressive use of technology, but the dividends is pathetic.
ADM looks like a better buy.

 

[Mr. Wood]

I like DE for its progressive use of technology, but the dividends is pathetic.
ADM looks like a better buy.

looking to buy ADM at lower price

 

[sky37]

looking to buy ADM at lower price

What is your target entry price?

 

[Mr. Wood]

Flight to Value Stocks Hits ESG Funds
April 2, 2021

Growth stocks propelled the outperformance of many environmental, social and governance (ESG) funds in recent years. But those same types of stocks now are turning into potential headwinds for the funds, as investors pivot more to stocks the market sees as undervalued.

ESG funds decide what companies to invest in based on more than earnings and balance sheets. They look at things like carbon-dioxide emissions and racial and gender diversity in the workforce.

hopefully is not another fad.

 

[Mr. Wood]

Kimberly-Clark to raise prices in June — including on toilet paper
April 3, 2021

The price hikes will be in the mid-to-high single digits and will be implemented in June.

The increases will be reflected in list prices and are due to commodity cost inflation.
Kimberly-Clark brands include Huggies, Kleenex, Kotex and Cottonelle.

inflation coming

 

[Mr. Wood]

What is your target entry price?

below 50

 

[Mr. Wood]

Asian Open: Strong data sends Wall Street soaring
April 6, 2021

US data for April continued to smash expectations, lifting the S&P 500 and Dow Jones to fresh record highs. The ISM services index jumped to a record high in March, with new orders following suit with its own record high of 67.2 and employment rising to 57.2, its highest level since May 2019. Prices paid rose to 74.0, which is its most inflationary level since July 2008.

This follows on from a strong set of business sentiment and employment data heading into Easter. On Thursday, ISM manufacturing rose to a 37 year high of 64.7, up from 60.8. New orders were the highest since 2004 and the employment component also rose to a 3-year high. And on Friday Nonfarm payrolls blew past expectations and added 916k jobs versus 647k expected, up from 468k previously (which was itself upwardly revised from 379k).

 

[Mr. Wood]

Asian Open: US job openings hit 2 year high, sterling ‘pounded’
April 7, 2021

US jobs openings hit a two-year high in February, rising to 7.4 million compared with 6.9 million in January. The combination of stronger demand thanks to covid vaccinations and government stimulus increased the need for more workers, making this employment print the latest in a growing line of strong data sets for the US this month so far.

On vaccinations, Biden increased his target for all American adults to be eligible for the jab by 19th April and says over 80% of teachers and school staff had received at least one shot already. And (whilst we’re on a roll) the IMF have forecast global growth to hit 6% this year, a level not seen since the 1970s, all thanks to unprecedented public spending!

Yet despite all of the positivity in the air, Wall Street failed to push materially higher. The S&P 500 made a minor intraday record high yet closed with a very small indecision candle just off its highs, which will no doubt make some bulls nervous. But, of course, it takes more than one small candle to ruin a trend. The Dow Jones printed a small, bearish inside day just off its own record high and the Nasdaq 100 closed with a small bearish pinbar.

 

[Mr. Wood]

Asian Open: Fed remain optimistically patient, ASX 200 to break higher?
April 8, 2021

The FOMC retained their upbeat tone on the US economy in the minutes of their meeting. And this has since been backed up by a slew of strong data since their March meeting, including nonfarm payroll, job openings and surging PMI’s (with services PMI at a new record). This all points to a strong Q1 GDP print, which also ties in with the IMF’s (International Monetary Fund’s) expectation for the US to average 6.4% growth this year.

Yet despite all of this, the Fed still maintained their patient approach and that inflation will rise temporarily and the coronavirus remains a threat. It will also take “some time” to make substantial progress towards their 2%inflation and full employment targets. This remains at odds with markets which are now pricing in a first hike late 2022, although some members do see a case for raising rates sooner than others.