US Dividends Aristocrats thread

[not mr. wood]

Asian Open: Risk Appetite Rises on Falling Jobless Claims
May 21, 2021

The usual rule applied where yields were sent lower and tech stocks led the rally on Wall Street. The Nasdaq 100 posted a heathy 1.9% gain after finding support at 13,000 during Wednesday’s gap-down. And yesterday’s rally confirmed a double bottom pattern which projects a target around 13,900. The broader Nasdaq composite rose 1.8% and small cap stocks (Russell 2000) was up 1.2%, although remained beneath Tuesday’s high unlike tech stocks. The S&P 500 posted a 1% gain with 10 out of the 11 sectors rising in tandem (led by tech stocks, obviously) with just the energy sector closing in the red.

 

[not mr. wood]

The Superinvestors of Graham-and-Doddsville
Warren Buffett May 17, 1984

I would like you to imagine a national coin-flipping contest. Let’s assume we get 225 million Americans up tomorrow morning and we ask them all to wager a dollar. They go out in the morning at sunrise, and they all call the flip of a coin. If they call correctly, they win a dollar from those who called wrong. Each day the losers drop out, and on the subsequent day the stakes build as all previous winnings are put on the line. After ten flips on ten mornings, there will be approximately 220,000 people in the United States who have correctly called ten flips in a row. They each will have won a little over $1,000.

Now this group will probably start getting a little puffed up about this, human nature being what it is. They may try to be modest, but at cocktail parties they will occasionally admit to attractive members of the opposite sex what their technique is, and what marvelous insights they bring to the field of flipping.

Assuming that the winners are getting the appropriate rewards from the losers, in another ten days we will have 215 people who have successfully called their coin flips 20 times in a row and who, by this exercise, each have turned one dollar into a little over $1 million. $225 million would have been lost, $225 million would have been won.

By then, this group will really lose their heads. They will probably write books on “How I turned a Dollar into a Million in Twenty Days Working Thirty Seconds a Morning.” Worse yet, they’ll probably start jetting around the country attending seminars on efficient coin-flipping and tackling skeptical professors with, “If it can’t be done, why are there 215 of us?”

typical of Buffett (and Munger), no holds, straight forward.
last time scam, now still same. only the scam medium changes.

 

[not mr. wood]

Johnson & Johnson Medical Korea Ltd. and Johnson & Johnson Innovation LLC Announce Launch of Seoul Innovation QuickFire Challenge on Smart Surgery in Collaboration with Seoul Metropolitan Government and Korea Health Industry Development Institute
May 20, 2021

The challenge invites innovators to submit potentially ground-breaking ideas that aim to transform the surgical pathway.

a sign of great leadership. recognise u dun hav all the answers and willing to look elsewhere for ideas.

The QuickFire Challenge aims to advance breakthrough innovations by combining Johnson & Johnson Innovation's unique vision for collaboration in an open innovation model with the Seoul Metropolitan Government's efforts to drive innovation and commercialize its research outcomes; KHIDI's professional and systems-building support; and the Seoul Bio Hub's ability to help accelerate the development and commercialization of potential early-stage, life-science solutions.

"Over the last few years, the Asia Pacific region has seen significant growth in the surgical robotics procedures market. We are committed to maintaining this momentum by identifying and nurturing technological advancements that could help remove current limitations in the surgical pathway," said Jae Yoo, Area Managing Director, North Asia for Johnson & Johnson Medical Devices Companies.

china will be a huge economy. no one can ignore dat. but i think there shud be room for evyone to benefit.

 

[Mr. Wood]

no more aggressive buy. coz no more money alrdy
rest of money keeping for other value buys

overall long term still bullish. 111 resistance.

short term head wind. 50 and 200 ema meeting soon. and fibo50 will act as strong resistance. RSI still down trend.
consolation is funds still accumulating.

now no more money to buy. only can wait for auntie cathie to do her magic.

 

[Mr. Wood]

Hormel Foods Reports Second Quarter Results and Reaffirms Full Year Earnings Guidance
MAY 20, 2021

OUTLOOK

“We are increasing our full year sales guidance range and reaffirming our earnings per share guidance range of $1.70 to $1.82 per share, both of which exclude the expected impact of the Planters® snack nuts business,” Snee said. “We have a very positive outlook on the foodservice industry and continue to see elevated demand in the retail, deli and international channels. As we enter this inflationary period, we will continue to offset margin pressure with price actions and supply chain improvements. Our experienced management team has a proven ability to navigate and grow our business in volatile market conditions.”

 

[Mr. Wood]

Target Corporation Reports First Quarter Earnings
May 19, 2021

Fiscal 2021 Guidance

For the second quarter of 2021, the Company expects mid-to-high single digit growth in comparable sales. The Company expects its second-quarter operating margin rate will be well above the second quarter 2019 rate of 7.2 percent, but likely not as high as last year's unprecedented 10.0 percent.

The Company expects positive single-digit comparable sales growth in the last two quarters of the year, and expects its full-year operating margin rate will be well above the 2020 rate of 7.0 percent, with the potential to reach 8 percent or somewhat higher.

 

[Mr. Wood]

Walmart Releases Q1 FY22 Earnings
May 18, 2021

The company’s updated guidance assumes COVID-19 conditions continue to improve as well as no significant additional government stimulus packages for the remainder of the year.

	Updated FY22 Guidance
Consolidated net sales	Decline low single-digits in constant currency • Excluding divestitures, consolidated net sales growth up low-to-mid single-digits
Consolidated expense leverage	Maintain rate, or slightly leverage
EPS	Increase high single-digits • Increase low double-digits, excluding divestitures

 

[Mr. Wood]

their guidances suggest to me share price high now.

 

[Mr. Wood]

Coca-Cola (KO): Dividend Safety
May 18, 2021

The main problem for Coca-Cola from the perspective of debt is that interest coverage has weakened significantly, and the leverage ratio has risen due to the high debt load. Interest expense was about $1,437 million in 2020. Ten years ago, total annual interest expense was about $417 million. During that time interest coverage has reduced from over 25X to about 6.0X. This is not too low of a value, but the downward trend is problematic for a dividend growth stock. Simultaneously, the leverage ratio rose from about 1.13X at end of 2011 to 2.83X at end of 2020.

 

[Mr. Wood]

Update Reports

AllianceBernstein Holding Lp (AB)
America Movil S.A.B.DE C.V. (AMX)
American Electric Power Company Inc. (AEP)
Annaly Capital Management Inc (NLY)
Antero Midstream Corp (AM)
Archer Daniels Midland Co. (ADM) -->link here
Ares Capital Corp (ARCC)
Assurant Inc (AIZ)

B&G Foods, Inc (BGS)
Becton, Dickinson And Co. (BDX) --> link here
Black Hills Corporation (BKH)
Broadmark Realty Capital Inc (BRMK)

China Petroleum & Chemical Corp (SNP) --> link here
Choice Properties Real Estate Investment Trust (PPRQF)
Clorox Co. (CLX) --> link here
Consolidated Edison, Inc. (ED)
CorEnergy Infrastructure Trust Inc (CORR)

Eaton Corporation plc (ETN)
EBay Inc. (EBAY)
Edison International (EIX)
Enbridge Inc (ENB)
Eni Spa (E)
Exchange Income Corp. (EIFZF)
Exelon Corp. (EXC)

Fidelity National Financial Inc. (FNF)
Fresenius Medical Care AG & Co. KGaA (FMS)

Geo Group, Inc. (GEO)
Gladstone Capital Corp. (GLAD)
Gladstone Investment Corporation (GAIN)
Global Water Resources Inc (GWRS)
Golub Capital BDC Inc (GBDC)
Great-West Lifeco, Inc. (GWLIF)

Harvest Capital Credit Corp (HCAP)
Helmerich & Payne, Inc. (HP)
HollyFrontier Corp (HFC)
Honda Motor (HMC)
Horizon Technology Finance Corp (HRZN)

Icahn Enterprises L P (IEP)
Imperial Oil Ltd. (IMO)
Innovative Industrial Properties Inc (IIPR)

Kimco Realty Corp. (KIM)
KNOT Offshore Partners LP (KNOP)
Kulicke & Soffa Industries, Inc. (KLIC)

Lamar Advertising Co (LAMR)
Lancaster Colony Corp. (LANC)
Lincoln Electric Holdings, Inc. (LECO)
Linde Plc (LIN)
LTC Properties, Inc. (LTC)

Main Street Capital Corporation (MAIN)
Marathon Petroleum Corp (MPC)
Medical Properties Trust Inc (MPW)
Münchener Rückversicherungs-Gesellschaft AG (MURGF)

 

[Mr. Wood]

Updated reports (part 2)

Nacco Industries Inc. (NC)
National Fuel Gas Co. (NFG) --> link here
New Mountain Finance Corp (NMFC)
New Residential Investment Corp (NRZ)
Newtek Business Services Corp (NEWT)

Office Properties Income Trust (OPI)
Omega Healthcare Investors, Inc. (OHI)
Orchid Island Capital Inc (ORC)
Oxford Square Capital Corp (OXSQ)

Parker-Hannifin Corp. (PH)
Pennymac Mortgage Investment Trust (PMT)
Perrigo Company plc (PRGO)

Realty Income Corp. (O) --> link here
Ritchie Bros Auctioneers Inc (RBA)
Royal Dutch Shell Plc (RDS.B) --> link here

Sampo Plc (SAXPY)
Scotts Miracle-Gro Company (SMG)
SFL Corporation Ltd (SFL)
Sienna Senior Living, Inc. (LWSCF)
Simon Property Group, Inc. (SPG)
Snap-on, Inc. (SNA)
Southwest Gas Holdings Inc (SWX)
STAG Industrial Inc (STAG)
Suburban Propane Partners LP (SPH)
Sunoco LP (SUN)
Superior Plus Corp. (SUUIF)

Tanger Factory Outlet Centers, Inc. (SKT)
Telephone And Data Systems, Inc. (TDS)
Teradyne, Inc. (TER)
Thomson-Reuters Corp (TRI)
TriplePoint Venture Growth BDC Corp (TPVG)

VICI Properties Inc (VICI)

Walt Disney Co (The) (DIS) --> link here
Wendy`s Co (WEN)
Williams Cos Inc (WMB)

 

[sky37]

Would like to have a view of NFG and RDS. Thanks

 

[Mr. Wood]

Would like to have a view of NFG and RDS. Thanks

here u go
NFG --> link here
RDS --> link here

 

[Mr. Wood]

trying out a new provider. limited time for free stock analysis reports. feel free to tell me which reports u all want. SG and US.

sample
AAPL printed 25 May 2021--> link here
DBS printed 25 May 2021 --> link here

 

[sky37]

trying out a new provider. limited time for free stock analysis reports. feel free to tell me which reports u all want. SG and US.

sample
AAPL printed 25 May 2021--> link here
DBS printed 25 May 2021 --> link here

How much impact does Peer Analysis have on the report overall?
Can't imagine Hiap Tong in the same league as DBS
Same goes for AAPL. Guess its in the classification of their businesses.

 

[Mr. Wood]

How much impact does Peer Analysis have on the report overall?
Can't imagine Hiap Tong in the same league as DBS
Same goes for AAPL. Guess its in the classification of their businesses.

no idea how they classify too.

 

[Mr. Wood]

Amazon to Buy MGM, Bagging a Lion to Help Wage Streaming Battle
May 26, 2021

In MGM, Amazon will get a library of more than 4,000 films, including franchises such as James Bond and Rocky, and classics such as “The Silence of the Lambs,” “Raging Bull” and “12 Angry Men.” The TV catalog includes critically acclaimed shows such as “The Handmaid’s Tale,” “Fargo” and “Vikings.”

“The acquisition’s thesis here is really very simple,” Amazon Chief Executive Officer Jeff Bezos said on a call with shareholders later Wednesday. “MGM has a vast, deep catalog of much-beloved intellectual property, and with the talented people at MGM and the talented people at Amazon Studios, we can reimagine and develop that IP for the 21st century.”

 

[Mr. Wood]

Nvidia revenue jumps 84% from last year as gamers demand graphics chips
MAY 26 2021

Earnings and sales both beat Wall Street expectations, but the shares were basically unchanged in extended trading.

Nvidia has also had supply issues for months. Its consumer graphics cards are consistently sold out around the world, and Nvidia has added new software to make them less attractive to cryptocurrency miners in an effort to reserve supply for other buyers.

Nvidia said on Wednesday that it expected graphics cards to remain in short supply through the second half of the year, but that its new line of dedicated cryptocurrency chips, called CMP, could help ameliorate the problem.

“CMP yields better, and producing those doesn’t take away from the supply of GeForce. So it protects supply for the gamers,” Nvidia CEO Jensen Huang said on a call with analysts.

management dedicated to their goals, and not juz chasing wht is profitable.

 

[Mr. Wood]

AUTODESK, INC. ANNOUNCES FISCAL 2022 FIRST QUARTER RESULTS
MAY 27, 2021

“Momentum in our end markets and customer adoption of cloud services is building,” said Debbie Clifford, Autodesk CFO. “We are raising our FY22 revenue guidance to reflect a partial year contribution from acquisitions and remain on track to achieve our FY23 financial goals.”

 

[Mr. Wood]

Costco Wholesale Corporation Reports Third Quarter and Year-to-Date Operating Results for Fiscal 2021
May 27, 2021

Net sales for the quarter increased 21.7 percent, to $44.38 billion, from $36.45 billion last year. Net sales for the first 36 weeks increased 17.7 percent, to $130.61 billion, from $110.94 billion last year.