US Dividends Aristocrats thread

[Mr. Wood]

Wall Street Week Ahead: Investors eye high-dividend stocks as Treasury yields languish
Jul 02, 2021

"Increasingly, the market will focus on companies with the potential for growing payouts and rising current returns," said Bob Leininger, portfolio manager at Gabelli Funds.

Overall, dividend payouts in the S&P 500 will grow by 6% this year and next, well above the 0.8% growth rate implied by current valuations, according to estimates from Goldman Sachs. Of the 57 companies that decreased or suspended their dividends in 2020, 22 have resumed or increased their dividends and another 19 will likely increase their dividends by the end of the year, the firm estimates.

Financial companies will likely lead the way for dividend increases after the Federal Reserve relaxed limitations on payouts and buy-back's, noted Mark Haefele, chief investment officer at UBS Global Wealth Management

 

[Mr. Wood]

Micron Technology, Inc. Reports Results for the Third Quarter of Fiscal 2021
June 30, 2021

“Micron set multiple market and product revenue records in our third quarter and achieved the largest sequential earnings improvement in our history,”

Micron Technology, Inc. Fiscal Q3 2021 Earnings Call Prepared Remarks

Despite cost headwinds, we expect strong improvement in our financial performance in FQ4. Our growth opportunity is healthy, and market momentum heading into FY22 is strong.

 

[Mr. Wood]

WALGREENS BOOTS ALLIANCE FISCAL 2021 THIRD QUARTER RESULTS EXCEED EXPECTATIONS
JULY 01, 2021

Fiscal 2021 outlook

• Company raised guidance to around 10 percent growth in constant currency adjusted EPS from continuing operations

 

[Mr. Wood]

Big Tech Threatens to Unfriend Hong Kong
July 6, 2021

The Asia Internet Coalition—an industry group that includes Facebook, Twitter and Google parent Alphabet—has privately warned the Hong Kong government that they might be forced to stop offering services in the city if proposed anti-doxing legislation is implemented. Doxing, putting individuals’ private information online to facilitate harassment by others, was widely used against the police during the antigovernment protests of 2019.

Tech companies worry the new rules could put their own employees at risk of becoming entangled in criminal investigations. According to amendments to Hong Kong’s data-protection laws proposed in May, doxing could result in penalties of up to 1 million Hong Kong dollars, the equivalent of about $128,700, and five years in prison.

playing into winnie's hands. more control and more reach for china tech.

 

[Mr. Wood]

Food Companies Say Combating Climate Change Comes With Costs
June 24, 2021

The global food industry faces increasing pressure from consumers, investors and the government to tackle greenhouse gas emissions, food waste, plastic packaging and water preservation. Two-thirds of consumers are willing to pay more for sustainable brands, such as foods that are marketed as environmentally friendly or come in recycled packaging, according to market-research firm Nielsen IQ.

funny how people "surveyed" are willing to pay for environmentally friendly products, but when it comes to workers wages, "surveys" will say people not willing to pay more for higher wages

 

[Mr. Wood]

Israel Says Covid-19 Vaccine Less Effective at Preventing Delta Variant Infections, but Data Is Mixed
July 6, 2021

The news comes amid a resurgence in Covid-19 cases in Israel after new cases had dropped to just a handful a day in June. The rise is being fueled by the Delta variant, which is rolling back progress made against the virus in nations around the world. The Israeli newspaper Haaretz reported Tuesday that the country had identified 501 new cases on Monday, the highest number since late March, and that 42% of those cases were in people who had been vaccinated against Covid-19.

In its brief statement on Monday, the Israeli Ministry of Health said that vaccines have been just 64% effective at preventing infection and symptomatic disease in Israel since June 6, though they remain 93% effective at preventing hospitalization and severe disease.

 

[Mr. Wood]

Update Reports

Alliant Energy Corp. (LNT)
Constellation Brands Inc (STZ) --> link here
Darden Restaurants, Inc. (DRI)
Equity Residential Properties Trust (EQR)
Extra Space Storage Inc. (EXR)
Four Corners Property Trust Inc. (FCPT)
General Mills, Inc. (GIS) --> link here
HSBC Holdings plc (HSBC) --> link here
McCormick & Co., Inc. (MKC)
Regency Centers Corporation (REG)
SBA Communications Corp. (SBAC)
Trustco Bank Corp. (TRST)
Urstadt Biddle Properties, Inc. (UBA)
Walgreens Boots Alliance Inc (WBA) --> link here

 

[Mr. Wood]

July 2021 newsletter
Bristol-Myers Squibb Co. (BMY)
ABM Industries Inc. (ABM)
Enterprise Bancorp Inc. (EBTC)
Silgan Holdings Inc. (SLGN)
Comcast Corp. (CMCSA)
Lockheed Martin Corp. (LMT)
AT&T Inc. (T)
Yum! Brands Inc. (YUM)
Gilead Sciences Inc. (GILD)
Southwest Gas Holdings Inc. (SWX)

 

[sky37]

2021 List of Agriculture Stocks (+The 7 Best Agriculture Stocks Now)
Updated on June 23rd, 2021

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

Time to buy ADM!

 

[Mr. Wood]

Time to buy ADM!

yes!
today put in another limit order. hope can drop some more.

 

[Mr. Wood]

nxt wk starting reporting season again. so fast.

 

[Mr. Wood]

no changes in target. may go overbought soon. better if consolidate for a while before moving up again.

will try to break 129 again? but looks like losing momentum.

 

[Mr. Wood]

China big tech at a critical crossroad
09 Jul 2021

Hence, these latest restrictions imposed on China's tech giants seem to have evolved into a national security agenda, rather than a correction on business practices, which have integrated into the bigger sphere of the ongoing US-China tech war.

 

[Mr. Wood]

German retailers support face masks, fear new lockdown
Jul 14, 2021

"We must do everything possible so we don't get another lockdown," Stefan Genth, managing director of the German association of retailers (HDE) told a news briefing.

Asked for his reaction to the decision by the German state of Saxony to lift the obligation to wear masks in stores, Genth said: "We warn against giving up such things too early."

 

[Mr. Wood]

BlackRock profit beats estimates as assets reach $9.49 trillion
Jul 14, 2021

The company's adjusted net income rose to $1.55 billion, or $10.03 per share, in the three months ended June 30, from $1.21 billion, or $7.85 per share, a year earlier.

Net inflows stood at $81 billion, driven by higher investments in BlackRock's various funds, including its exchange-traded funds.

 

[Mr. Wood]

Bank of America Reports Q2 Net Income of $9.2 Billion, EPS of $1.03 CET1 Ratio of 11.5%, Average Deposits up $231 Billion to $1.9 Trillion
QUARTER ENDED JUN 30, 2021

From Chairman and CEO Brian Moynihan "We delivered solid earnings and returned more capital to shareholders during the quarter as we moved to a more open economy. Our team continued to do a great job serving clients, as shown by the increased levels of client activity across all of our businesses. "More than 85% of our buildings and offices are open, and we're welcoming our teammates back. This means more face-to-face meetings; helping to increase sales of Consumer products and drive strong household growth in Wealth Management, and increased prospect calling in Commercial Banking. "Consumer spending has significantly surpassed prepandemic levels, deposit growth is strong, and loan levels have begun to grow."

 

[Mr. Wood]

Tech stocks Q2 earnings preview: Tech rally to continue?
July 16, 2021

Earnings season
Expectations are high. Bloomberg forecast 65% growth in EPS in SP500 companies. Tech are are expected to lag other sectors with a 31% increase in earnings.

However, it’s worth keeping in mind that tech stocks will mainly be up against tougher comparisons from last year than in the previous quarter as these are the stocks which shone across the pandemic amid the WFH dynamic and accelerated digitalization.

 

[Mr. Wood]

Coca-Cola Zero Sugar gets a recipe refresh
July 15, 2021

“Recognizing that tastes and preferences are always evolving, we’re focused on continuous improvement to give fans the best-tasting Coca-Cola they want—with zero sugar or calories,” said Rafael Prandini, Coca-Cola’s category lead for the North America operating unit, in a statement.

Both Pepsi and Coke are facing competition from other beverage brands as well, like Zevia PBC ZVIA, , a zero-calorie, zero-sugar beverage company that is going public. Zevia says it was the top-selling carbonated soft drink brand on Amazon.com Inc.

 

[Mr. Wood]

PepsiCo Declares Quarterly Dividend
July 15, 2021

The Board of Directors of PepsiCo, Inc. today declared a quarterly dividend of $1.075 per share of PepsiCo common stock, a 5 percent increase versus the comparable year-earlier period.

 

[Mr. Wood]

19 dividend stocks to help you combat inflation
July 15, 2021

What do you want from a dividend stock? The most obvious answer is “income,” but what may be more important is that the dividend increases over time. That’s how you stay ahead of inflation. Even when official inflation figures are low, your personal inflation can be considerable, depending on your circumstances. Or you may need investment income to replace part of your working income when you retire.