US Dividends Aristocrats thread

[sky37]

Would like to take a look at AMT, CP, CHD and MWA. Thanks!

 

[Mr. Wood]

updated reports (part 2)

Nacco Industries Inc. (NC)
Navient Corp (NAVI) --> link here
New Mountain Finance Corp (NMFC)
Norfolk Southern Corp. (NSC) --> link here
Northrop Grumman Corp. (NOC)

Olin Corp. (OLN)
ONE Gas Inc (OGS)
Oneok Inc. (OKE)
Orange. (ORAN)
Oshkosh Corp (OSK)

Pfizer Inc. (PFE) --> link here
Physicians Realty Trust (DOC)
Plains All American Pipeline LP (PAA)
Principal Financial Group Inc (PFG)
Procter & Gamble Co. (PG) --> link here
Prudential Financial Inc. (PRU)
PS Business Parks, Inc. (PSB)
Public Storage (PSA) --> link here
PulteGroup Inc (PHM)

Realty Income Corp. (O) --> link here
Regency Centers Corporation (REG)
Reinsurance Group Of America, Inc. (RGA)
RELX Plc (RELX)
Ritchie Bros Auctioneers Inc (RBA)
RLI Corp. (RLI)

Sap SE (SAP)
SBA Communications Corp (SBAC)
Scotts Miracle-Gro Company (SMG)
Seagate Technology Holdings Plc (STX) --> link here
Simon Property Group, Inc. (SPG) --> link here
Sixth Street Specialty Lending Inc (TSLX)
South Jersey Industries Inc. (SJI)
Spirit Realty Capital Inc (SRC)
Stantec Inc (STN)

T. Rowe Price Group Inc. (TROW) --> link here
Teekay LNG Partners LP (TGP)
Tenaris S.A. (TS)
Textron Inc. (TXT)
Tompkins Financial Corp (TMP)
Trane Technologies plc (TT)
TriplePoint Venture Growth BDC Corp (TPVG)
Tyson Foods, Inc. (TSN)

Universal Health Realty Income Trust (UHT) --> link here
Unum Group (UNM) --> link here

VF Corp. (VFC) --> link here
Vornado Realty Trust (VNO)

W.W. Grainger Inc. (GWW) --> link here
WEC Energy Group Inc (WEC)
Wesbanco, Inc. (WSBC)
WPP Plc. (WPP)

Xcel Energy, Inc. (XEL)

York Water Co. (YORW) --> link here

Zoetis Inc (ZTS)

 

[Mr. Wood]

Would like to take a look at AMT, CP, CHD and MWA. Thanks!

AMT --> link here
CP--> link here
CHD --> link here
MWA --> link here

welcome

 

[Mr. Wood]

Investment Thesis Template | Track & Improve Your Investing Decisions

Why Formalize Your Investment Thesis?
For one thing, writing your ideas down helps you maintain a steady investment focus.

Later on, it provides a way for an individual investor to “look back” at each investment made over time. It’s an excellent way to assess and make a fresh examination of the reasons for making an original investment.

• Are those reasons still valid and believable?
• Is there still a firm basis for continued risk of capital, now that some time has passed?
• Have things changed, and if so, how?

 

[Mr. Wood]

Biden Administration Expected to Call for Covid-19 Vaccine Booster Shots
Aug. 16, 2021

Pfizer Inc. and partner BioNTech SE , the companies behind a two-dose Covid-19 vaccine, are seeking clearance from the Food and Drug Administration to provide booster shots to the general public. If the FDA greenlights the shots, the first doses could be distributed in September, the people said, as the first Americans who were vaccinated reach the eight-month window.

 

[Mr. Wood]

S&P 500 Index pulls back from highs. But will it continue?
August 18, 2021

The S&P 500 has been in a long-term uptrend since the March 2020 pandemic lows. In September and October 2020, price began forming a rising wedge. However, each time the bottom trendline of the wedge was tested, the index was bought, and price moved back inside the wedge. Tuesday was no different. Price broke below the bottom trendline near 4440 and closed just above it. Notice that volume has been declining, as price has been moving higher, since May. The RSI has been moving lower as well.

 

[Mr. Wood]

Apple, GM, Kroger, AbbVie, Merck, Bristol Myers Squibb, Biogen — How Warren Buffett's Berkshire Adjusted Its Portfolio In Q2
August 17, 2021

Pharma Exposure Trimmed: The billionaire investor shed nearly half of its position in Merck & Co as it sold 666,398 shares in the pharma company, lowering the total stake to $712 million in the quarter ended June, from $1.38 billion a quarter ago.

In Bristol-Myers, Berkshire Hathaway reduced the investment by 15.3% to about 26.3 million shares in the second quarter, lowering the total stake to $1.76 billion from $1.96 billion at the end of the first quarter.

The veteran investor's firm, which managed assets worth $293 billion in the second quarter, also shed all of its positions in Biogen Inc (NASDAQ: BIIB) that was worth about $180 million. It also reduced the investment in AbbVie by 10% to $2.3 billion.

The investment firm added about 21% shares in the supermarket chain Kroger, whose shares have jumped about 37% this year. Berkshire Hathaway held about 61.8 million shares, worth $2.37 billion, in Kroger at the end of June.

 

[Mr. Wood]

Walmart U.S. Q2 comp sales grew 5.2%; 14.5% two-year stack; Comp transactions strong at 6.1% Q2 FY22 GAAP EPS of $1.52; Adjusted EPS of $1.78 Company raises outlook for second consecutive quarter Expecting FY22 Walmart U.S. comp sales of 5% to 6% and Global eCommerce sales of $75 billion
August 17, 2021

“We had another strong quarter in every part of our business. Our global eCommerce sales are on track to reach $75 billion by the end of the year, further strengthening our position as a leader in omnichannel. We grew market share in U.S. grocery, added thousands of new sellers to our marketplace, rapidly grew advertising businesses around the world, and we’re finding innovative ways to commercialize our data and build technology. We have a unique ecosystem of products and services designed to serve customers in broader, deeper ways, and we’re grateful to our associates for making it all happen.”

 

[Mr. Wood]

Target Corporation Reports Second Quarter Earnings
Aug. 18, 2021

Even after unprecedented growth over the last two years, we see much more opportunity ahead of us, and we're leaning into opportunities to invest in the long-term growth and resiliency of our business. Our team and operating model can seamlessly adapt to changes in the environment, and we're well-positioned to deliver outstanding performance in the back half of the year."

The Company now expects its full year operating income margin rate will be 8 percent or higher.

 

[Mr. Wood]

Ross Stores Reports Second Quarter Earnings, Provides Third Quarter Guidance
Aug. 19, 2021

“Looking ahead, there remains much uncertainty regarding the sustainability of the positive external factors that benefited our first half results as well as the potential risks we may face from the spread of COVID variants and worsening industry-wide supply chain congestion. As a result, we are forecasting third quarter same store sales to be up 5% to 7% with earnings per share in the range of $0.61 to $0.69. This guidance reflects our expectation for escalating freight and supply chain costs, and ongoing COVID-related operating expenses.”

 

[Mr. Wood]

Marathon Petroleum, ADM on Feedstock Pact for Renewable Diesel
Aug. 19, 2021

"(By 2023) the Spiritwood complex is expected to produce 600 million pounds of refined soybean oil annually, enough feedstock for 75 million gallons of renewable diesel per year."

"We believe renewable diesel demand may be as much as 5 billion gallons by 2025," said Ken Campbell, ADM's president of North America Oils, Biodiesel and Renewable Chemicals.

 

[Mr. Wood]

Update Reports

A.O. Smith Corp. (AOS) --> link here
AES Corp. (AES)
Albemarle Corp. (ALB)
Allete, Inc. (ALE)
AllianceBernstein Holding Lp (AB)
Allstate Corp (The) (ALL)
Altria Group Inc. (MO)
American Electric Power Company Inc. (AEP)
American States Water Co. (AWR) --> link here
Americold Realty Trust (COLD)
Annaly Capital Management Inc (NLY)
Aon plc. (AON)
Apple Hospitality REIT Inc (APLE)
Arbor Realty Trust Inc. (ABR)
Artesian Resources Corp. (ARTNA)
Artisan Partners Asset Management Inc (APAM)

Becton, Dickinson And Co. (BDX) --> link here
Black Hills Corporation (BKH)
Blackstone Mortgage Trust Inc (BXMT)
Booz Allen Hamilton Holding Corp (BAH)
Broadmark Realty Capital Inc (BRMK)
Broadridge Financial Solutions, Inc. (BR)
Brookfield Infrastructure Partners L.P (BIP)

CareTrust REIT Inc (CTRE)
Carlisle Companies Inc. (CSL)
Centerpoint Energy Inc. (CNP)
Chatham Lodging Trust (CLDT)
Choice Properties Real Estate Investment Trust (PPRQF)
Chorus Aviation, Inc. (CHRRF)
Clearway Energy Inc (CWEN) --> link here
CME Group Inc (CME)
Comcast Corp (CMCSA) --> link here
Companhia de Saneamento Basico do Estado de Sao Paulo. (SBS)
Consolidated Edison, Inc. (ED)
CorEnergy Infrastructure Trust Inc (CORR)
CoreSite Realty Corporation (COR)

Diageo plc (DEO)
Dream Industrial Real Estate Investment Trust (DREUF) --> link here
Dream Office Real Estate Investment Trust (DRETF)
Duke Energy Corp. (DUK)

Easterly Government Properties Inc (DEA)
Ecolab, Inc. (ECL) --> link here
Ellington Financial Inc (EFC)
Essential Properties Realty Trust Inc (EPRT)
Everest Re Group Ltd (RE)
Exchange Income Corp. (EIFZF)

Farmers & Merchants Bancorp (FMCB) --> link here
Federal Agricultural Mortgage Corp. (AGM)
Federal Realty Investment Trust (FRT)
Fidus Investment Corp (FDUS)
First Financial Corp. - Indiana (THFF)
Flowers Foods, Inc. (FLO) --> link here
Franco-Nevada Corporation (FNV)

Gaming and Leisure Properties Inc (GLPI)
General Dynamics Corp. (GD)
Gilead Sciences, Inc. (GILD) --> link here
Gladstone Capital Corp. (GLAD)
Gladstone Commercial Corp (GOOD) --> link here
Gladstone Land Corp (LAND)
Global Net Lease Inc (GNL)
Golub Capital BDC Inc (GBDC)
GrafTech International Ltd. (EAF)
Great Elm Capital Corp (GECC)

Harley-Davidson, Inc. (HOG)
Hercules Capital Inc (HTGC)
HSBC Holdings plc (HSBC)

International Flavors & Fragrances Inc. (IFF)

Kimco Realty Corp. (KIM)
KLA Corp. (KLAC)
Kraft Heinz Co (KHC) --> link here
Kulicke & Soffa Industries, Inc. (KLIC)

L3Harris Technologies Inc (LHX) --> link here
Ladder Capital Corp (LADR)
Landmark Infrastructure Partners LP (LMRK)
Lazard Ltd. (LAZ)
Leggett & Platt, Inc. (LEG) --> link here
Lilly(Eli) & Co (LLY)
Lincoln National Corp. (LNC)
Lumen Technologies Inc (LUMN) --> link here

Magellan Midstream Partners L.P. (MMP) --> link here
Main Street Capital Corporation (MAIN)
Manulife Financial Corp. (MFC) --> link here
Matthews International Corp. (MATW)
Medical Properties Trust Inc (MPW)
MGE Energy, Inc. (MGEE)
Middlesex Water Co. (MSEX)
Münchener Rückversicherungs-Gesellschaft AG (MURGF)

 

[Mr. Wood]

Updated reports

National Health Investors, Inc. (NHI) --> link here
National Retail Properties Inc (NNN)
Nestle SA (NSRGY) --> link here
New Jersey Resources Corporation (NJR)
New Residential Investment Corp (NRZ)
Newell Brands Inc (NWL)
NextEra Energy Partners LP (NEP)
Northwest Natural Holding Co (NWN)
Nucor Corp. (NUE)

Omega Healthcare Investors, Inc. (OHI) --> link here
Orchid Island Capital Inc (ORC)
Organon & Co. (OGN)
Otter Tail Corporation (OTTR)

PennantPark Floating Rate Capital Ltd (PFLT)
Pennymac Mortgage Investment Trust (PMT)
Perrigo Company plc (PRGO)
Posco (PKX)
PPL Corp (PPL) --> link here

Resmed Inc. (RMD)
Restaurant Brands International Inc (QSR)

S&P Global Inc (SPGI)
Sabra Healthcare REIT Inc (SBRA)
Sampo Plc (SAXPY) --> link here
Sienna Senior Living, Inc. (LWSCF)
SJW Group (SJW)
SLR Senior Investment Corp (SUNS)
Sony Group Corporation (SONY)
Southwest Gas Holdings Inc (SWX)
Starwood Property Trust Inc (STWD)
Sunoco LP (SUN)
Superior Plus Corp. (SUUIF)

Tanger Factory Outlet Centers, Inc. (SKT) --> link here
Telephone And Data Systems, Inc. (TDS)
Thomson-Reuters Corp (TRI)
Tractor Supply Co. (TSCO)
TransAlta Renewables, Inc. (TRSWF)
Two Harbors Investment Corp (TWO)

USA Compression Partners LP (USAC)
UniFirst Corp (UNF) --> link here

VEREIT Inc (VER)
Vistra Corp (VST) --> link here

Welltower Inc (WELL)
Wendy`s Co (WEN)
Weyco Group, Inc (WEYS)
Weyerhaeuser Co. (WY)

Xylem Inc (XYL) --> link here

Yum Brands Inc. (YUM) --> link here

 

[Mr. Wood]

Wall Street Week Ahead: Investors stick to stocks, but gear up for bumpier ride
Aug 22, 2021

"We have gotten past that euphoria-type of rally where everything, all asset classes and all stocks, continued to rally," said Megan Horneman, director of portfolio strategy at Verdence Capital Advisors, which oversees about $3 billion in assets. Now “you have to be a bit more selective.”

Among investors’ key worries is the risk that the Fed, faced with stronger-than-expected inflation, begins pulling back on its support for the economy just as growth starts ebbing and the coronavirus’ Delta variant threatens to rollback reopenings across the country.

 

[Mr. Wood]

Flu Shots Are Now Available at Walgreens Nationwide for Everyone Ages 3 and Up
August 24, 2021

Walgreens is now offering flu shots for everyone ages 3 and up by walk-in or appointment at more than 9,000 store locations nationwide to help protect communities from vaccine-preventable illnesses such as influenza

 

[Mr. Wood]

Covid-19 Vaccine Mandates Spread After FDA Approval of Pfizer’s Vaccine
Aug. 24, 2021

Among the employers who announced vaccine mandates on Monday were CVS Health, which said it would require certain employees to be vaccinated by October 31, and New York City’s Department of Education, which will require all employees to receive their first dose by September 27. A Pentagon spokesperson said Monday the Department of Defense, the world’s largest employer, would mandate vaccines soon.

mayb the world will follow.

 

[Mr. Wood]

Bio-Techne Set to Join S&P 500
August 24, 2021

S&P MidCap 400 constituent Bio-Techne Corp.(NASD:TECH) will replace Maxim Integrated Products Inc. (NASD:MXIM) in the S&P 500

S&P 500 constituent Analog Devices Inc. (NASD:ADI) is acquiring Maxim Integrated Products in a deal pending final conditions.

 

[Mr. Wood]

DBS market cap 77B, CEO salary 9.18M
JPM market cap 483B, CEO salary 31.5M
BAC market cap 353B, CEO salary 24.5M
Wells Fargo market cap 201B, CEO salary 20.4M

source: google

evything in sinkiepoor is expensive. rich and elites salary disproportional

 

[Mr. Wood]

Johnson & Johnson and Global Partners Announce Results from Phase 2b Imbokodo HIV Vaccine Clinical Trial in Young Women in Sub-Saharan Africa
Aug 31, 2021

Data showed the investigational HIV vaccine regimen did not provide sufficient protection against HIV infection in a population of young women in sub-Saharan Africa at high risk of acquiring HIV. The investigational vaccine was found to have a favorable safety profile with no serious adverse events.

 

[Mr. Wood]

ADM Announces Industry’s First Net Carbon Neutral Milling Operations
August 31, 2021

ADM achieved net carbon neutral status at its U.S. mills through a combination of energy efficiencies, purchase of renewable energy certificates, and sequestration of carbon dioxide at the company’s commercial carbon capture and storage facility.