US Dividends Aristocrats thread

[Mr. Wood]

Hormel Foods Reports Record Fourth Quarter Sales And Earnings With Double-Digit Sales Growth From Every Segment
Dec. 9, 2021

EXECUTIVE SUMMARY - FISCAL 2021

• Volume of 4.9 billion lbs., up 3%; organic volume up 1%
• Record net sales of $11.4 billion, up 19%; organic net sales1 up 14%
• Operating income of $1.1 billion, up 2%
• Operating margin of 9.9% compared to 11.5% last year
• Effective tax rate of 19.3% compared to 18.5% last year
• Diluted earnings per share of $1.66, in line with last year
• Adjusted diluted earnings per share of $1.73, up 4%
• Cash flow from operations of $1.0 billion, down 11%

STRATEGIC EVOLUTION
"During the past decade, we have made a series of thoughtful decisions to transform Hormel Foods into a global branded food company," Snee said. "Our transformation has been marked by numerous strategic acquisitions and divestitures, deliberate shifts away from commodity products to consumer- and operator-focused products and purposefully integrating areas of our company through initiatives such as One Supply Chain and Project Orion. Our success today is a result of these efforts."

FISCAL 2022 GUIDANCE
"The momentum we gained in the third and fourth quarters gives us confidence heading into fiscal 2022, and we expect all four segments to deliver sales and earnings growth," Snee said. "Strength in the Planters® snack nuts business and organic growth in each segment will drive growth in excess of our long-term growth goals."

Effective Nov. 15, 2021, the company paid its 373rd consecutive quarterly dividend at the annual rate of $0.98 per share.

 

[Perisher]

Disney to spend $33B next year on new shows, outspending Netflix
November 26, 2021



din realise dis drop to almost same as beginning of yr.
not paying divy currently. for some long term investors if interested.

didn't even realise they stopped paying me dividends!
anyway, not a big part of my portfolio.

 

[Mr. Wood]

Update Reports

Acadia Realty Trust (AKR)
Ambev S.A. (ABEV)
Anheuser-Busch In Bev SA/NV (BUD)
Applied Materials Inc. (AMAT) --> link here

Bank Of Nova Scotia (BNS) --> link here
Black Hills Corporation (BKH)

Calvin b. Taylor Bankshares, Inc. (TYCB)
Cousins Properties (CUZ)

Dillard`s Inc. (DDS)

Enerplus Corporation (ERF)

Foot Locker Inc (FL) --> link here
Fox Corporation (FOXA) --> link here

Gap, Inc. (GPS) --> link here
Gazprom (OGZPY)
Golub Capital BDC Inc (GBDC)
Grupo Aval Acciones y Valores S.A. (AVAL)

Hewlett Packard Enterprise Co (HPE)
Home Depot, Inc. (HD) -->link here
HP Inc (HPQ)

Itau Unibanco Holding S.A. (ITUB)

Keurig Dr Pepper Inc (KDP)
Kohl`s Corp. (KSS)
Kroger Co. (KR) --> link here

MGE Energy, Inc. (MGEE)

NVIDIA Corp (NVDA) --> link here

Saul Centers, Inc. (BFS)
Store Capital Corp (STOR)

Target Corp (TGT) --> link here
Telefonica S.A (TEF)
Toyota Motor Corporation (TM)

Universal Corp. (UVV)
Universal Health Realty Income Trust (UHT)

W. P. Carey Inc (WPC)
Walmart Inc (WMT) --> link here

Yamana Gold Inc. (AUY)

 

[Mr. Wood]

https://www.bbc.com/news/business-596039211 day ago

bad times comfort food best

 

[Mr. Wood]

Dividend Kings In Focus: 3M Company
Updated on December 1st, 2021

Dividend increases have slowed down, as the company preserves more cash flow for growth investment.

However, there is still a lot to like about 3M. The company spends heavily on R&D, which has allowed it to create numerous new products that add materially to its long-term growth.

And, 3M’s dividend track record is nearly unmatched, while the current 3.4% dividend yield is very attractive.

3M’s total projected returns are very near 10% annually, which makes the stock a buy in our view. We believe 3M has great potential as a long-term holding for income investors.

 

[Mr. Wood]

Dividend Kings In Focus: American States Water
Updated on December 2nd, 2021

Final Thoughts
AWR is much more interesting than the average utility stock, as it has some exceptional characteristics.

It has grown its earnings per share at a high single-digit annual rate over the last decade. This is much better than the low growth rates of most utilities.

In addition, the business of AWR includes a non-regulated segment, which provides recurring revenues for 50 years and offers significant growth potential.

However, investors should realize that the market has fully appreciated all the virtues of AWR.

With a negative expected five-year return, AWR stock receives a “sell” rating.

 

[Mr. Wood]

Dividend Kings In Focus: Becton, Dickinson & Company
Published on December 8th, 2021

Final Thoughts
After raising its dividend in November, BDX is now a member of the exclusive Dividend Kings list.

It has maintained 50 consecutive years of dividend increases due to its top position in the healthcare industry.

And, thanks to the aging U.S. population, the company should benefit from this long-term growth catalyst. This should allow BDX to continue raising its dividend for many years to come.

In addition to being a strong dividend growth stock, BDX is reasonably valued. We see the potential for annual returns just above 10%, making BDX stock a buy.

 

[Mr. Wood]

Dividend Kings In Focus: Target Corporation
December 9th, 2021

Final Thoughts
After raising its dividend by 32% in June, Target eclipsed 50 years of annual dividend increases. As a result, Target has joined the exclusive Dividend Kings list.

It has maintained 50 consecutive years of dividend increases due to its leading position in the retail industry. It has also adapted the difficult climate for brick-and-mortar retailers extremely well, thanks to new store formats and huge investment in e-commerce.

The company should benefit from these growth catalysts. This should allow Target to continue raising its dividend for many years to come.

With an elevated valuation compared with its historical averages, Target stock does not appear to be a buy right now. We expect mid-single-digit annual returns for Target stock over the next five years, making the stock a hold.

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

Update Reports

Azenta Inc. (AZTA)
Bank of Montreal (BMO) --> link here
Brandywine Realty Trust (BDN)
Corporate Office Properties Trust (OFC) --> link here
Costco Wholesale Corp (COST) --> link here
Donaldson Co. Inc. (DCI)
Greif Inc (GEF)
Hormel Foods Corp. (HRL) --> link here
Lancaster Colony Corp. (LANC)
NexPoint Residential Trust Inc (NXRT)
Prospect Capital Corp (PSEC)
RPT Realty (RPT)
Urstadt Biddle Properties, Inc. (UBP)

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

Update Reports

Brown-Forman Corp. (BF.B) --> link here

Campbell Soup Co. (CPB) --> link here
Canadian Imperial Bank Of Commerce (CM)

Dicks Sporting Goods, Inc. (DKS)
Dollar General Corp. (DG) --> link here

Fedex Corp (FDX) --> link here

Industria De Diseno Textil SA (IDEXY)

John Wiley & Sons Inc. (JW.A)

Lowe`s Cos., Inc. (LOW)

Matthews International Corp. (MATW)

National Bank of Canada (NTIOF) --> link here
Netapp Inc (NTAP)
New Jersey Resources Corporation (NJR)

Patterson Companies Inc. (PDCO)

Royal Bank Of Canada (RY) --> link here

Thor Industries, Inc. (THO) --> link here
Toro Co. (TTC)
Toronto Dominion Bank (TD) --> link here

 

[Mr. Wood]

 

[Mr. Wood]

https://www.jpmorgan.com/insights/research/market-outlook-2022December 15, 2021

S&P 500 2022 price target: 5050​

 

[Mr. Wood]

https://www.morganstanley.com/ideas/global-investment-strategy-outlook-2022Dec 14, 2021

strategists think the S&P 500 index could decline 5% in 2022 while other developed markets could end the year higher. They recommend underweighting U.S. stocks to account for high valuations and more catch-up potential and less volatility elsewhere in the world.

 

[Mr. Wood]

3 Dividend Stocks to Buy for Rising Interest Rates
5d ago

Aflac, Commerce Bancshares and JPMorgan are three names that we feel will see immense tailwinds from higher interest rates. Each name has a dividend yield greater than the average yield of the S&P 500 Index and trades with a low valuation.

For investors looking to profit from higher rates, these three stocks could be attractive options.

 

[Mr. Wood]

Update Reports

Best Buy Co. Inc. (BBY) --> link here
Cintas Corporation (CTAS) --> link here
Diversified Healthcare Trust (DHC) --> link here
Jabil Inc (JBL)
Nike, Inc. (NKE) --> link here
Nordson Corp. (NDSN)
Paychex Inc. (PAYX) --> link here
Petroleo Brasileiro S.A. Petrobras (PBR)
Urstadt Biddle Properties, Inc. (UBA)

 

[Mr. Wood]