US Dividends Aristocrats thread

[Mr. Wood]

BAXTER REPORTS FOURTH-QUARTER AND FULL-YEAR 2021 RESULTS
FEB. 17, 2022

Full-year revenue of $12.8 billion increased 10% on a reported basis, 7% on a constant currency basis and 5% on an operational basis
• Full-year U.S. GAAP EPS of $2.53 and adjusted EPS of $3.61
• Baxter’s acquisition of Hillrom positions company to accelerate top- and bottom-line performance and drive innovation in connected care solutions focused on enhancing clinical outcomes for patients and improving workflow efficiency for customers

“In 2021, Baxter’s dedicated employees remained focused on responding to the COVID-19 public health crisis while also embracing new opportunities to advance innovation and accelerate performance, all in support of our Mission to Save and Sustain Lives,”

“We remain focused on strategically redeploying capital to advance our performance and position Baxter for future success,” said Jay Saccaro, executive vice president and chief financial officer. “This strategy was clearly evidenced during 2021, as the company returned approximately $1.1 billion to shareholders through dividends and share repurchases, and deployed over $12 billion to inorganic investments to fuel growth, including our acquisition of Hillrom.”

share repurchase doesnt seem to me to be strategic redeploy capital
rather keep cash or treasury bills or pay better salary to employees than to spend on share repurchase.

 

[Mr. Wood]

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2022
February 16, 2022

NVIDIA today reported record revenue for the fourth quarter ended January 30, 2022, of $7.64 billion, up 53 percent from a year ago and up 8 percent from the previous quarter. Gaming, Data Center and Professional Visualization market platforms each achieved record revenue for the quarter and year.

GAAP earnings per diluted share for the quarter were a record $1.18, up 103 percent from a year ago and up 22 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.32, up 69 percent from a year ago and up 13 percent from the previous quarter.

For fiscal 2022, revenue was a record $26.91 billion, up 61 percent from $16.68 billion a year ago. GAAP earnings per diluted share were a record $3.85, up 123 percent from $1.73 a year ago. Non-GAAP earnings per diluted share were $4.44, up 78 percent from $2.50 a year ago.

“We are entering the new year with strong momentum across our businesses and excellent traction with our new software business models with NVIDIA AI, NVIDIA Omniverse and NVIDIA DRIVE. GTC is coming. We will announce many new products, applications and partners for NVIDIA computing,”

nvda sold on news
and alrdy corrected 30% frm ath. if looking to enter can consider. but it doesnt pay enuff divys yet for my liking.

 

[Mr. Wood]

Walmart Inc. Earnings-Release-(FY22-Q4)-2.17.22
February 17, 2022

Full-year highlights
Total revenue was $572.8 billion, up 2.4%, negatively affected by $32.7 billion related to divestitures. Excluding currency, total revenue would have increased 1.6% to $568.2 billion.
Walmart U.S. comp sales increased 6.4% and 15.0% on a two-year stack.
Walmart U.S. eCommerce sales grew 11.0% and 90% on a two-year stack.
Robust growth in marketplace and fulfillment services in the U.S., Mexico and India. Added approximately 20,000 new sellers to the U.S. marketplace.
Global advertising business reached $2.1 billion as the company’s flywheel accelerates. In the U.S., active advertisers using Walmart Connect increased 136%.
Sam’s Club comp sales increased 9.8% and 21.6% on a two-year stack. Membership income increased 11.3%.
Walmart International net sales decreased 16.8%, negatively affected by approximately $32.6 billion related to divestitures.
The company generated $24.2 billion in operating cash flow and returned $15.9 billion to shareholders through dividends and share repurchases.
GAAP EPS of $4.87; Adjusted EPS of $6.46.
Repurchased $9.8 billion in shares for the fiscal year, representing around 50% of the $20 billion authorization announced last year.

Fiscal 2023 full year guidance
Consolidated net sales Increase about 3% in constant currency
Comp sales growth Walmart U.S., slightly above 3%, ex. fuel
EPS growth Increase mid single-digits
Capital expenditures
Upper end of 2.5% to 3% of net sales with a focus on supply chain, automation,
customer-facing initiatives and technology

boringly stable

 

[Mr. Wood]

Walmart Raises Annual Dividend to $2.24 per Share, Marking 49th Consecutive Year of Dividend Increases
Feb. 17, 2022


after witholding tax still can get abt 1% dy now. not exactly good, but long term could be a strategy to hedge against inflation.
oso considering now not many banks can giv 1% on deposits. even robos and brokers so call stable cash solutions are seeing red these days.

 

[Mr. Wood]

Expensive

expensive in terms of share price?

dy still ok i think although growth is slowing.
comparing ko and pep, i still prefer pep as a company.

 

[Mr. Wood]

 

[angcheek]

Walmart Raises Annual Dividend to $2.24 per Share, Marking 49th Consecutive Year of Dividend Increases
Feb. 17, 2022

expensive in terms of share price?

dy still ok i think although growth is slowing.
comparing ko and pep, i still prefer pep as a company.

Ops post all mixed up

Personal I prefer Coke than Pep as a drink . Taste better.

What you feel about K and KHC ?

 

[angcheek]

Waaaa U Brave cheers to your Arkk

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

What you feel about K and KHC ?

KHC --> link here
K --> link here

K EPS has been like flat but they increasing their distribution. if they can maintain their earnings shud be ok, but is something to watch out for.

KHC i think uncle buffett said he overpaid. and see their margin sometimes up sometimes down. if u wanna invest hav to dig deeper why it is so.

 

[endlssorrow]

is understandings and buying of reits in US easy? got emplacement , etc like singapore reits?

worth to spend $1k on each of the following for a trial?

Agree Realty	(NYSE:ADC)	4.2%
EPR Properties	(NYSE:EPR)	6.9%
Gladstone Commercial Corporation	(NASDAQ:GOOD)	6.5%
LTC Properties	(NYSE:LTC)	6.3%
Pembina Pipeline	(NYSEBA)	7.9%
Realty Income	(NYSE:O)	4.3%
SL Green	(NYSE:SLG)	5.2%
STAG Industrial	(NYSE:STAG)	3.4%

 

[angcheek]

KHC --> link here
K --> link here

K EPS has been like flat but they increasing their distribution. if they can maintain their earnings shud be ok, but is something to watch out for.

KHC i think uncle buffett said he overpaid. and see their margin sometimes up sometimes down. if u wanna invest hav to dig deeper why it is so.

Thanks Mr.Wood for the advise.

 

[angcheek]

Sorry for asking bro , what exactly is this Sure Retirement? Is it a fund ?

 

[angcheek]

is understandings and buying of reits in US easy? got emplacement , etc like singapore reits?

worth to spend $1k on each of the following for a trial?

Agree Realty	(NYSE:ADC)	4.2%
EPR Properties	(NYSE:EPR)	6.9%
Gladstone Commercial Corporation	(NASDAQ:GOOD)	6.5%
LTC Properties	(NYSE:LTC)	6.3%
Pembina Pipeline	(NYSEBA)	7.9%
Realty Income	(NYSE:O)	4.3%
SL Green	(NYSE:SLG)	5.2%
STAG Industrial	(NYSE:STAG)	3.4%

After -30% tax .. not much diff from local reits?

 

[Mr. Wood]

Sorry for asking bro , what exactly is this Sure Retirement? Is it a fund ?

not a fund.
is their recommendations for diff portfolios.
evy mth they will update their recommendations.
if u like, u can follow buy frm using yr own broker, but dyodd.

 

[Mr. Wood]

is understandings and buying of reits in US easy? got emplacement , etc like singapore reits?

u mean like private placement, issue new shares?
not sure, but i suppose so.

hav not seen all the reits u listed, but generally, at least u hav to know wht properties they hav and whether u like their properties anot.

even after witholding tax, i still find US reits better coz of long term price appreciation. but again, u hav to ask is the party over now with so many online stores, wfh, fear mongering.

 

[angcheek]

not a fund.
is their recommendations for diff portfolios.
evy mth they will update their recommendations.
if u like, u can follow buy frm using yr own broker, but dyodd.

Oh i see. Thanks for the reply.

 

[endlssorrow]

After -30% tax .. not much diff from local reits?

diff alot... their reits bigger.

jjajajjaja

 

[Mr. Wood]

https://www.msn.com/en-sg/money/mar...ion-as-stocks-stumble-on-war-fears/ar-AAUaXmZ3 hrs ago

U.S. investors sold stocks amid growing fears of war between Russia and Ukraine, paring some losses after U.S. President Joe Biden announced a wave of sanctions against Russia.

The S&P 500 is now down 10.25% from its record closing high of 4,796.56 set on Jan. 3, confirming a correction, based on a widely used definition of a decline of 10% or more. The index had briefly been down more than 10% from its intraday record several times in recent trading sessions, without closing at that level.

The small-cap Russell 2000 index last month confirmed it was in a bear market, or drop of 20% from its most recent high. However, some analysts feel smaller stocks are in the process of bottoming out.

Also in January, the Nasdaq confirmed that it had entered its fourth correction since the start of the pandemic. It is down almost 17% from its record high close in November.

get ready yr shopping lists!