US Dividends Aristocrats thread

[Perisher]

Some of the champ that gg...

https://www.dividendpower.org/2021/01/21/the-list-of-dividend-champions-in-2021/
In 2020, several Dividend Champions cut or suspended their dividends primarily due to COVID-19. You can take a look at my article on the Coronavirus Dividend Cuts or Suspensions. I updated this list weekly during the pandemic. Companies that have fallen off the list include Urstadt-Biddle Properties (UBA), Tanger Factory Outlet Centers (SKT), Meredith Corporation (MDP), Ross Stores (ROST), and Helmerich & Payne (HP). I have written articles on the dividend cuts or suspensions of all these stocks.

• Urstadt-Biddle Properties (UBA) Dividend Cut
• Tanger Factory Outlet Centers (SKT): Another Fallen Dividend Champion
• Meredith Corporation (MDP) Dividend Suspension
• Ross Stores (ROST): A Dividend Aristocrat Suspended Its Dividend
• Helmerich & Payne (HP): A Fallen Dividend Champion

United Technologies Corp. (UTX) has fallen off the list since it merged with Raytheon (RTN) and formed Raytheon Technologies Corp. (RTX). RTX was on the List of Dividend Champions as the successor organization after the merger. Otis Worldwide Corporation (OTIS) and Carrier Global Corporation (CARR) were spun off as part of the transaction. Neither OTIS nor CARR are on the Dividend Champions List. Note that RTX, OTIS, and CARR are all still on the Dividend Aristocrats list. RTX is no longer on the Dividend Champions list as of November 30, 2020, since the dividend was held constant.

 

[sky37]

Wah. ADM $75 you still went in. Now ATH.
I was looking at CF and MOS before the invasion. Hands too slow.

 

[Mr. Wood]

Update Reports

A.O. Smith Corp. (AOS) --> link here
ABB Ltd. (ABB)
Abbvie Inc (ABBV) --> link here
Advance Auto Parts Inc (AAP)
Aegon N. V. (AEG)
AGNC Investment Corp (AGNC)
Albemarle Corp. (ALB)
Alpine Income Property Trust Inc (PINE)
America Movil (AMX)
American Assets Trust Inc (AAT) --> link here
American Water Works Co. Inc. (AWK) --> link here
AMGEN Inc. (AMGN)
Aon plc. (AON)
Apollo Commercial Real Estate Finance Inc (ARI)
Apollo Global Management Inc (APO)
ArcelorMittal (MT)
Ares Commercial Real Estate Corp (ACRE)
Assurant Inc (AIZ)
Astrazeneca plc (AZN) --> link here
Atmos Energy Corp. (ATO)
Avalonbay Communities Inc. (AVB)

Banco Bradesco S.A. (BBD)
Banco Santander S.A. (SAN)
BCE Inc (BCE)
BHP Group Limited (BHP)
BP plc (BP) --> link here
Booz Allen Hamilton Holding Corp (BAH)
BorgWarner Inc (BWA)
Brady Corp. (BRC) --> link here
British American Tobacco Plc (BTI)
Broadridge Financial Solutions, Inc. (BR)
Brookfield Asset Management Inc. (BAM) --> link here
Brookfield Infrastructure Partners L.P (BIP)
Brookfield Renewable Partners LP (BEP)

Carlisle Companies Inc. (CSL)
Carrier Global Corp (CARR)
CF Industries Holdings Inc (CF) --> link here
Chemours Company (CC)
Chimera Investment Corp (CIM)
Cigna Corp. (CI)
Cisco Systems, Inc. (CSCO) --> link here
Coca-Cola Co (KO) --> link here
Comcast Corp (CMCSA) --> link here
Compass Minerals International Inc (CMP)
Conoco Phillips (COP)
Consolidated Edison, Inc. (ED)
CVS Health Corp (CVS) --> link here
CyrusOne Inc (CONE)

D.R. Horton Inc. (DHI)
Deere & Co. (DE)
DHT Holdings Inc (DHT) --> link here
Digital Realty Trust Inc (DLR) --> link here
Douglas Emmett Inc (DEI)
DTE Energy Co. (DTE)
DuPont de Nemours Inc (DD)
Dynex Capital, Inc. (DX)

Eagle Point Income Company Inc (EIC)
Eastgroup Properties, Inc. (EGP) --> link here
Eaton Corporation plc (ETN)
Ecolab, Inc. (ECL)
Emerson Electric Co. (EMR)
Empire State Realty Trust Inc (ESRT)
Energy Transfer LP (ET) --> link here
Eni Spa (E)
Equinor ASA (EQNR)
Everest Re Group Ltd (RE)
Exponent Inc. (EXPO) --> link here

Fairfax Financial Holdings Ltd. (FRFHF) --> link here
First American Financial Corp (FAF)
Firstenergy Corp. (FE)
Flowers Foods, Inc. (FLO) --> link here
Franklin Electric Co., Inc. (FELE)

Genesis Energy L.P. (GEL)
Gentex Corp. (GNTX)
Gilead Sciences, Inc. (GILD) --> link here
Gladstone Capital Corp. (GLAD)
Gladstone Commercial Corp (GOOD)
Glaxosmithkline plc (GSK) --> link here
Golub Capital BDC Inc (GBDC)
Gorman-Rupp Co. (GRC)
GrafTech International Ltd. (EAF)
Great-West Lifeco, Inc. (GWLIF)

H&R Block Inc. (HRB)
Hanesbrands Inc (HBI)
Hannon Armstrong Sustainable Infrastructure (HASI)
Hasbro, Inc. (HAS) --> link here
Healthpeak Properties Inc (PEAK) --> link here
Honda Motor (HMC)
Huntsman Corp (HUN)

Industrial Logistics Properties Trust (ILPT)
Infosys Ltd (INFY) --> link here
Insperity Inc (NSP)
Interpublic Group Of Cos., Inc. (IPG)
Intercontinental Exchange Inc (ICE) --> link here
Invitation Homes Inc (INVH)

Jack Henry & Associates, Inc. (JKHY)

Kellogg Co (K) --> link here
KKR & Co. Inc. (KKR) --> link here
KKR Real Estate Finance Trust Inc (KREF)
KLA Corp. (KLAC)

L'Oréal SA (LRLCF)
L3Harris Technologies Inc (LHX) --> link here
Lancaster Colony Corp. (LANC)
Lincoln National Corp. (LNC)
Lithia Motors, Inc. (LAD)
LTC Properties, Inc. (LTC)
Lumen Technologies Inc (LUMN) --> link here

Macerich Co. (MAC)
Manulife Financial Corp. (MFC) --> link here
MDU Resources Group Inc (MDU)
Medical Properties Trust Inc (MPW)
Micro Focus International Plc (MFGP)
Mid-America Apartment Communities, Inc. (MAA)
Mondelez International Inc. (MDLZ) --> link here
Monolithic Power System Inc (MPWR)
Moody's Corp. (MCO) --> link here
MSA Safety Inc (MSA)

 

[Mr. Wood]

Wah. ADM $75 you still went in. Now ATH.
I was looking at CF and MOS before the invasion. Hands too slow.

ADM i DCA a little monthly. if crash den hoot bigger.

 

[sky37]

ADM i DCA a little monthly. if crash den hoot bigger.

Faith in the food chain. Humans need to eat afterall.

 

[Tooi Kono Machi De]

Sorry to hijack the thread. Just want to find out if anyone here holds BEP and how much are you taxed for Witholding Tax as a Singaporean.

Isit 30%, 15% or no Witholding Tax since BEP is incorporated in Bermuda?

 

[Mr. Wood]

Updated reports

National Fuel Gas Co. (NFG)
Nestle SA (NSRGY) --> link here
New Jersey Resources Corporation (NJR)
Newell Brands Inc (NWL)
NexPoint Residential Trust Inc (NXRT)

Office Properties Income Trust (OPI) --> link here
Omnicom Group, Inc. (OMC)
Orange. (ORAN)

Pennymac Mortgage Investment Trust (PMT)
Pentair plc (PNR) --> link here
PepsiCo Inc (PEP) --> link here
Pfizer Inc. (PFE) --> link here
Philip Morris International Inc (PM)
Piedmont Office Realty Trust Inc (PDM)
Plains All American Pipeline LP (PAA)
PPL Corp (PPL)
Prospect Capital Corp (PSEC)
PulteGroup Inc (PHM)

Reckitt Benckiser Group Plc (RBGLY)
Regency Centers Corporation (REG)
Reinsurance Group Of America, Inc. (RGA)
RELX Plc (RELX)
Republic Services, Inc. (RSG)
Resmed Inc. (RMD)
Restaurant Brands International Inc (QSR) --> link here
Ritchie Bros Auctioneers Inc (RBA)
RPT Realty (RPT)
Ryder System, Inc. (R)

S&P Global Inc (SPGI)
Sap SE (SAP)
Sampo Plc (SAXPY) --> link here
Seagate Technology Holdings Plc (STX)
SFL Corporation Ltd (SFL)
Siemens AG (SIEGY)
Simon Property Group, Inc. (SPG)
Sixth Street Specialty Lending Inc (TSLX) --> link here
SJW Group (SJW)
Sonoco Products Co. (SON)
Sony Group Corporation (SONY) --> link here
Southern Company (SO) --> link here
Southern Copper Corporation (SCCO)
Spirit Realty Capital Inc (SRC)
STAG Industrial Inc (STAG)
Suburban Propane Partners LP (SPH)
Sumitomo Mitsui Financial Group Inc (SMFG) --> link here
Sun Life Financial, Inc. (SLF) --> link here
Suncor Energy, Inc. (SU) --> link here
Superior Plus Corp. (SUUIF)
Synchrony Financial (SYF)

TC Energy Corporation (TRP)
Texas Instruments Inc. (TXN) --> link here
Telus Corp. (TU)
Tompkins Financial Corp (TMP)
TotalEnergies SE (TTE)
Triton International Ltd (TRTN)

UBS Group AG (UBS) --> link here
UDR Inc (UDR)
UGI Corp. (UGI)
Unilever plc (UL) --> link here

Ventas Inc (VTR) --> link here
Vornado Realty Trust (VNO)
Vulcan Materials Co (VMC)

Watsco Inc. (WSO)
Western Union Company (WU) --> link here
WestRock Co (WRK)

Xylem Inc (XYL) --> link here

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

Zoetis Inc (ZTS)

 

[Mr. Wood]

Sorry to hijack the thread. Just want to find out if anyone here holds BEP and how much are you taxed for Witholding Tax as a Singaporean.

Isit 30%, 15% or no Witholding Tax since BEP is incorporated in Bermuda?

dun think it matters where it is incorporated. as long as it is listed in US, it is 30%.

 

[angcheek]

dun think it matters where it is incorporated. as long as it is listed in US, it is 30%.

But company earning not in US also kana tax ?

 

[sky37]

But company earning not in US also kana tax ?

Similar to companies like SEA and GRAB

 

[angcheek]

Similar to companies like SEA and GRAB

Ohhh i dont have either (fortunately )

 

[Mr. Wood]

https://www.adm.com/adm-worldwide/russia

ADM began working in Russia in 1980, trading wheat, corn, soybeans and soybean meal. Today in Russia, ADM trades food and feed ingredients; is an investor in Aston Foods and Food Ingredients joint venture; and has a Nutrition sales office in Moscow.

https://www.adm.com/adm-worldwide/europe/ukraine

ADM employs more than 630 people in Ukraine and operates an oilseed crushing plant in Chornomorsk, a grain terminal in the port of Odessa, five inland and one river silos, and a trading office in Kiev.

 

[Mr. Wood]

Target Corporation Reports Fourth Quarter and Full-Year 2021 Earnings
March 1, 2022

Full-Year 2021 Highlights

• Target delivered $106 billion in total revenue, having grown nearly $28 billion, or more than 35 percent over the past two years.
• Comparable sales grew 12.7 percent, on top of 19.3 percent in 2020.
• Comparable traffic grew 12.3 percent, on top of 3.7 percent in 2020.
• Total sales have grown more than $27 billion since 2019, reflecting more than $14 billion of additional store sales and digital sales growth of nearly $13 billion.
• All five core merchandise categories delivered double-digit comparable sales growth in 2021, on top of unprecedented growth in 2020.
• Operating income margin rate of 8.4 percent expanded nearly 150 basis points from 2020.
• GAAP EPS from continuing operations of $14.10 was 63.1 percent higher than last year, while Adjusted EPS of $13.56 grew 44.0 percent compared with 2020. Both GAAP and Adjusted EPS have more than doubled since 2019.

For fiscal year 2022, the Company expects low- to mid-single digit revenue growth, an operating margin rate of 8 percent or higher, low-single digit growth in operating margin dollars, and high-single digit growth in Adjusted Earnings per Share.

Target has also updated its long-term financial algorithm, which will define the Company's expectations for annual performance in fiscal years 2023 and beyond. The algorithm specifies annual benchmarks for the following metrics:

• Mid-single digit growth in Total Revenue;
• Mid-single digit growth in Operating Income;
• High-single digit growth in Adjusted EPS;
• CAPEX of $4 to $5 billion; and
• After-tax Return on Invested Capital in the high-20% to 30% range.

 

[Mr. Wood]

COSTCO WHOLESALE CORPORATION REPORTS SECOND QUARTER AND YEAR-TO-DATE OPERATING RESULTS FOR FISCAL 2022 AND FEBRUARY SALES RESULTS
March 3, 2022

Net sales for the quarter increased 16.1 percent, to $50.94 billion, from $43.89 billion last year. Net sales for the first 24 weeks increased 16.4 percent, to $100.35 billion, from $86.23 billion last year.

Net income for the quarter was $1,299 million, $2.92 per diluted share. Last year’s second quarter net income was $951 million, $2.14 per diluted share, which included $246 million pretax, $0.41 per diluted share, in costs incurred primarily from COVID-19 premium wages. Net income for the first 24 weeks was $2.62 billion, or $5.90 per diluted share, compared to $2.12 billion, $4.76 per diluted share, last year.

 

[Mr. Wood]

Best Buy Reports Fourth Quarter Results
March 03, 2022

• FY22 GAAP Operating Income Rate of 5.9%
• FY22 Non-GAAP Operating Income Rate of 6.0%
• Increased Quarterly Dividend 26% to $0.88 per Share
• Expects FY23 Non-GAAP Diluted EPS of $8.85 to $9.15
• Expects FY25 Revenue of $53.5 billion to $56.5 billion
• Expects FY25 Non-GAAP Operating Income Rate of 6.3% to 6.8%

“FY22 was another record year. In addition to record revenue and earnings, our leaders drove new ways of operating and our employees worked tirelessly to meet our customers’ technology needs with excellent service. From a financial perspective, our comparable sales growth was 10.4% on top of a very strong 9.7% last year, with revenue up $8.1 billion over the past two years. Compared to last year, our GAAP EPS was up 44% to $9.84 and our non-GAAP EPS was up 27% to $10.01.”

“In the past two years, our total cash provided by operating activities was $8.2 billion and we generated more than $6.5 billion in free cash flow,” said Matt Bilunas, Best Buy CFO. “In FY22, we returned $4.2 billion to shareholders in the form of share repurchases and dividends. Today, we are announcing a 26% increase in our quarterly dividend to $0.88 per share and our plan to spend approximately $1.5 billion in share repurchases in FY23.”

Financial Outlook

“In FY23, we are leveraging our position of strength by continuing to invest in our future to deliver growth over the long term. While we expect sales growth and earnings to look different in FY23, our outlook for FY25 delivers strong revenue growth and operating income rate expansion well beyond FY22,” Bilunas continued. “The two largest variables in our FY23 financial outlook on a year-over-year basis are the short-term industry decline as we lap high growth and government stimulus, and the investment in our new membership program, Best Buy Totaltech, which we believe will drive longer-term value. As we look to FY25, we expect the consumer electronics industry will return to the level we saw this past year, which is much higher than pre-pandemic levels, and that Totaltech, Best Buy Health and other initiatives will drive meaningful growth.”

 

[Mr. Wood]

Broadcom Inc. Announces First Quarter Fiscal Year 2022 Financial Results and Quarterly Dividends
March 3, 2022

The Company's Board of Directors has approved a quarterly cash dividend on its common stock of $4.10 per share. The common stock dividend is payable on March 31, 2022 to common stockholders of record at the close of business (5:00 p.m. Eastern Time) on March 22, 2022.

 

[Mr. Wood]

https://www.investing.com/news/stoc...s-fed-falling-behind-on-inflation-job-2778467

A 25 basis points rate hike at the March meeting would be a no decision as opposed to a decision … and it’s not going pull the handbrake on the inflation momentum that arguably is being further fueled [by the Russia-Ukraine conflict],

In testimony before Congress, Powell said he would support a 25-basis point, or 0.25%, rate hike in March, though added that he was "prepared to raise by more than that in a meeting or meetings" if inflation doesn’t subside later this year as expected.

 

[Mr. Wood]

https://finance.yahoo.com/news/archer-daniels-midland-adm-gains-231511299.htmlMarch 5, 2022

Valuation is also important, so investors should note that Archer Daniels Midland has a Forward P/E ratio of 15.92 right now. This represents a discount compared to its industry's average Forward P/E of 20.62.

Investors should also note that ADM has a PEG ratio of 9 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Agriculture - Operations stocks are, on average, holding a PEG ratio of 1.51 based on yesterday's closing prices.

DY below 2% now. looks slightly expensive. will be caution and cut down on DCA amt

 

[Mr. Wood]

https://finance.yahoo.com/news/china-vows-continue-crackdown-industry-030928851.htmlMarch 5, 2022

China will continue its crackdown on monopolies to ensure fair competition, Premier Li Keqiang said in a report released ahead of the start of the annual session of parliament on Saturday.

Li also singled out the integrated circuits and artificial intelligence industries as priority areas for the government to build up domestic capabilities.

 

[sky37]

https://finance.yahoo.com/news/archer-daniels-midland-adm-gains-231511299.htmlMarch 5, 2022



DY below 2% now. looks slightly expensive. will be caution and cut down on DCA amt

What's DY? What does it measure?