US Dividends Aristocrats thread

[Mr. Wood]

Pinduoduo Announces Fourth Quarter 2021 and Fiscal Year 2021 Unaudited Financial Results
March 21, 2022

Fiscal Year 2021 Financial Results

Total revenues were RMB93,949.9 million (US$14,742.8 million), representing an increase of 58% from RMB59,491.9 million in 2020. The increase was primarily due to an increase in revenues from online marketing services and revenues from transaction services.

Total costs of revenues were RMB31,718.1 million (US$4,977.3 million), representing an increase of 65% from RMB19,278.6 million in 2020. The increase was mainly due to higher payment processing fees, increased fulfillment fees and merchant support services. Total operating expenses were RMB55,335.1 million (US$8,683.3 million), compared with RMB49,593.5 million in 2020.

Operating profit was RMB6,896.8 million (US$1,082.3 million), compared with an operating loss of RMB9,380.3 million in 2020. Non-GAAP operating profit was RMB11,671.5 million (US$1,831.5 million), compared with non-GAAP operating loss of RMB5,767.3 million in 2020.

Net income attributable to ordinary shareholders was RMB7,768.7 million (US$1,219.1 million), compared with net loss attributable to ordinary shareholders of RMB7,179.7 million in 2020. Non-GAAP net income attributable to ordinary shareholders was RMB13,829.5 million (US$2,170.2 million), compared with non-GAAP net loss attributable to ordinary shareholders of RMB2,965.0 million in 2020.

Basic earnings per ADS was RMB6.20 (US$0.97) and the diluted earnings per ADS was RMB5.44 (US$0.85), compared with basic and diluted net loss per ADS of RMB6.02 in 2020. Non-GAAP diluted earnings per ADS was RMB9.56 (US$1.50), compared with non-GAAP diluted net loss per ADS were RMB2.49 in 2020.

Net cash provided by operating activities was RMB28,783.0 million (US$4,516.7 million), slightly increased by 2% compared with RMB28,196.6 million in 2020.

selling shud be over soon as it turns profitable. but cant discount political and war risk will increase food and operation costs ("donation").

 

[Mr. Wood]

Schwab International Expert Speaker Series

Navigating Today's US Markets
Wednesday, 6 April | 9 a.m. ET | 9 p.m. SGT
Learn from Schwab's chief U.S. investment strategist, Liz Ann Sonders, about what's happening in today's U.S. markets and what that could mean for your U.S. investments.

 

[Mr. Wood]

Updated Reports

Bayer AG (BAYRY)
Brown-Forman Corp. (BF.B) -->link here
Cintas Corporation (CTAS)
Dollar General Corp. (DG) -->link here
Enerplus Corporation (ERF)
Gap, Inc. (GPS)
General Mills, Inc. (GIS)
Goldman Sachs BDC Inc (GSBD)
Great Elm Capital Corp (GECC)
Grupo Aval Acciones y Valores S.A. (AVAL)
H.B. Fuller Company (FUL)
Hawaiian Electric Industries (HE)
HP Inc (HPQ) --> link here
HSBC Holdings plc (HSBC)
Jabil Inc (JBL)
John Wiley & Sons Inc. (JW.A)
Kontoor Brands Inc (KTB)
Marvell Technology Inc (MRVL) -->link here
Nike, Inc. (NKE) --> link here
NVIDIA Corp (NVDA) --> link here
Orchid Island Capital Inc (ORC)
Paramount Global (PARA)
Service Properties Trust (SVC)
Tencent Holdings Ltd. (TCEHY) --> link here
Universal Corp. (UVV) --> link here
W. P. Carey Inc (WPC)
Weyco Group, Inc (WEYS)
Wheaton Precious Metals Corp (WPM)

 

[Mr. Wood]

 

[Mr. Wood]

WALGREENS BOOTS ALLIANCE REPORTS FISCAL 2022 SECOND QUARTER RESULTS
MARCH 31, 2022

Fiscal 2022 outlook

Maintaining full year adjusted EPS guidance of low-single digit growth

our Walgreens Health segment is on track toward long-term targets. The strategic review of our Boots business is progressing, and our transformational actions are accelerating sustainable value creation."

 

[Mr. Wood]

Paychex, Inc. Reports Strong Third Quarter Results:
March 30, 2022

“While the impacts of COVID-19 are abating, businesses are still operating in a very complex and volatile environment. Focus is shifting from operational and financial survival during the height of the pandemic back to an employee-centric focus, with attracting and retaining talent, remote work, and workplace safety being top areas of concern. Now more than ever businesses need trusted partners, like Paychex, to provide them the right human resource ("HR") technology solutions as well as help them navigate the complex HR landscape. As a trusted partner, we have helped small businesses obtain over $7 billion in combined Employee Retention and Paid Leave tax credits.

 

[Mr. Wood]

https://www.investing.com/news/econ...look-as-ukraine-recession-risks-weigh-2796086Apr 01, 2022

U.S. data released on Friday showed employers added 431,000 jobs in March and the unemployment rate fell to 3.6%,

Treasury yields, which retreated earlier in the week as portfolio adjustments boosted demand for bonds, spiked again on Friday, causing a closely watched part of the yield curve to invert for the third time this week.

An inversion of the yield curve, when shorter-dated yields rise above longer-dated ones, is seen as a harbinger of a recession in the next one or two years.

 

[Mr. Wood]

https://am.jpmorgan.com/content/dam...to-the-markets/mi-guide-to-the-markets-us.pdf
page 4:
Mar 31, 2022 S&P500 4530 fwd PE 19.5, DY 1.5%
Mar 24 2000 S&P500 1527 fwd PE 25.2, DY 1.4%
now still cheap!

page 10:
value stocks looks better than growth

page 17:
watch out for 10yr UST ard 3.6%

page 18:
stocks keeping up with GDP over long term


my own conclusion: continue to DCA

 

[Mr. Wood]

 

[Mr. Wood]

 

[sky37]

Updated Reports

Bayer AG (BAYRY)
Brown-Forman Corp. (BF.B) -->link here
Cintas Corporation (CTAS)
Dollar General Corp. (DG) -->link here
Enerplus Corporation (ERF)
Gap, Inc. (GPS)
General Mills, Inc. (GIS)
Goldman Sachs BDC Inc (GSBD)
Great Elm Capital Corp (GECC)
Grupo Aval Acciones y Valores S.A. (AVAL)
H.B. Fuller Company (FUL)
Hawaiian Electric Industries (HE)
HP Inc (HPQ) --> link here
HSBC Holdings plc (HSBC)
Jabil Inc (JBL)
John Wiley & Sons Inc. (JW.A)
Kontoor Brands Inc (KTB)
Marvell Technology Inc (MRVL) -->link here
Nike, Inc. (NKE) --> link here
NVIDIA Corp (NVDA) --> link here
Orchid Island Capital Inc (ORC)
Paramount Global (PARA)
Service Properties Trust (SVC)
Tencent Holdings Ltd. (TCEHY) --> link here
Universal Corp. (UVV) --> link here
W. P. Carey Inc (WPC)
Weyco Group, Inc (WEYS)
Wheaton Precious Metals Corp (WPM)

Any latest report on SBUX? Thanks.

 

[Mr. Wood]

disclaimer: looks old vid, learn the principles, not the actual names, although i like the companies alot

 

[Mr. Wood]

Any latest report on SBUX? Thanks.

latest is still Feb. update mayb nxt mth.

 

[Mr. Wood]

Update Reports

ABM Industries Inc. (ABM)
Accenture plc (ACN)
The Andersons (ANDE)

Broadcom Inc (AVGO) --> link here

China Petroleum & Chemical Corp (SNP) --> link here
Consolidated Water Co. Ltd. (CWCO)
Cross Timbers Royalty Trust (CRT)

Darden Restaurants, Inc. (DRI)

McCormick & Co., Inc. (MKC) --> link here

Old Dominion Freight Line (ODFL)
Oracle Corp. (ORCL) --> link here

Paychex Inc. (PAYX)
PetroChina Co. Ltd. (PTR)

Rayonier (RYN)

Sabine Royalty Trust (SBR)

Walgreens Boots Alliance Inc (WBA) --> link here

 

[Mr. Wood]

ADM +36% ytd huat ah!
ABBV +24% ytd huat ah!

but sad hav to trim down DCA amt.
mayb look for other cheaper stocks

 

[Mr. Wood]

https://www.nasdaq.com/market-activity/stocks/mmm/earningsEarnings announcement for MMM: Apr 26, 2022

evything looks good except their long term debt. although it is reducing, i still like to see how they manage.
https://www.nasdaq.com/articles/the...:mmm-is-using-debt-reasonably-well-2021-05-23
mayb will enter a little and see wht their nxt earnings say.

 

[Mr. Wood]

https://www.reuters.com/legal/litigation/3m-notches-sixth-win-combat-earplugs-litigation-2022-04-08/April 9, 2022

Lead attorneys for the plaintiffs - Bryan Aylstock of Aylstock Witkin Kreis & Overholtz, Shelley Hutson of Clark, Love & Hutson and Chris Seeger of Seeger Weiss - said in a joint statement that 3M's defenses were "unconvincing and without merit" and that they looked forward to trying further cases.

The plaintiff in Friday's case, Denise Kelley, served in the U.S. Army from 2004, including tours in Iraq and Kuwait, according to court papers. Like other plaintiffs in the MDL, she alleged that 3M's Combat Arms Earplugs version 2 (CAEv2) were defective and caused her to suffer hearing damage.

sg males use beach road $2 chapalang brand one how?
those heavy industries evyday use how?

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

https://www.investing.com/news/stoc...-says-days-of-false-promises-are-over-2804751Apr 15, 2022

"We are going to make promises that we will keep, promises that are real and going to solve the problems that exist in your stores," Schulz said in the video released to Reuters on Friday.

Schultz, who returned to lead the company for the third time last month, is in the midst of dealing with a growing union drive at U.S. cafes.

He added that he plans to focus on issues raised by employees in their "co-creation sessions" such as need for more training, need for guaranteed hours, problems with ice machines breaking, maintenance and repairs not coming in a timely manner.

"I have realized there have been many short term decisions that have had an adverse affect. We are going to reverse that," the CEO who has been practically synonymous with the company he took over in 1987 said.