US Dividends Aristocrats thread

[Perisher]

Welcome to ADM club…

 

[Mr. Wood]

https://www.wsj.com/articles/warren...dation-sends-charities-scrambling-11655811074Warren Buffett’s Estate Planning Sends Charities Scrambling
June 21, 2022

In 2006, the Omaha billionaire made a pledge worth tens of billions of dollars: He would earmark 85% of his stock in his company, Berkshire Hathaway Inc., for charity, with the bulk going to the Gates Foundation, a global philanthropy run by his longtime friends. He wrote to the couple that he was “irrevocably committing to make annual gifts of Berkshire Hathaway ‘B’ shares throughout my lifetime.”

a little-known Buffett family foundation that supports abortion rights. Officials at the Susan Thompson Buffett Foundation have been hiring staff and making plans to spend a massive influx of money that the small organization expects to receive, according to current and former people within the foundations and documents reviewed by The Wall Street Journal

 

[Mr. Wood]

if WB sells investment courses, wud he not rather redirect the course fees to help charities?
think.
stop wasting money on scum course sellers.

 

[Mr. Wood]

WB own 3 children spend their time on charities and foundation.
he run company, read reports, sits on multiple boards.
why would he hav time to teach a family outsider abt the secrets on investing?
think.

 

[Mr. Wood]

Warren Buffett Stocks: Apple Inc.
June 17th, 2022

Apple started paying a dividend in 2012. Since then, the dividend has been increased regularly, but more or less in-line with the company’s earnings-per-share growth, which is why the dividend payout ratio has remained low. Apple’s projected dividend payout ratio for 2022 is just 15%. This, coupled with the company’s enviable balance sheet, makes Apple’s dividend look quite safe.

we expect 7% annual EPS growth over the next five years. Putting it all together, the combination of valuation changes, EPS growth, and dividends produces total expected returns of 4.5% per year over the next five years.

 

[Mr. Wood]

Update Reports

Amdocs Ltd (DOX)
Apogee Enterprises Inc. (APOG)
Associated Banc-Corp. (ASB)
Avient Corp (AVNT)

Brown-Forman Corp. (BF.B) --> Jun 2022

Cogent Communications Holdings Inc (CCOI)

Hormel Foods Corp. (HRL) --> Jun 2022

National Grid Plc (NGG) --> Jun 2022

PNM Resources Inc (PNM)
Pool Corporation (POOL)

Raymond James Financial, Inc. (RJF)

SLR Investment Corp (SLRC)

Toro Co. (TTC)

 

[Perisher]

TSN $82 from $91 -10%
ABBV $139.15 from $150 -8%
MAIN $34.59 from $38.43 -10%

PRU $91 from $106 -14%
BLK $585 from $666 -13%

vs

SWK $101 from $119 -15%
LOW $171 from $199 -14%
MMM $130 from $149 -13%

Previously, the average fall of my top 3 vs their top 3
is -8% vs -10%, a difference of 2%
now
it's -9% vs -14% a difference of 5%
Note that these are short term volatility but it's interesting that the gap is opening up...

will be interesting 6mth to a year from now if volatility continues.

TSN $91 to $85
ABBV $150 to $152
MAIN $38.43 to $38.43
lost average 1.4%

PRU $106 to $97
BLK $666 to $647

vs

SWK $119 to $111
LOW $199 to $184
MMM $149 to $134
lost average 8.2%

Previously, the average fall of my top 3 vs their top 3
it's -9% vs -14% a difference of 5%
now
it's -1.4% vs -8.2% a difference of 6.8%
note that this is excluding dividends... MAIN pays monthly.
The gap is opening further.

 

[Mr. Wood]

****r cannot let me relax watch youtube in peace.

better go langgar aviva bmw and die good die tgt
fxxk u pauline teo go becum putin's comfort woman

 

[Mr. Wood]

https://www.bakersfield.com/ap/news...cle_e8de57ab-543e-5fde-9cdf-d1cc0973884c.htmlJun 29, 2022

ADM's research is bringing new discoveries and insights to the fore – demonstrating the potential positive impacts of dietary microbiome support on aspects of health and well-being.

 

[Mr. Wood]

https://www.marketbeat.com/instant-alerts/nyse-mmm-a-buy-or-sell-right-now-2022-06-2-3/JUNE 29, 2022

the company currently has an average rating of "Hold" and an average price target of $161.64.

 

[Mr. Wood]

https://www.buzzfeed.com/ryanschocket2/disney-theme-park-employees-share-secretsJun 23, 2022

"It’s pretty common for guests to dump ashes of their loved ones on the Haunted Mansion ride.

"If anybody says, 'Have a magical day,' they mean you were a gigantic asshole and hated dealing with you. We call it the 'Disney **** You'."

 

[Mr. Wood]

https://capital.com/apple-aapl-iphone-demand-holds-up-ahead-of-new-launch-dan-ives-says13 hours ago

“While the nervous market backdrop is creating a fearful environment for tech stocks, we believe Apple’s growth story remains well intact despite the shaky macro.”

 

[Mr. Wood]

https://finance.yahoo.com/news/warren-buffett-wants-entire-96-123608569.htmlJune 27, 2022

One proposed solution was to create a world children's savings bank. The exact amount allocated to each child wasn’t disclosed, but a former Gates Foundation employee told the Journal that each child would receive thousands of dollars that “sit on a shelf, like a battle plan” for baby beneficiaries.

real rich man gives away money. where got time to sell courses?
fake rich abuses buffett good name to scam others.

 

[Mr. Wood]

 

[Perisher]

TSN $91 to $85
ABBV $150 to $152
MAIN $38.43 to $38.43
lost average 1.4%

PRU $106 to $97
BLK $666 to $647

vs

SWK $119 to $111
LOW $199 to $184
MMM $149 to $134
lost average 8.2%

Previously, the average fall of my top 3 vs their top 3
it's -9% vs -14% a difference of 5%
now
it's -1.4% vs -8.2% a difference of 6.8%
note that this is excluding dividends... MAIN pays monthly.
The gap is opening further.

did a simple spreadsheet, now even easier to update

After 1 month since the comparison started

my 3 current pick is now averaging 0.7% lost vs
their 3 pick which is now averaging a massive 11.75% lost...
even PRU/BLK is doing better at 8.17% lost

The gap has widen even further from 6.8% to 11.05% difference.
Again, be reminded that this is even before accounting for Dividends which my 3 pick is higher.

 

[Mr. Wood]

https://www.cnbc.com/2022/06/29/eco...ig-rate-hikes-ahead-wells-fargo-ceo-says.htmlJUN 29 2022

 

[Mr. Wood]

Update Reports

ABM Industries Inc. (ABM)
British American Tobacco Plc (BTI)
Campbell Soup Co. (CPB) --> Jun 2022
Factset Research Systems Inc. (FDS)
Gap, Inc. (GPS) --> Jun 2022
H.B. Fuller Company (FUL)
Houlihan Lokey Inc (HLI)
ITT Inc (ITT)
Kroger Co. (KR) --> Jun 2022
Miller Industries Inc. (MLR)
Nexstar Media Group Inc (NXST)
Ralph Lauren Corp (RL) --> Jun 2022
SpartanNash Co (SPTN)
Thor Industries, Inc. (THO)
Worthington Industries, Inc. (WOR)

 

[Mr. Wood]

https://iqwealthmanagement.com/2022...vidend-growth-stocks-for-inflation-recessionsJun 28, 2022 | Blog

searching for dividend growth stocks that can do well during the current environment — high inflation and a potential recession — can be an opportune choice for investors

1: Johnson & Johnson
2: Exxon Mobil
3: Realty Income

 

[Mr. Wood]

WALGREENS BOOTS ALLIANCE REPORTS FISCAL 2022 THIRD QUARTER RESULTS
JUNE 30, 2022

Fiscal 2022 outlook

• Maintaining full year adjusted EPS guidance of low-single digit growth, as year-to-date performance is tracking broadly in line with expectations

 

[Mr. Wood]

Paychex, Inc. Reports Strong Double Digit Service Revenue and Diluted Earnings Per Share Growth for Fourth Quarter and Full Year 2022 Results
JUNE 29, 2022

Our purpose remains to help small- and mid-sized businesses succeed

Total expenses increased 11% to $750.3 million for the fourth quarter and increased 7% to $2.8 billion for the fiscal year, as a result of the following:

• Compensation costs were higher due to increases in headcount to support client growth, higher wage rates, performance-based compensation, and fringe benefits;
• PEO direct insurance costs increased, driven by a rise in the number of PEO worksite employees and health insurance revenue;
• Continued investment in product development, technology, and marketing; and
• Increase in travel-related expenses due to lift of pandemic-related restrictions.

Operating income grew 11% to $394.0 million for the quarter and 26% to $1.8 billion for the fiscal year. Operating margin (operating income as a percentage of total revenue) was 34.4% for the fourth quarter and remained flat as compared to the prior year period, while operating margin increased to 39.9% for the fiscal year, compared to 36.0% in the prior year. Adjusted operating income(1) increased 23% to $1.8 billion for the full year.

Diluted earnings per share increased 27% to $3.84 per share for the year. Adjusted diluted earnings per share increased 24% to $3.77 per share for the year.

Financial Position and Liquidity

Our financial position and cash flow generation remained strong. As of May 31, 2022, we had:

• Cash, restricted cash, and total corporate investments of $1.3 billion.
• Short-term and long-term borrowings, net of debt issuance costs, of $806.4 million.
• Cash flow from operations was $1.5 billion for the fiscal year.

Return to Stockholders During the Year

• Paid cumulative dividends of $2.77 per share totaling $1.0 billion, resulting in a dividend payout ratio of 72%.
• Repurchased 1.2 million shares of our common stock for a total of $145.2 million.