US Dividends Aristocrats thread

[Mr. Wood]

Schwab International Expert Speaker Series Global Market Outlook

Time: 9:00 p.m. Hong Kong Time
Duration: 1 hour

Jeffrey Kleintop, CFA, will provide an in-depth analysis and discussion of trends and events in the global markets and what they mean for U.S. investors.

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

Update Reports

Avnet Inc. (AVT)
Danaher Corp. (DHR)
Equitable Holdings Inc (EQH)
Fedex Corp (FDX) --> Jun 2022
General Mills, Inc. (GIS)
ManpowerGroup (MAN)
McCormick & Co., Inc. (MKC)
Nike, Inc. (NKE) --> Jun 2022
Premier Inc (PINC)
Walgreens Boots Alliance Inc (WBA) --> Jun 2022
Zions Bancorporation N.A (ZION)

 

[Mr. Wood]

https://www.dbs.com/insightsdirect/...fc53a31c59378?pagesec=whatsnew&pagesecid=9594

12 Jul 2022

Singapore Stock Pulse: Will FED funds rate peak by year-end?
Market view update
FED funds rate estimates


The latest market estimates for FED funds rate (FFR) shows 7 to 8 more 25bps rate hikes by 1Q23 followed by 2 x 25bps rate cut in 2H23 as US recession concerns grow
Estimates imply FFR to reach a high of 3.5% by 1Q23, and retreating to 2.9% by end-23
DBS economist currently expects FFR to peak at 3.5% in 4Q22 and hold steady through 2023

 

[Mr. Wood]

https://register.gotowebinar.com/register/4577504825206893836

Q3 2022 Market Outlook Webinar
Tue, Jul 19, 2022 7:00 PM - 8:00 PM SGT

Join our global market research team for a live, interactive webinar recapping the recent price action in the market and looking ahead to key themes for the next quarter and beyond. We’ll share the key upcoming events, dominant trends, and key technical levels to watch on major indices, currency pairs, and commodities like gold and oil to ensure viewers are prepared to trade successfully in the coming months. Expected run time: 40-60 minutes Open to traders of all experience levels

 

[Mr. Wood]

https://www.cnbc.com/2019/02/25/warren-buffett-and-bill-gates-the-rich-should-pay-higher-taxes.html
real rich ppl help the less well off
fake gurus sell scam courses

 

[ctan84]

Update Reports

Avnet Inc. (AVT)
Danaher Corp. (DHR)
Equitable Holdings Inc (EQH)
Fedex Corp (FDX) --> Jun 2022
General Mills, Inc. (GIS)
ManpowerGroup (MAN)
McCormick & Co., Inc. (MKC)
Nike, Inc. (NKE) --> Jun 2022
Premier Inc (PINC)
Walgreens Boots Alliance Inc (WBA) --> Jun 2022
Zions Bancorporation N.A (ZION)

Any idea when the bulk of the earnings for last quarter will be out ? Late this month or early Aug ?

 

[Mr. Wood]

Any idea when the bulk of the earnings for last quarter will be out ? Late this month or early Aug ?

some banks and tsmc alrdy started reporting this week.
next week more banks and several large caps.

 

[Mr. Wood]

 

[Mr. Wood]

 

[Mr. Wood]

https://asia.nikkei.com/Business/Te...-plans-price-hikes-on-broad-range-of-productsJuly 14, 2022

https://www.hardwarezone.com.sg/tech-news-intel-plans-price-hike-later-year-202215 Jul 2022

 

[endlssorrow]

Don’t worry
Still got AMD

 

[Mr. Wood]

Update Reports

Accenture plc (ACN)
Broadcom Inc (AVGO) --> Jun 2022
Constellation Brands Inc (STZ)
Darden Restaurants, Inc. (DRI)
John Wiley & Sons Inc. (WLY)
Lennar Corp. (LEN)
Martin Marietta Materials, Inc. (MLM)
MSC Industrial Direct Co., Inc. (MSM)
NewMarket Corp. (NEU)
Oracle Corp. (ORCL) --> Jun 2022
Paychex Inc. (PAYX) --> Jun 2022
Primerica Inc (PRI)
Royalty Pharma plc (RPRX)
Service Corp. International (SCI)
Shaw Communications Inc. (SJR)
Unifirst Corp. (UNF)

 

[Mr. Wood]

https://investors.pepsico.com/docs/...q2-2022-earnings-release_wktlpaqn1zt17bod.pdfJuly 12, 2022

Given our year-to-date performance, we now expect our full-year organic revenue to increase 10 percent (previously 8 percent) and we continue to expect core constant currency earnings per share to increase 8 percent

 

[Mr. Wood]

https://www.unitedhealthgroup.com/newsroom/2022/2022-07-15-second-quarter-results.htmlJuly 15, 2022

Based upon the first half performance and growth expectations, the company increased its full year net earnings outlook to $20.45 to $20.95 per share

 

[Mr. Wood]

 

[Perisher]

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.

quick update,

Perisher 3 pick = -0.31%
Sure Dividend 3 pick = -9.89%

The gap has tighten, meaning they did better.

above excludes dividends.

 

[Mr. Wood]

https://www.dbs.com/insightsdirect/...fc53a31c59378?pagesec=whatsnew&pagesecid=966218 Jul 2022

Strengthening SGD impacts companies differently:
Less impact on companies with local presence or operate/report in a single currency, e.g., Cromwell and IREIT operate and report in EUR, Elite Commercial REIT in GBP
Companies that operate in EUR/JPY/GBP but report in SGD may see significant impact from FX translation, e.g., DHLT operates in JPY but reports in SGD

 

[Mr. Wood]

https://mailchi.mp/phillip.com.sg/adv-top-stocks-recommended-by-our-analysts-c7u95cqad1

Interested in the US market? Here are some US counters recommended by our Analysts:

​ Adobe Inc Rating: BUY Target Price: USD549

​ Salesforce Inc Rating: BUY Target Price: USD253

​ Airbnb Rating: BUY Target Price: USD119

Information is updated as of 18 Jul 2022.