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   Technology Stock With Stellar Dividend Growth Main   10/12/2018

It turns out, you can teach an old dog new tricks. While there are so many young upstarts, many of the old dogs are still alive and kicking. And in the case of our Best Dividend Stocks List pick in the sector, they are running in circles around many of the “disruptors.”

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Our pick has managed to transition from being strictly a hardware producer to a services leader and features plenty of recurring revenue from the cloud, security and software as a solution (SaaS) applications. Meanwhile, its historical hardware component throws off plenty of growth and cash flows.

As a result, our pick has become one of the best dividend payers in the tech sector, if not the entire market. In its short dividend history, our pick has managed to grow its payout by over 450% as well as buyback millions of its own stock shares!

However, with continued improvements in cross-selling, big shifts to the cloud/wireless adoption and a hefty dose of tax reform, our pick is still minting profits and cash flows for investors. Old tech is still managing to innovate. And with that, our selection in the sector has plenty of growth left in the tank.

To summarize, here are five reasons why you should own this stock:

  1. Recorded close to $50 billion in sales for all of 2018 – a 3% year-over-year increase.
  2. Since paying its first dividend in 2011, it has grown its payout by 450%.
  3. Extensive portfolio of high-margined service, software and recurring revenue business lines.
  4. More than $46 billion in cash and short-term investments on its balance sheet at the end of last year, with over $4 billion in free cash flows from its operations.
  5. Healthy payout ratio of 49.5% and healthy yield of 2.76%

   A Big Winner in the Rising Rate Environment Has Be   03/12/2018

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Income seekers of all stripes were forced to look outside the box during the recession and its aftermath. With the Federal Reserve keeping rates low, traditional sources of income – such as CDs, treasury bonds and money market funds – were basically paying zero. That meant loading up on a variety of exotic asset classes. Real estate investment trusts (REITs), master limited partnerships (MLPs) and dividend-oriented sectors like consumer staples were on the menu.

 

But that was then and this is now.

With the Fed now raising rates, most of these high-yielding securities have taken it on the chin and have dropped hard. However, one is still seeing plenty of investors’ interest. Utility stocks have defied logic and are actually doing well. The best part is the trends could keep them rising high over the next few quarters.


   NetEase, Inc. Decreases Dividend by 26.72%   29/11/2018

Every day, companies and funds across the globe announce upcoming dividend payouts. You can find the complete list of dividend increases, decreases, initiations, suspensions, updates and regular dividend announcements for a given day in our  for a given day in our Dividend Payout Changes and Announcements tool.

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The following is a snapshot of nine equities that saw a decrease in dividend and are going. The latest regular payout is compared to the most recent regular payout to determine if there is a dividend decrease.

 

Security Type Ticker Name Market Cap ($ Bn) Ex-Dividend Date Previous Payout ($) Next Payout ($) Change *
Equity (NTES) NetEase, Inc. 30.24 11/29/2018 0.61 0.45 -26.72%
Equity (VET ) Vermilion Energy Inc. 5.15 11/29/2018 0.18 0.18 -1.69%
Equity (CCJ) Cameco Corporation 4.71 11/29/2018 0.08 0.06 -23.75%
Equity (PBT ) Permian Basin Royalty Trust 0.33 11/29/2018 0.06 0.05 -9.09%
Equity (SJT ) San Juan Basin Royalty Trust 0.27 11/29/2018 0.08 0.04 -50.46%
Equity (FTF ) Franklin Templeton Limited Duration Income Trust 0.21 11/29/2018 0.10 0.09 -4.51%
Equity (PRT) PermRock Royalty Trust 0.13 11/29/2018 0.12 0.07 -42.24%
Equity (BGFV ) Big 5 Sporting Goods Corporation 0.08 11/29/2018 0.15 0.05 -66.67%
Equity (MTR) Mesa Royalty Trust 0.02 11/29/2018 0.11 0.10 -5.71%

Disclaimer: Dividends declared by ETFs/ETNs depend on the distribution made by the underlying. As a result, there can be significant fluctuation in the payout figures. It is advisable that investors should investigate the actual composition of these securities to get a better picture of the overall dividend distribution. .


   Global Snack Foods Giant With Strong and Growing C   21/11/2018

Was added a consumer products firm to the Best Dividend Stocks List and removed an international energy stock from the list.

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There’s no doubt that volatility has started to rise and investors are getting a tad nervous these days. As a result, high-growth stocks are no longer on the menu for many portfolios. But just because you’re swearing off of tech and biotech stocks doesn’t mean you can’t get some growth with safety. 

Our pick was created in a spin-off a few years ago in order to help unlock growth from its parent. Well, it turns out our latest pick’s portfolio of cookies, crackers and other snacks is getting the last laugh. Discretionary snacks and candy provide the perfect mix of steady cash flows and growth potential. This fact has continued to power our pick since its spin-off, in both capital appreciation and dividend increases.

With new moves into emerging markets and organic/healthy snacking, our pick has a long runway to keep the growth coming for years to come.

For investors, our new pick provides just the right combination through the current market malaise with ease.

To summarize, here are five reasons why you should own this stock:

  1. Global reach with operations across both developed and emerging markets. Sales are roughly split 60/40%, leading to plenty of growth.
  2. Leading snack food company with more than $25 billion in sales recorded in 2017.
  3. Expanded margins have allowed for plenty of free-cash generation, with more than $3 billion recorded last year.
  4. Since its spin-off, our pick has managed to steadily increase its dividend, with its last increase being more than 18%!

   Sturm, Ruger & Company, Inc. Decreases Dividen   14/11/2018

Every day, companies and funds across the globe announce upcoming dividend payouts.  Here you can  find the complete list of dividend increases, decreases, initiations, suspensions, updates and regular dividend announcements for a given day.

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The following is a snapshot of six equities and nine funds that saw a decrease in dividend and are going ex-dividend this week. The latest regular payout is compared to the most recent regular payout to determine if there is a dividend decrease.

 

Security Type Ticker Name Market Cap ($ Bn) Ex-Dividend Date Previous Payout ($) Next Payout ($) Change *
Equity (GSK ) GlaxoSmithKline PLC 75.97 11/15/2018 0.49 0.49 -0.98%
Fund (PBA ) Pembina Pipeline Corp. 17.46 11/21/2018 0.14 0.14 -0.14%
Fund (USA ) Liberty All-Star Equity Fund 1.26 11/15/2018 0.17 0.16 -5.88%
Equity (RGR ) Sturm, Ruger & Company, Inc. 1.02 11/15/2018 0.34 0.21 -38.24%
Fund (EIM ) Eaton Vance Municipal Bond Fund 0.75 11/21/2018 0.04 0.04 -3.81%
Equity (DF ) Dean Foods Co. 0.54 11/16/2018 0.09 0.03 -66.67%
Equity (PFLT ) PennantPark Floating Rate Capital Ltd. 0.51 11/19/2018 0.08 0.08 -4.88%
Equity (NAT ) Nordic American Tankers Limited 0.46 11/20/2018 0.02 0.01 -50.00%
Fund (GLO ) Clough Global Opportunities Fund 0.32 11/19/2018 0.10 0.09 -8.24%
Fund (DEX ) Delaware Enhanced Global Dividend Fund 0.16 11/15/2018 0.10 0.10 -2.02%
Fund (GLQ ) Clough Global Equity Fund 0.15 11/19/2018 0.13 0.12 -9.13%
Fund (ASG ) Liberty All-Star Growth Fund 0.14 11/15/2018 0.12 0.11 -8.33%
Fund (DDF ) Delaware Investments Dividend & Income Fund 0.10 11/15/2018 0.10 0.10 -0.72%
Fund (GLV ) Clough Global Allocation Fund 0.08 11/19/2018 0.11 0.11 -5.09%
Equity (SNMP ) Sanchez Midstream Partners LP 0.08 11/19/2018 0.45 0.15 -66.73%

 

Disclaimer: Dividends declared by ETFs/ETNs depend on the distribution made by the underlying. As a result, there can be significant fluctuation in the payout figures. It is advisable that investors should investigate the actual composition of these securities to get a better picture of the overall dividend distribution.

 

 
 

   GE Falls Below $10Per Share After Painful Dividend   10/11/2018

 

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By sharing these trends , we hope to provide insights into what the financial world is concerned about and how to position your portfolio.

 

The last two weeks were rich in earnings releases and dividend cuts. Kraft Heinz Co. and Apple both disappointed investors, with the former issuing poor earnings and the latter ending communications on the number of devices sold. Embattled General Electric made it into the top after it slashed its dividend again. Oil major BP is the only bright spot, reporting blowout earnings on rising oil prices.

 

Kraft Heinz (KHC ),

KHC price chart

The food giant paying a solid 4.7% dividend, has reported a downbeat third-quarter earnings report, hit by higher commodity costs and promotional activities. As a result, the company, backed by Warren Buffett, took first place in the list this week with a 149% rise in viewership.

For the third quarter, the company’s net sales rose 1.6% from the same period a year ago, a bit above analysts’ expectations. However, net income fell abruptly by 33% to $630 million or $0.51 per share. Adjusted earnings came in at $0.78, 3 cents below expectations. The company put the blame on one-off factors and its desire to ensure customer service, noting that prices declined 2% in stores despite higher input costs.

Shares reacted negatively to the news, tumbling 9% on November 2. Since then, they have recovered some ground and are now down just 4%.

Despite having the support of legendary investor Buffett, Kraft Heinz has been unable to buck the trend in consumer tastes toward healthier options. The stock has steadily dropped 30% this year as the firm failed to grow its businesses and its margins suffered.

Chief Executive Officer Bernardo Hees struck an optimistic tone, saying in a statement that the company is well-positioned to deliver sustainable, profitable growth going forward. To do that, he’ll have to find ways to cater to fickle Millennials while minimizing the impact of rising commodity and transportations costs.

 
 

General Electric (GE)

General Electric price chart

Has reported disappointing results for the third quarter and slashed its dividend for the second time in almost a year, as the newly installed CEO Larry Culp is taking dramatic steps to avoid spiraling out of control. GE, which saw its viewership rise 72%, reduced its quarterly dividend from 12 cents to just 1 cent, while the dividend yield dropped from more than 5% annually to a meager 0.4%. Although it will not help its cash flow significantly, the company may halt the dividend altogether.

Shares in GE declined 9% on the results, extending year-to-date losses to nearly 50%. Adjusted earnings per share, which excludes a write-down of $22 billion, came in at 14 cents per share, a drop of 33% compared to the same period last year.

GE’s power division has been the main culprit for the poor performance, as a shift toward renewable energy and slow demand in emerging markets took a toll on results. Further deteriorating the picture, the U.S. Department of Justice announced an investigation into the write-down, which mostly relates to a 2015 acquisition of Alstom’s energy division.

Culp now aims to split the power division into two units – the gas turbines and the remaining assets. He also wants to remove management layers in the unit so that chief divisions report directly to him.

On the bright side, the unit producing aircraft engines and other parts reported strong performance, with earnings advancing 25% to $1.7 billion. However, there are worries the profitability will be hurt as the business cycle is in its final innings.

 

Technology behemoth Apple (AAPL )

Apple price chart

Is ending the reporting of its unit sales, a metric that has been key for investors for many years. The decrease of transparency sparked concerns that Apple may try to mask the drop in sales of its flagship product, the iPhone, and triggered an advance of 59% in viewership.

Apple’s poor outlook also disappointed investors, with the company predicting sales will be between $89 and $93 billion for its December quarter compared with $93 billion expected by analysts. Finance Chief Luca Maestri indicated the guidance represented a record for revenues and net income.

Maestri said reporting unit sales was not relevant anymore because the metric is less relevant now than it was in the past. The company will still report revenues by product category. To soothe investors, the company will increase its transparency by providing details about its gross margin in the services business, a move widely seen as an attempt to convince investors that Apple was more of a services business rather than hardware.

Following the results, unveiled around a week ago, Apple briefly lost its status as a trillion-dollar market-cap company. With the stock now trading at around $209 per share, the company is worth $1.01 trillion. Although the stock has dropped 5% in the past five days, it remains up 25% year-to-date.

 

 

 

 

 

 

 

 

Oil major BP (BP )

BP price performance

Has reported a strong set of results for the three months ending September 30, with net income more than doubling compared to the same period last year thanks to strong oil prices. BP, a highly watched stock for its juicy dividend of more than 5%, saw its viewership edge up 44%.

BP reported a net profit of $3.8 billion, comfortably beating estimates of a little over $3 billion. The company has hiked its oil and gas production and is expected to continue this trend, particularly as the $10 billion acquisition of BHP Billiton’s shale assets allows it to increase revenues and profits.

The strong results came on the back of strong oil prices, with crude advancing more than 17% year-to-date. Going forward, however, concerns about global trade and slowing demand could hit commodity prices. WTIcrude already experienced a pullback from a high of $76.90 per barrel in October to around $62 now.

BP stock has risen 1% over the past five days, extending year-to-date gains to as much as 9%.

 

The Bottom Line

Warren Buffett-backed Kraft Heinz has been losing its glitter and it struggles with a shift in tastes toward healthier alternatives. General Electric slashed its dividend to almost nothing, the second cut in a year. Meanwhile, Apple raised worries after it decided to end reporting unit sales. The only bright spot, BP, rose after reporting blowout earnings thanks to a recent acquisition and rising oil price


   American Electric Power Company, Inc. Increases Di   06/11/2018

Each day, companies and funds across the globe announce upcoming dividend payouts. American%20electric%20power%20company

Below, we present an analysis of the securities that announced an increase in dividends and are going ex-dividend this week. The latest payout is compared to the most recent payout before the dividend increase.

Following is a snapshot of the 15 major securities, out of 25, that are going ex-dividend this week with an increased payout. If investors simply purchase the security prior to the ex-dividend date and then sell it either on the ex-dividend date or at some point afterward, they will be able to receive the dividend in their account.

To apply this strategy, you need to know when securities go ex-dividend. You can find the latest ex-dividend dates for the securities that interest you in our Ex-Dividend Date Search tool.

Get a complete explanation of the ex-dividend date, record date, payment date and declaration date here. This will help to broaden your understanding of the dividend capture strategy.

Ticker Name Market Cap ($ Bn) Annualized Payout ($) Previous Payout ($) Next Payout ($) Change * Ex-Dividend Date Yield (%)
(AEP) American Electric Power Company, Inc. 36.25 2.68 0.62 0.67 8.06% 11/8/2018 3.65%
(SIRI) Sirius XM Holdings Inc. 26.74 0.05 0.01 0.01 10.00% 11/8/2018 0.80%
(WCN ) Waste Connections, Inc. 20.30 0.64 0.14 0.16 14.29% 11/9/2018 0.83%
(ETR ) Entergy Corporation 15.20 3.64 0.89 0.91 2.25% 11/7/2018 4.33%
(WRK ) Westrock Company 11.03 1.82 0.43 0.46 5.81% 11/8/2018 4.21%
(MAC) Macerich Company 7.84 3.00 0.74 0.75 1.35% 11/8/2018 5.80%
(MSM ) MSC Industrial Direct Company, Inc. 4.61 2.52 0.58 0.63 8.62% 11/9/2018 3.09%
(PAG ) Penske Automotive Group, Inc. 3.79 1.48 0.36 0.37 2.78% 11/8/2018 3.32%
(BSM ) Black Stone Minerals, L.P. 3.46 1.48 0.34 0.37 9.47% 11/13/2018 8.65%
(ISBC) Investors Bancorp, Inc. 3.30 0.44 0.09 0.11 22.22% 11/8/2018 3.93%
(SSB ) South State Corporation 2.49 1.44 0.35 0.36 2.86% 11/8/2018 2.12%
(FIX ) Comfort Systems USA, Inc. 1.99 0.36 0.09 0.09 5.88% 11/8/2018 0.67%
(AFIN ) American Finance Trust, Inc. 1.42 1.10 0.09 0.09 0.36% 11/7/2018 8.37%
(BRKL ) Brookline Bancorp, Inc. 1.26 0.42 0.10 0.11 5.00% 11/8/2018 2.70%
(SXI ) Standex International Corporation 1.04 0.80 0.18 0.20 11.11% 11/7/2018 0.98%

   The Best Gold and Precious Metals iPhone Apps   29/10/2018

Gold has symbolized wealth from the beginning of recorded history, and fascination with this precious metal has not diminished. While it is used extensively in jewelry and some industrial applications, today gold is viewed by many as insurance against fiat currencies that rely on faith in the government that issues them.

Image of gold bars and cash

Gold’s intrinsic value is based on its beauty, scarcity and universal appeal. Over the past several years, it has attracted more attention as an investment as prices have risen for all precious metals. Gold is one alternative for investors looking to diversify their risk and create a hedge against inflation, war, economic upheaval and global unrest.

There are many ways to invest in gold, and there are apps that can help you decide when and where to buy or sell. We think these ten are worth checking out.

  1. Gold Research: This app provides unique research and reference guides on gold, investment strategies, and market drivers from the World Gold Council and specialist contributors.
  2. BullionVault​: This app is formatted for the iPhone, iPad and Android devices. In addition to real-time pricing, the app provides historical pricing for gold and silver in chart format. The content includes information on market demand for gold and other precious metals. The app features a real-time trading platform that allows clients to trade metals after downloading the app. BullionVault is a member of the London Bullion Market Association and stores its metals in vaults located in New York, London, and Zurich.
  3. Bullion Investor: It comes preloaded with over 500 popular coins and bars that you can track in virtual portfolios. Real-time pricing allows you to value and track gold, silver, and platinum investments. It features an investment summary portfolio that breaks down all investments by type and value, along with professional graphs and charts for performance status and trend analysis. Historical data includes daily metal prices since 1968 and daily currency data since 1980. It can also incorporate buy and sell premiums, as well as any applicable taxes. Your data is protected by a personal access code.
  4. Gold Price Center: Gives live prices on the notification center and is a good way to keep up with gold prices at a glance.The app is compatible with the iPhone, iPad, and iPod touch.
  5. Gold Price Live: This app compares gold and silver prices from all major U.S. gold dealers in 26 national currencies. It also provides current and historical price charts and allows you to search for and save the best deals. You can call dealers directly from within the app. Pricing trends and other information are included along with daily commentary. Important support and resistance levels are updated in real-time. End of day quotes are provided for major U.S. stock averages, U.S. dollar, gold/silver ratios and the DJIA priced in ounces of precious metals.
  6. Investing In Gold & Silver: This app provides real-time access to breaking news and information on the precious metals marketplace in text, audio, and video formats. It features buy and sell alerts based on its recommended price points. Its podcasts feature experts such as Marc Faber, Robert Kiyosaki, Mike Maloney, Bill Murphy from the Gold Antitrust Act and James Turk from Goldmoney.
  7. iGoldLive​: This app features a Gold News button that connects to timely articles on world events that influence gold prices. Current prices for gold, silver, platinum, and palladium are displayed in real-time. Chart and graph options are available for daily, monthly, yearly, five-year, and 10-year time frames.
  8. eGold Prices: This app provides iPhone and iPod Touch users with spot prices for gold, silver, palladium, and platinum. It gives price breakdowns in both ounces and kilos directly from live servers. Market value trackers and graphic information are updated in real-time. An intraday overview is available in hourly breakdowns.
  9. Kcast Gold Live! Widget: This app is rich with features to help you track precious metals, base metals, mining stocks, oil, and the major stock indices. It tracks exchange rates for 13 currencies, and provides conversion rates for your preferred unit of measure. Historical and technical charts are available in rotatable full-screen format. You can preset the time zone to local, GMT or New York, and prices will be displayed at the refresh rate you select. Its customizable for manual or automatic update and has four language options. News, press releases, videos, and commentaries are provided real-time.
  10. Gold Tracker: Live quotes on this app are available in over 150 currencies, and weight denominations are available in grams, kilograms, troy ounces. and pennyweights. Real-time quotes and advanced charting allow you to track performance and calculate your average purchase costs. The price calculator allows you to input any purity value and determine commissions as a percent of spot. The chart function features large-sized, landscaped graphics that include hourly, monthly, 60-day, six-month, yearly, five-year and 10-year options.

   Understanding the Global Industry Classification S   18/10/2018

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For the past two decades, the Global Industry Classification System (GICS) has been the standard taxonomy used by the financial markets. As you’ll soon see, the GICS is more than just a classification system – it’s the lynchpin of indexing strategies employed by fund managers seeking exposure to certain sectors and industries.

 

First developed in 1999 by Standard and Poor’s and MSCI, the GICS categorizes companies on the basis of their sector and industry groupings. These groupings are then used by fund managers to create new investment products and investment strategies that cater to a specific segment of the market.

Therefore, investors with exposure to diversified portfolios, index funds, mutual funds and exchange-traded funds (ETFs) have a vested interest in understanding how this taxonomy works.

Following recent revisions to the GICS, which were implemented in September 2018, U.S. equities are broken down into 11 broad sectors:

  • Consumer Discretionary
  • Consumer Staples
  • Energy
  • Financials
  • Healthcare
  • Industrials
  • Information Technology
  • Materials
  • Real Estate
  • Communications Services
  • Utilities

Changes in the GICS, no matter how small, can have a drastic impact on the broader market. Case in point: FTSE Russell, MSCI and S&P Dow Jones Indices have trillions of dollars in invested capital that track indexes tied to the GICS. At present S&P Dow Jones has over $4 trillion in assets invested in passive funds that track its indices, with another $7.5 trillion held in actively managed accounts that use its indexes as benchmarks. FTSE Russell has $15 trillion in combined capital tied to its indexes, while MSCI has nearly $11 trillion.

 

 


   Accenture Plc. Leads 99 Securities Going Ex-Divide   16/10/2018

Accenture

There are 99 securities going ex-dividend this week starting Monday, October 15th. For income investors looking to generate more income as part of a dividend capture strategy, a security must be purchased one day before the ex-dividend date to capture the dividend payout. This would make the individual a shareholder of record and would entitle the investor to be paid the dividend on the payable date. 

 

Key Insights

There are 15 major securities going ex-dividend this week out of a total of 99. You can find a complete explanation of the ex-dividend date, record date, payment date and declaration date here. This information can help to broaden your understanding of the dividend capture strategy.
 
You can delve into securities going ex-dividend based on 16 parameters, such as ex-dividend date range, market cap, dividend frequency , which can help you in your dividend capture strategy.

Ticker Name Market Cap ($ Bn) Payout This Week ($) Ex-dividend Date Yield (%) % Off From 52-Week High (%)
(ACN ) Accenture plc (ACN) 113.49 1.46 10/17/2018 1.73% -4.13%
(EOG ) EOG Resources, Inc. (EOG) 77.01 0.22 10/16/2018 0.66% -0.01%
(PNC ) PNC Financial Services Group, Inc. (PNC) 64.80 0.95 10/16/2018 2.72% -14.59%
(CL ) Colgate-Palmolive Company (CL) 56.52 0.42 10/18/2018 2.58% -16.39%
(HRL ) Hormel Foods Corporation (HRL) 21.67 0.19 10/19/2018 1.85% -3.95%
(LEN ) Lennar Corporation (LEN) 14.39 0.04 10/18/2018 0.36% -38.33%
(CAG ) ConAgra Brands, Inc. (CAG) 13.77 0.21 10/16/2018 2.42% -10.85%
(PKI ) PerkinElmer, Inc. (PKI) 10.06 0.07 10/18/2018 0.31% -7.59%
(PNR ) Pentair plc. (PNR) 7.35 0.18 10/18/2018 1.67% -44.08%
(GGG ) Graco Inc. (GGG) 7.19 0.13 10/19/2018 1.23% -13.48%
(FL) Foot Locker, Inc. (FL) 5.64 0.35 10/18/2018 2.81% -17.39%
(AYI ) Acuity Brands Inc (AYI) 5.09 0.13 10/17/2018 0.41% -32.31%
(MORN) Morningstar, Inc. (MORN) 4.94 0.25 10/16/2018 0.86% -19.79%
(NVT) nVent Electric plc (NVT) 4.76 0.18 10/18/2018 2.63% -10.82%
(CBRL) Cracker Barrel Old Country Store, Inc. (CBRL) 3.57 1.25 10/18/2018 3.37% -17.06%

   AT&T Inc. Leads 209 Securities Going Ex-Divide   08/10/2018

There are 209 securities going ex-dividend this week starting Monday, October 8th. For income investors looking to generate more income as part of a dividend capture strategy, a security must be purchased one day before the ex-dividend date to capture the dividend payout. This would make the individual a shareholder of record and would entitle the investor to be paid the dividend on the payable date.

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These 209 securities include four dividend aristocrats that are going ex-dividend.

Key Insights

There are 15 major securities going ex-dividend this week out of a total of 209. You can find a complete explanation of the ex-dividend date, record date, payment date and declaration date here. This information can help to broaden your understanding of the dividend capture strategy.

You can delve into securities going ex-dividend based on 16 parameters, such as ex-dividend date range, market cap, dividend frequency , which can help you in your dividend capture strategy.

 

Ticker Name Market Cap ($ Bn) Payout This Week ($) Ex-dividend Date Yield (%) % Off From 52-Week High (%)
(T ) AT&T Inc. (T) 245.75 0.50 10/9/2018 5.91% -14.97%
(ORCL ) Oracle Corporation (ORCL) 188.64 0.19 10/15/2018 1.53% -6.90%
(ABBV ) AbbVie Inc. (ABBV) 145.49 0.96 10/12/2018 4.00% -23.66%
(ABT) Abbott Laboratories (ABT) 126.37 0.28 10/12/2018 1.55% -2.85%
(TD) Toronto Dominion Bank (The) (TD) 109.09 0.52 10/9/2018 4.45% -2.84%
(INTU ) Intuit Inc. (INTU) 59.72 0.47 10/9/2018 0.81% -0.41%
(RTN ) Raytheon Company (RTN) 59.33 0.87 10/9/2018 1.67% -9.47%
(MMC ) Marsh & McLennan Companies, Inc. (MMC) 42.13 0.42 10/10/2018 1.99% -5.09%
(GIS ) General Mills, Inc. (GIS) 25.60 0.49 10/9/2018 4.56% -29.23%
(FCX ) Freeport-McMoran, Inc. (FCX) 20.43 0.05 10/12/2018 1.42% -30.37%
(LNC ) Lincoln National Corporation (LNC) 15.08 0.33 10/9/2018 1.90% -19.70%
(IEX ) IDEX Corporation (IEX) 11.55 0.43 10/15/2018 1.14% -4.59%
(MAS ) Masco Corporation (MAS) 11.21 0.12 10/11/2018 1.32% -21.51%
(MAA ) Mid-America Apartment Communities, Inc. (MAA) 11.17 0.92 10/12/2018 3.76% -10.94%
(CPB ) Campbell Soup Company (CPB) 10.96 0.35 10/11/2018 3.84% -28.65%

   China Petroleum&Chemical Corporation Leads156 secu   03/09/2018

There are 156 securities going ex-dividend this week starting Monday, September 3rd. For income investors looking to generate more income as part of a dividend capture strategy, a security must be purchased one day before the ex-dividend date to capture the dividend payout.

 

Ex div china%20petroleum

 

Key Insights

There are 15 major securities going  this week out of a total of 156. You can find a complete explanation of the  date, record date, payment date and declaration date here. This information can help to broaden your understanding of the dividend capture strategy.

 

 

Ticker Name Market Cap ($ Bn) Payout This Week ($) Ex-dividend Date Yield (%) % Off From 52-Week High (%)
(SNP ) China Petroleum & Chemical Corporation (SNP) 823.93 2.09 9/5/2018 4.21% -5.97%
(CEO ) CNOOC Limited (CEO) 617.92 3.42 9/5/2018 3.90% -5.61%
(SSL ) Sasol Ltd. (SSL) 351.94 0.43 9/6/2018 2.21% -2.87%
(BAC ) Bank of America Corporation (BAC) 311.93 0.15 9/6/2018 1.93% -5.90%
(UNH ) UnitedHealth Group Incorporated (UNH) 258.96 0.90 9/6/2018 1.34% -0.23%
(BHP ) BHP Billiton Limited (BHP) 170.53 1.26 9/6/2018 5.15% -7.03%
(PEP ) Pepsico, Inc. (PEP) 157.01 0.93 9/6/2018 3.32% -8.67%
(BBL ) BHP Billiton plc (BBL) 96.92 1.26 9/6/2018 5.79% -9.18%
(FOX ) Twenty-First Century Fox, Inc. (FOX) 83.06 0.18 9/11/2018 0.80% -9.61%
(FOXA ) Twenty-First Century Fox, Inc. (FOXA) 83.06 0.18 9/11/2018 0.79% -9.31%
(BLK ) BlackRock, Inc. (BLK) 76.00 3.13 9/6/2018 2.62% -19.59%
(BDX ) Becton, Dickinson and Company (BDX) 69.23 0.75 9/6/2018 1.15% -0.26%
(ANTM ) Anthem, Inc. (ANTM) 68.95 0.75 9/7/2018 1.13% -0.92%
(CNI ) Canadian National Railway Company (CNI) 65.69 0.35 9/6/2018 1.56% -1.04%
(FDX ) FedEx Corporation (FDX) 65.37 0.65 9/7/2018 1.05% -10.01%

   Permian Basin Royalty Trust Decreases Dividend by   30/08/2018

Permian%20basin

Every day, companies and funds across the globe announce upcoming dividend payouts. You can find the complete list of dividend increases, decreases, initiations, suspensions, updates and regular dividend announcements for a given day here.

 

The following is a snapshot of four equities, three funds, one REIT and four trusts that are going ex-dividend  with a decreased payout. The latest regular payout is compared to the most recent regular payout to determine if there is a dividend decrease.

 

Security Type Ticker Name Market Cap ($ Bn) Ex-Dividend Date Previous Payout ($) Next Payout ($) Change *
Equity (SU ) Suncor Energy Inc. (SU) 66.83 8/31/2018 0.28 0.28 -0.36%
Equity (FANH ) Fanhua Inc. (FANH) 1.57 9/4/2018 0.25 0.25 -2.00%
REIT (MTGE ) MTGE Investment Corp. (MTGE) 0.93 8/30/2018 0.50 0.38 -24.00%
Fund (FEI ) First Trust MLP and Energy Income Fund (FEI) 0.61 9/4/2018 0.12 0.10 -15.25%
Trust (PBT ) Permian Basin Royalty Trust (PBT) 0.42 8/30/2018 0.06 0.04 -31.58%
Equity (ORC ) Orchid Island Capital, Inc. (ORC) 0.41 8/30/2018 0.09 0.08 -11.11%
Fund (FPL ) First Trust New Opportunities MLP & Energy Fund (FPL) 0.26 9/4/2018 0.11 0.08 -28.57%
Fund (FTF ) Franklin Templeton Limited Duration Income Trust (FTF) 0.26 8/30/2018 0.10 0.10 -0.61%
Equity (NOA ) North American Construction Group Ltd. (NOA) 0.18 8/30/2018 0.02 0.02 -6.25%
Trust (PRT ) PermRock Royalty Trust (PRT) 0.18 8/30/2018 0.13 0.09 -27.91%
Trust (CRT ) Cross Timbers Royalty Trust (CRT) 0.10 8/30/2018 0.13 0.11 -13.60%
Trust (MARPS ) Marine Petroleum Trust (MARPS) 0.01 8/30/2018 0.09 0.09 -3.10%

 

*Numbers under the “Previous Payout” and “Next Payout” columns are rounded off. The % change is calculated from the actual dividend payout announced, which may have decimal points.
Disclaimer: Dividends declared by ETFs/ETNs depend on the distribution made by the underlying. As a result, there can be significant fluctuation in the payout figures. It is advisable that investors should investigate the actual composition of these securities to get a better picture of the overall dividend distribution. 
 
 
 

   Phillips 66 Increases Dividend by 14%   30/08/2018

Each day, companies across the globe announce upcoming dividend payouts. 

Below, we present an analysis of the stocks that increased dividends last week. The latest payout is compared to the most recent payout before the dividend increase.

Following is a snapshot of the 15 major securities that increased dividends last week. If investors simply purchase the stock prior to the ex-dividend date and then sell it either on the ex-dividend date or at some point afterward, they will be able to receive the dividend in their account.

To apply this strategy, you need to know when stocks go ex-dividend. You can find the latest ex-dividend dates for the stocks that interest you in our 

Get a complete explanation of the ex-dividend date, record date, payment date and declaration. This will help to broaden your understanding of the dividend capture strategy.


   NetEase, Inc. Increases Dividend by 60.53%   21/08/2018

Netease%20logo

Each day, companies and funds across the globe announce upcoming dividend payouts. you’ll find all of the dividend increases, decreases, initiations, suspensions, updates and regular dividend announcements for a given day.

 

Below, we present an analysis of the securities that announced an increase in dividends and are going ex-dividend this week. The latest payout is compared to the most recent payout before the dividend increase.

Following is a snapshot of the 10 major securities that are going ex-dividend this week with an increased payout. If investors simply purchase the security prior to the ex-dividend date and then sell it either on the ex-dividend date or at some point afterward, they will be able to receive the dividend in their account.

To apply this strategy, you need to know when securities go ex-dividend

Get a complete explanation this will help to broaden your understanding of the dividend capture strategy.

 

Note: Market Cap, dividend yield and % off from 52 week high figures are as of market close on Thursday, August 16.

 

Ticker Company Market Cap ($ Bn) Annualized Payout ($) Previous Payout ($) Next Payout ($) Change * Ex-Dividend Date Yield (%)
(NTES ) NetEase, Inc. (NTES) 26.14 2.44 0.38 0.61 60.53% 8/23/2018 1.09%
(DFS ) Discover Financial Services (DFS) 25.98 1.60 0.35 0.4 14.29% 8/22/2018 2.15%
(KEY ) KeyCorp (KEY) 22.49 0.68 0.12 0.17 41.67% 8/27/2018 3.18%
(EXPE ) Expedia Group, Inc. (EXPE) 19.65 1.28 0.30 0.32 6.67% 8/22/2018 0.97%
(STE ) STERIS plc (STE) 9.65 1.36 0.31 0.34 9.68% 8/28/2018 1.19%
(EVRG ) Evergy, Inc. (EVRG) 7.61 1.84 0.40 0.46 15.00% 8/28/2018 3.19%
(GGB ) Gerdau S.A. (GGB) 6.67 0.10 0.01 0.02 100.00% 8/23/2018 2.42%
(LFUS ) Littelfuse, Inc. (LFUS) 5.64 1.72 0.37 0.43 16.22% 8/22/2018 0.78%
(SMG ) Scotts Miracle-Gro Company (The) (SMG) 4.33 2.20 0.53 0.55 3.77% 8/24/2018 2.91%
(RECN ) Resources Connection, Inc. (RECN) 0.49 0.52 0.12 0.13 8.33% 8/22/2018 3.27%

 

 
*Numbers under the “Previous Payout” and “Next Payout” columns are rounded off. The % change is calculated from the actual dividend payout announced, which may have decimal points.

 

 

 


   Public Sector Relationships Solidify Communication   15/08/2018

It’s good to be in the defense industry.Solder%20speaking%20into%20walkie%20talkie

After all, federal, state and municipal governments tend to have some very deep pockets and they are willing to pay top dollars to keep us safe. It’s even better when you’re the big dog in your respective sub-sector of the defense industry. And that’s just the case for our leading Best Dividend Stocks List communications firm.

Our pick continues to benefit from rising spending from a variety of law enforcement and federal agencies. As the dominate provider for a whole host of communications and mission-critical products that meet security standards for these various agencies, contracts continue to roll in as spending has only increased under the Trump Administration.

And our picks dominance in these mission-critical communication needs is only getting bigger.

Thanks to a series of big patent lawsuit wins, our pick is quickly becoming the only place for law enforcement and rescue agencies to get their fix. Even better is that our pick continues to pivot these agencies toward not just hardware, but also a hefty amount of digital services and software applications. These recurring revenue opportunities means that our Best Dividend Stocks List pick will be able keep the profits and dividends coming far into the future.

For investors, our pick offers plenty of growth and income opportunities for a portfolio.

To summarize, here are five reasons why you should own this stock:

  1. Record $6+ billion in revenue and $1.3 billion in operating profit in 2017.
  2. Global giant featuring over 3 million customers.
  3. A huge diversified moat of products and services, with 20%+ of revenue coming through recurring service sources.
  4. Steadily increased its dividend since its spin-out back in 2011. The latest was another 10%+ increase toward the end of 2017
  5. Healthy payout ratio of 31% and yield of 1.71%.

   Leaner Structure Helps E&P Giant Strengthen Po   08/08/2018

Energy%20plant

It’s no secret that oil prices are on the rise.

 

Thanks to a growing global economy, demand for a variety of energy commodities and petrochemicals is finally starting to surge. That’s been met with a lack of supply – thanks to OPEC and a hefty cut in shale drilling during the last few lean years. The combination has been wonderful and welcome news for the suffering energy sector as prices have jumped more than 15% since the start of the year.

For our Best Dividend Stocks List pick in the energy sector, the rise in crude oil prices has been even better than average.

During the recent lean years, our pick has followed a disciplined approach to cost cutting and focusing on the lower-cost domestic shale plays. Asset sales and excess cash flows went toward paying down debt and strengthening its position in key regions.

Those efforts have paid off in spades.

Our pick is now “lean and mean” and is much better off than it was before the recent oil price crash. And because of this, the rise in oil prices is only boosting its bottom lines further. In fact, the firm managed to grow its earnings 150% year-over-year for the latest quarter, going from losses to profits. All of this has helped on the cash flow front and our pick has managed to reinstate dividends once again.

With oil still gaining and our firm now able to profit even when prices are low, the stock represents a great opportunity in the sector.

 

To summarize, here are five reasons why you should own this stock:

  1. One of the largest independent E&P companies based on proven reserves and production of liquids and natural gas.
  2. Focus on dropping costs/CAPEX spending to reduce its overall margins and break-even per barrel costs.
  3. Direct play on the rising global economy and growing energy demand.
  4. Recently increased its dividend by 7.5% and conducted more than $3 billion in buybacks last year
  5. Healthy payout ratio of 26% and increasing yield of 1.58%.

   Is Tech Too Expensive?   01/08/2018

That inflating sound could be a bubble forming. Or at least that’s the perception from many analysts. 

Too%20expensive

As the stock market has continued to rise, the technology sector has risen even more. Investors have continued to flock to the FANGS and their tech sisters in spades, driven by the sector’s huge margins and cash flow generation. A mega-sized jump in dividend growth hasn’t hurt either.

But as investors have swamped tech stocks, many have started to think that the sector has gotten too expensive and a big drop could be in the making.

The question is, which side is right? Are tech stocks actually expensive or are they really cheap?


   Everything You Wanted to Know About BDCs   26/07/2018

The second-longest bull market in U.S. history hasn’t deterred yield-seeking investors from turning toward relatively unknown products to maximize their returns.

 

Despite being around for several decades, business development companies (BDCs) are one of the latest vehicles to capture investors’ attention.

Business%20development%20meetingThe Business Development Company: An Introduction

BDCs are organizations that invest in small- and medium-sized enterprises that are in their early stages of development or require financial assistance to turn their fortunes around. BDCs typically lend to young and often distressed companies that struggle to qualify for financing given their current financial situation. Recipients of BDC funds usually carry the lowest-possible credit ratings or are not rated at all.

A typical BDC is organized like a closed-end investment fund, which is a publicly traded investment company that invests in a portfolio of entities. BDCs are usually public companies whose shares are traded on a major stock exchange, such as the Nasdaq or American Stock Exchange (AMX).

As the U.S. economic recovery continues to broaden, BDCs are said to occupy a “sweet spot” in the market for business loans. That’s because they can borrow at low rates and still make money on the spreads of above-market rates they charge less creditworthy borrowers. At the same time, the businesses themselves benefit from much-needed capital to fuel their expansion and, in some cases, rehabilitation. In this way, BDCs can be thought of as subprime lenders for small- and medium-sized enterprises.

How BDCs Are Regulated

BDCs trace their origin to the 1980 Small Business Incentive Act, in which Congress recognized the need for private capital in the fast-growing middle market loan market. The rationale behind the establishment of the BDC was to allow regular investors to contribute to private capital formation more easily.

Fast forward to today and the middle market loan market represents roughly 200,000 private companies that collectively account for one-third of gross domestic product (GDP). These generally non-investment grade companies need access to financing when large financial institutions turn them away. The 2008 financial crisis widened the gap between growth capital and middle-market firms, thereby creating even bigger demand for BDCs.

Technically, a BDC is classified as a Regulated Investment Company (RIC), which refers to closed-end investment funds. Under a RIC formation, managers cannot withdraw money from the fund in the same way they can a mutual fund. In this vein, RICs are structured very much like Real Estate Investment Trusts (REITs).

 


   Trump Tailwind Consolidates Clinical Laboratory P   24/07/2018

President Trump has finally started to fulfill one of his campaign promises and that’s to tackle rising healthcare costs.

Technician%20doing%20bloodwork

 

While his plan is a bit vague at the moment on actual policy points, one thing is for sure, and that’s finding a way for people to ultimately pay less for their healthcare. For our healthcare diagnostic Best Dividend Stocks List pick, this is money in the bank.

The outsourcing of routine tests and blood work continues at a rapid pace. Often, it’s very expensive for a doctor’s office or even a hospital to own/run a lab. But, guess who pays for those costs? That’s right, you and me. And this is one instance where economies of scale continue to play right into our pick’s hands. As one of the largest networks of labs and testing centers, our pick can do the job at a fraction of the costs of many hospitals and offices. And with doctors making 70% of their decisions for treatment options, drug choices and needed surgeries based on the results from lab tests, these tests are a critical step in the healthcare value chain.

And they are only getting more important.

Thanks to advances in genetic testing, personalized medicine is coming to a physician’s office near you. Offering advanced cancer and other genetic testing, our pick is quickly moving into the forefront of the personalized medicine space.

All of this will only increase our pick’s already torrid pace of dividend and cash flow growth – not that it needs the help. Our pick has managed to increase its annual payout by more than 4 times over the last seven years. With healthcare demand still growing and the focus continuing to be on lowering costs, our pick is well placed to keep on prescribing plenty of gains for shareholders.

To summarize, here are five reasons why you should own this stock:

  1. Big beneficiary of Trump’s new plan to lower healthcare fees by offering services to doctors and hospitals at a fraction of the cost.
  2. Continues to be on the forefront of medical testing and diagnostics with new testing centers for genetics, cancer and hepatitis B virus detection.
  3. Reported more than $7.5 billion in revenues in 2017 and saw a 20%+ increase in earnings per share for the year.
  4. Continues to benefit from transformative deals including partnering with one of the largest health
  5. Healthy payout ratio of around 30% and a growing yield of around 1.74%

   Know the Different Types of REITs   19/07/2018

The period following the 2008 financial crisis saw renewed interest in real estate investment trusts (REITs), which refer to a broad category of companies that own and operate income-producing real estate. Demand for REITs came to a head in 2016 when the S&P 500 Index added the sector to its ten existing categories.

 

Knowing about the different types of REITs can help investors decide if they want to invest in the S&P 500’s eleventh sector. This information can also help market participants evaluate potential players in the dozen sub-industries that comprise Wall Street’s real estate sector.

The Different Types of REITs

The classification of REITs was revised in 2016 as the category made its way onto the S&P 500 Index. Under the revised Global Industry Classification Standards (GICS), the broad Real Estate Sector houses the Real Estate Industry Group, which is comprised of two industries: Equity REITs Industry and Real Estate Management & Development Industry. These two industries are further broken down into two sub-industries for a four-tier classification system, which is discussed later in the article.

REITs differ from real estate development companies in tax treatment, distribution and strategy. For example, REITs do not pay corporate taxes insofar as they distribute 90% or more of their net income via dividends. Real estate management and development companies do not benefit from this special tax treatment.

As a trust, the REIT vehicle also has a larger business model and funding streams when compared with a general real estate development company. However, a REIT’s income distribution requirements often limit its ability to reinvest in the underlying business, which could hamper its growth. Real estate management and development companies, on the other hand, are usually geared toward long-term growth.

The GICS four-tier classification for real estate firms is shown below.

 

GICS 4-Tier Classification Chart

 


   Lockheed Martin Corporation: Banking on F-35 Produ   18/07/2018

Lockheed%20martin%20corp.

Lockheed Martin Corporation  is the world’s largest defense contractor and is engaged in the research, design and manufacturing of aeronautics, missiles, rotary and mission systems and space systems. The company is based out of Bethesda, Maryland, and has over 100,000 employees and over 400 facilities located across the globe.

 

For 2018, Lockheed Martin has underperformed and is down 4.51%. For the trailing one-year, Lockheed is up a lackluster 7.04%, but for the trailing five-year, it has a stellar track record of 171.07%. Northrop Grumman Corp. NOC is a major competitor of Lockheed Martin and by comparison, NOC has outperformed in all three time frames.

Lockheed Martin Stock Chart

 

FUNDAMENTALS

Over the last five years, Lockheed Martin has had very consistent revenue growth of 1.6%, with its last negative year in 2013. In 2017, Lockheed saw its total revenues grow 8.0% to over $51 billion, thanks to a 13% increase in the aeronautics division that was primarily attributable to higher net sales of $2.0 billion for the F-35 program. In the first quarter of 2018, Lockheed exceeded expectations with revenues of $11.64 billion versus $11.24 billion, again thanks to the aeronautics division got a nearly 7% boost over the same period last year, largely due to $185 million in sales related to F-35 fighter jets. However, analysts don’t see a stellar sales year for Lockheed in 2018, with estimates of only $51.33 billion, an increase of 0.6%. For 2019, analysts are more optimistic and expect a 4.70% increase to $53.77 billion.

From an earnings-per-share perspective, Lockheed Martin does not look good on paper with a negative five-year average growth of 4.5%. However, this was solely attributed to a 60.6% drop off in 2017, which was all due to the fourth-quarter earnings of negative $2.20 per share. This was attributed to the corporation recording a net one-time charge of $1.9 billion related to the estimated impacts of the Tax Cuts and Jobs Act. This dropoff looked to be a one-time event, as the first quarter of 2018 easily beat expectations of $3.40 per share with $4.02 per share. Analysts expect 2018 to finish out with a total of $15.47 per share, an increase of over 76%. Analysts also predict the 2019 earnings to total $18.03 per share, which is an increase of nearly 16.5%.


   PNC FinancialServicesGroup Increases Divided 26.6%   09/07/2018

Pnc%20bank%20sign

Each day, companies across the globe announce upcoming dividend payouts. You’ll find all of the dividend increases, decreases, initiations, suspensions, updates and regular dividend announcements for a given day.

We present an analysis of the stocks that increased dividends last week. The latest payout is compared to the most recent payout before the dividend increase.

Following is a snapshot of the 10 major securities that increased dividends last week. If investors simply purchase the stock prior to the ex-dividend date and then sell it either on the ex-dividend date or at some point afterward, they will be able to receive the dividend in their account.

To apply this strategy, you need to know when stocks go ex-dividend.

Get a complete explanation of the ex-dividend date, record date, payment date and declaration date here. This will help to broaden your understanding of the dividend capture strategy.

Find out which companies increased their dividends on July 2 here.

 

Ticker Company Previous Payout Next Payout Change* Ex-Dividend Date Yield
(FRD ) Friedman Industries $0.02 $0.03 50.00% 07/12/2018 1.37%
(PNC ) PNC Financial Services Group Inc $0.75 $0.95 26.67% 07/16/2018 2.79%
(CAC ) Camden National Corporation $0.25 $0.30 20.00% 07/12/2018 2.55%
(PKBK ) Parke Bancorp, Inc. $0.12 $0.14 16.67% 07/12/2018 2.36%
(RVSB ) Riverview Bancorp, Inc. $0.03 $0.04 16.67% 07/12/2018 1.58%
(MVO ) MV Oil Trust $0.37 $0.42 15.07% 07/13/2018 15.30%
(MMC ) Marsh & McLennan Companies, Inc. $0.38 $0.42 10.67% 07/10/2018 1.97%
(KWR ) Quaker Chemical Corp $0.36 $0.37 4.23% 07/16/2018 0.92%
(CBRL ) Cracker Barrel Old Country Store, Inc. $1.20 $1.25 4.17% 07/12/2018 3.15%
 

   What Is a Qualified Dividend?   05/07/2018

Magnify small

Not all dividends are created equal, and investors need to be aware of this fact. The seemingly minor differences can make a big impact on bottom line returns.

There are two different types of regular dividends: qualified and unqualified. Knowing the difference between the two is a big deal for investors around tax time as the tax implications can affect the maximum return on investment.

 

The Big Difference

A qualified dividend is a type of dividend that is taxed at the capital gains tax rate. Generally speaking, most regular dividends from U.S. companies with normal company structures (corporations) are qualified. For individuals, estates, and trusts, qualified dividends are taxed at the current capital gains rate of 15%.

For individuals whose income tax bracket is 10% or 25%, then the capital gains tax rate is zero. The landmark tax reform that was passed in December 2017 and implemented in the new year has direct implications for income investors. Under the new legislation, the dividend and capital gains tax rate is 20% for single investors making over $425,801 and households making over $479,001.

 

 

Ordinary Income Tax Rate Ordinary Dividend Tax Rate Qualified Dividend Tax Rate
0% 0% 0%
12% 0% 0%
22% 15% 15%
24% 15% 15%
35% 15% 15%
37% 20% 20%

 

Non-qualified dividends do not qualify for the lower tax preference and are thus taxed at an individual’s normal income tax rate. Regardless of your tax bracket, this difference means you will pay significantly higher taxes on a non-qualified payout.
 

 

 

 

 


   Low Returns & High Volatility Are Here to Stay   03/07/2018

 

Volatile%20stock%20chart

Over the last few months, we’ve been reminded that the stock market tends to be a roller coaster ride in the short-to-medium term.

 

Volatility has increased as the current market’s rally has gotten a bit long in the tooth. The recent swings have been especially jarring considering just how low volatility was in the preceding years.

But according to BlackRock, we shouldn’t be surprised by this. Today’s environment is much more like how the market should be acting. And that poses a bit of a problem for investors. Barring any major market catalysts, we could be looking at lower returns for the year. In the end, high volatility and minuscule gains go hand in hand.


   There Are Multiple Options to Access MLPs.   29/06/2018

Oil%20field

The fifteenth-century Dutch philosopher, Desiderius Erasmus, is said to have remarked that “In the land of the blind, the one-eyed man is king.”

 

The saying could not have been more apt for the yield-starved investment universe of the past decade. At a time when the yields of many income-producing assets languished, master limited partnerships (MLPs) offered some solace, yielding 5-7%. No wonder, MLPs were treated as kings by income-loving investors during the initial part of the decade.

MLPs, however, come in all kinds of flavors. Investors would do well to choose the one that suits their palette. This is important because how MLPs are accessed could have an implication on the risk and return opportunities for investors. What’s more? The type of MLPs you choose could also decide the fees and taxes you pay.

This article will help you differentiate between the various stripes of MLPs and the myriad vehicles through which you can gain exposure to them.

 

What Are MLPs?

Before taking a plunge into the world of MLPs, consider the following words about them. An MLP is a financial entity that combines the features of a corporation and a partnership. Like the share of a corporation, the ‘unit’ of an MLP is tradable and is accessible by a brokerage account. However, like limited partnerships, MLPs are not incorporated and can pass through incomes and gains directly to shareholders without being taxed at the entity-level. The MLP structure is a favorite among the energy sector, and oil and gas pipelines distributors often operate as MLPs.

This unique structure of MLPs comes with a quirk that is actually loved by income-seeking investors. They must pass on a majority of their cash flow as distributions to unitholders. As a result, they are considered as yield-oriented investments. In addition, MLPs yield additional benefits by enhancing total return and diversification potential. Nonetheless, there are two predominant ways – direct and indirect – to access this asset class.

 


   Deere & Company Increased Dividend by 15%   26/06/2018

John%20deere%20logoEach day, companies across the globe announce upcoming dividend payouts.

 

Below, we present an analysis of the stocks that increased dividends last week. The latest payout is compared to the most recent payout before the dividend increase.

Following is a snapshot of the 14 major securities that increased dividends last week. If investors simply purchase the stock prior to the ex-dividend date and then sell it either on the ex-dividend date or at some point afterward, they will be able to receive the dividend in their account.

To apply this strategy, you need to know when stocks go ex-dividend. 

Get a complete explanation of the ex-dividend date, record date, payment date and declaration date here. This will help to broaden your understanding of the dividend capture strategy.

Find out which companies increased their dividends on June 18 here.

 

Ticker Company Previous Payout Next Payout Change * Ex-Dividend Date Yield
(BOCH ) Bank of Commerce Holdings $0.03 $0.04 33.33% 07/02/2018 1.28%
(TRP ) TC PIPELINES LP Common Stock $0.53 $0.69 29.07% 06/28/2018 6.36%
(LII ) Lennox International Inc. $0.51 $0.64 25.49% 06/28/2018 1.28%
(RL ) Ralph Lauren Corp $0.50 $0.63 25.00% 06/28/2018 1.92%
(RJF ) Raymond James Financial, Inc. $0.25 $0.30 20.00% 06/29/2018 1.25%
(DE ) Deere & Company $0.60 $0.69 15.00% 06/28/2018 1.93%
(FITB ) Fifth Third Bancorp $0.16 $0.18 12.50% 06/28/2018 2.39%
(SLD ) Sutherland Asset Management Corp $0.37 $0.40 8.11% 06/28/2018 9.70%
(GPMT ) Granite Point Mortgage Trust Inc $0.38 $0.40 5.26% 06/29/2018 8.62%
(CAH ) Cardinal Health Inc $0.46 $0.48 3.01% 06/29/2018 3.54%
(NFG ) National Fuel Gas Co. $0.42 $0.43 2.41% 06/28/2018 3.23%
(MGP ) MGM Growth Properties LLC $0.42 $0.43 2.38% 06/28/2018 5.49%
(WPC ) WP Carey Inc $1.02 $1.02 0.49% 06/28/2018 6.14%
(O ) Realty Income Corp $0.22 $0.22 0.23% 06/29/2018 4.91%

    Starbucks Swoons on Sales Guidance Reduction   22/06/2018

 

Starbucks%20cup%20and%20coffee%20beans By sharing these trends,  hope to provide insights into what the financial world is concerned about and how to position your portfolio.

 

Starbucks has made the headlines in recent weeks as the coffee house chain seems to be losing some of its shine. The company has taken the first position in the list and is followed by telecommunications giant AT&T, which is on track to combine with Time Warner in a blockbuster vertical merger. Royal Dutch Shell is third on the list as the oil major is continuing its asset disposal program, while Realty Income closes the list.

 
Starbucks Worries Rising

 

Coffee chain Starbucks (SBUX ) has disappointed investors with a weak comparable sales guidance, raising questions about whether the company is losing its glory.

Starbucks, a cash cow that yields an annual dividend of 2.77%, has seen its traffic rise as much as 35% this week. In a single day on Wednesday, Starbucks dropped as much as 8% after the firm said that its global comparable sales for the third quarter will not rise more than 1%, citing a weaker-than-expected home market and slowing growth in China, where it traditionally grew by 4%. Indeed, due to a weakening home market, the firm plans to close 150 stores, which is about 100 more than in a typical year.


   What Are RMDs?   19/06/2018

 

If you’ve reached retirement age and have money sitting in an IRA or a workplace retirement plan, you’ve probably heard the term ‘required minimum distribution (RMD).

 

It’s an important concept to understand because failure to comply with the rules surrounding RMDs can cost investors hundreds, if not thousands, of dollars in taxes and penalties.

What is a Required Minimum Distribution?

The IRS requires that investors with retirement accounts begin taking withdrawals from them when they turn age 70½. The amount that must be withdrawn is based on the balance within these accounts and the owner’s remaining life expectancy, which is based on a table furnished by the IRS. Since these factors change every year, the required minimum distribution amount must be recalculated annually. The taxable portion of any amount withdrawn from an IRA or other retirement plan gets taxed as ordinary income. Since accurately calculating the required minimum distribution can be complex, many financial institutions will help you to determine your RMD.

 


   What Are Economic Moats?   15/06/2018

Warren Buffett once said: “In business, I look for economic castles protected by unbreachable moats.” Since Mr. Buffett uttered those words, investors have become more interested in the concept of economic moats.

 

As it turns out, the concept of an economic moat is a proprietary data point of Morningstar, a leading resource for investment research. It refers to the likelihood that a company can keep its competitors at bay for an extended period. For investors, these companies provide stability and superior returns over the long term.

It therefore comes as no surprise that investors want to know more about economic moats so they can incorporate them into their investment analyses.


   Gilead Sciences Moves up 3 Spots on Most Watched S   12/06/2018

Last week was quite uneventful on the Most Watched Stocks List as there was no major movement among stocks.

Consumer goods stocks are still holding strong, medical technology and biotech stocks are witnessing some northward movement, while utilities are slipping away from investors’ radar due to high interest rates. Investors continue to ignore trade wars and pushed the Dow above 25,000, which acted as a significant resistance level. An interest rate hike seems certain as the unemployment rate is at a record low of 3.8%.

Our focus this week is on a major drug manufacturer, which moved up five places due to a significant change in its DARS rating, a biotech stock that moved up ahead of its dividend payout, a small cap company that has had an incredible 61 years of consecutive dividend growth and Warren Buffett’s favorite beverage company.

The top 15 stocks on this list have rarely moved since the list was launched 18 months ago. By looking at how the top stocks in this list look, it’s easy to see that investors prefer a mix of growth and high dividend yields. DARS plays a significant influence on how stocks in this list move. Upgrades and rank improvement in the list go hand in hand, along with downgrades and falling rank deterioration.

Our Most Watched Stocks List is a user-generated, interest-based ranking of dividend-paying stocks, giving you a real-time snapshot of buying interest in the market. Generated by our Premium members’ watchlists, it’s aggregated and ranked by the most watched criteria.

The list has been designed to help income investors navigate the top dividend stocks being tracked by one of the world’s most advanced investing communities.


   Top Yielding Dividend Stocks in Warren Buffett   07/06/2018

When it comes to value investing, no investor compares to Warren Buffett. The Oracle of Omaha continues to inspire us with incredible worth ethic, sound investment advice and an immutable track record. However, for income investors, the best source of inspiration is Mr. Buffett’s stock holdings.

Buffett’s company, Berkshire Hathawa, owns 48 stocks, according to its latest 13F filing with the U.S. Securities and Exchange Commission (SEC). As it turns out, Berkshire’s holdings are filled with top dividend plays that can be used by income investors to generate passive earnings and consistent dividend growth.

In the following section, we present the top ten dividend stocks owned by Berkshire Hathaway. To ensure we adequately reflect the company’s holdings, we limit our picks to stocks in which Berkshire has a stake of $100 million or more.

Here is the list of the top 10 high-yielding stocks under Buffett’s banner.

 

Ticker Company Annualised Dividend Payout ($) Closing Price ($) * Dividend Yield (%) * Berkshire’s Ownership ($ million) **
(STOR ) Store Capital Corporation $1.24 $25.83 4.80% $462.19
(SNY ) Sanofi $1.86 $38.93 4.78% $148.34
(KHC ) Kraft-Heinz Company $2.50 $56.58 4.42% $20,283.79
(GM ) General Motors Company $1.52 $38.28 3.97% $1,816.99
(KO ) Coca-Cola $1.56 $42.25 3.69% $17,371.99
(QSR ) Restaurant Brands International $1.80 $56.95 3.16% $480.30
(WFC ) Wells Fargo $1.56 $55.26 2.82% $23,925.86
(PSX ) Phillips 66 $3.20 $118.75 2.69% $4,382.58
(WMT ) Wal-Mart Stores $2.08 $83.37 2.49% $123.98
(USB ) U.S. Bancorp $1.20 $51.06 2.35% $4,587.81

 

 
*Closing price and dividend yields are as of May 22, 2018

 


   Exxon Mobil Corporation: Yet to Benefit From Oil&r   06/06/2018

Exxon Mobil Corporation (XOM ) is one of the largest integrated oil and gas companies in the world. Exxon is involved in the exploration, production, manufacturing, and sale of crude oil and natural gas. Exxon Mobil was once the largest company in the world by market capitalization, but has seen significant drop-off even though it remains over $330 billion.

Oil%20rig%20in%20the%20oceanExxon has struggled over the last five years, with the price of oil seeing a major drop-off from over $100/barrel to a bottom of $27/barrel. As such, shareholders have seen almost no gain with only the consistent dividend to show for it. The new CEO Darren Woods, who has spent the bulk of his career at Exxon, has recently installed a strategy to invest for growth. This growth, which is fueled primarily by the recent tax reform savings, has lofty expectations of doubling the current level of earnings by 2025.

Check out our previous take on XOM here where we discuss the implications of the company entering 2018 on a positive note.

For 2018, Exxon had a very average start and is down 2.56%. The stock was up 4.38% for the month of January but in February the stock retreated to the tune of 13.24%. Since then, it has been trying to recover as it has been heading back to the even mark for the year. For the trailing one year, Exxon is slightly positive with a return of 0.49%. For the longer term, the stock is one of few that is down for the trailing five years with a negative return of 11.50%. Compared to its major competitor Chevron Corporation (CVX ), Exxon has underperformed. In the same three time periods, Chevron has outperformed with a year-to-date return of 0.04%, a trailing one year return of 20.28% and a trailing five-year return of 0.04%.


   The Market Glance for May 14: Betting on Home Depo   15/05/2018

Most large-cap companies releasing their Q1 earnings expect to dazzle investors with growth stories, but what kept stocks under pressure in the last few weeks were the worries over interest rates and trade – and those issues will continue to worry investors this week.

While there is a clear sign of a slowing economy, the U.S. labor market and the housing sector are two areas that provided investors with ample optimism in the last few weeks. These two areas are also keeping management at Home Depot, Inc. (HD ) pretty optimistic. Partly because analysts have been terribly wrong about the duration and magnitude of the housing recovery as it caused stocks of this home improvement retailer to soar by more than 500% over the last ten years.

Sure, HD is going to close a lot of its stores in the coming months, but its business will continue to boom as the company is planning to make massive investments in e-commerce to boost sales and margins. As long as the U.S. housing sector does well, HD will enjoy a tailwind – and that’s worth betting on.

To conclude, interest rates have gone north enough to keep markets trading sideways, but there are certainly some U.S. companies that can continue to perform despite the odds. Hence, look out for how individual stocks are doing instead of waiting for a rising tide to lift all boats.


   Microsoft Corporation Leads 155 Stocks Going Ex-Di   14/05/2018

There are 155 stocks going ex-dividend this week starting Monday, May 14. For income investors looking to generate more income as part of a dividend capture strategy, a stock must be purchased one day before the ex-dividend date to capture the dividend payout. This would make the individual a shareholder of record and would entitle the investor to be paid the dividend on the payable date.