February 4, 2017

A Dividend King With 60 Consecutive Years of Dividend Increases


When it comes to world class long-term wealth compounders, often the best choice isn’t the next great hyper-growth tech stock, but something far duller.

Take, for example, industrial companies such as 3M (MMM), which have legendary track records of consistent outperformance and dividend growth that span over half a century.

Emerson Electric (EMR) is another such legend, a venerable dividend king with 60 consecutive years of payout growth to its name. Investors can view data on all of the dividend kings here.

However, in recent years Emerson has faced some very serious growth headwinds.

Let’s take a closer look to see just what has made Emerson such a great business in decades past, what investors can expect going forward, and whether or not you might want to add it as a core holding to your own diversified dividend portfolio at this time.





February 3, 2017

Johnson & Johnson: The Likely Dividend Increase In May Is A Good Reason To Step In And Buy


Johnson & Johnson just released 4Q earnings.

The company will likely increase the dividend in May.

The stock is a buy at the current price, even more so when factoring in the likely dividend increase.

Johnson & Johnson (NYSE:JNJ) is a consumer staples company that is a Dividend Champion. At the current market price, before the dividend increase announcement for the May dividend, the stock is a buy for dividend growth investors.



Source: Seeking Alpha

February 2, 2017

5 Safe Dividend Stocks to Buy for Retirement

Finding long-term dividend winners isn't just about good current yield -- it's about income growth and bulletproof businesses



With President Donald Trump into his first month in office, it’s time for investors to focus on how to navigate what likely will be a bumpy investing road — certainly this year, but potentially for years to come.

Indeed, possible changes to Wall Street rules and regulations (including Glass-Steagall), re-negotiations of trade agreements (including the long-established NAFTA pact, or outright cancellation of newer agreements like TPP) and an America-focused trade policy will shape the way investors peer into their investment crystal balls.

What always will matter for investors — particularly those planning for retirement — is building a portfolio that includes no-brainer dividend stocks that can stand the ups and downs of the markets.

Picking winners and losers for the next few months will be fraught with uncertainty. My advice? Focus on things like balance sheets, cash flows, dividend hike histories and diversification. That’ll provide you with a solid base for the future.

As a note: These dividend stocks don’t come with screamingly high yields, and instead sit around the 3%-4% area. That’s because what we’re looking for here is good dividend yield, but excellent dividend quality. Plus, in most of these cases, there’s room for dividend growth, which will improve your yield on cost over time.


Source: InvestorPlace

February 1, 2017

Microsoft's Valuation Scaring You? Here Are 2 Great Higher-Yielding Tech Blue Chip Alternatives


Microsoft, Cisco, and IBM are some of the biggest dividend growth blue chips out there.

However, in the last few years, all three have struggled to grow and adapt to a fast-changing tech landscape.

Microsoft has recently proven the best at executing on management's turnaround plan, BUT the market has reacted by sending shares soaring.

However, valuation-wise, all three stocks can still make excellent long-term investments, though Cisco is clearly the most undervalued of all three.

That being said, major risks remain for all three companies that you need to know before investing in any of these dividend growth tech giants.

Up until recently, Microsoft (NASDAQ:MSFT), Cisco Systems (NASDAQ:CSCO), and IBM (NYSE:IBM), have been pretty big disappointments for investors. That's not surprising given that all three tech giants have struggled to grow in an increasingly competitive, and fast-changing tech landscape.



Source: Seeking Alpha

VF Corp (NYSE:VFC) Downgraded by Evercore ISI

Yesterday VF Corp (NYSE:VFC) traded 0.25% higher at $51.13. The company’s 50-day moving average is $52.97 and its 200-day moving average is $56.97. The last stock close price is down -9.63% from the 200-day moving average, compared to the S&P 500 which has increased 0.06% over the same time. 6,358,955 shares of the stock were exchanged, up from an average trading volume of 3,181,530

Evercore ISI has downgraded VF Corp (NYSE:VFC) to Hold in a report released on 02/01/2017.

Previously on 1/30/2017, Vetr Inc. reported about VF Corp (NYSE:VFC) raised the target price from $0.00 to $58.67. At the time, this indicated a possible upside of 0.14%.




Leggett & Platt (LEG) Upgraded by Raymond James

Leggett & Platt (LEG) was Upgraded by Raymond James to ” Strong Buy”. Earlier the firm had a rating of “Mkt Perform ” on the company shares. Raymond James advised their Clients and Investors in a research report released on Feb 1, 2017.

On the company’s financial health, Leggett & Platt reported $0.53 EPS for the quarter, missing the analyst consensus estimate by $ -0.05 based on the information available during the earnings call on Jan 30, 2017. Analyst had a consensus of $0.58. The company had revenue of $903.70 million for the quarter, compared to analysts expectations of $921.94 million. The company’s revenue was down -4.3 % compared to the same quarter last year.During the same quarter in the previous year, the company posted $0.64 EPS.




Amgen (AMGN) Upgraded by BofA/Merrill

Amgen (AMGN) was Upgraded by BofA/Merrill to ” Buy”. Earlier the firm had a rating of “Neutral ” on the company shares. BofA/Merrill advised their Clients and Investors in a research report released on Feb 1, 2017.

Based on several research reports , Amgen was Downgraded by Credit Suisse to ” Neutral” on Dec 20, 2016. Amgen was Initiated by Oppenheimer to “Outperform” on Dec 13, 2016. Mizuho Initiated Amgen on Nov 8, 2016 to “Buy”, Price Target of the shares are set at $164.

On the company’s financial health, Amgen reported $3.02 EPS for the quarter, beating the analyst consensus estimate by $ 0.23 according to the earnings call on Oct 27, 2016. Analyst had a consensus of $2.79. The company had revenue of $5811.00 million for the quarter, compared to analysts expectations of $5702.65 million. The company’s revenue was up 1.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.72 EPS.




January 31, 2017

BP p.l.c. (BP) Upgraded by Societe Generale

BP p.l.c. (NYSE:BP) was upgraded by equities research analysts at Societe Generale from a “hold” rating to a “buy” rating in a note issued to investors on Monday.

Several other research analysts have also recently issued reports on the company. Morgan Stanley reissued a “buy” rating on shares of BP p.l.c. in a research report on Thursday, January 19th. Jefferies Group LLC reaffirmed a “hold” rating and issued a $37.50 price objective on shares of BP p.l.c. in a research note on Wednesday, January 18th. Zacks Investment Research downgraded BP p.l.c. from a “hold” rating to a “sell” rating in a research note on Tuesday, January 17th. Vetr raised BP p.l.c. from a “hold” rating to a “buy” rating and set a $39.64 price objective on the stock in a research note on Wednesday, January 11th. Finally, HSBC Holdings plc reaffirmed a “buy” rating on shares of BP p.l.c. in a research note on Wednesday, January 11th. Two investment analysts have rated the stock with a sell rating, three have given a hold rating and fourteen have given a buy rating to the company’s stock. BP p.l.c. currently has an average rating of “Buy” and an average target price of $36.81.




3 High-Yield Dividend Stocks to Buy in February

Looking for some stocks that will generate significant cash for your portfolio? Take a look at Ford Motors, Enterprise Products Partners, and National Grid.



Investors looking for high-yield stocks all pretty much want the same thing: A steady cash stream. Maybe that cash stream is used to supplement income, or maybe it's a way of using reinvested dividends to build wealth over very long time horizons. Either way, the only way one can do that is to find companies that can reliably pay that high yield dividend.

We asked three of our contributors to highlight a stock they see as a dividend stock to buy in February. They responded with automaker Ford Motors (NYSE:F), oil and gas logistics company Enterprise Products Partners (NYSE:EPD), and electricity transmission specialist National Grid (NYSE:NGG). Here's a quick run-down as to why investors should take a look at these high-yield stocks.




January 30, 2017

Johnson & Johnson Too Rich For You? Try This High-Yielding Pharma Stock Instead


Johnson & Johnson and Pfizer are both high-quality pharma blue chips with strong track records of dividend growth and market beating returns.

And while JNJ has the superior business fundementals, in the short to medium term, Pfizer has the stronger growth runway, which will likely make for superior total returns.

In addition, Pfizer is currently trading at a far more appealing valuation, making it the superior dividend stock to buy right now.

That being said, investors looking to add to existing positions in either stock should probably wait for a correction.

As well as keep in mind the big risks facing both pharma giants.

Big pharma stocks like Johnson & Johnson (NYSE:JNJ) and Pfizer (NYSE:PFE) have long been favorites of dividend growth investors and for good reason. Their recession resistant business models and steady cash flows allow for generous, secure, and steadily growing payouts that generally result in solid market beating long-term performance.


Source: Seeking Alpha

Colgate-Palmolive Company (CL) is Downgraded by Citigroup

Colgate-Palmolive Company (CL) was Downgraded by Citigroup to ” Neutral”. Earlier the firm had a rating of “Buy ” on the company shares. Citigroup advised their Clients and Investors in a research report released on Jan 30, 2017.

Based on several research reports , Colgate-Palmolive Company was Initiated by Berenberg to “Hold” on Jan 25, 2017. Colgate-Palmolive Company was Resumed by Wells Fargo to “Market Perform” on Nov 15, 2016.

On the company’s financial health, Colgate-Palmolive Company reported $0.75 EPS for the quarter, based on the information available during the earnings call on Jan 27, 2017. Analyst had a consensus estimate of $0.75. The company had revenue of $3721.00 million for the quarter, compared to analysts expectations of $3868.27 million. The company’s revenue was down -4.6 % compared to the same quarter last year.During the same quarter in the previous year, the company posted $0.73 EPS.




Diageo plc (DGE) Downgraded by Liberum Capital

Diageo plc (LON:DGE) was downgraded by equities researchers at Liberum Capital to a “sell” rating in a research report issued on Monday. They presently have a GBX 2,000 ($24.96) price objective on the stock, up from their prior price objective of GBX 1,900 ($23.71). Liberum Capital’s target price suggests a potential downside of 10.79% from the company’s previous close.

A number of other brokerages have also issued reports on DGE. Credit Suisse Group reissued an “outperform” rating and issued a GBX 2,370 ($29.58) price target on shares of Diageo plc in a research note on Tuesday, January 10th. Goldman Sachs Group, Inc. (The) set a GBX 2,185 ($27.27) price target on Diageo plc and gave the stock a “neutral” rating in a research note on Friday, January 20th. Jefferies Group LLC reissued a “buy” rating and issued a GBX 2,300 ($28.70) price target on shares of Diageo plc in a research note on Sunday, November 27th. Shore Capital reissued a “buy” rating on shares of Diageo plc in a research note on Monday, January 9th. Finally, HSBC Holdings plc reissued a “buy” rating and issued a GBX 2,600 ($32.45) price target on shares of Diageo plc in a research note on Wednesday, November 30th. Two analysts have rated the stock with a sell rating, ten have assigned a hold rating and thirteen have assigned a buy rating to the company’s stock. Diageo plc has an average rating of “Hold” and a consensus price target of GBX 2,279.25 ($28.44).



Source: Ticker Report

January 29, 2017

This Week's Most Significant Insider Trades: January 23-27, 2017

Mark Wallace Sells 4,500 Shares and E Hunter Harrison Sells 178,617 of Canadian Pacific Railway Limited (CP) Stock


Canadian Pacific Railway Limited (TSE:CP) (NYSE:CP) insider Mark Wallace sold 4,500 shares of the company’s stock in a transaction on Monday, January 23rd. The shares were sold at an average price of C$199.64, for a total value of C$898,380.00.




Canadian Pacific Railway Limited (NYSE:CP) (TSE:CP) CEO E Hunter Harrison sold 178,617 shares of the stock in a transaction that occurred on Friday, January 20th. The shares were sold at an average price of $150.81, for a total transaction of $26,937,229.77. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.