Week's Most Significant Insider Trades: Week of September 17, 2018



Disposals:


UnitedHealth Group Inc (NYSE:UNH) CEO Steven H. Nelson sold 8,142 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, September 13th. The stock was sold at an average price of $265.00, for a total transaction of $2,157,630.00. Following the completion of the transaction, the chief executive officer now directly owns 22,496 shares in the company, valued at $5,961,440. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Steven H. Nelson also recently made the following trade(s):
On Friday, September 7th, Steven H. Nelson sold 26,033 shares of UnitedHealth Group stock. The stock was sold at an average price of $270.65, for a total transaction of $7,045,831.45.

Shares of UNH opened at $265.33 on Thursday. UnitedHealth Group Inc has a 52 week low of $186.00 and a 52 week high of $271.16. The company has a market cap of $255.35 billion, a P/E ratio of 26.35, a P/E/G ratio of 1.58 and a beta of 0.71. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 0.63. Read more …

Cisco Systems, Inc. (NASDAQ:CSCO) Chairman Charles Robbins sold 217,420 shares of the firm’s stock in a transaction that occurred on Monday, September 17th. The stock was sold at an average price of $47.28, for a total transaction of $10,279,617.60. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Read more …

Cisco Systems, Inc. (NASDAQ:CSCO) EVP David Goeckeler sold 63,050 shares of the business’s stock in a transaction that occurred on Thursday, September 20th. The stock was sold at an average price of $47.57, for a total value of $2,999,288.50. Following the sale, the executive vice president now owns 547,019 shares of the company’s stock, valued at $26,021,693.83. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

David Goeckeler also recently made the following trade(s):
On Friday, June 22nd, David Goeckeler sold 35,000 shares of Cisco Systems stock. The stock was sold at an average price of $43.27, for a total value of $1,514,450.00.

Shares of Cisco Systems stock traded up $0.45 during trading hours on Friday, hitting $48.18. The company’s stock had a trading volume of 634,881 shares, compared to its average volume of 16,422,581. Cisco Systems, Inc. has a twelve month low of $32.50 and a twelve month high of $48.06. The firm has a market cap of $227.77 billion, a PE ratio of 20.61, a price-to-earnings-growth ratio of 2.79 and a beta of 1.06. The company has a quick ratio of 2.22, a current ratio of 2.29 and a debt-to-equity ratio of 0.47. Read more …

Kroger Co (NYSE:KR) insider Erin S. Sharp sold 25,314 shares of the business’s stock in a transaction that occurred on Tuesday, September 18th. The stock was sold at an average price of $29.00, for a total transaction of $734,106.00. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. KR stock traded up $0.11 on Thursday, hitting $28.99. The company’s stock had a trading volume of 379,713 shares, compared to its average volume of 10,620,930. Kroger Co has a 1 year low of $19.69 and a 1 year high of $32.74. The company has a market cap of $23.33 billion, a price-to-earnings ratio of 14.05, a price-to-earnings-growth ratio of 2.12 and a beta of 0.94. The company has a debt-to-equity ratio of 1.65, a current ratio of 0.73 and a quick ratio of 0.26. Read more …


SYSCO Co. (NYSE:SYY) Director Richard G. Tilghman sold 5,000 shares of the stock in a transaction that occurred on Monday, September 17th. The shares were sold at an average price of $73.71, for a total transaction of $368,550.00. Following the completion of the sale, the director now directly owns 61,137 shares of the company’s stock, valued at approximately $4,506,408.27. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Shares of SYY stock traded up $0.50 during mid-day trading on Thursday, reaching $73.42. 40,727 shares of the company were exchanged, compared to its average volume of 2,849,978. SYSCO Co. has a fifty-two week low of $52.30 and a fifty-two week high of $75.98. The company has a current ratio of 1.21, a quick ratio of 0.74 and a debt-to-equity ratio of 3.01. The company has a market capitalization of $37.97 billion, a P/E ratio of 23.21, a PEG ratio of 1.98 and a beta of 0.54. Read more …

International Paper Co (NYSE:IP) insider Jeanmichel Ribieras sold 10,000 shares of International Paper stock in a transaction on Wednesday, September 19th. The stock was sold at an average price of $54.20, for a total transaction of $542,000.00. The sale was disclosed in a document filed with the SEC, which is available at this link. Read more …

International Paper Co (NYSE:IP) SVP John V. Sims sold 4,725 shares of the business’s stock in a transaction dated Wednesday, September 19th. The stock was sold at an average price of $54.35, for a total transaction of $256,803.75. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. IP stock traded up $0.36 during trading on Thursday, reaching $54.58. 1,948,600 shares of the company were exchanged, compared to its average volume of 2,652,479. The company has a market cap of $21.96 billion, a P/E ratio of 15.72, a P/E/G ratio of 1.08 and a beta of 1.50. International Paper Co has a 52-week low of $50.00 and a 52-week high of $66.94. The company has a current ratio of 1.57, a quick ratio of 1.13 and a debt-to-equity ratio of 1.57. Read more …

Exxon Mobil Co. (NYSE:XOM) VP Bradley W. Corson sold 15,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 19th. The shares were sold at an average price of $84.02, for a total value of $1,260,300.00. Following the completion of the sale, the vice president now directly owns 214,774 shares in the company, valued at approximately $18,045,311.48. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Shares of XOM stock traded up $0.34 during mid-day trading on Friday, reaching $85.16. The stock had a trading volume of 160,857 shares, compared to its average volume of 9,539,025. The company has a current ratio of 0.81, a quick ratio of 0.51 and a debt-to-equity ratio of 0.11. Exxon Mobil Co. has a one year low of $72.15 and a one year high of $89.30. The company has a market capitalization of $358.62 billion, a P/E ratio of 23.73, a P/E/G ratio of 1.42 and a beta of 0.86. Read more …

Hershey Co (NYSE:HSY) insider Michele Buck sold 1,500 shares of the company’s stock in a transaction dated Thursday, September 20th. The shares were sold at an average price of $102.82, for a total transaction of $154,230.00. Following the sale, the insider now directly owns 172,394 shares of the company’s stock, valued at approximately $17,725,551.08. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Michele Buck also recently made the following trade(s):
On Monday, August 20th, Michele Buck sold 1,500 shares of Hershey stock. The shares were sold at an average price of $101.90, for a total transaction of $152,850.00.
On Friday, July 20th, Michele Buck sold 1,500 shares of Hershey stock. The shares were sold at an average price of $92.26, for a total transaction of $138,390.00.

Hershey stock traded up $0.24 during midday trading on Friday, hitting $103.69. The stock had a trading volume of 22,691 shares, compared to its average volume of 1,015,264. The firm has a market capitalization of $21.48 billion, a price-to-earnings ratio of 21.93, a P/E/G ratio of 2.19 and a beta of 0.32. Hershey Co has a 52-week low of $89.10 and a 52-week high of $115.82. The company has a current ratio of 0.94, a quick ratio of 0.58 and a debt-to-equity ratio of 3.05. Read more …



Acquisitions:


Energy Transfer Partners LP (NYSE:ETP) CFO Thomas E. Long purchased 10,000 shares of Energy Transfer Partners stock in a transaction dated Friday, September 14th. The stock was bought at an average cost of $22.33 per share, for a total transaction of $223,300.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Shares of ETP stock traded down $0.22 during trading on Monday, reaching $22.05. The company’s stock had a trading volume of 3,052,000 shares, compared to its average volume of 6,665,760. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.80 and a current ratio of 0.99. The stock has a market capitalization of $26.50 billion, a P/E ratio of 30.93, a price-to-earnings-growth ratio of 1.68 and a beta of 1.28. Energy Transfer Partners LP has a 1-year low of $15.06 and a 1-year high of $24.38. Read more …



In case you interested of stock analysis of other bloggers, click on link below:



Analysis Collection

Notable Analyst Upgrades and Downgrades for Week of September 17, 2018



Upgrades:


Broadcom (NASDAQ:AVGO) was upgraded by investment analysts at Nomura from a “neutral” rating to a “buy” rating in a research note issued to investors on Monday, Marketbeat Ratings reports. The firm currently has a $300.00 price target on the semiconductor manufacturer’s stock, up from their prior price target of $225.00. Nomura’s target price suggests a potential upside of 25.14% from the company’s previous close. Other research analysts have also issued reports about the company. Longbow Research lowered Broadcom from a “buy” rating to a “neutral” rating in a report on Thursday, July 12th. BidaskClub lowered Broadcom from a “strong-buy” rating to a “buy” rating in a report on Thursday, June 28th. B. Riley lowered Broadcom from a “buy” rating to a “neutral” rating and lowered their target price for the stock from $308.00 to $245.00 in a report on Thursday, July 12th. BMO Capital Markets lowered Broadcom from an “outperform” rating to a “market perform” rating and set a $230.00 target price on the stock. in a report on Friday, July 13th. Finally, Goldman Sachs Group cut Broadcom from a “buy” rating to a “neutral” rating and dropped their price target for the stock from $300.00 to $220.00 in a research note on Wednesday, July 18th. One equities research analyst has rated the stock with a sell rating, eight have issued a hold rating and twenty-nine have assigned a buy rating to the company. Broadcom currently has an average rating of “Buy” and a consensus price target of $290.71. Read more …

Goldman Sachs Group upgraded shares of Mastercard (NYSE:MA) from a buy rating to a conviction-buy rating in a research report report published on Monday, The Fly reports. Other equities research analysts also recently issued reports about the company. Bank of America increased their price target on Mastercard from $210.00 to $230.00 and gave the stock a buy rating in a research report on Tuesday, July 17th. Cowen reaffirmed a buy rating and set a $207.00 price target on shares of Mastercard in a research report on Friday, July 20th. Buckingham Research increased their price target on Mastercard from $194.00 to $222.00 and gave the stock a buy rating in a research report on Tuesday, June 26th. Wells Fargo & Co reaffirmed a buy rating on shares of Mastercard in a research report on Wednesday, May 30th. Finally, Loop Capital increased their price target on Mastercard to $232.00 and gave the stock a buy rating in a research report on Friday, July 27th. They noted that the move was a valuation call. Four equities research analysts have rated the stock with a hold rating, twenty-seven have assigned a buy rating and two have given a strong buy rating to the company’s stock. The company has a consensus rating of Buy and an average price target of $208.56. Read more …

Edward Jones upgraded shares of Wells Fargo & Co (NYSE:WFC) from a hold rating to a buy rating in a research note issued to investors on Monday morning, MarketBeat.com reports. Several other research analysts also recently weighed in on the company. Macquarie downgraded Wells Fargo & Co from an outperform rating to a neutral rating in a research note on Friday, September 7th. They noted that the move was a valuation call. Morgan Stanley reduced their target price on Wells Fargo & Co from $62.00 to $61.00 and set an equal weight rating for the company in a research note on Monday, July 16th. Susquehanna Bancshares set a $63.00 target price on Wells Fargo & Co and gave the stock a hold rating in a research note on Friday, July 13th. Zacks Investment Research downgraded Wells Fargo & Co from a buy rating to a hold rating in a research note on Monday, July 30th. Finally, Keefe, Bruyette & Woods raised Wells Fargo & Co from a market perform rating to an outperform rating and upped their target price for the stock from $57.00 to $63.00 in a research note on Sunday, July 15th. They noted that the move was a valuation call. Three analysts have rated the stock with a sell rating, eight have assigned a hold rating and fifteen have issued a buy rating to the company. Wells Fargo & Co currently has a consensus rating of Hold and an average price target of $63.28. Read more …

Raymond James upgraded shares of Bed Bath & Beyond (NASDAQ:BBBY) from an underperform rating to a market perform rating in a report issued on Monday morning, MarketBeat.com reports. BBBY has been the topic of several other research reports. Zacks Investment Research raised Bed Bath & Beyond from a strong sell rating to a hold rating in a research note on Tuesday, June 12th. Wells Fargo & Co reaffirmed a sell rating and issued a $16.00 price target on shares of Bed Bath & Beyond in a research note on Wednesday, June 27th. BidaskClub raised Bed Bath & Beyond from a buy rating to a strong-buy rating in a research note on Thursday, June 28th. Wedbush set a $18.00 price target on Bed Bath & Beyond and gave the company a hold rating in a research note on Thursday, September 13th. Finally, Credit Suisse Group set a $20.00 price target on Bed Bath & Beyond and gave the company a hold rating in a research note on Friday, June 29th. Eight investment analysts have rated the stock with a sell rating, eleven have assigned a hold rating and one has given a strong buy rating to the stock. The company has a consensus rating of Hold and a consensus target price of $20.00. Read more …

Robert W. Baird upgraded shares of Caterpillar (NYSE:CAT) from a neutral rating to an outperform rating in a research report released on Thursday, Marketbeat.com reports. Robert W. Baird currently has $158.00 target price on the industrial products company’s stock. Several other equities analysts also recently weighed in on the company. ValuEngine downgraded Caterpillar from a buy rating to a hold rating in a research note on Friday, June 1st. Tigress Financial reaffirmed a buy rating on shares of Caterpillar in a research note on Friday, August 17th. Goldman Sachs Group downgraded Caterpillar from a conviction-buy rating to a buy rating in a research note on Monday, July 16th. UBS Group set a $185.00 price objective on Caterpillar and gave the company a buy rating in a research note on Wednesday, September 5th. Finally, Deutsche Bank set a $177.00 price target on Caterpillar and gave the stock a buy rating in a research report on Wednesday, September 5th. Twelve investment analysts have rated the stock with a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the stock. The company has a consensus rating of Buy and an average target price of $172.35. Read more…

20 Best Recession Proof Dividend Stocks



Preserving capital and generating safe income are core goals in retirement. So not surprisingly, conservative investors often worry about when the next recession will occur and how it will affect their portfolios.

Safe dividend-paying stocks can be an appealing choice for retirees who desire a predictable income stream that can hold its ground regardless of economic conditions and short-term stock price fluctuations.

In fact, over 240 dividend-paying stocks in our database maintained or increased their dividends each year during the financial crisis while also outperforming the S&P 500's 55% peak-to-trough plunge by more than 20%.

In other words, there were some excellent recession proof investments a risk averse income investor could have owned prior to the last downturn. But what about the next recession?

In this article, we analyzed 20 of the best recession proof dividend growth stocks. These companies have dividend yields near 3% or higher, stable business models, solid balance sheets, and proven commitments to maintaining and growing their dividends in all manner of economic, industry, and interest rate conditions. Each stock also meaningfully outperformed the S&P 500 during the financial crisis.


Simply put, these dividend growth stocks are worthy candidates to consider as part of a diversified portfolio to help you sleep well at night during the next recession, confident that your passive income is as safe as it can be and likely to keep growing your wealth over time.




In case you interested of stock analysis of other bloggers, click on link below:



Analysis Collection

6 Monthly Dividend Stocks to Buy


These 6 stocks offer monthly payouts -- and potential upside



Most dividend stocks pay their shareholders quarterly, but a few dividend yielding stocks offer monthly distributions.

The group is small: less than 100, with many of the offerings being exchange-traded funds (ETFs) or closed-end actively managed funds. And so investors looking for monthly dividend stocks to buy are limiting their universe quite a bit.

Still, even in a market near all-time highs, there are attractive dividend-yielding stocks that pay out monthly. And several offer compelling cases for both their upside and safe dividends, with attributes that go beyond simply the timing of their distributions.


These six stocks all fit that bill, offering not only monthly dividends but potential share price appreciation and reasonable payout ratios.




In case you interested of stock analysis of other bloggers, click on link below:



Analysis Collection

The Hershey Company: A Dividend Stock to Hold for the Next Century


1 Stock to Hold Forever


Since the Passive Monthly Income newsletter debuted in August 2015, we have added 52 stocks to the portfolio. We sold 13 of those picks over the period, nine of which were for large capital gains. The remaining 39 stocks still remain as active positions in the portfolio today.

Does that mean we have a preference for longer holding periods? For sure. I respect anyone that can flip equities for quick profits. But that’s not how we do things around here. Let others fiddle with the Fibonacci retracements, stochastic oscillators, and chart price patterns to predict stock movements for the next hour or so. Our investment horizon is over the next decade or more.

In paid newsletters, we seek out an elite group of businesses I’ve nicknamed “forever assets.” I highlighted several such firms in previous issues. These firms represent a group of stocks you could literally buy today and hold for the rest of your life.

Thanks to their entrenched market positions, such elusive companies throw off ample supplies of surplus free cash flow, which management generously shares with investors. This results in a growing stream of income (in addition to outrageous capital gains) that can roll in like clockwork for decades.


This month, I want to highlight another such forever asset: Hershey Co (NYSE:HSY). For decades, The Hershey Company has served up sweet treats for chocolate lovers. What’s less well known is that the candymaker has also delivered plenty of treats for income investors, too.




In case you interested of stock analysis of other bloggers, click on link below:



Analysis Collection

Johnson & Johnson Is A Forever Stock

One of the worst mistakes an investor can make is falling in love with a stock.   Just because an investment has worked out in the past ...