SPDR® S&P Dividend ETF

The utilities and energy sectors recorded dividend yields of 3.8%, partly enhanced by the price losses in the sectors.

Procter & Gamble recently announced a 4% hike in its quarterly dividend to $0.72 per share.

RPM International’s (RPM) Consumer segment is the second-biggest contributor to RPM’s overall revenue.

The latest short interest report as of March 15, 2018, indicates that RPM International’s (RPM) short interest has increased since the beginning of 2018.

ArcelorMittal suspended its dividend program in 2015 in response to tough market conditions. ArcelorMittal looks on track to reinstate its dividend in 2018.

For RPM International, 54% of the analysts recommended a “buy,” 46% recommended a “hold,” and none of the analysts recommended a “sell.”

Forward price-to-earnings ratio Previously, we discussed analysts’ views on RPM International (RPM). In this part, we’ll compare RPM’s forward PE (price-to-earnings) ratio with peers’. As of December 20, 2017, RPM’s one-year forward PE ratio stood at 17.5x, while peer PPG Industries (PPG) had a PE ratio of 17.6x. Forward PE ratios consider a company’s estimated EPS (earnings […]

The smart beta approach aims to benefit from market inefficiencies to deliver higher risk-adjusted returns and improve diversification.

In fiscal 2Q18, Medtronic’s Restorative Therapies Group business registered year-over-year sales growth of ~2.0%, which came in below expectations due to the negative impact of Hurricane Maria.

Devon Energy’s (DVN) revenues fell 36.0% and 7.0% in 2015 and 2016, respectively.

In 3Q17, AbbVie’s (ABBV) Lupron generated revenues of around $201 million, which reflected ~4% growth on a year-over-year (or YoY) basis.

Lowe’s Companies (LOW) noted 5.3% and 5% net sales growth in 2015 and 2016, respectively.

VFC stock touched its two-year high of $71.94 on October 23 and finally closed 5.4% higher at $69.93.

General Dynamics (GD) is an international aerospace and defense company.

W.W. Grainger (GWW) recorded a 2.0% net sales growth in 2016 after flat growth in 2015.

Caterpillar (CAT) posted sales and revenue growth of -18% in 2016 compared to -15% in 2015.

Wall Street analysts have projected Cardinal Health’s fiscal 2018 net profit margins to be 1.0%, which will be similar to what the company reported in fiscal 2017.

On August 30, ABT announced the regulatory approval for its dydrogesterone oral medication in Russia and the Netherlands for invitro fertilization treatment.

What’s behind Seagate’s dividend yield  Seagate Technology (STX) is a data storage technology and solutions provider. The company’s revenue, which has fallen over the years, seems to have recovered in 2017. Its revenue has fallen 3% in 2017, compared with a fall of 19% in 2016 due to intense competition in the data storage market. The company’s […]

Nucor’s (NUE) PE ratio of 21.8x is pitted against a sector average of 19.4x. The dividend yield of 1.5% is pitted against a sector average of 1.4%.

Target’s (TGT) sales for 2016 fell 6.0% due to lower comparable store sales and weak store traffic.

Caterpillar’s (CAT) growth of 7.0% in total sales and revenues for the first half of 2017 were mainly driven by sales of the machinery, energy, and transportation segment.

In December 2016, the European Commission granted Venclyxto conditional marketing approval for the treatment of CLL in the presence of 17p deletion or TP53 mutation.

BD announced a quarterly cash dividend of $0.73 per share on July 25, 2017.

VF Corporation (VFC) stock inched higher after the company posted better-than-expected 2Q17 results on July 24, 2017. The stock rose 3.4% on July 25, 2017.

Anworth Mortgage (ANH) paid 338.8% of its earnings as dividends in 2016 compared to 102.1% in 1Q17.

After losing 17% of its value in 2015 and 14% in 2016, VF Corporation’s (VFC) stock has risen 4.5% this year as of July 11.

Consumer Discretionary Select Index sales, earnings, and dividends have grown at a CAGR (compound annual growth rate) of 6%, 7.2%, and 10.7%, respectively between 2012 and 2017.

Currently, RPM International is trading at a premium to its peer PPG Industries. RPM International plans to achieve $7.0 billion in revenues by 2020.

Among the multiple factors that govern the dividend decisions of firms—especially capital-intensive one like railroads—is the cost of funds.

If we compare the performances of the defensive sectors, we can see that their YTD performance and one-year performances have been reasonably uniform with the exception of the energy and telecom sectors.

AbbVie (ABBV) has a focused immunology pipeline in order to address various dermatologic and gastrointestinal conditions.

In 2016, AbbVie’s (ABBV) Lupron generated revenue of $821 million, a slight fall of 0.6% year-over-year (or YoY). In 1Q17, Lupron reported revenue of ~$194 million.

On January 4, 2017, Abbott Laboratories (ABT) announced the completion of its acquisition of St. Jude Medical.

During its 1Q17 results, VFC’s board of directors announced a quarterly dividend of $0.42 per share, a rise of 13.5% YoY.

Kimberly-Clark (KMB) has a strong track record of rewarding its shareholders with increased dividends and share repurchases.

In the past three fiscal years, McCormick has returned more than $1.0 billion to its shareholders in the form of dividends and share buybacks.

Over the past four years, Clorox returned about $2 billion to investors through share repurchases and dividends.

Target (TGT) has a strong track record of rewarding investors with higher dividends and share repurchases.

After delivering a 14% decline in the stock market in 2016, VF Corporation’s (VFC) stock price has already fallen 5.7% during 2017 through February 10.

Clorox delivered adjusted EPS (earnings per share) of $1.36 in fiscal 1Q17. It missed consensus analysts’ earnings estimate of $1.42.

Carlisle rose 0.02% to close at $108.22 per share on January 10, 2017. Its weekly, monthly, and YTD price movements were -0.95%, -5.1%, and -1.9%.

On January 9, 2017, Barclays upgraded Clorox’s rating to “equal-weight” from “underweight.” It set the stock’s price target at $111.0 from $115.0 per share.

Praxair shares dropped 4.0% for the week ended December 23, 2016, and closed at $117.59, as many analysts believed that the proposed merger is more favorable to Linde shareholders.

AbbVie (ABBV) has completed enrollment in its Phase 3 pivotal trials testing investigational therapy risankizumab as a treatment option for psoriasis.

In addition to endometriosis, AbbVie’s (ABBV) and Neurocrine Biosciences’s (NBIX) Elagolix is also being investigated as a therapy for uterine fibroids.

The Clorox Company (CLX) has a market cap of $15.0 billion. It fell 0.67% and closed at $115.48 per share on November 23, 2016.

Clorox (CLX) has a market cap of $15.1 billion. It rose 0.92% to close at $114.18 per share on November 15, 2016.

Carlisle Companies (CSL) reported 2Q16 net sales of $996.9 million, a rise of 1.2% compared to net sales of $984.6 million in 2Q15.

Until the fiscal 1Q16, RPM was reporting under two segments, Consumer and Industrial. Now it has combined two sub-segments and reports under three.

RPM has drawn a strategic plan to increase its revenue to $7 billion by 2020,
to build more $1-billion global brands, to increase its dividend every year.

What products single out specifically the share buyback companies?

Let’s dive a little bit into the Alphadex® and Dividend Achievers products.

The preference under the leadership of Honeywell’s (HON) CEO, David Cote, is generally toward keeping the share count flat and reinvesting its surplus cash to grow its business.

Revenues for Emerson Electric’s (EMR) Commercial & Residential Solutions segment have risen from $1.8 billion in 2011 to $1.9 billion in 2015.

Because the Sunbelt region is the primary market for HVAC manufacturers that are Emerson’s customers, it could be a key growth driver in the coming quarters.

Clorox (CLX) has a market cap of $16.5 billion. It fell 0.77% to close at $123.09 per share on September 13, 2016.

In 3Q16, Valspar’s (VAL) Paints segment reported revenue of $445.4 million, representing 39% of Valspar’s total revenue.

PPG Industries’ (PPG) biggest chunk of revenue comes from the performance coatings segment.

Let’s take a look at Wall Street analyst recommendations and target prices for Medtronic (MDT) over the next year.

In 1H16, Imbruvica managed to capture market share across all lines of therapy for chronic lymphocytic leukemia at a rate that exceeded AbbVie’s expectations.

On August 3, 2016, Albemarle (ALB) reported its 2Q16 earnings after Market hours. It reported adjusted EPS of $1.09 and beat Wall Street analysts’ estimate of $1.

The Clorox Company (CLX) rose by 0.88% to close at $132.22 per share during the first week of August 2016.

Archer Daniels Midland (ADM) reported its 2Q16 results on August 2. The stock didn’t react well to the results. It fell 2% on the same day.

Archer Daniels Midland’s (ADM) revenue fell 9% YoY (year-over-year) to $15.63 billion in 2Q16—compared to $17.19 billion in the same quarter last year.

Engineered systems sales were responsible for 35.1% of Dover’s (DOV) total sales and 47% of its total segment profits in 2Q16.

Around 77% of the analysts rate Archer Daniels Midland a “hold” and 23% gave it a “buy” rating. No analysts rated it as a “sell.”

Archer Daniels Midland (ADM) is slated to report its 2Q16 results on August 2 before the market opens. The stock has gained 12% since its last quarter results.

For fiscal 2016, Lincoln Electric is targeting $400 million of share repurchases while $399 million was achieved in fiscal 2015.

Medtronic plans to launch more than 80 products over the next three years.

Walgreens Boots Alliance has paid dividends to its shareholders for 334 straight quarters. In fact, it’s increased its dividends for 40 consecutive years.

Among the options for investing in high-dividend yield stocks, dividend mutual funds pay out a dividend at regular intervals to their fund holders. They hold a basket of equities that pay dividends.

The ALPS Sector Dividend Dogs ETF (SDOG), which applies the “Dogs of the Dow” dividend strategy on a sector-by-sector basis to stocks trading in the S&P 500, has risen by 14.0% on a YTD basis.

PepsiCo (PEP) has a market cap of $147.5 billion. Its stock rose by 0.15% to close at $102.13 per share on June 27, 2016.

On April 11, 2016, Venclexta became the first BCL-2 inhibitor therapy to be approved by the FDA for chronic lymphocytic leukemia patients with 17p deletion.

Rova-T is the key late-stage asset acquired by AbbVie (ABBV) through its acquisition of Stemcentrx.

3M Company’s (MMM) Industrial business works with the top 20 global automotive (FSAVX) original equipment manufacturers (or OEMs) across their value chains.

Medtronic (MDT) is set to enter the robotic surgery market through a partnership with Mazor Robotics, an Israeli company. Mazor Robotics the Renaissance Guidance System used in spinal surgeries.

While discussing his views on the corporate profit cycle in the US with CNBC’s Michael Santoli, Richard Bernstein provided an interesting insight: The Market does not react to the absolutes of good or bad—it’s always better or worse.

Clorox has declared a quarterly cash dividend of $0.80 per share on its common stock. The dividend will be paid on August 12, 2016, to shareholders of record.

Despite relying on dealers to sell its iconic tractors for almost a 100 years, Deere & Company (DE) began consolidating its dealer network in the mid-2000s.

Tyson Foods’ (TSN) stock has gained 16% since its 1Q16 earnings release on February 5. The stock rose 10% after a better-than-expected fiscal 1Q16.

Pivotal Research Group gave Tyson Foods the highest target price of $100. The target price is now 34% higher than the closing price of $66.38 on May 5.

Viekira Pak managed to earn revenues worth about $414 million in 1Q16. The drug’s sales in the US market, however, fell YoY (year-over-year) by about 9.3% and reached $125 million in 1Q16.

Dividend investing involves looking for companies that generate steady cash flows for shareholders. They’re likely to outperform when the economy is down.

The Dover Refrigeration & Food Equipment segment was responsible for 22.4% of Dover’s (DOV) total sales and 20.1% of total segment profits in 1Q16.

The Fluids segment contributed 24.6% of Dover’s (DOV) total sales and 24.3% of its total segment profits in 1Q16. Dover Fluids sales increased 17%.

Dover’s Printing & Identification segment accounted for 41.6% of segment sales in 1Q16. Revenues for this segment increased 4.1%.

The average target price of all analysts covering Dover Corporation fell from $64.47 in early January to $62.33 toward the end of the first quarter.

For fiscal 2015, Lincoln Electric (LECO) successfully gave back $486 million to its shareholders.

For fiscal 2015, Lincoln Electric (LECO) successfully gave back $486 million to its shareholders.

Lincoln Electric’s 2015 revenues have declined by 16% to $2.5 billion when compared to $2.8 billion in 2014.

Lincoln Electric (LECO) historically has been able to generate return on invested capital (or ROIC) in the mid-teens.

The revival of global growth is of the utmost importance to Lincoln Electric. The company’s revenue declined by 1% in 2014 while it further deteriorated by 10% in 2015.

In fiscal 2015, Lincoln Electric’s (LECO) Harris Product Welding segment contributed approximately 10% to its total revenue, with 7% to its consolidated operating profit.

In fiscal 2015, Lincoln Electric’s (LECO) Asia-Pacific Welding segment contributed approximately 7% to its total revenue and 2% to its consolidated operating profit.

PepsiCo, Dr Pepper Snapple, and Monster Beverage have delivered total returns of 2.1%, -1.8%, and -10.1%, respectively, since the start of 2016.

AbbVie (ABBV) has invested substantially in developing innovative treatments in the oncology space such as Imbruvica, Venetoclax, and Duvelisib.

In fiscal 2016, Target (TGT) returned about $4.8 billion in shareholder value in the form of dividends and share buybacks.

VF Corporation (VFC) consistently increased its dividends to shareholders. VFC increased its dividends for 43 consecutive years. This isn’t a small feat!