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/2019

Chevron: A Quality Dividend Aristocrat in the Energy Sector

Chevron (CVX) was founded in 1879 and became a standalone company after the breakup of Standard Oil in 1911. Today Chevron is one of the largest integrated oil companies in the world, with major operations in over 30 countries. The business operates across four segments: U.S. Upstream Operations (18% of operating earnings): Chevron explores for, develops, [...]

January 30th, 2019|Uncategorized|

Emerson Electric: Over 60 Consecutive Years of Higher Dividends

Founded in 1890, Emerson Electric (EMR) is a global industrial conglomerate that serves a variety of industries including oil and gas, refining, chemicals, power generation, pharma, food and beverages, pulp and paper, metal and mining, and municipal water supply. Emerson Electric brings together technology and engineering to provide solutions for customers in the process, industrial, [...]

January 30th, 2019|Uncategorized|

Vale Suspends Dividend Following Tragic Accident in Brazil

The vast majority of dividend cuts can be spotted in advance. Dividend cutters often possess some combination of a dangerously high payout ratio, falling earnings, and too much debt. Unfortunately, Vale's (VALE) announcement on January 27 to suspend all dividends, share repurchases, and management bonuses was triggered by a swift and severe tragedy – the collapse of [...]

January 29th, 2019|Uncategorized|

Exxon Mobil: A Dividend Aristocrat with 100+ Years of Uninterrupted Payouts

Exxon Mobil (XOM) is one of the world’s oldest oil companies, founded in 1870. It’s also the world’s largest publicly traded integrated oil conglomerate, with nearly 30,000 oil & gas wells on six continents. In fact, thanks to its refining and petrochemical business, Exxon has a presence in almost every country on earth. The company [...]

January 29th, 2019|Uncategorized|

Macy’s Remains Challenged by the Decline in Department Stores

Department store retailer Macy's (M) has fallen about 40% since August 2018, including a single-day plunge of nearly 20% on January 10. Meanwhile, Macy's dividend yield has soared to over 6%, a level that causes many investors to start questioning the retailer's dividend safety. Let's take a look at why Macy's is being so badly [...]

January 25th, 2019|Uncategorized|

Ventas: A High Quality Healthcare REIT for Dividends

Ventas (VTR) was founded in 1983 and is the second largest medical REIT in the country, with nearly 1,200 properties in the U.S., U.K., and Canada. The firm's property portfolio consists primarily of seniors housing communities, medical office buildings, life science centers, and inpatient rehab and long-term acute care facilities. The largest source of Ventas's [...]

January 24th, 2019|Uncategorized|

Con Edison’s Exposure to PG&E Does Not Threaten Its Dividend

Consolidated Edison (ED) was recently downgraded by Bank of America Merrill Lynch on concerns that the firm's renewable energy business could run into trouble given its exposure to troubled utility PG&E (PCG). With PG&E planning to pursue Chapter 11 bankruptcy by the end of the month due to the liabilities it faces from its role [...]

January 23rd, 2019|Uncategorized|

Altria’s Stock Declines Again on Increased Regulatory Concerns

Shares of Altria (MO) slumped 7% today, pushing them to their lowest price in over four years while extending their decline to more than 30% since early November 2018. As has been the case since Altria's stock peaked in mid-2017, regulatory fears continue weighing on investor sentiment. The latest development occurred on Friday, January 18, [...]

January 22nd, 2019|Uncategorized|

Reviewing Broadcom’s Dividend in Light of CA Deal, Apple’s Struggles

Broadcom (AVGO) investors have had plenty to worry about in recent months including: Broadcom's exposure to the trade war with China, which accounts for nearly 50% of the company's sales Apple's (AAPL) iPhone slowdown, since the smartphone maker generates 25% of Broadcom's revenue Broadcom's $18.9 billion acquisition of CA Technologies (CA), which will strain the [...]

January 22nd, 2019|Uncategorized|

Welltower’s Impressive Uninterrupted Dividend Streak

Founded in 1970, Welltower (WELL) has grown to become one of America’s largest medical REITs. The company owns more than 1,600 properties across the U.S., Canada, and the U.K., but 83% of its real estate investments (and rent) are from U.S. properties. The company's properties serve over 300,000 residents and are essentially involved in every [...]

January 21st, 2019|Uncategorized|

Verizon’s Dividend Remains Among the Strongest in Telecom

Verizon (VZ) is the largest wireless service provider in the U.S. The firm was founded in 1983 as Bell Atlantic but became Verizon in 2000 after its $65 billion merger with telecom giant GTE. The company’s 4G LTE network is available to more than 98% of the country’s population (over 320 million people) in over [...]

January 18th, 2019|Uncategorized|

Main Street Capital is Arguably the Highest Quality BDC

Main Street Capital (MAIN) is a business development company, or BDC. All BDCs are basically middle market lenders, which means they lend or take equity stakes in the 200,000 or so subprime businesses that generate about a third of the U.S. economy. Essentially, BDCs serve a market of small companies across the country that regular [...]

January 16th, 2019|Uncategorized|

Omega Healthcare Investors Combating Tough Environment

Founded in 1992, Omega Healthcare (OHI) is the largest U.S. skilled nursing facilities REIT, with over 900 properties rented to 67 operators across America and the United Kingdom (U.K.). Approximately 83% of the company's total rental revenue is derived from skilled nursing facilities, or SNFs, which are Omega Healthcare’s specialty; senior housing accounts for the [...]

January 16th, 2019|Uncategorized|

Procter & Gamble’s Turnaround Supports Strong Dividend

In business since 1837, Procter & Gamble (PG) has grown into one of the world’s largest consumer goods manufacturers, advertisers, and distributors. It currently sells 65 product brands in more than 180 countries. Some of its leading brands are Luvs, Pampers, Tampax, Charmin, Downy, Tide, Cascade, Dawn, Febreze, Head & Shoulders, Old Spice, Pantene, Gillette, [...]

January 15th, 2019|Uncategorized|

A Closer Look at Iron Mountain’s High Yield

Iron Mountain's (IRM) stock price has declined 16% since peaking in late November 2017, worse than the S&P 500 (down 1%) and the broader REIT index (down about 9%). Last quarter IRM's price fell so low during the market's correction that the stock's dividend yield rose to a record 8%, which is a level high [...]

January 14th, 2019|Uncategorized|