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So far Simply Safe Dividends has created 669 blog entries.

Lazard’s Dividend Appears Safe For Now Despite Cyclical Concerns

With origins dating to 1848, Lazard (LAZ) was a pioneer in offering financial services around the world. In recent years the company's popularity with income investors has increased. Not only has Lazard paid uninterrupted dividends since it went public in 2005, but the firm has also doled out special dividends each year since 2012.

August 2nd, 2019|Uncategorized|

BT Hints at Possible Dividend Cut In “A Year Or Two”

BT (BT) has had an Unsafe Dividend Safety Score since early 2018. The British telecom giant has since seen its stock price fall more than 30%, pushing its dividend yield above 8%. In March 2019 we published an in-depth note reviewing why BT's dividend could eventually be cut. The crux of the argument lies in BT's need for [...]

August 2nd, 2019|Uncategorized|

Questions Linger About Kroger’s Long-term Growth Potential

When I reviewed Kroger (KR) in May 2018, I made the following concluding remarks:  At the end of the day, it's hard to pull the trigger to invest in a supermarket chain. While Kroger has rewarded shareholders with tremendous returns over the last decade, profitable growth is likely to be more challenging over the next 10 [...]

July 31st, 2019|Uncategorized|

Pfizer’s Mylan Deal Keeps Income Investors Whole But Will Likely Affect The Firm’s Current Dividend

Pfizer (PFE) has taken steps in recent years to focus its business on higher-margin, faster-growing prescription drugs. For example, in 2013 the company spun off its animal health business, late last year Pfizer reached a deal with GlaxoSmithKline (GSK) to combine their consumer health businesses, and in June 2019 the firm agreed to buy cancer treatment firm Array BioPharma for [...]

July 29th, 2019|Uncategorized|

V.F. Corp’s New Dividend, Plus Kontoor, Makes Income Investors Whole For Now

Earlier this week V.F. Corp (VFC) declared a quarterly dividend of $0.43 per share. The company's prior quarterly dividend rate was $0.51 per share, resulting in some headlines claiming that this dividend aristocrat had cut its payout. While V.F. Corp's new dividend rate is technically lower, investors didn't actually receive a payout cut. In May, V.F. Corp spun [...]

July 26th, 2019|Uncategorized|

Boeing’s Dividend Profile Remains Stable After MAX Grounding Update

Boeing's (BA) best-selling plane model, the 737 MAX, has been grounded since mid-March following two deadly crashes. Analysts had estimated this plane series would account for about two-thirds of the company's future deliveries and roughly 40% of Boeing's total profit. Understandably, many investors remain concerned about the risks Boeing faces from this ordeal. Based on what we [...]

July 25th, 2019|Uncategorized|

Downgrading Nu Skin’s Dividend Safety Score to Borderline Safe on Business Model Risks

Down more than half from their mid-2015 high, shares of WPP (WPP) yield nearly 7% today. The global advertising conglomerate has paid uninterrupted dividends for more than 20 consecutive years, but its business has faced challenges from the rise of digital marketing and shifting client needs.  In most cases, a company's financials paint a fairly clear [...]

July 22nd, 2019|Uncategorized|

WPP’s Dividend Safety Hinges on Success of Turnaround Plan

Down more than half from their mid-2015 high, shares of WPP (WPP) yield nearly 7% today. The global advertising conglomerate has paid uninterrupted dividends for more than 20 consecutive years, but its business has faced challenges from the rise of digital marketing and shifting client needs. 

July 22nd, 2019|Uncategorized|

Imperial Brands Pulls Dividend Growth Guidance, Retains Borderline Safe Dividend Safety Score

Imperial Brands (IMBBY) boasts an impressive track record of raising its dividend by 10% each year for the past decade, thanks to the predictable cash flow its tobacco business has historically generated.  However, shifting consumer habits and regulatory changes have challenged the tobacco market, sending Imperial Brands' dividend yield soaring to 9%.  With a Borderline Safe Dividend [...]

July 18th, 2019|Uncategorized|

AbbVie’s Dividend Safety Score Downgraded to Borderline Safe Following Large Deal to Buy Allergan

AbbVie (ABBV) announced plans to acquire Allergan (ANG) in a deal valued at more than $80 billion, including assumed debt.  As a result of this planned transaction, we are downgrading AbbVie's Dividend Safety Score from a rating of Safe to Borderline Safe. This isn't necessarily a reason to sell the stock if you own it but simply reflects the company's [...]

June 26th, 2019|Uncategorized|

Disney’s Appeal as a Long-term Dividend Growth Stock

Walt Disney founded his namesake company in 1923, and since then the business has gone on to become one of the most iconic brands ever created. Today Walt Disney (DIS) is a leading entertainment company with about $60 billion in revenue.  The media conglomerate is highly diversified and vertically integrated, with four major business segments. [...]

June 19th, 2019|Uncategorized|

Is EQM’s Distribution Safe Following MVP Project Delay?

On Monday, EQM Midstream Partners, LP (EQM) announced yet another cost increase and delay to its targeted in-service date for the Mountain Valley Pipeline, or MVP.  The MVP project is by far the firm's most important growth opportunity, representing over two-thirds of EQM's current backlog and accounting for about 15% of firm-wide EBITDA upon completion. The successful [...]

June 19th, 2019|Uncategorized|

Southern Company: Uninterrupted Dividends Since 1948

In business for more than 100 years, Southern Company (SO) is a major regulated utility involved in selling electricity and distributing natural gas, primarily across the Southeastern U.S. The firm's eight vertically integrated electric and gas utilities serve customers across Georgia, Alabama, Florida, and Mississippi.  Southern Company’s mix of business and service territories significantly changed [...]

June 19th, 2019|Uncategorized|

Omnicom: Uninterrupted Dividends Since 1986

Omnicom (OMC) was formed in 1986 by the merger of three large advertising conglomerates. Today the firm is the world's second largest provider of advertising and marketing communication services to over 5,000 clients in more than 100 countries.  As a full-service agency, Omnicom provides numerous services, including designing ad campaigns, making the actual ads, determining [...]

June 19th, 2019|Uncategorized|

Brookfield Infrastructure Partners: A High-Yield Stock With Attractive Assets

Brookfield Infrastructure Partners L.P. (BIP) is one of the fastest growing and most diversified utilities in the world. In fact, the limited partnership (a corporate structure similar to that of a Master Limited Partnership) owns dozens of infrastructure assets located across five continents. Some examples of the partnership's assets include electrical transmission lines, railroads, toll [...]

June 19th, 2019|Uncategorized|