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These are our most recent articles. Also see which stocks have been this week’s best and worst performers.

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|

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 greater financial flexibility.  In recent years the provider of broadband and mobile services has experienced low single-digit declines in organic revenue and EBITDA, driven by intense competition, a challenging regulatory environment, and underinvestment in its network. (Note that BT's sales growth jump in 2017 was driven by the firm's acquisition of the U.K.'s largest mobile operator.)

August 2nd, 2019|

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 years due to increased competition, stagnant new store growth, and evolving consumer shopping preferences.Kroger seems like more of a mature, defensive cash cow, but its low dividend yield does not reflect that status. For now, investors may be better off invested in other quality dividend stocks that have greater pricing power, healthier balance sheets, stronger moats, faster dividend growth profiles, and numerous opportunities to increase [...]

July 31st, 2019|

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 $10.6 billion. Pfizer's evolution took its biggest step forward this past weekend when management announced plans to combine its off-patent established medicines with generic drugmaker Mylan (MYL), creating a new global pharmaceutical company with nearly $20 billion in revenue. This deal has important implications for dividend investors.

July 29th, 2019|
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