Saturday, December 1, 2018

Projected dividend changes (quarterly)

Projected dividend changes (quarterly):

  • American Tower (NYSE:AMT) to $0.83 from $0.79, 
  • Alexandria Real Estate (NYSE:ARE) to $0.96 from $0.93, 
  • Broadcom (AVGO) to $2.66 from $1.75, 
  • Bristol-Myers (NYSE:BMY) to $0.41 from $0.40, 
  • C.H. Robinson (NASDAQ:CHRW) to $0.48 from $0.46, 
  • Ecolab (NYSE:ECL) to $0.45 from $0.41, 
  • Edison International (NYSE:EIX) to $0.655 from $0.650, 
  • Eastman Chemical (NYSE:EMN) to $0.61 from $0.56, 
  • Fortune Brands (NYSE:FBHS) to $0.23 from $0.20, 
  • GE (NYSE:GE) to $0.01 from $0.12 (announced in October), 
  • Johnson Controls (NYSE:JCI) to $0.27 from $0.26, 
  • Mastercard (NYSE:MA) to $0.28 from $0.25, 
  • Mid-America (NYSE:MAA) to $0.97 from $0.9225,
  • Progressive (NYSE:PGR) to $2.08 from $1.12, 
  • Stryker (NYSE:SYK) to $0.515 from $0.47, 
  • Agree Realty (NYSE:ADC) to $0.56 from $0.54, 
  • Saul Centers (NYSE:BFS) to $0.53 from $0.52, 
  • Cantel Medical (NYSE:CMD) to $0.10 from $0.085, 
  • CoreSite Realty (NYSE:COR) to $1.08 from $1.03, 
  • Douglas Emmett (NYSE:DEI) to $0.26 from $0.25,
  • Graco (NYSE:GGG) to $0.147c from $0.1325,
  • Hillenbrand (NYSE:HI) to $0.21 from $0.2075,
  • J&J Snack Foods (NASDAQ:JJSF) to $0.48 from $0.45,
  • Medifast (NYSE:MED) to $0.60 from $0.48,
  • Hanover (NYSE:THG) to $0.60 from $0.54, 
  • Toro (NYSE:TTC) to $0.23 from $0.20, 
  • Universal Health Realty (NYSE:UHT) to $0.675 from $0.67, 
  • Marriott Vacations (NYSE:VAC) to $0.45 from $0.40.

Friday, September 14, 2018

Keurig Dr Pepper (KDP) declares first quarterly dividend of $0.15/share

  • dividend of $0.15 per share, payable on October 19, 2018 to shareholders of record on October 5, 2018. 

BURLINGTON, Mass. and PLANO, Texas, Sept. 13, 2018 /PRNewswire/ -- Keurig Dr Pepper (KDP) announced today that its Board of Directors authorized a quarterly dividend program and declared its first quarterly dividend on the Company's common stock.  KDP will pay a dividend of $0.15 per share, payable in U.S. dollars, on October 19, 2018, to shareholders of record on October 5, 2018. 
The Company has determined that the former Dr Pepper Snapple Group dividend reinvestment plan ("DPS Direct Invest") will remain in effect for the current dividend, and the Company expects to replace the DPS Direct Invest program with a new shareholder funded plan, beginning with the next quarterly dividend.
Commenting on the dividend declaration, Keurig Dr Pepper CFO Ozan Dokmecioglustated, "We are pleased to announce our first quarterly dividend of $0.15 per share.  This is consistent with our expectation to pay an annualized dividend of $0.60 per share established at the time the merger transaction between Keurig Green Mountain and Dr Pepper Snapple Group was announced on January 29, 2018."
ABOUT KEURIG DR PEPPERKeurig Dr Pepper (KDP) is a leading coffee and beverage company in North America, with annual revenue in excess of $11 billion. KDP holds leadership positions in soft drinks, specialty coffee and tea, water, juice and juice drinks and mixers, and markets the #1 single serve coffee brewing system in the U.S. The Company maintains an unrivaled distribution system that enables its portfolio of more than 125 owned, licensed and partner brands to be available nearly everywhere people shop and consume beverages. With a wide range of hot and cold beverages that meet virtually any consumer need, KDP key brands include Keurig®, Dr Pepper®, Green Mountain Coffee Roasters®, Canada Dry®, Snapple®, Bai®, Mott's® and The Original Donut Shop®. The Company employs more than 25,000 employees and operates more than 120 offices, manufacturing plants, warehouses and distribution centers across North America. For more information, visit

DDR Corp. (DDR) declared Q3 2018 common stock dividend of $0.20 per share

DDR Corp. is a publicly traded real estate investment trust that invests in shopping centers.

  • Headquarters: Beachwood, OH
  • Number of employees: 540 (2016)
  • ex-div date: Sept 25; $0.20 per share; payable on October 10, 2018 


DDR Corp. (DDR) declared its third quarter 2018 common stock dividend of $0.20 per share. The common stock dividend is payable on October 10, 2018 to shareholders of record at the close of business on September 26, 2018.
About DDR
DDR is an owner and manager of open-air shopping centers that provide a highly-compelling shopping experience and merchandise mix for retail partners and consumers. The Company is a self-administered and self-managed REIT operating as a fully integrated real estate company, and is publicly traded on the New York Stock Exchange under the ticker symbol DDR. Additional information about the Company is available at

Friday, May 18, 2018

Physicians Realty Trust (DOC) : 5-year performance

Real estate investment trust company (REIT)
Physicians Realty Trust is a self-managed healthcare real estate company organized to acquire, selectively develop, own and manage healthcare properties that are leased to physicians, hospitals and healthcare delivery systems.
  • Headquarters: Wisconsin
  • Founded: 2013
  • Sector: Real Estate
  • Industry: REIT - Healthcare Facilities
  • Full Time Employees: 63
  • Forward Dividend & Yield 0.92 (5.97%)


Friday, April 27, 2018

Long trade : BXMT (4/18)

a. Feb. 12: #29;  vol. 1.1M;  $29.50  +3%
b.  March 2: $30.50   +3%
c.  Feb. 13


Thursday, April 26, 2018

-=Kimco Realty (KIM) reported earnings on Thur 26 Apr 2018 (b/o)

Kimco Realty Corp. (NYSE: KIM) is a real estate investment trust (REIT) headquartered in New Hyde Park, N.Y., that is one of North America's largest publicly traded owners and operators of open-air shopping centers. As of December 31, 2017, the company owned interests in 492 U.S. shopping centers.
Sector: Real Estate
Industry: REIT - Retail
Full Time Employees: 546
Forward Dividend & Yield 1.12 (7.96%)
Ex-Dividend Date 2018-07-02

Apr. 26 (right after earnings):  #1, 5, 6, 22; vol. 8.0M; $2.86

NEW HYDE PARK, N.Y. (AP) _ Kimco Realty Corp. (KIM) on Thursday reported a key measure of profitability in its first quarter. The results exceeded Wall Street expectations.
The New Hyde Park, New York-based real estate investment trust said it had funds from operations of $157.8 million, or 37 cents per share, in the period.
The average estimate of 11 analysts surveyed by Zacks Investment Research was for funds from operations of 36 cents per share.
Funds from operations is a closely watched measure in the REIT industry. It takes net income and adds back items such as depreciation and amortization.
The company said it had net income of $129.5 million, or 30 cents per share.
The real estate investment trust posted revenue of $304.1 million in the period. Its adjusted revenue was $299.7 million, also beating Street forecasts. Eight analysts surveyed by Zacks expected $298.4 million.
Kimco Realty expects full-year funds from operations in the range of $1.42 to $1.46 per share.
The company's shares have declined 25 percent since the beginning of the year, while the Standard & Poor's 500 index has decreased almost 1 percent. The stock has fallen 37 percent in the last 12 months.

Wednesday, March 28, 2018

=RSP Permian (RSPP) to be acquired by Concho Resources (CXO) for $9.5 billion

Concho Resources (CXO) will acquire RSPP in an all-stock transaction valued at approximately $9.5 billion, inclusive of RSP's net debt; representing consideration to each RSP shareholder of $50.24/share 
  • The consideration will consist of 0.320 shares of Concho common stock for each share of RSP common stock. The transaction was unanimously approved by the board of directors of each company. Under the terms of the definitive merger agreement, shareholders of RSP will receive 0.320 shares of Concho common stock in exchange for each share of RSP common stock, representing consideration to each RSP shareholder of $50.24 per share based on the closing price of Concho common stock on March 27, 2018.
  • The consideration represents an approximately 29% premium to RSP's closing price of $38.92 on March 27, 2018. Upon closing of the transaction, Concho shareholders will own approximately 74.5% of the combined company, and RSP shareholders will own approximately 25.5%. The resulting capital structure is consistent with Concho's long-term strategy of maintaining a strong financial position.
  • The transaction, which is expected to be completed in the third quarter of 2018, is subject to the approval of both Concho and RSP shareholders, the satisfaction of certain regulatory approvals and other customary closing conditions.
  • The combined company will run the largest drilling and completion program in the Permian Basin. With a focused portfolio and substantial scale advantage, the benefits of this transaction are expected to drive corporate level savings and operational synergies by combining the complementary assets and the technical skills of both company's employees. Specific operational synergies include: asset optimization, directing capital to high-return manufacturing-style projects and utilizing shared infrastructure systems. The present value of corporate and operational synergies is expected to exceed $2 billion.
  • The acquisition is expected to be accretive in the first year to Concho's key per-share metrics, including net asset value, earnings, cash flow and debt-adjusted growth. In addition, the transaction is expected to enhance Concho's three-year outlook for annualized production growth on a capital program within cash flow from operations.