Saturday, December 21, 2019

Highest yielders

Some of the highest yielders on the Dow Jones Industrial Index are
  • Exxon Mobil (NYSE:XOM) at 5.02%, 
  • Dow (NYSE:DOW) at 5.14% and 
  • IBM (NYSE:IBM) at 4.82%. 
On the S&P 500 Index, yield leaders include
  • Duke Energy (NYSE:DUK) at 4.20%, 
  • People's United Financial (NASDAQ:PBCT) at 4.19% and 
  • Valero (NYSE:VLO) at 3.81%. 
On the Nasdaq 100
  • Kraft Heinz (NASDAQ:KHC) at 5.02%, 
  • Gilead Sciences (NASDAQ:GILD) at 4.29% and 
  • Western Digital (NASDAQ:WDC) at 3.40% are at the top the list.

Saturday, November 2, 2019

Projected dividend changes

  • AmerisourceBergen (NYSE:ABC) to $0.42 from $0.40, 
  • ADP (NASDAQ:ADP) to $0.86 from $0.79, 
  • Assurant (NYSE:AIZ) to $0.65 from $0.60, 
  • Atmos Energy (NYSE:ATO) to $0.565 from $0.525, 
  • Emerson Electric (NYSE:EMR) to $0.495 from $0.49, 
  • Evergy (NYSE:EVRG) to $0.495 from $0.475, 
  • Huntington Ingalls (NYSE:HII) to $1.00 from $0.86, 
  • Microchip (NASDAQ:MCHP) to $0.3665 from $0.3660, 
  • Merck & Co (NYSE:MRK) to $0.58 from $0.55, 
  • Snap-On (NYSE:SNA) to $1.09 from $0.95, 
  • Aaron's (NYSE:AAN) to $0.04 from $0.035, Aaon (NASDAQ:AAON) to $0.19 from $0.16, Cogent Comms (NASDAQ:CCOI) to $0.64 from $0.62, Core-Mark (NASDAQ:CORE) to $0.12 from $0.11, Innospec (NASDAQ:IOSP) to $0.51 from $0.50, Inter Parfums (NASDAQ:IPAR) to $0.32 from $0.275, National Bank Holdings (NYSE:NBHC) to $0.21 from $0.19, National Storage (NYSE:NSA) to $0.33 from $0.32, Sturm Ruger (NYSE:RGR) to $0.39 from 14, Schweitzer-Mauduit (NYSE:SWM) to $0.45 from $0.44, Tennant (NYSE:TNC) to $0.23 from $0.22 and United Community Banks (NASDAQ:UCBI) to $0.18 from $0.17

Saturday, October 26, 2019

Projected dividend changes (quarterly)

Projected dividend changes:
  • AbbVie (ABBV) to $1.18 from $1.07, 
  • CDW (NASDAQ:CDW) to $0.40 from $0.29.5, 
  • Cintas (NASDAQ:CTAS) to $2.50 from $2.05, 
  • Duke Realty (NYSE:DRE) to $0.23 from $0.215, 
  • DTE Energy (NYSE:DTE) to $1.01 from $0.945, 
  • Estee Lauder (NYSE:EL) to $0.47 from $0.43, 
  • Iron Mountain (NYSE:IRM) to $0.635 from $0.611, 
  • KLA Corp (NASDAQ:KLAC) to $0.85 from $0.75, 
  • Lincoln National (NYSE:LNC) to $0.40 from $0.37, Merck & Co (NYSE:MRK) to $0.61 from $0.55, Starbucks (SBUX) to $0.43 from $0.36, American Assets Trust (NYSE:AAT) to $0.29 from $0.28, Cognex (NASDAQ:CGNX) to $0.055 from $0.050, Community Healthcare Trust (NYSE:CHCT) to $0.415 from $0.4125,, Churchill Downs (NASDAQ:CHDN) to $0.58 from $0.5433, LegacyTexas (NASDAQ:LTXB) to $0.26 from $0.25, Mercury General (NYSE:MCY) to $0.63 from $0.6275NBT Bancorp (NASDAQ:NBTB) to $0.27 from $0.26, Oshkosh (NYSE:OSK) to $0.30 from $0.27, Steven Madden (NASDAQ:SHOO) to $0.15 from $0.14, Selective Insurance (NASDAQ:SIGI) to $0.22 from $0.20, UMB Financial (NASDAQ:UMBF) to $0.31 from $0.30

Sunday, October 20, 2019

USA Compression Partners (USAC)

USA Compression's business involves compressing natural gas to move it in pipelines, and since NG production continues to increase, so is demand for USAC's services.
USAC has never cut its super-high distribution, even in a challenging macro environment (in 2015/16), and continually improving metrics give great comfort that the 12% distribution is safe.

 






The Energy Information Administration (EIA) - the source of the above graph and of extensive data on energy in the US and abroad - states that domestic NG production averaged 83 BCF (billion cubic feet) per day in 2018, and EIA projects that NG production will average 90 BCF/day in 2019 and 92 BCF/day in 2020 (an 11% increase in US NG production between 2018 and 2020).


Note that the 2 BCF/day growth in NG production expected between 2019 and 2020 is a marked deceleration from the torrid (and unsustainable) growth rate of the past two years.

Saturday, August 10, 2019

Projected dividend changes (quarterly)

The sharp drop in bond yields could increase the focus on stocks offering attractive dividend payouts. While the 2-year Treasury is yielding only 1.65%, a whopping 68 companies listed in the S&P 500 Index are posting a dividend yield of over 4%.
That list includes
  • Carnival (NYSE:CCL), 
  • Ford (NYSE:F), 
  • AT&T (NYSE:T), 
  • Philip Morris International (NYSE:PM), 
  • Cardinal Health (NYSE:CAH), 
  • Ventas (NYSE:VTR), 
  • Comerica (NYSE:CMA), 
  • Exxon Mobile (NYSE:XOM), 
  • Vornado Realty Trust (NYSE:VNO), 
  • Verizon (NYSE:VZ), 
  • Molson Coors (NYSE:TAP), 
  • Southern (NYSE:SO), Harley-Davidson (NYSE:HOG), IBM (NYSE:IBM) and Regions Financial (NYSE:RF). 


Projected dividend changes (quarterly): 

  • SunTrust Banks (NYSE:STI) to $0.56 from $0.50, Tyson (NYSE:TSN) to $0.45 from $0.375, Brinker (NYSE:EAT) to $0.40 from $0.38, First American (NYSE:FAF) to $0.48 from $0.42, Virtus Investment (NASDAQ:VRTS) to $0.65 from $0.55.

Saturday, June 8, 2019

Projected dividend changes (quarterly)

  • FedEx (NYSE:FDX) to $0.80 from $0.65, 
  • H&R Block (NYSE:HRB) to $0.26 from $0.25, 
  • Realty Income (NYSE:O) to $0.2265 from $0.226, 
  • Target (NYSE:TGT) to $0.66 from $0.64, Casey's General Stores (CASY) to $0.31 from $0.29, 
  • National Fuel Gas (NYSE:NFG) to $0.435 from $0.425, 
  • Universal Health Realty (NYSE:UHT) to $0.68 from $0.675.

Saturday, May 18, 2019

Projected dividend changes (quarterly)

  • DXC Technology (NYSE:DXC) to $0.20 from $0.19, 
  • NetApp (NASDAQ:NTAP) to $0.44 from $0.40, 
  • Tiffany (NYSE:TIF) to $0.60 from $0.55, 
  • Unum (NYSE:UNM) to $0.29 from $0.26, 
  • Donaldson (NYSE:DCI) to $0.20 from $0.19, 
  • Ensco Rowan plc (NYSE:ESV) to $0.01 from $0.04, 
  • Flowers Foods (NYSE:FLO) to $0.19 from $0.18, 
  • LCI Industries (NYSE:LCII) to $0.65 from $0.60, 
  • Lennox (NYSE:LII) to $0.75 from $0.64, 
  • Monro (MNRO) to $0.22 from $0.20, 
  • National Storage (NYSE:NSA) to $0.31 from $0.30, 
  • Universal Corp (NYSE:UVV) to $0.77 from $0.75.

Sunday, May 12, 2019

Projected dividend changes (quarterly)

  • Chubb (NYSE:CB) to $0.76 from $0.73, 
  • Clorox (NYSE:CLX) to $0.99 from $0.96, 
  • Southwest Airlines (NYSE:LUV) to $0.20 from $0.16, 
  • Marsh & McLennan (NYSE:MMC) to $0.45 from $0.415, 
  • Mosaic (NYSE:MOS) to $0.05 from $0.025, 
  • Northrop Grumman (NYSE:NOC) to $1.30 from $1.20, 
  • Ashland Global (NYSE:ASH) to $0.275 from $0.25, 
  • CNO Financial (NYSE:CNO) to $0.11 from $0.10, 
  • FactSet (NYSE:FDS) to $0.72 from $0.64, 
  • Kilroy (NYSE:KRC) to $0.475 from $0.455, 
  • Lennox (NYSE:LII) to $0.75 from $0.64, 
  • Legg Mason (NYSE:LM) to $0.36 from $0.34, 
  • Werner Enterprises (NASDAQ:WERN) to $0.11 from $0.09.

Saturday, May 4, 2019

Projected dividend changes (quarterly)

  • Baxter (NYSE:BAX) to $0.22 from $0.19, 
  • Cardinal Health (NYSE:CAH) to $0.4906 from $0.4763, 
  • Expeditors (NASDAQ:EXPD) to $0.48 from $0.45, 
  • Diamondback (NASDAQ:FANG) to $0.1875 from $0.125, 
  • HollyFrontier (NYSE:HFC) to $0.34 from $0.33, 
  • KLA-Tencor (NASDAQ:KLAC) to $0.81 from $0.75, 
  • Microchip (NASDAQ:MCHP) to $0.366 from $0.365, 
  • Mosaic (NYSE:MOS) to $0.05c from $0.025, 
  • Phillips 66 (NYSE:PSX) to $0.90 from $0.80, 
  • TE Connectivity (NYSE:TEL) to $0.48 from $0.44, 
  • Tractor Supply (NASDAQ:TSCO) to $0.35 from $0.31, 
  • Cabot Corp (NYSE:CBT) to $0.345 from $0.33, 
  • CNO Financial (NYSE:CNO) to $0.11 from $0.10, 
  • FactSet (NYSE:FDS) to $0.68 from $0.64, 
  • HNI (NYSE:HNI) to $0.305 from $0.295, 
  • Idex (NYSE:IEX) to $0.48 from $0.43, 
  • Innospec (NASDAQ:IOSP) to $0.50 from $0.45, 
  • J2 Global (NASDAQ:JCOM) to $0.455 from $0.445, 
  • Quaker Chemical (NYSE:KWR) to $0.385 from $0.37, 
  • Legg Mason (NYSE:LM) to $0.36 from $0.34, MSA Safety (NYSE:MSA) to $0.41 from $0.38, Materion (NYSE:MTRN) to $0.11 from $0.105, National Bank Holdings (NYSE:NBHC) to $0.19 from $0.17, nVent Elec (NYSE:NVT) to $0.185 from $0.175, Sturm Ruger (NYSE:RGR) to $0.30 from $0.28, Timken (NYSE:TKR) to $0.29 from $0.28, United Community Banks (NASDAQ:UCBI) to $0.17 from $0.16, Vishay Intertech (NYSE:VSH) to $0.10 from $0.085, Werner Enterprises (NASDAQ:WERN) to $0.11 from $0.09, Watts Water (NYSE:WTS) to $0.23 from $0.21.

Saturday, April 20, 2019

Projected dividend changes (quarterly)

  • Ameriprise (NYSE:AMP) to $0.98 from $0.90, 
  • Amphenol (NYSE:APH) to $0.26 from $0.23, 
  • Avery Dennison (NYSE:AVY) to $0.57 from $0.52, 
  • Grainger (NYSE:GWW) to $1.44 from $1.36, 
  • Invesco (NYSE:IVZ) to $0.31 from $0.30, 
  • J&J (NYSE:JNJ) to $0.96 from $0.90 ,
  • MetLife (NYSE:MET) to $0.44 from $0.42, 
  • Nasdaq (NASDAQ:NDAQ) to $0.50 from $0.44, 
  • Paychex (NASDAQ:PAYX) to $0.62 from $0.56, 
  • Principal Financial (NASDAQ:PFG) to $0.55 from $0.54, 
  • Xilinx (NASDAQ:XLNX) to $0.37 from $0.36, 
  • Exxon (XOM) to $0.86 from $0.82, 
  • Bank of Hawaii (NYSE:BOH) to $0.64 from $0.62, 
  • Brookline Bancorp (NASDAQ:BRKL) to $0.11 from $0.105, 
  • Cullen/Frost (NYSE:CFR) to $0.70 from $0.67, 
  • Central Pacific (NYSE:CPF) to $0.24 from $0.21, 
  • Evercore (NYSE:EVR) to $0.60 from $0.50, 
  • First Financial Bankshares (NASDAQ:FFIN) to $0.22 from $0.21, 
  • Comfort Systems USA (NYSE:FIX) to $0.10 from $0.95, Great Western Banc (NYSE:GWB) to $0.29 from $0.25, Lithia Motors (NYSE:LAD) to $0.31 from $0.29, 
  • Legg Mason (NYSE:LM) to $0.36 from $0.34, 
  • Moog (NYSE:MOG.A) to $0.27 from $0.25, Northfield Bancorp (NASDAQ:NFBK) to $0.12 from $0.10, Webster Financial (NYSE:WBS) to $0.35 from $0.33.

Saturday, April 13, 2019

Projected dividend changes (quarterly)

  • Pernod Ricard to €1.08 from €1.01, 
  • Unilever (NYSE:UL) €0.40 from €0.387, 
  • Carnival (NYSE:CCL) to $0.55 from $0.50, 
  • Celanese (NYSE:CE) to $0.59 from $0.54, 
  • Goldman Sachs (GS) to $0.85 from $0.80, 
  • Kinder Morgan (KMI) to $0.25 from $0.20, 
  • Oneok Inc (NYSE:OKE) to $0.88 from $0.86, 
  • People's United (NASDAQ:PBCT) to $0.1775 from $0.175, 
  • Parker-Hannifin (NYSE:PH) to $0.84 from $0.76, 
  • Southern (NYSE:SO) to $0.62 from $0.60, 
  • Whirlpool (NYSE:WHR) to $1.20 from $1.10, 
  • Healthcare Services (NASDAQ:HCSG) to $0.1975 from $0.1963, 
  • Sonoco (NYSE:SON) to $0.43 from $0.41, 
  • Universal Forest (NASDAQ:UFPI) to $0.19 from $0.18.

Saturday, April 6, 2019

Projected dividend changes (quarterly)




  • Aon (NYSE:AON) to $0.44 from $0.40, 
  • First Republic (NYSE:FRC) to $0.20 from $0.18, 
  • Procter & Gamble (NYSE:PG) to $0.7387 from $0.7172, 
  • Bed Bath & Beyond (BBBY) to $0.17 from $0.16, 
  • International Speedway (NASDAQ:ISCA) to $0.49 from $0.47.

Saturday, March 30, 2019

Projected dividend changes (quarterly)

Projected dividend changes (quarterly):
  • HP Enterprise (NYSE:HPE) to $0.13 from $0.1125, 
  • Constellation Brands (STZ) to $0.84 from $0.74, 
  • Cal-Maine (CALM) to $0.16 from $0.149, 
  • Greenbrier (GBX) to $0.27 from $0.25, 
  • Bank OZK (NASDAQ:OZK) to $0.23 from $0.22, 
  • Signet (SIG) to $0.42 from $0.37.

Saturday, March 23, 2019

Projected dividend changes (quarterly)


  • Constellation Brands (NYSE:STZ) to $0.84 from $0.74; 
  • UDR to $0.335 from $0.3225; 
  • Banner (NASDAQ:BANR) to $0.40 from $0.38; 
  • Oxford Industries (OXM) to $0.37 from $0.34.

Sunday, March 17, 2019

Projected dividend changes (quarterly)

  • Raytheon (NYSE:RTN) to $0.95 from $0.8675, 
  • Cousins Properties (NYSE:CUZ) to $0.07 from $0.65, 
  • Fulton Financial (NASDAQ:FULT) to $0.13 from $0.12, 
  • International Banc (NASDAQ:IBOC) to $0.44 from $0.42, 
  • Williams-Sonoma (NYSE:WSM) to $0.45 from $0.43, 
  • Porsche (OTCPK:POAHY) to €1.65 from €1.76, 
  • Banco Santander (NYSE:SAN) interim dividend to €.07 from €0.065.

Sunday, March 10, 2019

Projected dividend changes (quarterly)


  • Adidas to €3.25 vs €2.60,
  • Lufthansa to €.085 vs €80, 
  • Dollar General (DG) to $0.31 from $0.29, 
  • Danaher (NYSE:DHR) to $0.18 from $0.16, 
  • Realty Income (NYSE:O) to $0.226 from $0.2255, 
  • Qualcomm (NASDAQ:QCOM) to $0.67 from $0.62, 
  • Torchmark (NYSE:TMK) to $0.17 from $0.16, 
  • American Vanguard (NYSE:AVD) to $0.025 from $0.022, 
  • CareTrust REIT (NASDAQ:CTRE) to $0.225 from $0.205, 
  • Umpqua (NASDAQ:UMPQ) to $0.22 from $0.21, 
  • Williams-Sonoma (WSM) to $0.45 from $0.43.

Saturday, March 2, 2019

Projected dividend changes (quarterly)

  • Applied Materials (NASDAQ:AMAT) to $0.22 from $0.20, 
  • American Tower (NYSE:AMT) to $0.87 from $0.84, 
  • Colgate-Palmolive (NYSE:CL) to $0.44 from $0.42, 
  • Danaher (NYSE:DHR) to $0.18 from $0.16, 
  • General Dynamics (NYSE:GD) to $1.02 from $0.93, 
  • Kohl's (KSS) to $0.67 from $0.61, 
  • Ross Stores (NASDAQ:ROST) to $0.26 from $0.225, 
  • Big Lots (BIG) to $0.33 from $0.30, 
  • Cabot Micro (NASDAQ:CCMP) to $0.46 from $0.40, 
  • Gentex (NASDAQ:GNTX) to $0.12 from $0.11, 
  • Horace Mann (NYSE:HMN) to $0.295 from $0.285, 
  • Hill-Rom (NYSE:HRC) to $0.21 from $0.20 and 
  • US Physical Therapy (NASDAQ:USPH) to $0.26 from $0.23, 
  • Merck KGaA (OTCPK:MKGAY) to €1.30 from €1.25.

Tuesday, February 19, 2019

=Genuine Parts (GPC) increases quarterly cash dividend to $0.7625/share from


  • Genuine Parts increases quarterly cash dividend to $0.7625/share from $0.72/share
  • Forward Dividend & Yield 2.88 (2.72%)


Sunday, February 10, 2019

Projected dividend changes (quarterly)

Projected dividend changes (quarterly): 
  • Allstate (NYSE:ALL) to $0.52 from $0.46, 
  • Applied Materials (AMAT) to $0.22 from $0.20, 
  • Activision Blizzard (ATVI) to $0.38 from $0.34, 
  • Clorox (NYSE:CLX) to $1.03 from 96c, 
  • Cisco (CSCO) to $0.37 from $0.33, 
  • Equinix (NASDAQ:EQIX) to $2.56 from $2.28, 
  • Flir (NASDAQ:FLIR) to $0.17 from $0.16, 
  • HollyFrontier (NYSE:HFC) to $0.34 from $0.33, 
  • Harley-Davidson (NYSE:HOG) to $0.385 from $0.37, 
  • Interpublic (NYSE:IPG) to $0.24 from $0.21, 
  • Jack Henry (NASDAQ:JKHY) to $0.42 from $0.37, 
  • Coca-Cola (KO) to $0.41 from $0.39, 
  • L3 Technologies (NYSE:LLL) to $0.85 from $0.80, 
  • Moody’s (NYSE:MCO) to $0.50 from $0.44, 
  • MGM Resorts (MGM) to $0.13 from $0.12, 
  • NextEra Energy (NYSE:NEE) to $1.25 from $1.11, 
  • PPL (NYSE:PPL) to $0.425 from $0.41, 
  • Perrigo (NASDAQ:PRGO) to $0.21 from $0.19, 
  • Regency Centers (NYSE:REG) to $0.58 from $0.555, 
  • Robert Half (NYSE:RHI) to $0.30 from $0.28, 
  • Sherwin- Williams (NYSE:SHW) to $1.13 from $0.86, 
  • Dick’s Sporting (NYSE:DKS) to $0.2475 from $0.225, 
  • Group 1 Automotive (NYSE:GPI) to $0.27 from $0.26, 
  • ITT Inc (NYSE:ITT) to $0.15 from $0.134, 
  • J2 Global (NASDAQ:JCOM) to $0.445 from $0.435, 
  • James River Group (NASDAQ:JRVR) to $0.35 from $0.30, 
  • LogMeIn (NASDAQ:LOGM) to $0.36 from $0.30, 
  • Medical Properties (NYSE:MPW) to $0.26 from $0.25, 
  • Monolithic Power (NASDAQ:MPWR) to $0.40 from $0.30, 
  • Nu Skin (NYSE:NUS) to $0.37 from $0.365, 
  • NorthWestern (NYSE:NWE) to $0.575 from $0.55, 
  • Ryder (NYSE:R) to $0.56 from $0.54, 
  • Sabre (NASDAQ:SABR) to $0.15 from $0.14, 
  • Service Corp (NYSE:SCI) to $0.19 from $0.17, 
  • EW Scripps (NASDAQ:SSP) to $0.55 from $0.050, 
  • Monotype Imaging (NASDAQ:TYPE) to $0.12 from $0.116, 
  • Domtar (NYSE:UFS) to $0.445 from $0.435, 
  • Wendy’s (NYSE:WEN) to $0.10 from $0.085.

Friday, January 25, 2019

Gaming and Leisure Properties (GLPI) : 5-year performance since IPO


  • Sector: Real Estate
  • Industry: REIT - Diversified
  • Forward Dividend & Yield 2.57 (7.18%)
  • Full Time Employees: 714
  • http://www.glpropinc.com