Projected dividend changes

• Sherwin-Williams (NYSE:SHW) to $1.34 from $1.13, 
• Ametek (NYSE:AME) to $0.16 from $0.14, 
• NextEra Energy (NYSE:NEE) to $1.40 from $1.25, 
• T. Rowe Price Group (NASDAQ:TROW) to $0.84 from $0.76, 
• Humana (NYSE:HUM) to $0.60 from $0.55, 
• CSX (NASDAQ:CSX) to $0.26 from $0.24, 
• Hasbro (HAS) to $0.73 from $0.68, 
• Equinix (NASDAQ:EQIX) to $2.64 from $2.46, 
• Wyndham Hotels (NYSE:WH) $0.31 from $0.29, 
• Wendy's (NASDAQ:WEN) to $0.125 from $0.120, 
• Louisiana-Pacific (NYSE:LPX) to $0.14 from $0.135, 
• Nu Skin (NYSE:NUS) to $0.375 from $0.370.

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.

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

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

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.

• Forward Dividend & Yield 2.10 (12.04%)
• Sector: Energy
• Industry: Oil & Gas Equipment & Services
• http://www.usacompression.com

 

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.

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.

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.