DividendWave

Dividend growth stocks analysis Getting dividends to fund travel/surfing Graphs/data to be a better investor Some growth and crypto Semiconductors ftw

    • DividendWaveDividendWave
      ·03-25

      Ex-dividend this week - O, NUE, MDLZ, HUM & IIPR

      Ex-dividend this week2 AristocratsRealty Income $Realty Income(O)$ Nucor $Nucor(NUE)$ 2 ContendersMondelez International $Mondelez(MDLZ)$ Humana $Humana(HUM)$ 1 Challenger Innovative Industrial Properties $Innovative Industrial Properties Inc(IIPR)$ ImageExcept for O, everyone else will pay dividend on March 27.NLCP is similar business to IIPR but smaller. I don´t know them as well. But found interesting they had bought back shares, and share count actually decreased YoY, which is rare in REITShttps://twitter.com/DividendWave/status/1771801625126130130
      16.39K8
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      Ex-dividend this week - O, NUE, MDLZ, HUM & IIPR
    • DividendWaveDividendWave
      ·03-21

      BATS +6% FCF/share

      $British American Tobacco PLC(BTI)$ BATS FCF/shareFY23+6% FCF/share-1% shares outstandinggoing ex-dividend tomorrow March21First dividend at 58.88p/share +2% YoY ImageBATS 2024 dividend calendarImageBATS FCF generation and deployment(Dividends/buyback/debt reduction)From UBS Global Consumer and Retail Conference – 13 MarchImageBATS presentation from the Barclays Global Consumer Staples Conference on Tuesday 5 September, 2023A few interesting takeaways from new categoriesImagehttps://twitter.com/DividendWave/status/1770411733389103421
      52Comment
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      BATS +6% FCF/share
    • DividendWaveDividendWave
      ·03-21

      AVGO - an impressive dividend growth record

      $Broadcom(AVGO)$ going ex-dividend MAR20An impressive dividend growth recordSince FY16, 35% CAGR dividend increase Last 3 years increase 13.4% CAGRLatest increase 14%TTM dividend (FCF) payout ratio 44%Picture from company presentationImageAVGO FCF/share increase continues For 1Q24 YoYFCF +19%shares outstanding +9%FCF/share +10%FCF/Share since FY19 ImageWith share dilution dividends paid will outpace dividend/share for FY24 For 1Q dividend payments increased 24% YoY Dividend per share +14% YoY ImageEven with incremental dividend payments,TTM dividend payout (% FCF) at 44% (which will likely trend towards 50% for FY24)1Q payout was ~52%Imagehttps://twitter.com/DividendWave/status/1769820799274234282
      740Comment
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      AVGO - an impressive dividend growth record
    • DividendWaveDividendWave
      ·03-18

      Ex-dividend this week: MDT, MO, BTI, AVGO & NOV

      Ex-dividend this week:2 AristocratsMedtronic $Medtronic PLC(MDT)$ Altria $Altria(MO)$ 2 Contenders British American Tobacco $British American Tobacco PLC(BTI)$ Broadcom $Broadcom(AVGO)$ 1 Challenger Novo Nordisk $Novo-Nordisk A/S(NVO)$ ImageBroadcom $Broadcom(AVGO)$ will pay dividend on MAR20, and current yield is 1.7%.British American Tobacco $British American Tobacco PLC(BTI)$ and Medtronic $Medtronic PLC(MDT)$ will both pay dividend on MAR21, current yield
      1.14K1
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      Ex-dividend this week: MDT, MO, BTI, AVGO & NOV
    • DividendWaveDividendWave
      ·03-15

      MO $7 B in buybacks since FY18

      $Altria(MO)$ » $7 B in buybacks since FY18» 6% (weighted) share count reduction » $1 B buyback authorization for 2024 (at 10-K release)» $2.4 B incremental buyback (yesterday´s ABI sale intention)» Expects to complete all repurchases by December 31, 2024» $3.4 B / Mkt cap 77 B = ~4%ImageMO past 3 years buybacks and average priceImageMO to sell part of $Anheuser-Busch Inbev SA(BUD)$ ABI stake» Altria currently holds approximately 197 million shares of ABI, ~10% ownership» Altria selling 35 million of ABI’s ordinary shares » Expect to use the proceeds for additional share repurchases of common stockhttps://twitter.com/DividendWave/status/1768288382772269458
      187Comment
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      MO $7 B in buybacks since FY18
    • DividendWaveDividendWave
      ·03-14

      MRK Keytruda is now the world´s largest drug (by $)

      $Merck(MRK)$ Keytruda is now the world´s largest drug (by $) $25 B sales in FY2342% of Merck revenueLoses exclusivity in 2028Some resemblance to $AbbVie(ABBV)$ and Humira weightImageABBV HumiraPeaked at 58% of revenue37% just before Loss of exclusivity (acquisition in between reduced the weight - most notably Allergan 2Q'20)ImageMRK goes ex-dividend tomorrow MAR142.5% dividend yield6% CAGR dividend growth56% FCF payoutImagehttps://twitter.com/DividendWave/status/1767983993675198812
      38Comment
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      MRK Keytruda is now the world´s largest drug (by $)
    • DividendWaveDividendWave
      ·03-12

      AMAT raises dividend 25%

      AMAT $Applied Materials(AMAT)$ raises dividend 25%From $0.32 to $0.40 per share / quarter“The quarterly cash dividend is a key component of Applied’s capital allocation strategy. Today’s announcement marks the seventh consecutive year that Applied has raised its dividend”AMAT FCF/shareHealthy for this latest raiseAMAT FY23 completed FCF/share up 71% (working capital largest contributor)Since FY18 dividend/share +14% CAGR ImageAMAT share count and buybacksSince FY18 4% share reduction CAGR$20 B in buybacksCurrent market cap $120 BCurrent buyback authorization ~$12.7 B (>10% mkt cap)ImageAMAT is cash positive at the end of FY23 even after returning "$3.16 billion to shareholders including $2.19 billion in share repurchases and $975 million in div
      284Comment
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      AMAT raises dividend 25%
    • DividendWaveDividendWave
      ·03-11

      Healthcare companies Price to FCF

      Healthcare companies:» Price to FCF» YoY FCF/share growth (%) $AbbVie(ABBV)$ $Gilead Sciences(GILD)$ $Bristol-Myers Squibb(BMY)$ $Amgen(AMGN)$ $Merck(MRK)$ $Johnson & Johnson(JNJ)$ $Abbott Laboratories(ABT)$ $Medtronic PLC(MDT)$ $Pfizer(PFE)$ $Stryker(SYK)$ ImageIt seems that $BMY is potentially the best value here, the chart seems to agree with that statement :-)From a
      201Comment
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      Healthcare companies Price to FCF
    • DividendWaveDividendWave
      ·03-11

      Ex-dividend this week - TROW, KO, HPQ, LRCX & MRK

      Ex-dividend this week2 AristocratsT. Rowe Price $T. Rowe Price(TROW)$ The Coca-Cola Company $Coca-Cola(KO)$ 3 ContendersHP $HP Inc(HPQ)$ Lam Research $Lam Research(LRCX)$ Merck $Merck(MRK)$ ImageHP $HP Inc(HPQ)$ and Lam Research $Lam Research(LRCX)$ will both pay dividend on MAR12, their current yield are 3.6% and 0.8%, respectively.T. Rowe Price $T. Rowe Price(TROW)$ ,The Coca-Cola Company $Coca-Cola(KO)$ and Merck
      441Comment
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      Ex-dividend this week - TROW, KO, HPQ, LRCX & MRK
    • DividendWaveDividendWave
      ·03-09

      AVGO FCF/share increase continues

      AVGO $Broadcom(AVGO)$ FCF/share increase continues For 1Q24 YoYFCF +19%shares outstanding +9%FCF/share +10%FCF/Share since FY19 ImageWith share dilution dividends paid will outpace dividend/share for FY24For 1Q dividend payments increased 24% YoYDividend per share +14% YoY ImageEven with incremental dividend payments,TTM dividend payout (% FCF) at 44% (which will likely trend towards 50% for FY24)1Q payout was ~52%ImageAVGO 1Q maintains FY guidance1Q YoYRevenue Semiconductors +4% Infrastructure software +153%Net Income -65% (Restructuring + R&D)Dil. EPS -68% (Adj +6.3%)OCF +19%FCF +19%Maintains FY24 revenue guidance of approximately $50.0 billionhttps://twitter.com/DividendWave/status/1766108189290828023
      85Comment
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      AVGO FCF/share increase continues
       
       
       
       

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