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
      ·12-02 09:08

      Earnings Season| KR with a solid top line 3Q raises FY guidance

      $Kroger(KR)$ KR with a solid top line 3Q raises FY guidanceRevenue +7%Net income -18% (loss on investments)Dil. EPS -14% (Adj +13%)YTD OCF -30% (inventories)YTD FCF -61%GuidanceIdentical sales without fuel (5.1% to 5.3% from previous 4% to 4.5%)FY guidance raiseTicker: KR. Period: 10y. https://twitter.com/DividendWave/status/1598300747900518401
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      Earnings Season| KR with a solid top line 3Q raises FY guidance
    • DividendWaveDividendWave
      ·11-30 08:57

      Earnings Season| UNH dividend hike should be higher

      $UnitedHealth(UNH)$ UNH Investor ConferenceOutlook provided for 2023 (YoY mid-point)Revenue +10%Net Income +10%EPS +12% (share buyback impact)OCF +10%FCF +9% (higher Capex)Buybacks $7.5 B (up from $7 B expected)UNH estimated FY22 & 23 Cash flow picture from Investor Conference dataAssuming +10%* increase in dividends paid in FY23 ( UNH provided "current rate" outlook) the FCF dividend payout would be in line with FY21/22 at ~27%* Dividend per share hike should be higherTicker: UNH. Period: 10y.https://twitter.com/DividendWave/status/1597690333781176320
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      Earnings Season| UNH dividend hike should be higher
    • DividendWaveDividendWave
      ·11-29

      Earnings Season| HD goes ex-dividend NOV30

      $Home Depot(HD)$ HD goes ex-dividend NOV30Cash flow pictureA combination of Operating Cash flow decrease and Capex increase has brought TTM dividend FCF payout to 75%Inventories have been the main cause of HD Operating Cash flow reductionOver $11 B increase since FY18Ticker: HD. Period: 10y.https://twitter.com/DividendWave/status/1597281877987332096
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      Earnings Season| HD goes ex-dividend NOV30
    • DividendWaveDividendWave
      ·11-28

      Ex-dividend this week: MCD,PEP,KO,ADI,QCOM,NKE,UNH&HD

      Ex-dividend this week:3 Aristocrats: $McDonald's(MCD)$ $Coca-Cola(KO)$ and $Pepsi(PEP)$ will pay dividend on Nov 30 and Dec 1. 5 Contenders: $Analog Devices(ADI)$ $Qualcomm(QCOM)$ $Nike(NKE)$ $UnitedHealth(UNH)$  and $Home Depot(HD)$ will pay dividend on Nov 30, Dec 1 and Dec 2, Separately.There are a couple of adjustments in the previous calculations KO in the first 9 months of FY22 only paid 2 dividends, not 3 (So dividend amount is adjusted)UNH FCF is adjusted to exclude a payment that was received earlier than respective
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      Ex-dividend this week: MCD,PEP,KO,ADI,QCOM,NKE,UNH&HD
    • DividendWaveDividendWave
      ·11-27

      Earnings Season| PFE debt picture at the end of 3Q

      $Pfizer(PFE)$ PFE debt picture at the end of 3QFrom $43 billion net debt at the end of FY19 to no debtAn opportunity to fund the next growth decadeOver 1Q PFE acquired Arena Pharmaceuticals$Arena Pharmaceuticals(ARNA)$ for $6.2 billionAbsent that, PFE would be cash positiveAll this debt reduction is on the back of Covid related products. The "old" PFE business is flat over the last 3 yearsTTM revenue $100 BCovid-19 vaccine and oral therapy $56 BAnd a mostly flat revenue bio pharma businessTotal revenue and vaccine and oral therapy as % of total revenueTicker: PFE. Period: 10y.https://twitter.com/DividendWave/status/1596468783706648576
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      Earnings Season| PFE debt picture at the end of 3Q
    • DividendWaveDividendWave
      ·11-26

      AAPL Services, the growing giant (revenue and gross margin)

      $Apple(AAPL)$ AAPL Services, the growing giant (revenue and gross margin)FY22$78 billion revenue (+14% YoY; 20% of AAPL rev.)72% gross margin (+ 2pp YoY; 2x gm of Products)Still hard to believe this is possible, even if I´ve done for 4 years nowI tracked my waves during my surf session today, using my$AAPL watch and the dawn patrol appI can review each wave individuallyServices (and Appstore) will just keep having more use casesAAPL service revenue will collapse once anti-trust legislation passes. Who knows how many years that will be, but it will come and it’s not priced in at the current valuationApple is approaching 1 billion paid subscribers to its services !https://twitter.com/DividendWave/status/1596207428454043652
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      AAPL Services, the growing giant (revenue and gross margin)
    • DividendWaveDividendWave
      ·11-25

      Buybacks as % of FY15 shares outstanding-EBAY,HPQ,LOW&AAPL

      Buybacks as % of FY15 shares outstanding EBAY$eBay(EBAY)$ 54% HPQ$HP Inc(HPQ)$ 43% LOW$Lowe's(LOW)$ 31% AAPL$Apple(AAPL)$ 30% Any other dividend growing company that has done more?1.EBAY bought back 54% of FY15 shares outstanding2.HPQ bought back 43% of FY15 shares outstanding3.LOW bought back 31% of FY15 shares outstanding4.AAPL bought back 30% of FY15 shares outstandingBy buyback $ value AAPL should have the undisputed lead$554 billionThe Maestri (CFO) era (as of 2013) has been productivehttps://twitter.com/DividendWave/status/1595841213818699776
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      Buybacks as % of FY15 shares outstanding-EBAY,HPQ,LOW&AAPL
    • DividendWaveDividendWave
      ·11-24

      Earnings Season| Skyrizi has been the top performer at ABBV

      $AbbVie(ABBV)$ ABBV Announces European Commission Approval of Skyrizi for the treatment of moderate to severe active Crohn's Disease (CD) • Third indication in EU • First specific IL-23 inhibitor for the CD treatment • Same indication approved in June by the FDACrohn's Disease per ABBV was a $14 Billion global market in 2020Skyrizi has been the top performer at ABBVAt Q3 this year • run rate of $5+ B annual revenue • 75% TTM growth rate • 9% of ABBV revenuehttps://twitter.com/DividendWave/status/1595374317466185734
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      Earnings Season| Skyrizi has been the top performer at ABBV
    • DividendWaveDividendWave
      ·11-23

      Earnings Season| MDT and ADI strong results

      1.$Medtronic PLC(MDT)$ MDT cash flow picture after 2Q FY23Not a great first half of the yearInventories eating into Operating Cash flowTogether with higher CapexFCF down $1.2 B for H1TTM dividend FCF payout at 73%2.$Analog Devices(ADI)$ ADI strong 4QRevenue +39% (record revenue Q at $3.2 B)Adj Dil Eps +58%OCF + 33%FCF +15% (Capex)1Q outlook$3.15 B revenue at mid point (+18% YoY)Ticker: ADI. Period: 10y.https://twitter.com/DividendWave/status/1595156297732993024https://twitter.com/DividendWave/status/1595038640513630209
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      Earnings Season| MDT and ADI strong results
    • DividendWaveDividendWave
      ·11-23

      Earnings Season| HPQ announces a dividend hike of 5%, dismal 4Q

      $HP Inc(HPQ)$ HPQ dismal 4QYoYRevenue -11% (misses GAAP EPS outlook provided for 4Q & FY)Net Income/Dil Eps posted a lossFY OCF -30%FY FCF -37%FY reduction YoY 14%Announces a new Transformation initiative. Targets $1.4 billion cost saving by end FY25HPQ outlook non-GAAP diluted net EPS to be in the range of $3.20 to $3.60 (vs $4.08 in FY22)FCF of $3.25 B at mid point (-12% YoY)HPQ announces a dividend hike of 5%From $0.25 to $0.2625 per share/quarterFWD yield 3.6%TTM dividend FCF payout 28%https://twitter.com/DividendWave/status/1595170398253027336
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      Earnings Season| HPQ announces a dividend hike of 5%, dismal 4Q
       
       
       
       

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