Dividend Stock Thoughts
AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST ~ Benjamin Franklin
Lowe’s Sees Concrete Future in Online Retail and Distribution
• Benefiting from strong home sales and remodeling market.
• Second largest home improvement retailer in the world.
• 20,000,000 customers a week.
• 26% increase in revenue per square foot in Q1 2021.
• Logistics network enabling same-day delivery to consumers.
Everest Re is on top of the Reinsurance Mountain
• Consistent Double-Digit Compounder.
• Broad customer base with diverse income streams.
• Strong cash flow with a low expense base.
• International reach and excellent management.
• Financial strength is highly rated by S&P and Moody’s.
• 2.6% Dividend Yield.
Bristol-Meyers Squibb is at the Front of the Oncology Revolution
• An industry leader in Oncology and Hematology.
• Strong projections for drug releases.
• Planned dividend increases and share buy-backs.
• High operating margin.
• First mover advantage with several breakthrough Oncology drugs.
• 2.9% yield with expected dividend growth and capital appreciation.
Johnson & Johnson Remains the First Choice in Medicine
• Leader in healthcare.
• Developer of one of the key COVID-19 vaccines.
• Massive product breadth, covering nearly all healthcare sectors.
• Many flagship products have a long patent life.
• Global manufacturing and distribution reach.
• Expect high single-digit growth in earnings and dividends.
Omega Ready for Demand Boom from Boomers
• Assisted living supply has not met demand.
• 17 consecutive years of dividend growth.
• A large pool of real estate across the US and UK.
• Average lease length of 9 years with most of the portfolio extending to at least 2023 spells low vacancy risk.
5G Advances Connect Qualcomm to the Future
• Patent powerhouse, with 140,000 patents across 14 billion devices.
• At the forefront of IoT and 5G technology.
• Long-term success with picking and investing in startups.
• 157% revenue increase in RF technology components.
• 5% dividend growth in 2021.
Green Electric Charges Boom in Metals
• Dividend more than 9%.
• Boom from elongated commodity cycle.
• Metal’s demand soaring with renewable buildout. Demand recovery from COVID-19 global recession.
• Infrastructure spending will boost demand.
• Increased free cash flow is driving dividends higher and could result in a higher stock price.
Dividend Growth Powers Lincoln’s Value
• Increased dividends for 11 straight years.
• 12.7% 5-year dividend growth rate.
• Best-in-class balance sheet fundamentals.
• Cost-saving measures have netted $100 million in savings during the COVID-19 pandemic, expected to remain.
• Industry-leading digitization initiatives to increase customer satisfaction and outcomes.
• Compelling (low) valuation for a steady dividend grower.
Novel Drug Pipeline Expanding for Novartis
• Extensive portfolio of drugs in development.
• Modest growth, with global reach.
• Acquisition of promising drug candidates.
• Flagship drugs do not begin to expire until the late 2020s.