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Recent Articles
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Dividend Growth Idea Lockheed Martin Doing Its Best to Arm Western Allies
Apr 26, 2022
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Image Shown: Dividend growth idea Lockheed Martin Corporation is very shareholder friendly. The defense contractor is doing its best to arm Ukraine and other Western allies during these difficult times. Image Source: Lockheed Martin Corporation – First Quarter of Fiscal 2022 IR Earnings Presentation.
The Russian invasion of Ukraine in February 2022 and simmering geopolitical tensions in East Asia between Western aligned nations and China over Taiwan and other issues have created a backdrop that is conducive to significant increases in national defense spending. Though we hope peace prevails soon, the realities on the ground in Ukraine and elsewhere call for North Atlantic Treaty Organization (‘NATO’) member nations and other Western aligned nations to ramp up their military budgets to deter future threats and to prepare for worst case scenarios.
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High-Yielding Philip Morris Adeptly Navigating Exogenous Shocks
Apr 25, 2022
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Image Shown: Utilizing a combination of innovation and brand strength, Philip Morris has been able to grow its market share of the tobacco industry in relevant regions in recent quarters. Image Source: Philip Morris – First Quarter of 2022 IR Earnings Presentation.
There are a lot of reasons to like Philip Morris International as a high-yielding income growth opportunity. Its portfolio includes numerous top selling cigarette brands including Marlboro, L&M, Chesterfield, Parliament, and others. After splitting with Altria Group back in 2008, Philip Morris has the right to sell these cigarette brands in international markets while Altria Group has the right to sell these branded tobacco products in the US market. Philip Morris is a free cash flow generating powerhouse that utilizes its immense pricing power, along with ongoing cost structure improvement initiatives to offset secular declines in cigarette unit volumes to support its financial performance. We appreciate that Philip Morris is transitioning towards sales of alternative tobacco products such as its IQOS heated tobacco unit (‘HTU’) offering to support its longer term growth outlook. We include Philip Morris as an idea in the High Yield Dividend Newsletter portfolio and shares of PM yield a nice ~4.8% as of this writing. Sales of its IQOS products have grown robustly in recent years, and in our view, there is ample room for additional upside potential here. Before covering that upside, let’s first go over the developing legal situation in the US as it concerns marketing its IQOS product.
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ESG Newsletter Portfolio Idea ASML Holding May Further Boost Longer Term Guidance
Apr 22, 2022
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Image Shown: How ASML Holding Inc’s photolithography systems are used to produce semiconductor components, including the most cutting edge “chips” along with more mature semiconductor components. Image Source: ASML Holding Inc – Fiscal 2021 Annual Report.
The maker of advanced photolithography systems that are used to produce the most cutting edge semiconductor components or “chips” is the Dutch firm ASML Holding NV. It has a virtual monopoly at the high-end of this market due to its technological prowess in this space and focus on R&D. The firm also produces photolithography systems to make more mature chips and offers services that are primarily geared towards its installed systems base. ASML Holding reported first quarter earnings for fiscal 2022 (period ended April 3, 2022) on April 20 that beat both consensus top- and bottom-line estimates and its order backlog remains robust.
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Dividend Increases/Decreases for the Week April 22
Apr 22, 2022
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Let's take a look at companies that raised/lowered their dividend this week.
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