Looking for a Pullback to Pick Up Johnson & Johnson’s Shares

This article appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/278789-looking-for-a-pullback-to-pick-up-johnson-and-johnsons-shares As long-time followers of Johnson & Johnson (click ticker for report: ) know, the firm is a steady, established company that has pursued somewhat of a defensive strategy in light of the global economic situation, which continues to muddle along in the US. J&J has pulled back on capital expenditures and R&D, while cutting overhead expenses, amounting to material operating savings. Operating margins have improved from about 26.6% in 2008 to over 27.5% in 2010, and we think there is further room for expansion in coming years. We believe these operating improvements to be a low risk measure to improve the bottom line, and with expansion into international markets, the firm should … Read more

Dividend Increases/Decreases for the Week of August 2

Below we provide a list of firms that raised their dividends during the week ending August 2. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week                          American States Water (AWR): now $0.4655 per share quarterly dividend, was $0.4300. Ardmore Shipping (ASC): now $0.38 per share quarterly dividend, was $0.31. Barret Business (BBSI): now $0.08 per share quarterly dividend, was $0.075, on a split-adjusted basis. Black Diamond Group (BDIMF): now CAD 0.03 per share quarterly dividend, was CAD 0.02. Boise Cascade (BCC): now $0.21 per share quarterly dividend, was $0.20. BP … Read more

Dividend Increases/Decreases for the Week Ending May 12

Below we provide a list of firms that raised/lowered their dividends during the week ending May 12. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week The Brink’s (BCO): now $0.15 per share quarterly dividend, was $0.10. Buckeye Partners (BPL): now $1.25 per share quarterly dividend, was $1.2375. BWX Technologies (BWXT): now $0.11 per share quarterly dividend, was $0.09. Cabot (CBT): now $0.315 per share quarterly dividend, was $0.30. Canadian Pacific Railway (CP): now CAD 0.5625 per share quarterly dividend, was CAD 0.50. Clorox (CLX): now $0.84 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week of May 9

Below we provide a list of firms that raised their dividends during the week ending May 9. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week                          Annaly Capital Management, Inc. PFD SER G (NLY.PR.G): now $0.5518 per share quarterly dividend, was $0.5476. Annaly Capital Management, Inc. PFD STK I 6.75% (NLY.PR.I): now $0.6034 per share quarterly dividend, was $0.5987. Artesian Resources Corporation (ARTNB): now $0.3074 per share quarterly dividend, was $0.3014. Ashland (ASH): now $0.415 per share quarterly dividend, was $0.405. Azelis Group NV (AZLGF): now EUR 0.23 per share … Read more

Nelson: The 16 Most Important Steps To Understand The Stock Market

A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more

2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?

Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … Read more

Excited By COVID-19 Vaccine Candidates

Image Shown: The race is on to find a cure, or better yet a vaccine, for COVID-19. Image Source: Pfizer Inc – First Quarter 2020 Earnings IR Presentation Key Takeaways The race for a COVID-19 cure and vaccine is rapidly evolving with a lot of exciting press releases being put forth. Gilead has taken the lead with a viable treatment, Sorrento is working toward a cure, and it seems most all of big pharma and biotech is racing to find a vaccine, from Johnson & Johnson to Sanofi/GSK and beyond. Though the evaluation of the full data set from a Phase 2 clinical trial means a lot more than the evaluation of a limited set of data from a Phase … Read more

Dividend Increases/Decreases for the Week of August 1

Below we provide a list of firms that raised their dividends during the week ending August 1. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week                          American States Water (AWR): now $0.5040 per share quarterly dividend, was $0.4655. Ardmore Shipping (ASC): now $0.07 per share quarterly dividend, was $0.05. Artisan Partners Asset Management (APAM): now $0.73 per share quarterly dividend, was $0.68. AudioCodes (AUDC): now $0.20 per share semi-annual dividend, was $0.18. Banco Bradesco S.A. (BBDO): now $0.0021 per share monthly dividend, was $0.0019. The Bank of N.T. Butterfield & … Read more

Dividend Increases/Decreases for the Week February 5

Below we provide a list of firms that raised their dividends during the week ending February 5. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week 3M (MMM): now $1.48 per share quarterly dividend, was $1.47. Activision Blizzard (ATVI): now $0.47 per share annual dividend, was $0.41. Advanced Energy (AEIS): now $0.10 per share quarterly dividend. Allegion (ALLE): now $0.36 per share quarterly dividend, was $0.32. ALLETE (ALE): now $0.63 per share quarterly dividend, was $0.6175. Amdocs (DOX): now $0.36 per share quarterly dividend, was $0.33. Apollo Global Management (APO): now $0.60 … Read more