dividend investing posts
FeedPosted Mar 24th 2011 3:30PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, ConAgra Foods (CAG)
ConAgra Foods (CAG) was trading higher at the time of this writing in reaction to an earnings report. Shares were up 1.8% to $23.35. Volume was active.
The stock has been in a very narrow range. The 52-week low is $21.02 while the 52-week high is $26.22. The one-year chart reflects the inability of the stock to break out to new levels. What should investors think about the company at this point now that some new numbers are out?
Continue reading ConAgra Issues Q3 Numbers
Posted Mar 4th 2011 3:30PM by Steven Mallas (RSS feed)
Filed under: Wal-Mart (WMT)
Walmart (WMT) made an announcement yesterday after the bell that presumably would have excited Wall Street. The company's quarterly dividend was raised by 21%. Very nice. So why are the shares off today?
To be fair, they were in positive territory earlier in the morning. Unfortunately, as I write this, with roughly three hours to go before the conclusion of the session, they are down 0.5% to $51.74. Perhaps they will be in the green by the end of the day. When you think about it, though, a 21% jump in a metric that is supposed to be friendly to investors should have received a lot more respect, correct?
Continue reading Walmart Boosts Dividend; Stock Falls
Posted Feb 11th 2011 9:45AM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Kraft Foods'A' (KFT)
Kraft Foods (KFT) didn't exactly report an exciting quarter. Nevertheless, it is the type of stock that many hold for the long term; it doesn't necessarily force one to put a lot of weight on any single three-month period. It's a story of brands, a thesis based on consumers and supermarket shelves. The future cash flows derived from these elements is what drives an investor to buy this company.
There's nothing wrong with keeping tabs on the business, though. According to the Associated Press, Kraft made, on an adjusted basis (the Cadbury purchase was involved in the adjustment process), 46 cents per share in the fourth quarter. This was a penny less than a year ago. The consensus estimate was for net income to come in at 46 cents per share. Yes, management failed to rise above the projection.
Continue reading Kraft Earnings Don't Excite, but Yield Remains Attractive
Posted Feb 4th 2011 5:40PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Kellogg Co (K), Clorox Co (CLX)
Two companies devoted to consumer products released earnings this week. One makes items used for cleaning, the other makes goods that you can actually eat.
We'll start with the cleaning-item concern. The Clorox Company (CLX), manufacturer of the iconic laundry bleach, issued results for its fiscal second quarter earlier today. At the time of this writing, shares were higher by 2.4% to a quote of $65.26. Volume was strong. The 52-week low for the stock is $59.07 and the 52-week high is $69. The one-year chart is, well ... not that great.
Continue reading Earnings from Clorox and Kellogg
Posted Jan 31st 2011 5:30PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Forecasts, Time Warner (TWX), Walt Disney (DIS), Media World

Time Warner Inc. (
TWX) will be reporting fourth-quarter numbers on Wednesday, February 2. How is the stock looking ahead of the release?
The main point about the shares to me is that they are in a tight range. The 52-week low is $26.74 while the 52-week high is $34.07. The
chart is an up-and-down affair as you might expect. While there definitely have been multiple opportunities at making money with this idea, I wonder how many investors tend to think of it as a great long-term vehicle. I know I don't. Time Warner, to me, is one I would trade instead of own at this point.
Continue reading Time Warner Set to Report Q4 Earnings
Posted Jan 31st 2011 3:30PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Forecasts, Hershey Co (HSY)

Hershey (
HSY) will be reporting results for the fourth quarter on Wednesday, February 2. The company behind the Reese's Peanut Butter Cup and the Kit Kat candies isn't expected to grow its bottom-line performance, but should shareholders panic?
Probably not. Whether or not Hershey goes beyond the consensus estimate is, to some degree, not something for long-term investors to worry about. Last year at this time, net income came in at
63 cents per share. According to
Earnings.com, this year's quarterly profit may drop by two pennies to 61 cents per share.
Continue reading Hershey Set to Report Q4 Numbers
Posted Jan 26th 2011 9:30AM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Procter and Gamble (PG), Kimberly-Clark (KMB)
Kimberly-Clark (KMB), a consumer products company that counts Procter & Gamble (PG) as a colleague, is a very interesting stock for two reasons. First, it's not too far away from its 52-week high. Second, it's trading with an extremely nice dividend yield attached. Those two elements can't help but make an investor take notice.
In fact, speaking about the dividend yield, according to the company's Q4 earnings results, management has increased the quarterly payout by 6% to 70 cents per share. Excellent news. Based on Tuesday's closing price of $65.61, a quote that found the stock up by 2.6% on significant volume, the yield on the shares is now roughly 4.3%.
Continue reading Should We Be Bullish on Kimberly-Clark?
Posted Jan 25th 2011 5:00PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, 3M Corporation (MMM)

So, earlier today, I said that we
shouldn't worry about the sell-off in Johnson & Johnson (
JNJ) following the company's fourth-quarter earnings report. I'm going to say the same thing about 3M's (
MMM) release. I just don't believe that the weakness I'm currently seeing should be feared.
With an hour to go before the end of the day as I write this, 3M is off by 2.8% to $87.80. I agree: a 2.8% retreat in a blue-chip equity isn't anything to immediately dismiss. But the 52-week low for this stock is $67.98, and the 52-week high is $91.49. The
chart shows a company that seems to be fighting for higher levels. Perhaps the drop is a buying opportunity.
Continue reading 3M Sold on Q4 News: Should We Care?
Posted Jan 21st 2011 5:00PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Industry, General Electric (GE)
Wow. General Electric Company (GE) is up 7.9% to $19.89 as I write this. Volume is strong. I wish I could say I was participating in today's rally, but alas, I am not. Late last year, I sold out of my GE position, as I explain in this article. I obviously could have sold at a higher price, but hey, I needed to sell when I did; that's just how it goes.
I like the price action I'm seeing, and I believe the Q4 profit report was solid. According to the Associated Press, continuing operations captured 36 cents per share, four pennies above the projection. Probably of more significant note in some respects is the top-line performance: the AP stated that net sales increased on a year-over-year basis, a feat that hasn't been observed for quite a while.
Continue reading GE's Electric Rise After Q4 Report: Take Profits or Not?
Next Page >