Chatter Around the World is a curated weekly update of articles related to economics, investing, dividends and personal finance. In these weekly updates, I also capture my blog updates and news related to my portfolio holdings.
Image Source: HowMuch.Net
New Blog Posts
Let’s dive into the links that caught my attention this week.
Updates from My Portfolio Holdings
- [AAPL] Apple plans to offer subscription content through News app
- [AAPL] Apple: FQ1 EPS of $3.28 beats by $0.05.Revenue of $75.87B (+1.7% Y/Y) misses by $720M.74.8M iPhones (near expectations), 16.1M iPads (below expectations), 5.3M Macs (below expectations). Expects FQ2 revenue of $50B-$53B, below a $55.6B consensus and year-ago sales of $58B
- [AMGN] FDA Accepts Amgen’s Biosimilar Biologics License Application For ABP 501
- [AMGN] Amgen: Q4 EPS of $2.61 beats by $0.32.Revenue of $5.54B (+3.9% Y/Y) in-line
- [BNS] Scotiabank’s growth in riskier credit, foreign markets sparks Moody’s ratings downgrade
- [CNR.TO/CNI] Canadian National Railway Q4 EPS of C$1.18 beats by C$0.06.Revenue of C$3.17B (-1.2% Y/Y) misses by C$90M
- [CNR.TO/CNI] Canadian National Railway announces 20 per cent increase in quarterly cash dividend
- [CVX] Chevron: Q4 EPS of -$0.31 may not be comparable to consensus of $0.46.Revenue of $29.25B (-36.5% Y/Y) beats by $530M
- [GE] GE to invest €700M in Italian research centers
- [JNJ] Johnson & Johnson Q4 EPS up 29%, revenues down 2%
- [KMI] Kinder Morgan to sell joint venture stakes totaling $3B
- [KMI] Kinder Morgan upgraded to Outperform at Credit Suisse, sees limited downside and 40% upside
- [QCOM] Qualcomm FQ1 EPS of $0.97 beats by $0.07.Revenue of $5.77B (-18.7% Y/Y) beats by $80M.Expects FQ2 revenue of $4.9B-$5.7B (-17%-29% Y/Y) and EPS of $0.90-$1.00 vs. a consensus of $5.69B and $1.02
- [T] AT&T Q4 EPS of $0.63 in-line.Revenue of $42.1B (+22.2% Y/Y) misses by $650M
- [T] Moody’s rates AT&T’s new notes Baa1, outlook remains negative
- [TRI] Thomson Reuters Introduces Practice Point
- [WFC] Wells Fargo & Company lifts its buyback authorization by 350M shares. The current float is about 5.1B shares
Interesting Reads
- 10 Things that Could Surprise the Market this Year from Morgan Creek via BI
- 12 signs you can retire now (or you need to wait) by My Own Advisor
- 60 Reasons Why Oil Investors Should Hang On from OilPrice.com
- Alberta NDP spares industry, oil sands royalty rate to remain static from BNN
- Bank of Japan adopts negative interest rate policy from CNBC
- Canadian investors: Beware of the tax hit on U.S.-dollar accounts from The Globe And Mail
- Switzerland might be ending banking as we know it from Business Insider
- The Best Stock Over the Last 30 Years? You’ve Never Heard of It by Jason Zweig
- The Problem With the Ethanol Mandate That Iowa Loves from NYTimes
- You’re obsessed with outcomes. Here’s why attention to process pays off. by Barry Ritholtz via Washington Post
Dividend Reads
- 20 Strong Dividend Growth Stocks – Rock Solid Ranking Free Report by The Dividend Guy
- Data Mining The CCC List: Part 1 – The Challengers by Passive Income Pursuit via SA
- Data Mining The CCC List: Part 2 – The Contenders by Passive Income Pursuit via SA
Dividend Stock Analysis
- [CTAS] Cintas: 32 Consecutive Years of Dividend Growth by Simply Safe Dividends
- [GWW] W W Grainger Dividend Stock Analysis by Dividend Value Builder
- [IBM] International Business Machines Corp Dividend Stock Analysis by Dividend Growth Stocks
- [MKC] McCormick & Company: Uninterrupted Dividends Since 1925 and a 30 Year Growth Streak by Simply Safe Dividends
- [MRU.TO] Dividend Stock Analysis: Metro by Dividend Beginner
- [NDSN] Nordson: Dispensing Higher Dividends for 52 Straight Years by Simply Safe Dividends
- [NUE] Nucor Has Raised Its Dividend For 43 Consecutive Years by Dividend Sleuth via SA
- [SO] Southern Company Dividend Stock Analysis by Dividend Growth Stocks
Have a wonderful weekend!
A Frugal Family’s Journey maintains a centralized repository of dividend stock analyses and recent buys from around the blogging community. Another list is maintained by IWTRS.
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Looking at the graph, a tracker on india seems to be the best thing to do. Sounds reasonable to me… They have a growing middle class and capture a lot if the western outsourcing in it and administration tasks. Maybe a move for my play money?
Probably. Ive been considering an investment in India as well. Im not sure if I should go with an index fund or something more active. The long term demographics and the investment prospects for India are a lot better than other countries like China. Brazil is another country I am interested in, but they need to figure out their political issues and their messed up policies before I can sink some money into it.
R2R
Roadmap,
Love these weekend readings – thanks for keeping me busy all weekend haha, much appreciated.
-Lanny
You are welcome, Lanny. Enjoy the reads and hope you are having a good weekend
R2R
Bookmarked for my Sunday morning read. Thanks for posting. Enjoy the rest of your weekend. AFFJ
Enjoy the reads, AFFJ. And have a great rest of the weekend
R2R
Thanks for the mentions and I hope those two articles as well as the conclusion of the series that’s upcoming are informative to the readers.
Also thanks for some other articles that look very interesting, especially those in your interesting reads section since I don’t normally frequent those sites I don’t catch many of those.
Those are well written and well researched articles, JC. Thanks for compiling this and sharing with the rest of the community.
You are welcome. Happy to share the interesting reads.
Best wishes
R2R
Thanks for the mention! Hope you had a great weekend.
Mark
I did. Hope you did too. You are welcome.
R2R