Luka πŸ¦‰'s avatar
$105.2m follower assets
Archer-Daniels-Midland πŸ’Έ $0.40/share (in line)
Never disappointing $ADM both from dividend and performance point of view. I feel very proud to be a shareholder of such a great business, and I am definitely in for the long term.
Yield 1.95%
post media
Luka πŸ¦‰'s avatar
$105.2m follower assets
Earning Presentations πŸ“Š
Last 2 weeks of Earning Presentations for the stocks in my portfolio.
Maybe some of you can be interested in πŸ‘‡

Johnson & Johnson $JNJ

Lockheed Martin $LMT


Procter & Gamble $PG

AT&T $T

Sonoco Products $SON

Genuine Parts Co. $GPC

Kimberly-Clark $KMB (report only)

Verizon $VZ (infographic)

Coca-Cola $KO (report only)


PepsiCo. $PEP (report only)

Archer Daniels Midland $ADM

3M $MMM

Kraft-Heinz $KHC

Microsoft $MSFT (ppt presentation)

Essex Property Trust $ESS (report only)

AvalonBay $AVB

The Southern Company $SO

Qualcomm $QCOM

Altria $MO

Intel $INTC

McDonald’s $MCD (report only)

Now without Fincredible, I need to do the dirty work myself 🀣
Luka πŸ¦‰'s avatar
$105.2m follower assets
Dividend Stock #10 - $ADM
Hello fellow investors πŸ‘‹
Post #10 out of #51, where I introduce you to the stocks in my portfolio.

It's a long time since I don't post about this series, so I am thrilled to start again with one of my favorite stocks. Probably few know this cause it's not such a big name in the everyday stock market chit-chat, but believe me, this is a great business.
The company is Archer-Daniels-Midland.

It's a food processing and commodity trading company based in Chicago with businesses worldwide. Unless you are a farmer, you are probably not dealing with them, and you don't see their products on the shelf in the supermarket.
The stock's performance, especially in such a period, is stellar.

But this is not just simple price-performance; the company has been growing revenues and margin in the last years, showing a strong momentum after mid-2020. So the last report (Q1.2022) was especially good for us shareholders.

As you see above, $ADM operates under three main lines of business:
  • Ag Services & Oilseeds
  • Carbohydrate Solutions
  • Nutritions

The company is well-positioned concerning the Ukrainian-Russian conflict, having no operations in Russian Federation. Nowadays, I think this is important to check a company's global footprint due to the very complex geopolitical scenario. As you can see from the map below, $ADM is extremely diversified across North/South America, Europe, Asia, and Oceania.

Last but not least, $ADM is also a powerful dividend machine: increasing dividends for 28 straight years.

As you can see from the dividend yield chart, the stock is historically very expensive, and for such a reason, I am not increasing my position right now. At the moment, $ADM represents 3.63% of my Dividend Portfolio, with an actual return of +131% (without dividends)

More posts like this? Follow me πŸ‘
post mediapost media
Q1 2022 earnings reports from many Dividend Stocks
Buckle up everyone, this will be a crazy week! There are so many earnings coming up and this list isn't even complete!

Having said that, what's your favorite company reporting their earnings this week?


#Earnings #stockmarket
post media
Luka πŸ¦‰'s avatar
$105.2m follower assets
Money Money Money πŸ’Έ
Last week few dividends were announced for my stocks:

  • General Mills $GIS - $0.51/share
  • Archer Daniels Midland $ADM - $0.40/share (+8%)
  • Kimberly-Clark $KMB - $1.16/share (+2%)
  • Intel $INTC - $0.365/share (+5%)
  • Omega Healthcare $OHI - $0.67/share
  • WestRock $WRK - $0.25/share
  • Lockheed Martin $LMT - $2.80/share
  • VF Corp $VFC - $0.50/share

I own #50 dividend stocks, and I update you on earnings reports and dividend news.

Check my portfolio in the profile here on CS πŸ‘
and if you want to join The Fellowship of the Dividend
post media
Upcoming Earnings Calendar (Jan 24-28th) - BIG week ahead!
Hey guys! Here's the upcoming earnings calendar! Definitely a very busy week ahead. Here's what I'll be looking at:

  • $MSFT - Can Azure keep its growth rate? Will a slowdown cause a sell-off similar to the one $NFLX had?
  • $TSLA - Post earnings reaction. This is one of the few high-growth stocks that has shown relative strength. Let's see if this changes post ER.
  • $LOGI - Is demand for gaming peripherals still strong? May be an early indicator of videogaming strength.
  • $AAPL - It's always interesting to hear what Apple is doing.
  • $V - Data on consumer spending.
  • $CVX - General comments on the energy market.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:

TUE:

WED:

THU:

FRI:
post media
Luka πŸ¦‰'s avatar
$105.2m follower assets
My FULL Portfolio - Jan 2022
Hello fellow investors
I monthly post an excel file on my Telegram Channel with my Full Dividend Portfolio + ETFs Portfolio.


Here on CS, you can see all my holdings and trades, but I believe that the level of detail in the excel file is still unmatched. Also, because it came straight out from SeekingAlpha.com, I report their Quant Score, SA Authors Score, and Wall St. Score, which are paid features (you welcome!)

I post my portfolio update at the beginning of each month, so follow me if you want to be updated

Some of my biggest holding:

Here also the link to my Telegram Channel - https://t.me/chasingtheyield
I make a few posts there related to my investment, and in general, I talk about dividend investing or crypto (I am an $HNT.X proud miner)

Let me know what you think about in the comments
post media
Next
Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.