Posts by: battipagliaj
18 April 2023 I New Brunswick, NJ The board of directors of Johnson & Johnson (NYSE: JNJ) has declared a regular quarterly dividend of $1.19 per common share, an increase of approximately 5.3% from the previous quarterly dividend of $1.13. For calendar year 2023, this marks the thirteenth dividend change for the Washington Crossing Advisors Rising Dividend portfolio. All thirteen changes were increases. The average dividend increase is 5.69% compared with December 31, 2022 indicated levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past 12 months, increased, decreased, or had no change in dividend.
Surging inflation and interest rate expectations undermined stock and bond markets last year. There are nascent signs these trends may be reversing. Accordingly, stocks and bonds have rallied so far in 2023, despite the emergence of concerns in the banking sector. After a period of being slightly underweight equities, we have aligned tactical portfolio risk exposure close to benchmarks to reflect improvement in our WCA Barometer, coupled with a wide band of uncertainty around the forecast. Conquest portfolios
Index funds have gathered a devoted following since their debut in the 1970s. According to the Investment Company Institute, passive indexes and exchange-traded funds (ETFs) were 43% of the $29 trillion mutual fund industry. A main selling point of the funds is their “hands-off” nature, requiring little ongoing research or knowledge. But these funds are more active than you might think. While the funds do mirror an index’s composition, the index itself can change a lot. Those changes can be more significant than you think and introduce unwanted risks. Set and Forget Strategy An appeal of passive funds is their
9 March 2023 – New York, NY The board of directors of Colgate-Palmolive Company (NYSE: CL) has declared a regular quarterly dividend of $0.48 per common share, an increase of approximately 2.1% from the previous quarterly dividend of $0.47. For calendar year 2023, this marks the twelfth dividend change for the Washington Crossing Advisors Rising Dividend portfolio. All twelve changes were increases. The average dividend increase is 5.73% compared with December 31, 2022 indicated levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past 12 months, increased, decreased, or had no change in dividend. From
We believe a link exists between a business and its stock price. This is why we spend time thinking about businesses when building portfolios. If there was not a link it would be useless to spend time doing fundamental research. Considering the past five years’ volatile market environment, we thought now would be a good time to see if fundamentals, especially relating to quality, translated into differences in stock price performance. The Test (2018-2022) We set the stage by studying businesses and price performance from 2018-2022. From the onset, we gathered fundamental data on large U.S. companies by market value.
Quality companies grow when they make investments and expand profits. Other companies get in trouble when they make unprofitable investments. The whole idea behind investing in stocks (equity) is to grow. Fixed income is generally considered suitable for stable income; hence the name “fixed.” Long-run stock investing, by contrast, requires survival and profitable growth. Even though profitability alone does not guarantee the “best” investment in each year, focusing on high profitability is a good start because such companies are more likely to grow and create value, especially as funding costs rise. The Profitability-Value Nexus We are not saying that all
Dividend Announcement Website 28 Feb 2023 I Woking, UK The board of directors of Linde plc (NYSE: LIN) has declared a regular quarterly dividend of $1.275 per common share, an increase of approximately 9% from the previous quarterly dividend of $1.17. For calendar year 2023, this marks the eleventh dividend change for the Washington Crossing Advisors Rising Dividend portfolio. All eleven changes were increases. The average dividend increase is 6.06% compared with December 31, 2022 indicated levels. For a complete list of all portfolio holdings that have, in the past 12 months, increased, decreased, or had no change in dividend, please contact your financial
21 February 2023 I Atlanta, GA The board of directors of Genuine Parts Company (NYSE: GPC) has declared a regular quarterly dividend of $0.95 per common share, an increase of approximately 6% from the previous quarterly dividend of $0.90. For calendar year 2023, this marks the tenth dividend change for the Washington Crossing Advisors Rising Dividend portfolio. All ten changes were increases. The average dividend increase is 5.77% compared with December 31, 2022 indicated levels. For a complete list of all portfolio holdings that have, in the past 12 months, increased, decreased, or had no change in dividend, please contact your financial advisor. From
21 February 2023 I Atlanta, GA The board of directors of The Home Depot (NYSE: HD) has declared a regular quarterly dividend of $2.09 per common share, an increase of approximately 10% from the previous quarterly dividend of $1.90. For calendar year 2023, this marks the ninth dividend change for the Washington Crossing Advisors Rising Dividend portfolio. All nine changes were increases. The average dividend increase is 5.74% compared with December 31, 2022 indicated levels. For a complete list of all portfolio holdings that have, in the past 12 months, increased, decreased, or had no change in dividend, please contact your financial advisor. From
16 February 2023 I Atlanta, GA The board of directors of The Coca-Cola Company (NYSE: KO) has declared a regular quarterly dividend of $0.46 per common share, an increase of approximately 4.6% from the previous quarterly dividend of $0.44. For calendar year 2023, this marks the eighth dividend change for the Washington Crossing Advisors Rising Dividend portfolio. All eight changes were increases. The average dividend increase is 5.21% compared with December 31, 2022 indicated levels. For a complete list of all portfolio holdings that have, in the past 12 months, increased, decreased, or had no change in dividend, please contact your financial advisor. From
We are starting to see some light at the end of the tunnel. The stock market is up for the year, inflation has begun to decelerate, and the labor market shows continued strength. These positive signals push back against the recession and inflation story that hung over markets for most of the past year. The improved backdrop is also reflected in our WCA Barometer (chart A, below). While the current forecast reading of 48 (the blue dotted line) is not robust, it is anticipating some stability and lift after a long downward slide. While the lift could prove fleeting, it
8 February 2023 I Brentwood, TN The board of directors of Tractor Supply Company (NASDAQ: TSCO) has declared a regular quarterly dividend of $1.03 per common share, an increase of approximately 12% from the previous quarterly dividend of $0.92. For calendar year 2023, this marks the seventh dividend change for the Washington Crossing Advisors Rising Dividend portfolio. All seven changes were increases. The average dividend increase is 5.3% compared with December 31, 2022 indicated levels. For a complete list of all portfolio holdings that have, in the past 12 months, increased, decreased, or had no change in dividend, please contact your financial advisor. From
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