⚡️🇺🇸#STZ #report
Constellation Brands
Non-GAAP EPS of $2.66 beats by $0.15,
revenue of $2.36B beats by $200M,
reaffirms outlook

#dividends declares $0.80/share quarterly dividend

❗️🇪🇺#ETL #space #watchlist #dividends
Eutelsat to suspend dividend as it strikes deal with OneWeb
——————
early: Eutelsat nears deal to buy OneWeb #mna

⚡️🇺🇸#ARCH #report
Arch Resources
Q2 GAAP EPS of $19.30.
Revenue of $1.13B (+150.9% Y/Y).
Delivers record net income for a third straight quarter

#dividends Announces a quarterly dividend of $118.7 million, or $6.00 per share

⚡️🇺🇸#NDAQ #report
Nasdaq
- Q3 Non-GAAP EPS of $0.68 beats by $0.03.
- Revenue of $890M (+6.2% Y/Y) beats by $5.85M

#dividends Announces Quarterly Dividend of $0.20

⚡️🇺🇸#AA #report
Alcoa
-3Q Sales $2.85B, EST. $2.97B
-3Q Adj EBITDA $210M, EST. $255.7M
-3Q Adj Loss/Shr 33C, EST. EPS 2.6C

#dividends declared a quarterly cash dividend of $0.10

⚡️🇺🇸#PM #report
Philip Morris
- Q3 Non-GAAP EPS of $1.53 beats by $0.17.
- Revenue of $8.03B (-1.1% Y/Y) beats by $730M

#dividends Increased regular quarterly dividend by 1.6% to $1.27 per share, or an annualized rate of $5.08 per share

⚡️🇺🇸#BX #report
Blackstone Inc Q3 22 Earnings:
- Total Segment Rev. $2.59B, Est. $2.51B
- AUM $950.9B (est $966.82B)
- Inflows $44.8B (est $60.49B)
- Distributable Income/SHR $1.06 (est 99c)

#dividends dividend declines by 29% to $0.90

⚡️🇺🇸#ARCH #report
Arch Resources
Generates $454.1 million in cash provided by operating activities

#dividends Declares a quarterly cash dividend of $206.4 million, or $10.75 per share

🇨🇳#QFIN #report #watchlist
360 DigiTech
- Q3 Non-GAAP EPADS of $0.91
- Revenue of $582.6M (-18.6% Y/Y)
- Net income margin was 23.8%
- Y/Y growth = 6%-16% in 4Q 2022

company declares $0.16/ADS quarterly dividend #dividends

🇺🇸#INTC #report #watchlist
Intel
- 4Q ADJ EPS $0.10, EST. $0.19
- 4Q REVENUE $14.04 B, EST. $14.49B
- SEES 1Q ADJ REV $10.5B TO $11.5B, EST. $13.96B
- SEES Q1 EPS (15C), CONSENSUS 24C
- GUIDANCE MISSES
- FORECASTS FIRST-QUARTER REVENUE BELOW EXPECTATIONS

#dividends Intel declares $0.365 dividend

⚠️✴️🇺🇸#SI #dividends #watchlist
Silvergate suspends preferred stock dividend

🇺🇸#AGNC #report #watchlist
AGNC Investment:
- Q4 GAAP EPS of $0.93 beats by $0.27
- $59.5B investment portfolio as of December 31
- $39.5B Agency MBS
- $18.6B net TBA mortgage position

#dividends declares $0.12 dividend (forward yield 12.94%)

🇺🇸#WU #report #watchlist
Western Union:
- Q4 Non-GAAP EPS of $0.32 misses by $0.03
- Revenue of $1.09B (-14.8% Y/Y)

#dividends approves Q1 quarterly dividend of $0.235

🇺🇸#OMF #report #watchlist
OneMain Holdings:
- Q4 Non-GAAP EPS of $1.56 beats by $0.05
- Revenue of $1.06B (+3.9% Y/Y) in-line
- 4Q 2022 Managed receivables of $20.8B

#dividends declares $1.00/share quarterly dividend

🇺🇸#NLY #report #watchlist
Annaly Capital Management:
- Q4 Non-GAAP EPS of $0.89 beats by $0.01
- Q4 GAAP EPS -$1.96 per average common share
- FY2022 EPS $3.93 per average common share

#dividends declared dividend of $0.88 per share

⚠️🇺🇸#stocks #us #dividends #markets #warning
BBG: dividend attractiveness of the US stock market = min since the 2008 financial crisis

BBG: historically, US stocks haven't fared well when adjusted dividend yields have been this low
————————
early: attractiveness of US stocks continues to decline

early: investors are less and less interested in buying stocks

🇺🇸#dividends #metals #energy
dividend yield of metallurgical and energy companies = max since 1980s

🇺🇸#CFG #watchlist #dividends
Citizens Financial
- Q2 Non-GAAP EPS of $1.04 beats by $0.04
- Revenue of $2.09B (+5.0% Y/Y)
- ACL/loans ratio up 5 bps QoQ to 1.52%
- Declares $0.42 dividend

🇨🇳#QFIN #earnings #watchlist
Qifu Technology:
- Q2 Non-GAAP EPADS of $0.96
- Revenue of $539.8M (-6.43% Y/Y)
- 90 day+ delinquency rate = 1.84%

- Price/Earnings ratio (3Y): 4 (good)
- Price-to-book value (2Q23): 0.9 (good)
- Equity Ratio (2Q23): 0.9 (good)
- Margin of Safety: 4 (good)

Outlook: "The Company would like to adjust its outlook of loan volume for 2023 = RMB470B - RMB485B, year-on-year growth of 14% - 18%

#dividends Qifu Technology declares $0.50 dividend

⚠️#stocks #us #dividends #history
the dividend yield of the S&P 500 is at historical lows

it was only lower before the dot-com crisis #bubble