In the following post, I would like to discuss the new US tariffs and their potential economic consequences. The background and the potential impact on inflation and companies, as well as the winners and losers on the stock market, will be discussed.

Again, of course, the stocks mentioned do not constitute investment advice, but merely serve as examples of possible beneficiaries or losers of tightening trade restrictions. Historical developments are no guarantee of future returns.

__________

In this post:

• Influence on inflation
• New tariffs in force
• Reaction of the countries
• Consequences for the global economy
• Winners & losers
• Investment opportunities

__________

The topic of "tariffs" is currently not only very present in the media, but the term "tariffs" has also been discussed with a strong increase in the past earnings calls of companies in the S&P 500, as the following chart shows [1].

Earnings next week 🗓️

📣 All these stocks hit new 52 WEEK LOWS at some point today

📣 All these stocks hit new 52 WEEK LOWS at some point today

Boeing $BA (-0,17 %)

Chevron $CVX (-0,9 %)

Occidental $OXY (-0,01 %)

$ETSY (-2,11 %)

Mobileye $MBLY

$APA (-0,23 %)

Bath & Body Works $BBWI (-5,82 %)

Franklin Resources $BEN (-0,96 %)

Cleveland Cliffs $CLF (-2,28 %)

Conoco $COP (+1,2 %)

Coterra $CTRA (-0,16 %)

Devon Energy $DVN (-1,13 %)

Estee Lauder $EL (-0,74 %)

Equinor $EQNR (+0,96 %)

GlobalFoundries $GFS (-2,49 %)

Halliburton $HAL (+0,69 %)

Hess $HES

Nucor $NUE (-0,34 %)

Mosaic $MOS

Schlumberger $SLB (+1,12 %)

Stellantis $STLAM (-2,1 %)

Top Golf $MODG (-3,12 %)

Dave & Bysters $PLAY

Next week will be exciting! An overview:

Monday

• Ryanair Holdings ($RYAAY (-2,56 %) ) and Nucor Corporation ($NUE (-0,34 %) ) publish quarterly results

Tuesday

• Microsoft ($MSFT (+0,34 %) ), Alphabet ($GOOGL (+1,64 %) ), AMD ($AMD (+4,77 %) ), Pfizer ($PFE (-0,58 %) ), UPS ($UPS (-0,71 %) ) and Starbucks ($SBUX (-1,89 %) ) present quarterly reports before
• S&P Case-Shiller Index for house prices (November)
• Job offers (December)
• Consumer Confidence

Wednesday

• Novo Nordisk ($NVO (+3,26 %) ), MasterCard ($MA (+1,16 %) ), Novartis ($NVS (+1,94 %) ) and Boeing ($BA (-0,17 %) ) publish quarterly results
• ADP employment report
• Interest rate decision of the FED

Thursday

• Apple ($AAPL (+3,23 %) ), Amazon ($AMZN (+0,62 %) ), Meta ($META (-1,88 %) ), Merck ($MRK (+0,72 %) ), Shell ($SHEL (+0,81 %) ) and Honeywell ($HON (-5,4 %) ) give quarterly reports announced
• Initial jobless claims (week ending January 27)
• Productivity in the USA (quarter)
• S&P
  Purchasing Managers' Index for the manufacturing sector (January)
• ISM Purchasing Managers' Index for the manufacturing industry (January)

Friday

• ExxonMobil ($XOM (+1,32 %) ), AbbVie ($ABBV (-0,71 %) ), Chevron ($CVX (-0,9 %) ) and Bristol-Myers ($BMY (-1,07 %) ) report their quarterly results
• US labor market report
  
• Consumer Sentiment

1x Sale & 1 Advance Notice: Financial Screening Fails

$MMM (+0,6 %) unfortunately did not become Sharia-compliant again, which is why the share has now been sold after the waiting period.

In addition, the $NUE (-0,34 %) share has also developed too non-compliant. There is now still the waiting period of one quarter to wait, although I do not expect a change. Limit sell order has been created.

Servus my dears ✌️☺️

Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂

Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍

If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍

My Aristocrats ☺️👍

Consumption

Coca-Cola $KO (+0,31 %)

• Dividend yield 2.80%
• Increasing for 61 years
• Pay-out Free-CF 86%

Procter & Gamble $PG (+1,07 %)

• Dividend Yield 2.38
• Increases for 67 years
• Pay-Out Free-CF 74.6%

Colgate-Palmolive $CL (+1,67 %)

• Increases for 60 years
• Dividend Yield 2.46
• Pay-Out Free-CF 84.8%

Kimberly-Clark $KMB (+0,9 %)

• Dividend Yield 3.24
• Increasing for 51 years
• Pay-Out Free-CF 68%

Diageo $DGE (+0,45 %)

• Dividend yield 2.10%
• Increases for 36 years
• Pay-Out Free-CF 85.7%

Altria $MO (-0,76 %)

• Dividend Yield 7.97%
• Increases for 53 years
• Pay-Out Free-CF 82.7%

British American Tobacco $BATS (+0,73 %)

• Dividend Yield 7.36
• Increases for 25 years
• Pay-Out Free-CF 59.7%

McDonald's $MCD (-0,56 %)

• Dividend Yield 2.00%
• Increases for 47 years
• Pay-Out Free-CF 113.5%

Finance

Franklin Resources $BEN (-0,96 %)

• Dividend Yield 4.51
• Increasing for 32 years
• Pay-Out Free-CF 41.1%

T. Rowe Price $TROW (+1,76 %)

• Dividend Yield 4.44
• Increasing for 37 years
• Pay-Out Free-CF 52.7%

Old Republic $ORI (-0,67 %)

• Dividend Yield 7.86%
• Increases for 42 years
• Pay-Out Free-CF 50.1%

Aflac $AFL (+0,52 %)

• Dividend yield 2.48%
• Increases for 40 years
• Pay-Out Free-CF 26%

Pharma/Healthcare

Johnson & Johnson $JNJ (+0,48 %)

• Dividend yield 2.78
• Increasing for 61 years
• Pay-out Free-CF 85.3%

Energy/Oil

Chevron $CVX (-0,9 %)

• Dividend yield 3.48
• Increasing for 35 years
• Pay-out Free-CF 28.4%

Consolidated Edison $ED (-0,52 %)

• Dividend Yield 3.21%
• Increases for 49 years
• Pay-Out Free-CF 100%

UGI Corporation $UGI (+0,36 %)

• Dividend Yield 4.34%
• Increases for 36 years
• Pay-Out Free-CF 125.2%

Real Estate

Realty Income $O (+0,63 %)

• Dividend Yield4.89%
• Increasing for 28 years
• Pay-Out Free-CF 77.3%

National Retail Properties $NNN (-0,31 %)

• Dividend Yield 5.18%
• Increases for 33 years
• Pay-Out Free-CF 68.3%

W.P. Carey $WPC (+1,03 %)

• Dividend Yield 5.91%
• Increases for 27 years
• Pay-Out Free-CF 99.1%

Essex Property Trust $ESS (-1,21 %)

• Dividend Yield 4.33%
• Increases for 28 years
• Pay-Out Free-CF 58.4%

IT

IBM $IBM (+0,9 %)

• Dividend yield 5.24
• Increasing for 27 years
• Pay-out Free-CF 64.2%

Industry

3M $MMM (+0,6 %)

• Dividend yield 5.80%
• Increasing for 65 years
• Pay-out Free-CF 81.4%

Air Products and Chemicals $APD (+1,13 %)

• Dividend yield 2.31
• Increased for 41 years
• Pay-Out Profit 62.8%

Caterpillar $CAT (-0,19 %)

• Dividend yield 2.22
• Increases for 29 years
• Pay-Out Free-CF 48.4%

Ecolab $ECL (+0,39 %)

• Dividend yield 1.28%
• Increases for 36 years
• Pay-Out Free-CF 55.3%

Stanley Black $SWK (-1,79 %)

• Dividend Yield 4.13%
• Increases for 56 years
• Pay-Out Free-CF 100%

Emerson Electric $EMR (-0,73 %)

• Dividend Yield 2.51%
• Increases for 66 years
• Pay-Out Free-CF 51.6%

Archer-Daniels-Midland $ADM (+1,15 %)

• Dividend Yield 2.14%
• Increases for 48 years
• Pay-Out Free-CF 55.2%

Nucor $NUE (-0,34 %)

• Dividend yield 1.40%
• Increases for 31 years
• Pay-Out Free-CF 7.6%

Leggett & Platt $LEG (-5 %)

• Dividend Yield 5.68
• Increases for 52 years
• Pay-Out Free-CF 70.1%

Utilities

Essential Utilities $WTRG (+1,67 %)

• Dividend yield 2.62
• Increasing for 31 years
• Pay-out Free-CF 100%

Logistics

C. H. Robinson $CHRW (+0,31 %)

• Dividend yield 2.51
• Increasing for 26 years
• Pay-Out Free-CF 17.6%

Future potential aristocrats

Apple $AAPL (+3,23 %)

• Dividend yield 0.56%
• Increasing for 10 years
• Pay-Out Free-CF 15.1%

Microsoft $MSFT (+0,34 %)

• Dividend Yield 0.88%
• Increases for 19 years
• Pay-Out Free-CF 33.8%

Broadcom $AVGO (+2,52 %)

• Dividend Yield 2.82%
• Increases for 11 years
• Pay-Out Free-CF 44.3%

Qualcomm $QCOM (+1,55 %)

• Dividend Yield 2.63%
• Increases for 19 years
• Pay-Out Free-CF 42.1%

Texas Instruments $TXN (-6,59 %)

• Dividend Yield 2.91%
• Increases for 19 years
• Pay-Out Free-CF 99.6%

Kellogg $K (-0,48 %)

• Dividend Yield 3.43%
• Increases for 18 years
• Pay-Out Free-CF 69.1%

Verizon $VZ (+0,83 %)

• Dividend Yield 7.04%
• Increases for 18 years
• Pay-Out Free-CF 71.2%

MetLife $MET (-1,58 %)

• Dividend Yield 3.39
• Increases for 10 years
• Pay-Out Free-CF 13.7%

Starbucks $SBUX (-1,89 %)

• Dividend Yield 1.83%
• Increased for 12 years
• Pay-Out Free-CF 63.2%

KDDI $9433 (+0,1 %)

• Dividend Yield 3.24
• Increases for 20 years
• Pay-Out Free-CF 21.5%

Pfizer $PFE (-0,58 %)

• Dividend Yield 4.17%
• Increases for 12 years
• Pay-Out Free-CF 30.8%

Bristol-Myers Squibb $BMY (-1,07 %)

• Dividend Yield 3.26%
• Increases for 15 years
• Pay-Out Free-CF 39.4%

JPMorgan $JPM (+2,83 %)

• Dividend Yield 2.96%
• Increases for 12 years
• Pay-Out Free-CF 29.1%

Visa $V (+1,7 %)

• Dividend yield 0.72%
• Increases for 14 years
• Pay-Out Free-CF 19%

Nike $NKE (-0,75 %)

• Dividend Yield 1.04%
• Increases for 20 years
• Pay-Out Free-CF 53.1%

Lockheed Martin $LMT (+0,9 %)

• Dividend Yield 2.51
• Increases for 20 years
• Pay-Out Free-CF 47.4%

Home Depot $HD (-1,48 %)

• Dividend Yield 2.70%
• Increases for 12 years
• Pay-Out Free-CF 69%

Oracle $ORCL (-2,68 %)

• Dividend Yield 1.45
• Increases for 13 years
• Pay-Out Free-CF 51.7%

Waste Management $WM (+1,07 %)

• Dividend yield 1.62%
• Increases for 19 years
• Pay-Out Free-CF 55.9%

Union Pacific $UNP (-1,41 %)

• Dividend Yield 2.72%
• Increases for 16 years
• Pay-Out Free-CF 58.6%

BlackRock $BLK

• Dividend Yield 3.02%
• Increases for 13 years
• Pay-Out Free-CF 60.7%

What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?

Thanks a lot ✌️☺️

Source:

https://aktienfinder.net/

Opinions on this???

Subsequent purchase