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10 Expected Big Dividend Growth Picks for 2010 (DPS, JPM, GE, MO, VZ, T, CSCO, DOW, WMT, KMB) (24/7 Wall St) - Feb 08, 2010

Among the companies we have pegged for large dividend growth in 2010 are Dr Pepper Snapple Group, Inc (NYSE: DPS) in food and beverages, JPMorgan Chase & Co (NYSE: JPM) in financials, General Electric Co (NYSE: GE) in conglomerates, Altria Group Inc (NYSE: MO) in tobacco, Verizon Communications Inc (NYSE: VZ) and AT&T Inc (NYSE: T) in telecom, Cisco Systems, Inc (NASDAQ: CSCO) in tech, The Dow Chemical Company (NYSE: DOW) in industrials, Wal Mart Stores Inc (NYSE: WMT) in retail, and Kimberly Clark Corporation (NYSE: KMB) in consumer products In each case we have shown what the earnings expectations are from Thomson Reuters in 2010 or 2011 and shown the current dividend for the dividend coverage We have also given some added color on what is behind the cut and then the return 
 
Share:  Among the companies we have pegged for large dividend growth in 2010 are Dr Pepper Snapple Group, Inc (NYSE: DPS) in food and beverages, JPMorgan Chase & Co (NYSE: JPM) in financials, General Electric Co (NYSE: GE) in conglomerates, Altria Group Inc (NYSE: MO) in tobacco, Verizon Communications Inc (NYSE: VZ) and AT&T Inc (NYSE: T) in telecom, Cisco Systems, Inc (NASDAQ: CSCO) in tech, The Dow Chemical Company (NYSE: DOW) in industrials, Wal Mart Stores Inc (NYSE: WMT) in retail, and Kimberly Clark Corporation (NYSE: KMB) in consumer products Tweet this 

Wal-Mart Tightens Delivery Deadlines (Journal of Commerce) - Feb 08, 2010

Shippers are certainly concerned, said a trucking executive who requested anonymity His company provides transportation services to Wal Mart and its suppliers "This is definitely one of those examples of how when Wal Mart hands down a requirement, people rush to comply," he said "It is going to necessitate that carriers and suppliers work even more closely together because there's so much at stake" The program raises many questions for shippers, said Steve Banker, an analyst with ARC Advisory Group 
Steve Banker
Steve Banker
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "It is going to necessitate that carriers and suppliers work even more closely together because there's so much at stake" The program raises many questions for shippers, said <span class="analyst">Steve Banker</span>, an analyst with ARC Advisory Group Tweet this 

What is being a curator of digital microcontent? Or, the one with the big stuffed animals at Wal-Mart. (Brandon Hall Analyst Blog) - Feb 06, 2010

Or, the one with the big stuffed animals at Wal Mart Microlearning as a term reflects the emerging reality of the ever increasing fragmentation [emphasis mine] of both information sources and information units used for learning, especially in fast moving areas which see rapid development and a constantly high degree of change (Langreiter & Bolka, 2006) I see the micro thing (small units of rapidly changing user generated content, consumed by others in a short time period) becoming more fragmented especially within some of the sillier websites out there (one of which I'll share in a moment) Lucky you! 
Janet Clarey
Janet Clarey
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Or, the one with the big stuffed animals at Tweet this 

Bangladesh feels retailers' wrath (The Apparel and Textile Business Blog) - Feb 05, 2010

Is it any coincidence that Wal Mart's International CEO has paid a short and unannounced visit to Bangladesh just as 11 global retailers called on the Bangladeshi Prime Minister to take "swift action" over the country's notoriously low wages for garment workers. The retailers, including Wal Mart, fear the strikes, protests and factory closures that seem to be endemic in Bangladesh are a risk and could taint their reputations as socially responsible companies One company which knows how damaging that can be is UK fashion chain Primark, which is a regular target for campaign groups 
Leonie Barrie
Leonie Barrie
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Is it any coincidence that <span class="company">Wal Mart</span>'s International CEO has paid a short and unannounced visit to Bangladesh just as 11 global retailers called on the Bangladeshi Prime Minister to take "swift action" over the country's notoriously low wages for garment workers. Tweet this 

Progress, Yes, But How Much (And At What Cost?) (Dow Jones Market Talk) - Feb 05, 2010

Wal Mart said Wednesday it's laying off about 300 workers at its Bentonville, Ark, headquarters Last month, Wal Mart let go 11,200 part time demonstrators at its Sam's Club stores, outsourcing the duties to a third party Companies, of course, have the option of just bumping up the hours worked of their existing staff to cover their needs, FusionIQ founder Barry Ritholtz told us Given how historically low hours worked got in this recession, "you don't have to hire a single person for years" "Ex financial revenues have stopped deflating 
Barry Ritholtz
Barry Ritholtz
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Companies, of course, have the option of just bumping up the hours worked of their existing staff to cover their needs, FusionIQ founder <span class="analyst">Barry Ritholtz</span> told us Tweet this 

Retailers Enjoy Solid January, Led by Luxury Set (BloggingStocks) - Feb 05, 2010

A year ago, January sales were off 46% from the year before These results are based on stores open at least a year and exclude Wal Mart ( WMT ) "Retailers are breathing another sigh of relief," said Ken Perkins, president of RetailMetrics "There are more winners than losers," he added Perkins also cautions against overstating the recovery, as there is still some way to go before consumer spending is pushing the economy into a recovery 
Ken Perkins
Ken Perkins
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  These results are based on stores open at least a year and exclude Wal Mart ( <span class="company">WMT</span> ) "Retailers are breathing another sigh of relief," said <span class="analyst">Ken Perkins</span>, president of RetailMetrics Tweet this 

Putting Kiosks in a Box (Home Media Magazine) - Feb 03, 2010

They may be able to work around the margins by getting copies from retailers that are not cutting buys, but that is a lot harder than walking from the Wal mart counter to the kiosk to load new release discs Again, whether or not this is some sort of conspiracy will need to be proven in court, but it may be that retailers have a legitimate business reason for limiting kiosks such as Redbox and e Play (which this week suspended operations and pulled tests at Wal Mart and Best Buy) The kiosk relationship may not be as beneficial to Wal Mart as it has been in the past, noted Pali Equity Research analyst Richard Greenfield in discussing the buy limit policy 
Richard Greenfield
Richard Greenfield
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  The kiosk relationship may not be as beneficial to <span class="company">Wal Mart</span> as it has been in the past, noted Pali Equity Research analyst <span class="analyst">Richard Greenfield</span> in discussing the buy limit policy Tweet this 

Wal-Mart, Target seek big returns in small stores (Reuters) - Feb 03, 2010

With the latest urban focus, retailers are expected to invent formats that differ dramatically from current ones Gilford Securities analyst Bernard Sosnick expects Wal Mart to test a 10,000 square foot store featuring financial services, like check cashing The stores could also offer Wal Mart's entire merchandise through site to store, where shoppers buy online and have an item sent to a store "There's a place for a store at every bus stop, at every subway station," he said of the small store potential Wal Mart is emphasizing the success it is having running smaller stores internationally, especially in Mexico 
Bernard Sosnick
Bernard Sosnick
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Gilford Securities analyst <span class="analyst">Bernard Sosnick</span> expects <span class="company">Wal Mart</span> to test a 10,000 square foot store featuring financial services, like check cashing Tweet this 

Earnings Preview: Kellogg Could Beat Street Despite Snafus (Daily Finance) - Feb 03, 2010

Out of stocks have become prevalent across retailers," said Terry Bivens, an analyst at JP Morgan Kellogg is also being hurt by Wal Mart's decision to present a cleaner look at its stores by reducing the number of product displays in certain areas that are highly frequented by customers "The net effect is you open up the customer space, you improve the shopping experience, you provide access and visibility to departments in the store," explained Bill Simon, Wal Mart's chief operating officer, at a recent analysts' presentation 
Terry Bivens
Terry Bivens
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Out of stocks have become prevalent across retailers," said <span class="analyst">Terry Bivens</span>, an analyst at JP Morgan Kellogg is also being hurt by <span class="company">Wal Mart</span>'s decision to present a cleaner look at its stores by reducing the number of product displays in certain areas that are highly frequented by customers Tweet this 

Wal-Mart's sustainability pledge (The Apparel and Textile Business Blog) - Feb 03, 2010

While most industry observers have been unanimous in their praise of Wal Mart's mega sourcing deal with Li & Fung, now that its full impact has had time to settle in there are some out there who are starting to question the retailer's true motivations.  . One of the biggest elephants in the room is where it leaves Wal Mart's recent pledges on sustainability Signing a $2bn deal with Li & Fung seems to be taking a big step away from plans rolled out last July to get its suppliers to complete a Sustainability Index calculating the full environmental costs of making every product on the retailer's shelves 
Leonie Barrie
Leonie Barrie
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  While most industry observers have been unanimous in their praise of <span class="company">Wal Mart</span>'s mega sourcing deal with Li & Fung, now that its full impact has had time to settle in there are some out there who are starting to question the retailer's true motivations.  . Tweet this 

Walgreen falls on weak January sales measure (MiamiHerald.com: Business) - Feb 03, 2010

Shares of the Deerfield, Ill, company fell $204, or 56 percent, to $3474 in afternoon trading Deutsche Bank analyst Bill Dreher said some customers are doing more of their shopping at larger low price stores like Wal Mart or Target instead "Today's more value conscious consumer is increasingly consolidating shopping trips with larger stores and is cutting back on more discretionary purchases," he said He added that flu season revenue is continued to decline 
Bill Dreher
Bill Dreher
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Deutsche Bank analyst <span class="analyst">Bill Dreher</span> said some customers are doing more of their shopping at larger low price stores like <span class="company">Wal Mart</span> or Target instead Tweet this 

Ahead of the Bell: Stifel upgrades Wal-Mart (BusinessWeek) - Feb 03, 2010

Ahead of the Bell: Stifel upgrades Wal Mart NEW YORK Wal Mart Stores Inc is benefiting from shoppers that are trying to spend less and could get more cooperation on its urban store growth plans, an analyst said Wednesday as he upgraded his investment rating on the nation's biggest retailer. David Schick of Stifel Nicolaus boosted Wal Mart to "Buy" from "Hold," saying in a client note that state and local governments may be willing to approve the opening of urban Walmart stores in an attempt to spur job growth The economic downturn, coupled with high unemployment levels, prompted many consumers to pull back on their spending and seek out bargains when they do shop Wal Mart is one of several retailers these shoppers have turned to for value, as the company based in Bentonville, Ark is known to lower its prices below competitors' levels Schick said he also believes Wal Mart's stock price is appealing, which limits risks to his upgrade 
David Schick
David Schick
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  <span class="analyst">David Schick</span> of Stifel Nicolaus boosted <span class="company">Wal Mart</span> to "Buy" from "Hold," saying in a client note that state and local governments may be willing to approve the opening of urban Walmart stores in an attempt to spur job growth Tweet this 

Wal-Mart Poised to Outperform: Analyst (TheStreet.com - Latest Headlines) - Feb 03, 2010

Wal Mart ( WMT Quote ) was upgraded to buy from hold by a Stifel Nicolaus retail analyst, who said the discounter could see more cooperation in building stores in big cities Analyst David Schick said in a note that state and local governments might be willing to approve the opening of more urban stores in an effort to spur job growth Consumers are also still trying to spend less on basics, benefitting Wal Mart, Schick wrote Schick said his Wal Mart Amalgamated Leading Economic Index, an index of eight economic indicators that relate to Wal Mart's stock price, showed its largest one month swing in 10 years 
David Schick
David Schick
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Analyst <span class="analyst">David Schick</span> said in a note that state and local governments might be willing to approve the opening of more urban stores in an effort to spur job growth Tweet this 

Stifel analyst lifts Wal-Mart Stores rating, says benefiting from consumers ... (CanadianBusiness.com) - Feb 03, 2010

NEW YORK (AP) , Wal Mart Stores Inc is benefiting from shoppers that are trying to spend less and could get more cooperation on its urban store growth plans, an analyst said Wednesday as he upgraded his investment rating on the nation's biggest retailer. David Schick of Stifel Nicolaus boosted Wal Mart to "Buy" from "Hold," saying in a client note that state and local governments may be willing to approve the opening of urban Walmart stores in an attempt to spur job growth The economic downturn, coupled with high unemployment levels, prompted many consumers to pull back on their spending and seek out bargains when they do shop Wal Mart is one of several retailers these shoppers have turned to for value, as the company based in Bentonville, Ark is known to lower its prices below competitors' levels 
David Schick
David Schick
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  <span class="analyst">David Schick</span> of Stifel Nicolaus boosted <span class="company">Wal Mart</span> to "Buy" from "Hold," saying in a client note that state and local governments may be willing to approve the opening of urban Walmart stores in an attempt to spur job growth Tweet this 

Winter data show Asda trailing rivals (Financial Times) - Feb 02, 2010

Asda, Britain's second biggest grocery chain, experienced the lowest rate of growth of the big four supermarkets over the past three months, according to new industry data from Kantar Worldpanel, the consumer research group. Kantar said that in the 12 
Greg Lawless
Greg Lawless
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Asda, Britain's second biggest grocery chain, experienced the lowest rate of growth of the big four supermarkets over the past three months, according to new industry data from Kantar Worldpanel, the consumer research group. Tweet this 

Wal-Mart in sourcing shake-up (The Apparel and Textile Business Blog) - Feb 01, 2010

This is exactly what has happened with US retail giant Wal Mart Stores Inc, which last week agreed a strategic alliance with Li & Fung as part of a shake up of its global sourcing structure in a bid to reduce costs, improve quality and accelerate its speed to market Under the deal, Li & Fung is forming a new company to manage the Wal Mart account and will act as a buying agent for goods valued at around $2bn within the first year "We are redefining how we source products that are imported into Walmart retail markets around the globe," Wal Mart said of the deal 
Leonie Barrie
Leonie Barrie
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  This is exactly what has happened with US retail giant <span class="company">Wal Mart</span> Stores Inc, which last week agreed a strategic alliance with Li & Fung as part of a shake up of its global sourcing structure in a bid to reduce costs, improve quality and accelerate its speed to market Tweet this 

Wal-Mart is making waves (The Food Business Blog) - Feb 01, 2010

Wal Mart, the world's largest retailer, has launched a swathe of initiatives to slash costs and drive margins , programmes that will undoubtedly put the spotlight on its supplier base The US behemoth is looking to consolidate how it sources products around the world, is shaking up its managment structure in the US in a bid to drive growth in 2010 and is creating a worldwide, e commerce platform rather modestly dubbed Globalcom Wal Mart's worldwide sourcing plan is the most eye catching initiative, with the company teaming up with sourcing giant Li & Fung, which will improve the retailer's knowledge of local suppliers 
Dean Best
Dean Best
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  <span class="company">Wal Mart</span>, the world's largest retailer, has launched a swathe of initiatives to slash costs and drive margins , programmes that will undoubtedly put the spotlight on its supplier base Tweet this 

Wall St falls, good GDP data dismissed (The Australian - Financial Markets) - Jan 29, 2010

Goldman Sachs upgraded its investment rating on Wal Mart's stock to buy from neutral following the news 
 
Share:  Goldman Sachs upgraded its investment rating on <span class="company">Wal Mart</span>'s stock to buy from neutral following the news Tweet this 

Is Wal-Mart Thwarting Redbox? (Forbes.com: Latest Headlines) - Jan 29, 2010

We have the ability to open one kiosk per hour The only way the studios can stop us is if they don't stock stores like Target and Wal Mart" Now it looks like the retailers are also trying to stop Redbox Pali Research analyst Rich Greenfield says that Wal Mart has stopped facilitating Redbox's purchases by limiting DVD sales to five per customer and putting signs up in stores that say "No Dealers Please" Greenfield estimates that Redbox has to buy at least 22 million DVDs annually at retail to keep its boxes stocked 
Richard Greenfield
Richard Greenfield
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Pali Research analyst <span class="analyst">Rich Greenfield</span> says that <span class="company">Wal Mart</span> has stopped facilitating Redbox's purchases by limiting DVD sales to five per customer and putting signs up in stores that say "No Dealers Please" Tweet this 

Walmart Squeezes Organization, Boosts Outside Alliances (BNET - Retail) - Jan 29, 2010

As for the global part, Morgan Stanley analyst Angela Moh, in a research note, observed of the Li & Fung deal: Li & Fung announced a global non exclusive sourcing agreement with Walmart for Walmart US, Walmart International, and Sam's Club 
Angela Moh
Angela Moh
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  As for the global part, Morgan Stanley analyst <span class="analyst">Angela Moh</span>, in a research note, observed of the Li & Fung deal: Li & Fung announced a global non exclusive sourcing agreement with Walmart for Walmart US, Walmart International, and <span class="company">Sam</span>'s Club Tweet this 

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