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Transcript of PAGE 2 OF 4 RES-8014D-A EXP MAY 2021 © 2020 EDWARD D ......Buy-rated Companies Communication...

Page 1: PAGE 2 OF 4 RES-8014D-A EXP MAY 2021 © 2020 EDWARD D ......Buy-rated Companies Communication Services Comcast (CMCSA) G/I A $39.52 2.3% 2008 12 10% 8% 13% 9% Consumer Discretionary

PAGE 1 OF 4 RES-8014D-A EXP JUN 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED

Page 2: PAGE 2 OF 4 RES-8014D-A EXP MAY 2021 © 2020 EDWARD D ......Buy-rated Companies Communication Services Comcast (CMCSA) G/I A $39.52 2.3% 2008 12 10% 8% 13% 9% Consumer Discretionary

PAGE 2 OF 4 RES-8014D-A EXP JUN 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED

Page 3: PAGE 2 OF 4 RES-8014D-A EXP MAY 2021 © 2020 EDWARD D ......Buy-rated Companies Communication Services Comcast (CMCSA) G/I A $39.52 2.3% 2008 12 10% 8% 13% 9% Consumer Discretionary

The Rising Income Leaderboard – Quick Overview Above-average dividend potential and historical dividend growth. Sorted by LT Dividend Growth Rates within Sectors

As of June 1, 2020

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Buy-rated Companies

Communication Serv ices

Comcast (CMCSA) G/I A $40.18 2.3% 2008 12 10% 8% 13% 9%

Consumer Discretionary

Lowe's (LOW) G/I BA $129.32 1.7% 1961 58 15% 11% 19% 14%

Starbucks (SBUX) G/I A $78.32 2.1% 2010 9 14% 13% 18% 13%

Tractor Supply (TSCO) G A $122.66 1.1% 2010 9 13% 13% 17% 12%

Consumer Staples

Mondelez International (MDLZ) G/I BA $52.25 2.2% 2012 7 10% 8% 14% 10%

PepsiCo (PEP) G/I BA $132.99 3.1% 1952 48 7% 8% 8% 8%

Energy

TC Energy (TRP) G/I A $44.91 5.2% 1964 20 8% 6% 9% 6%

Financial Serv ices

American Tower (AMT) G/I BA $264.31 1.7% 2012 8 20% 12% 20% 15%

S&P Global (SPGI) G/I A $327.30 0.8% 1937 47 17.5% 10% 15% 10%

BlackRock (BLK) G/I AA $538.23 2.7% 2003 11 10% 10% 11% 9%

Prologis (PLD) G/I A $93.70 2.5% 1997 7 9% 8% 10% 8%

State Street (STT) G/I A $62.35 3.3% 1910 9 11% 8% 12% 8%

Health Care

Eli Lil ly (LLY) G/I BA $152.45 1.9% 1885 6 14.7% 10% 9% 10%

Abbott Labs (ABT) G/I BA $93.01 1.5% 1926 48 13% 11% 9% 9%

Medtronic (MDT) G/I BA $97.11 2.2% 1977 43 7% 8% 9% 8%

Industrials

Roper Technologies (ROP) G/I BA $387.77 0.5% 1992 27 11% 11% 15% 13%

Honeywell Int'l. (HON) G/I BA $146.18 2.5% 1887 10 10% 10% 13% 12%

Il l inois Tool Works (ITW) G/I BA $171.23 2.5% 1933 57 7% 10% 17% 10%

Union Pacific (UNP) G/I A $169.50 2.3% 1899 18 10% 9% 14% 9%

Snap-On (SNA) G A $130.01 3.3% 1939 10 14% 9% 15% 9%

CSX Corp. (CSX) G/I A $70.87 1.5% 1993 11 8% 9% 10% 8%

General Dynamics (GD) G/I BA $147.27 3.0% 1979 23 8% 7% 10% 8%

Materials

FMC Corp. (FMC) G A $98.88 1.8% 2006 2 10% 14% 22% 14%

Linde plc (LIN) G/I BA $205.22 1.9% 1992 27 10% 13% 6% 13%

Technology

Visa (V) G/I A $194.35 0.6% 2008 12 20% 14% 26% 12%

Amphenol (APH) G/I A $97.73 1.0% 2005 7 9% 12% 14% 10%

Analog Devices (ADI) G/I A $112.78 2.2% 2003 16 14.8% 10% 7% 9%

Broadcom Inc. (AVGO) G/I AA $289.99 4.5% 2011 8 22.6% 10% 59% 8%

Motorola Solutions (MSI) G/I A $138.94 1.8% 2011 9 9% 9% 12% 8%

Texas Instruments (TXN) G/I A $117.86 3.1% 1962 16 16.9% 8% 20% 8%

Microsoft (MSFT) G/I A $182.83 1.1% 2003 15 11% 10% 10% 8%

Utilities

NextEra Energy (NEE) G/I BA $255.65 2.2% 1944 17 12% 8% 10% 10%

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Please see the individual company opinions for more information, including disclosures,

certifications, valuation and risks specific to each company.

Required Disclosures

Individuals can access the full research report with the applicable current disclosures and analyst certifications on any of these

companies mentioned in this report through our online account access Web site (www.edwardjones.com/access). You also can

contact a local Edward Jones financial advisor, who can provide you with more information, including a complete company

opinion, or write: Edward Jones; Research Department; 12555 Manchester Road; St. Louis, MO 63131.

Analyst Certification

I certify that the views expressed in this report accurately reflect my personal views about the subject securities and issue rs;

and no part of my compensation was, is, or will be directly or indirectly related to the specific recommendations or views

contained in the research report. Brian Yarbrough, CFA.

Other Disclosures

Past performance is not a guarantee of future results.

Dividends can be increased, decreased or eliminated at any point without notice. Stocks are subject to market risks, including

the loss of principal invested.

Diversification does not guarantee a profit or protect against loss in declining markets.

Special risks are inherent in international investing, including those related to currency fluctuations and foreign, political and

economic events.

All investment decisions need to take into consideration individuals’ unique circumstances such as risk tolerance, taxes, asset

allocation and diversification.

This publication is for information only. While the statements contained in this report are taken from sources that we believe to

be reliable, we do not guarantee their accuracy. However, this statement does not apply to disclosures concerning Edward

Jones or analyst certification. Some of this information is provided by an independent research serv ice. The issues mentioned

herein are subject to price change without notice. Additional information is available upon request.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or

qualified tax advisor regarding your situation.

Investment Category

Growth & Income (G&I) – Large-cap companies that pay a dividend, REITs and utility companies. Growth (G) – Small- and

mid-cap companies, excluding REITs and utility stocks, and large-cap companies that do not pay a dividend.

Price Movement

Above Average (AA): This stock will l ikely move up and down to a greater degree than the average stock in the S&P 500 Index. These companies are often growing faster than the average company and/or are in industries that are more sensitive to the economy.

Average (A): This stock will l ikely move up and down to a similar degree of the average stock in the S&P 500 Index.

Below Average (BA): This stock will l ikely move up and down to a lesser degree than the average stock in the S&P 500 Index.

These companies are often more mature, growing slower than the average company and/or are in industries that are less

sensitive to the economy.

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