Week in Review 5/19

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Received Dividends:

January 28, 2019

• € 10.02 - Canadian Imperial Bank of Commerce

January 29, 2019

• € 65.01 - Scotiabank

January 31, 2019

• € 59.85 - TD Bank Group
• € 12.11 - LTC Properties Inc.

Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.

My Portfolio's Transactions:

• I purchased 3 Brookfield Infrastructure Partners L.P. shares (BIP) at $ 38.55.
• I purchased 3 Cardinal Health Inc. shares (CAH) at $ 48.70.
• I sold 100 Gjensidige Forsikring shares (GJF.OL) at NOK 146.00.
• I purchased 35 Sampo plc shares (SAMPO) at $ 39.75.

The reason why I sold some of Gjensidigen's shares was that, from the beginning of 2019, the Norwegian tax authorities changed their tax policy on dividends. From the beginning of the year, the Norwegian taxpayer withholds 25 percent of the dividends, while the previous arrest was 15 percent. Of course, it is possible to apply for a refund from the Norwegian tax authorities, but there may be a lot of paperwork. That is, it may not be worthwhile to get small sums, as it may not be worth the effort. Norwegian tax authorities instructions (https://www.skatteetaten.no/en/person/taxes/get-the-taxes-right/shares-and-securities/about-shares-and-securities/refund-of-withholding-tax- is-dividends /). Probably I'll give up the rest of the ownership in Gjensidigen in the coming weeks.

At today's exchange rate, those transactions will increase € 20.48 of my expected annual net dividend income and will increase my portfolio's projected annual net dividend income approximately to € 13,980.00.

Portfolio Holdings News:

January 28, 2019

• Unilever NV: Unilever acquires The Laundress
• Dominion Energy, Inc.: Dominion Energy, Dominion Energy Midstream Complete Merger
• Fortis Inc.: Fortis to Sell Its Interest in the Waneta Expansion Hydroelectric Project in British Columbia

January 29, 2019

• Fortum Corporation: Government of Gujarat in India cancels the solar auction results and Fortum's right to build a 250-MW solar plant
• NCC AB: NCC signs agreement with SL for expansion of Roslagsbanan
• NCC AB: Interim report for the fourth quarter and full-year 2018
• Pfizer Inc.: PFE Reports Fourth-Quarter and Full-Year 2018 Results
• 3M Company: 3M Reports Fourth-Quarter 2018 Results
• Digital Realty: DLR Expands Singapore Connected Campus With New 50 MW Facility

January 30, 2019

• AT&T Inc.: AT&T Reports Fourth-Quarter Results
• Chevron Corporation: CVX Announces Increase in Quarterly Dividend
• Chevron Corporation: CVX Agrees with Petrobras to Buy Pasadena Refinery System for $350 Million
• The Kraft Heinz Company: Kraft Heinz Completes Sale of Indian Brands Complan, Glucon-D, Nycil and Sampriti to Zydus Wellness Limited
• McDonald's Corporation: McDonald's Reports Fourth Quarter And Full Year 2018 Results
• T. Rowe Price Group, Inc.: TROW Reports Fourth Quarter and Full Year 2018 Results
• Qualcomm Incorporated: QCOM Announces First Quarter Fiscal 2019 Results

January 31, 2019

• UPM-Kymmene Corporation: UPM delivered record earnings in 2018 - in a strong position for 2019
• Kesko Corporation: Kesko has completed the acquisition of the DIY retail business of the Sørbø retailer group in Norway
• Unilever NV: Q4 & full year 2018 announcement
• ConocoPhillips: COP Reports Fourth-Quarter and Full-Year 2018 Results; Announces Preliminary 2018 Year-End Reserves
• Baxter International Inc.: Baxter Reports 2018 Fourth-Quarter and Full-Year Results
• Altria Group, Inc.: Altria Reports 2018 Fourth-Quarter and Full-Year Results; Provides 2019 Full-Year Earnings Guidance
• Eaton Corporation plc: Eaton Reports Fourth Quarter Earnings per Share of $1.46, Up 13 Percent Over the Fourth Quarter of 2017

February 1, 2019

• Fortum Corporation: Improved 2018 results on higher market prices – New phase in strategy implementation started
• Dominion Energy, Inc.: Dominion Energy Announces Fourth-Quarter and Full-Year 2018 Earnings, Provides Atlantic Coast Pipeline Update
• Chevron Corporation: CVX Reports Fourth Quarter Net Income of $3.7 Billion, Annual Earnings of $14.8 Billion
• Illinois Tool Works Inc.: ITW Reports Fourth Quarter and Full Year Results
• 3M Company: 3M Completes Acquisition of M*Modal's Technology Business
• Emerson Electric Co.: Emerson Completes Acquisition of General Electric’s Intelligent Platforms Business

Articles that caught my attention:

• Undervalued Dividend Growth Stock of the Week: Emerson Electric Co. (EMR) by Jason Fieber, Mr. Free at 33 at Daily Trade Alert
• Best Dividend Growth for an Energy Stock by Dividend Earner
• Is Long-Term Planning Futile? by Retire by 40
• Why Dividend Growth Investing Is Best by Nicholas Ward at Seeking Alpha
• A slow and steady path to financial independence by Bob Lai at Tawcan
• Cracker Barrel Stock & Dividend Analysis by Tom at Dividends Diversify
• Annual Review, 2018 by FerdiS at DivGro
• High dividend yields don’t equal high returns by DivGuy at Dividend Monk
• Dividend Aristocrats In Focus Part 23: United Technologies by Nate Parsh at Sure Dividend
• Dividend Investing Vs. Value Investing by The Conservative Income Investor
• The 3 Best High-Yield Blue-Chips You Can Buy Today by Dividend Sensei at Seeking Alpha
• Armanino Foods Of Distinction: A Place In My Heart, My Plate, And My Portfolio by Dividend Diplomats at Seeking Alpha
• It Doesn't Get Much Better Than Boeing by Nicholas Ward at Seeking Alpha
• PepsiCo (PEP) Dividend Stock Analysis by Dividend Growth Investor
• How I Measure Progress Toward Financial Independence by Retire Before Dad
• Verizon Communications Inc. (VZ) Dividend Stock Analysis by D4L at Dividend Growth Stocks
• 3 High-Yielding 'Blue Chips' To Buy In 2019 by Jussi Askola at Seeking Alpha

Thanks for stopping by, have a nice next week!

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