Sunday, November 1, 2020

Week in Review 44/20


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:



October 28, 2020


  • € 323.14 – Telia Company
  • € 70.83 – Scotiabank
  • € 34.82 – Canadian Imperial Bank of Commerce



October 30, 2020


  • € 12.08 – LTC Properties Inc.



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



My Portfolio's Transactions:



October 26, 2020


  • I sold all 100 shares of Genworth MI Canada Inc. (MIC.TO)
  • I purchased 10 shares of General Dynamics Corporation (GD)



October 28, 2020


  • I purchased 25 shares of Raytheon Technologies Corporation (RTX)
  • I purchased 20 shares of ONEOK, Inc. (OKE)



Portfolio Holdings News:



October 26, 2020




October 27, 2020


  • UPM-Kymmene Corporation (UPM) Interim Report Q3 2020; UPM reports revenue of EUR 2,028 million, declining 19% year-over-year and missing estimates by $55 million. Comparable EBIT was EUR 215 million, down 37% year-over-year, but beats analyst estimates by $40 million.



  • Pfizer Inc. (PFE) Reports Third-Quarter 2020 Results; PFE reported third quarter adjusted EPS of $0.72, 4% below the prior year but $0.01 better than expected. Revenue fell 4.3% to $12.1 billion, $170 million lower than expected. Pfizer Continue to Expect to Close the Upjohn Transaction with Mylan N.V. (Mylan) in the Fourth Quarter of 2020.









October 28, 2020




  • Visa Inc. (V) Reports Fiscal Fourth Quarter and Full-Year 2020 Results; V reported fourth quarter adjusted EPS of $1.12, a 24% decline from the prior year but $0.02 ahead of estimates. Revenue was down 17% to $5.1 billion, but topped expectations by $70 million. Visa also raised its quarterly dividend by 6.7% to $0.32, giving the stock a forward yield of 0.7%. The company has now increased its dividend for the past 13 consecutive years.




October 29, 2020




  • ConocoPhillips (COP) Reports Third-Quarter 2020 Results; COP reports a third quarter adjusted EPS loss of $0.31, in-line with estimates but compares unfavorably to EPS of $0.82 in the previous year. Revenue was lower by 57% to $4.4 billion, $600 million better than expected.


  • Kontoor Brands, Inc. (KTB) Reports Third Quarter 2020 Results; KTB reports third quarter adjusted EPS of $1.33, a 40% improvement from the prior year and $0.75 better than expected. Revenue was down 8.6% to $583.2 million, $34.1 million above estimates. The company also reinstates its quarterly dividend of $0.40. This is a 28.6% decrease from the dividend that was distributed 3/20/2020. The stock's forward yield is 5.1%.










October 30, 2020



  • AbbVie Inc. (ABBV) Reports Third-Quarter 2020 Financial Results; ABBV reports adjusted EPS of $2.83, a 21.5% increase from the previous year and $0.06 better than expected. Revenue increased 52.1% to $12.9 billion, $190 million above what analysts had expected. The company also increased its quarterly dividend 10.2% to $1.30, giving the stock a 6.5% forward yield. The company has increased its dividend for nine consecutive years.


  • Altria Group, Inc. (MO) Reports 2020 Third-Quarter Results; MO reports adjusted EPS of $1.19, matching the prior year's result but topping expectations by $0.03. Revenue improved 4.8% to $5.7 billion, $140 ahead of estimates. The company also wrote down its investment in Juul to $10 billion.










Articles that caught my attention:





Thanks for stopping by, have a nice next week!


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