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:
February 15, 2021
- € 40.07 – ONEOK Inc.
- € 16.34 – Main Street Capital Corporation
February 16, 2021
- € 40.20 – Kinder Morgan Inc.
- € 64.01 – AbbVie Inc.
- € 76.29 – Omega Healthcare Investors
- € 12.25 – Realty Income Corp.
February 16, 2021
- € 40.19 – Emera incorporated
- € 6.82 – Inter Pipeline Ltd
February 19, 2021
- € 26.25 – Unum Group
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
February 16, 2021
- CVS Health Corporation (CVS) reports fourth quarter and full year 2020 results; CVS reports Q4 adjusted EPS of $1.30, compared to $1.73 in Q4-2019. Revenues were $69.5 billion, 4% higher YoY, beating analyst estimates by $800 million. For FY2021, management expects adjusted EPS in the range of $7.39 to $7.55.
- Triton International Limited (NYSE: TRTN) Reports Fourth Quarter and Full Year 2020 Results; TRTN reports Q4 GAAP EPS of $1.70 beats by $0.27, revenue of $337.29M (+1.8% Y/Y) misses by $9.08M.
- Emera (TSX: EMA) Reports 2020 Fourth Quarter and Annual Financial Results; EMA reports Q4 net income C$273 million, or C$1.09 per common share, compared with net income of C$193 million, or C$0.79 per common share, in Q4 2019.
February 17, 2021
- Nutrien Ltd (NTR) reports fourth quarter and full year 2020 results; NTR reports Q4 non-GAAP EPS of $0.24, beating estimates by $0.05. Revenues increased by 17.1% to $4.05 billion, beating estimates by $490 million. Management expects FY2021 adjusted EPS of $2.05-$2.75.
- Nutrien Ltd (NTR)Increases Dividend and Announces Intent to Launch a New Share Repurchase Program; NTR hikes its quarterly dividend by 2.2% to $0.46. The Board also approved the purchase of up to five percent of Nutrien’s outstanding common shares over a one-year period through a normal course issuer bid (NCIB).
- Tanger Factory Outlet Centers, Inc. (SKT) Reports Fourth Quarter And Full Year Results; SKT reports Q4 FFO/share of $0.54, beating estimates by $0.17. Revenues declined by 7.8% to $111.15 million, beating estimates by $7.26 million. Management expects FY2021 core FFO/share of $1.47-$1.57 vs, $1.44 consensus.
February 18, 2021
- The Coca-Cola Company (KO) Announces 59th Consecutive Annual Dividend Increase; KO hikes its quarterly dividend by 2.4% to $0.42.
- Ventas Inc. (VTR) Reports 2020 Fourth Quarter and Full Year Results; VTR reports a Q4 FFO/share of $0.83, beating estimates by $0.11. Revenues declined by 7.5% to $921.1 million but beat estimates by $10.89 million. The company expects Q1 FFO/share of $0.66-$0.71.
- LTC Properties, Inc. (LTC) Reports 2020 Fourth Quarter Results; LTC reports Q4 FFO/share of $0.78, vs. $0.82 last year. Revenues declined by 0.4% to $46.27 million. During the quarter, the company collected 98% of contractual rent and mortgage interest.
- Inter Pipeline LTD (TSX.IPL) Announces 2020 Financial and Operating Results; IPL reports Q4 FFO/share of C$0.48. Revenues declined by 3.1% to C$624.3 million.
- TC Energy Corporation TRP) reports fourth quarter 2020 financial results; TRP reports Non-GAAP EPS of C$1.15 beats by C$0.14; GAAP EPS of C$1.20 beats by C$0.19, comparable EBITDA of C$2.3B vs. a consensus C$2.32B. Board of Directors of TRP hikes its quarterly dividend by 7.4% to C$0.87.
February 19, 2021
- Magna International Inc. (MGA) Announces Fourth Quarter 2020 Results; MGA reports Q4 Non-GAAP EPS of $2.83, beating estimates by $0.81. Revenues grew by12.4% to $10.57 billion, beating estimates by $350 million. The company also increased its quarterly dividend by 7.5% to $0.43.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: Air Products & Chemicals (APD) by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- Pokemon 25th Anniversary & McDonald’s Happy Meals | McDonald’s Stock a Buy or Hold?! by Lanny at Dividend Diplomats
- This High Quality Stock is Unloved & Underappreciated by Chuck Carnevale of FAST Graphs at Daily Trade Alert
- UPS Stock Analysis & Dividend Review by Tom at Dividends Diversify
- Altria: The Ultimate Vice Stock Is Yielding 8% And I Added It To My Dividend Portfolio by Steven Fiorillo at Seeking Alpha
- Bank On The U.S. Economy With 10% Yield, Insiders Buying: Capital Southwest by Rida Morwa at Seeking Alpha
- Target Vs. Walmart: Which Is The Better Investment by Chuck Walston at Seeking Alpha
- Two Dividend Aristocrats to Watch in 2021 by Dividend Power
- Bitcoin ETF: How To Gain Exposure To Bitcoin With An ETF by Reverse The Crush
- Warren Buffett’s Latest Stock Trades: Buys 9 Stocks, Sells 11 Stocks by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- Berkshire Hathaway: Buffett Sells Apple, Buys Value by Jonathan Weber at Seeking Alpha
- Healthcare: A Wide Choice of Large and Well-Established Companies by DivGuy at Dividend Monk
- Emerson Electric Co. (EMR) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- Manulife Financial Corp by SPBrunner at Investment Talk
Thanks for stopping by, have a nice next week!
Hawk -
ReplyDeleteSo many dividend increases, what an insane week! HOpefully... we are just getting started.
-Lanny