Week in Review 16/21

 

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:

 

 

April 19, 2021

 

• € 220.17 – Telia Company

 

April 21, 2021

 

• € 113.24 – Kesko Corporation

 

 

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

 

 

Portfolio Holdings News:

 

 

April 19, 2021

 

• The Coca-Cola Company (KO) Reports First Quarter 2021 Results; KO reports Q1 GAAP EPS of $0.52 beats by $0.02, revenue of $9B (+4.7% Y/Y) beating analyst estimates by $370M.

 

April 20, 2021

 

• Johnson & Johnson (JNJ) Reports 2021 First-Quarter Results; JNJ reports first quarter adjusted EPS of $2.59, an 12.6% increase year-over-year and $0.24 ahead of estimates. Revenue grew 7.9% to $22.32 billion, topping estimates by $280 million. The Board of Directors of Johnson & Johnson has declared a 5.0% increase in the quarterly dividend, from $1.01 per share to $1.06 per share.

 

• Philip Morris International Inc. (PM) Reports 2021 First-Quarter Results; PM reports first quarter GAAP EPS of $1.55, 32.5% higher than the previous year and a $0.18 beat of estimates. Revenue improved 6.2% to $7.59 billion and topping estimates by $320 million. For FY2021, the company expects adjusted EPS in the range of $5.95-$6.05 vs. consensus of $5.96 and previous range of $5.90-$6.00; organic revenue growth +5% to +7%.

 

• Lockheed Martin Corporation (LMT) Reports First Quarter 2021 Results; LMT reports first quarter GAAP EPS of $6.56, a 7.9% higher than the previous year and $0.24 ahead of estimates. Revenue improved 4.2% to $16.3 billion, though this missed estimates by $40 million.

 

April 21, 2021

 

• Tele2 AB (TEL2) Interim Report First Quarter 2021; TEL2’s sales fell 0.5 percent to SEK 6,550 million (6,581). The outcome can be compared with the company's combined analyst consensus, which was 6,475. Operating profit was SEK 1,202 million (1,148), expected operating profit was 1,267. The operating margin was 18.4 percent (17.4). The Board of Directors proposes an extraordinary dividend of SEK 3.00 per share to be distributed in July, 2021.

 

• Kinder Morgan, Inc.’s (KMI) Increases Dividend 3 Percent and Raises 2021 Guidance; KMI reports Q1 Non-GAAP EPS of $0.60, a 150% improvement from the previous year and $0.35 above estimates. Revenue increased 67.54% to $5.21 billion, $2.17 billion better than expected.

 

April 22, 2021

 

• AT&T Inc. (T) Reports First-Quarter Results; T reports first quarter GAAP EPS of $1.04, a 65% improvement from the previous year and $0.49 above estimates. Revenue improved 2.6% to $43.9 billion and topped expectations by $1.21 billion. T reports Q1 free cash flow of $5.9B vs. a consensus of $4.96B.

 

• Intel Corporation (INTC) Reports First-Quarter 2021 Financial Results; INTC reports first quarter of fiscal 2021 Non-GAAP EPS of $1.39, a 1% decline from last year but $0.25 ahead of estimates. Revenue declined 0.7% to $19.7 billion, topping estimates $1.75 billion.

 

• Union Pacific Corporation (UNP) Reports First Quarter 2021 Results; UNP reports first quarter diluted EPS of $2.00, a 7% decrease from last year and $0.07 lower than expected. Revenue fell 4.4% to $5 billion, which was $30 million below expectations.

 

April 23, 2021

 

• Telia Company (TELIA) Interim Report January-March 2021; TELIA reports first quarter EPS of SEK 0.24, a 12.9% decrease from the prior year and SEK 0.08 less than expected. Revenue declined 2.7% to SEK 21,814 million, which beat estimates by SEK 114 million.

 

• Kimberly-Clark Corporation (KMB) Announces First Quarter 2021 Results; KMB reports first quarter adjusted EPS of $1.80, a 15.5% decrease from last year and $0.13 lower than expected. Revenue fell 5.4% to $4.74 billion, which was $220 million below expectations.

 

 

Articles that caught my attention:

 

 

• Undervalued Dividend Growth Stock of the Week: Philip Morris (PM) by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
• Warning – RioCan Distribution Doesn’t Keep Up With Inflation by Dividend Earner
• Dividend Growth Stock of the Week: Proctor and Gamble by Justin Law at Wide Moat Research
• Are Financial Advisors Worth It? 9 Reasons Why They Are Not by Reverse The Crush
• Toronto-Dominion: Your Ticket To A Safe And Prosperous Retirement by Dividend Sensei at Seeking Alpha
• Altria Slumps On New Biden Administration Plans by Jonathan Weber at Seeking Alpha
• AbbVie: Dividend Aristocrat With A 5% Dividend Yield by Daniel Schönberger at Seeking Alpha
• Brookfield Property Partners – Take Your Money and Go by Dividend Earner
• VYMI: International Blue Chip Dividend ETF; Still Reasonable Long-Term Value by The Compound Investor
• Why Saving Too Much for Retirement Can Be a Mistake by Mark at My Own Advisor
• Dividend Growth Investing Strategy: What, How, and Why by Tom at Dividends Diversify
• 19 Blue Chip Stocks For Incredibly Reliable Dividends by Bob Ciura at Engineer my Freedom
• Lowe's Or Home Depot: Which Is A Better Buy? by Samuel Smith at Seeking Alpha
• Start Investing At 60 And Retire On Dividends Forever by Robert & Sam Kovacs at Seeking Alpha
• 3 Dividend Growth Stocks Making Money From Cannabis by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
• What You Need To Know About Kinder Morgan's Massive Earnings Beat by Jonathan Weber at Seeking Alpha
• AT&T: After A Solid Q1, More People Should Believe In This 7% Dividend Machine by Steven Fiorillo at Seeking Alpha
• AFLAC Incorporated (AFL) Dividend Stock Analysis by D4L at Dividend Growth Stocks
• Valuation Matters And It Matters A Lot by Adam Galas at Wide Moat Research
• Procter & Gamble vs. Johnson & Johnson – The Battle of Dividend Royalty | Dividend Stock Analysis by Bert at Dividend Diplomats

 

 

Thanks for stopping by, have a nice next week!