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 28, 2021
- € 44.33 – Cisco Systems Inc.
April 29, 2021
- € 49.71 – Tele2 AB
- € 29.80 – Ahold Delhaize N.V.
- € 74.51 – Scotiabank
- € 36.63 – Canadian Imperial Bank of Commerce
April 30, 2021
- € 92.57 – Altria Group Inc.
- € 11.65 – LTC Properties Inc.
- € 71.71 – TD Bank Group
- € 43.78 – TC Energy Corporation
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
April 26, 2021
- Unilever (UNA) to acquire Onnit; Unilever announced today that it has signed an agreement to acquire Onnit, a holistic wellness and lifestyle company, based in Austin, Texas (US).
- Raytheon Technologies Corporation (RTX) Board of Directors Declares Quarterly Dividend Increase; Board of Directors of RTX declared a dividend of 51 cents per outstanding share of RTX common stock, which represents an increase of more than 7 percent over the prior quarter's dividend amount. The dividend will be payable on June 17, 2021 to shareowners of record at the close of business on May 21, 2021.
- Eaton to acquire a 50 percent stake in Jiangsu YiNeng Electric’s busway business; ETN announced it has signed an agreement to acquire a 50 percent stake in Jiangsu YiNeng Electric’s busway business, which manufactures and markets busway products in China and had sales of $60 million in 2020.
April 27, 2021
- Orion Corporation (ORION) Interim Report 1-3/2021; ORION reports first quarter earnings per share of €0.42, 11.6% lower than the prior year. Revenue declined 4.0% to €268 million, but was €15 million higher than expected.
- UPM-Kymmene Corporation (UPM) Interim Report Q1 2021; UPM reports first quarter EPS of €0.42, a decrease of 2.4% compared to the previous year but €0.03 ahead of expectations. Revenue fell 2.3% to €2,234 million, but was €85 million more than anticipated.
- ONEOK, Inc. (OKE) Announces First Quarter 2021 Earnings; Increases 2021 Financial Guidance; OKE reports diluted EPS of $0.86, beating analyst estimates by $0.06. Revenue of $3.19 billion beats analyst estimates by $410 million and increases 49.1% versus the same quarter last year. FY21 Guidance updated: Net income midpoint increase to $1.35B; Diluted earnings per common share midpoint increase to $3.02; and Adjusted EBITDA midpoint increase to $3.2B.
- Starbucks Corporation (SBUX) Reports Q2 Fiscal 2021 Results; SBUX reports GAAP EPS of $0.56, $0.05 better than expected. Revenue grew 11.2% to $6.67 billion, $110 million lower than expected.
- 3M Company (MMM) Reports First-Quarter 2021 Results; MMM reports adjusted EPS of $2.77, beating analyst estimates by $0.48 and increasing 27% year-over-year. Revenue of $8.9 billion beats analyst estimates by $460 million and increases 9.6% versus the same quarter last year.
- Raytheon Technologies Corporation (RTX) Reports First Quarter 2021 Results; RTX reports first quarter adjusted EPS of $0.90, a decline of 47.8% year-over-year but $0.07 ahead of estimates. Revenue improved 34.2% to $15.25 billion, $80 million lower than expected.
- United Parcel Service Inc. (UPS) Releases 1Q 2021 Earnings; UPS reports adjusted EPS of $2.77, beating analyst estimates by $1.05 and increasing 141% year-over-year. Revenue of $22.91 billion beats analyst estimates by $2.17 billion and increases 27% versus the same quarter last year.
- Archer-Daniels-Midland Company (ADM) Reports First Quarter Earnings; ADM reports first quarter adjusted EPS of $1.39, 117% higher than the prior year and $0.33 above estimates. Revenue improved 26.2% to $18.89 billion, $2.69 billion better than expected.
April 28, 2021
- Kesko Corporation (KESKO) Interim Report Q1 2021; KESKO reports first quarter EPS of €0.20, 150% higher than the prior year. Revenue fell 2.3% to €2,234 million, but was €85 million more than anticipated. Revenue remained at the level of the comparison period and amounted to EUR 2,539 million. Comparably revenue increased by 5.9 percent.
- Qualcomm Incorporated (QCOM) Announces Second Quarter Fiscal 2021 Results; QCOM reports second quarter adjusted EPS of $1.53, 273% higher than the prior year and $0.15 above estimates. Revenue improved 52.7% to $7.94 billion, $320 million better than expected.
- Chevron Corporation (CVX) Increases Quarterly Dividend; The Board of Directors of CVX declared a quarterly dividend of one dollar and thirty-four cents ($1.34) per share, an increase of five cents ($0.05) per share or approximately 4 percent. The dividend is payable June 10, 2021, to all holders of common stock as shown on the transfer records of the Corporation at the close of business May 19, 2021.
- Pfizer Inc. (PFE) Acquires Amplyx Pharmaceuticals; PFE announced that it has acquired Amplyx Pharmaceuticals, Inc., a privately-held company dedicated to the development of therapies for debilitating and life-threatening diseases that affect people with compromised immune systems. Amplyx’s lead compound, Fosmanogepix (APX001), is a novel investigational asset under development for the treatment of invasive fungal infections.
- General Dynamics Corporation (GD) Reports First-Quarter 2021 Financial Results; GD reports first quarter adjusted EPS of $2.48, 2.1% above last year's result and $0.18 higher than expected. Revenue improved 7.3% to $9.39 billion, $490 million higher than expected.
- Aflac Incorporated (AFL) Announces First Quarter Results; AFL reports adjusted EPS of $1.87, 139.7% higher than the prior year and $0.67 above estimates. Revenue improved 13.8% to $5.87 billion, $340 million better than expected.
April 29, 2021
- Neste Corporation (NESTE) Interim Report January–March 2021; NESTE reports EPS of €0.31, 61.3% less than the prior year, but in-line with estimates. Revenue was lower by 4.2% to $3.1 billion, $44 million better than expected.
- Unilever PLC (UL) Q1 2021 Trading Statement; UL reports revenue of €12.33B, 0.9% less than the prior year, but €280 million better than expected.
- The Kraft Heinz Company (KHC) Reports First Quarter 2021 Results; KHC reports EPS of $0.46, a 48.4% increase from the previous year but $0.14 lower than expected. Revenue improved 3.7% to $6.39 billion, $150 million higher than expected.
- Bristol-Myers Squibb Company (BMY) Reports First Quarter Financial Results for 2021; BMY reports GAAP EPS of $0.89, $0.26 higher than expected. Revenue increased 2.7% to $11.07 billion, but $90 million lower than expected.
- Gilead Sciences, Inc. (GILD) Announces First Quarter 2021 Financial Results; GILD reported first quarter adjusted EPS of $1.37, a 12.3% increase from the previous year but $0.38 below estimates. Revenue increased 15.7% to $6.42 billion, $340 million below estimates.
- Baxter International Inc. (BAX) Reports First-Quarter 2021 Results; BAX reported first quarter adjusted EPS of $0.58, which was a decline of 9% and $0.01 below estimates. Revenue increased 5.4% to $2.95 billion, $50 million more than expected.
- Altria Group, Inc. (MO) Reports 2021 First-Quarter Results; MO reports EPS of $0.77, 7.2% lower than the prior year and $0.23 lower than expected. Revenue declined 3.4% to $4.88 billion, $110 million below estimates.
- McDonald's Corporation (MCD) Reports First Quarter 2021 Results; MCD reports first quarter adjusted EPS of $2.05, 39% above last year's result and $0.24 higher than expected. Revenue improved 8.7% to $5.12 billion, $80 million higher than expected.
- Triton International Limited (TRTN) Reports First Quarter 2021 Results; TRTN reports first quarter adjusted EPS of $1.92, 12.9% above last year's result and $0.19 higher than expected. Revenue improved 7.9% to $346.7 million, $7.4 million less than expected.
- T. Rowe Price Group, Inc. (TROW) Reports First Quarter 2021 Results; TROW reports first quarter GAAP EPS of $3.17, 125% higher than the prior year and $0.17 above estimates. Revenue improved 25.3% to $1.83 billion, $20 million better than expected.
- Digital Realty Trust, Inc. (DLR) Reports First Quarter 2021 Results; DLR reports first quarter FFO of $1.67, a 9.15% increase from the previous year and $0.11 ahead of estimates. Revenue improved 32.4% to $1.09 billion, $40 million higher than expected.
- W. P. Carey Inc. (WPC) Announces Two Industrial Investments Totaling $67 Million; WPC announced two industrial investments totaling $67 million and covering approximately 580,600 square feet. The investments comprise operationally-critical properties triple-net leased to industry-leading tenants with a weighted-average lease term of approximately 13.5 years.
- LTC Properties, Inc. (LTC) Reports 2021 First Quarter Results; LTC reports first quarter FFO of $0.62, 16.2% lower than last year and $0.06 less than expected. Revenue declined 13.2% to $40.28 million, $2.85 million below estimates.
- Realty Income Corporation (O) To Merge With VEREIT® In All-Stock Transaction; O and VEREIT, Inc. (VER) today announced that the two companies have entered into a definitive merger agreement by which Realty Income will acquire VEREIT in an all-stock transaction, creating a combined company with an enterprise value of approximately $50 billion. Under the terms of the agreement, VEREIT shareholders will receive 0.705 shares of Realty Income stock for every share of VEREIT stock they own.
- BCE Inc. (BCE) Reports First Quarter 2021 results; BCE reports GAAP EPS of CA$0.71 5.3% lower than the prior year and in-line with estimates. Revenue increased 1.2% to CA$5.7 billion, topping estimates by CA$70 million.
- Canadian Utilities Limited (TSE: CU) Reports First Quarter 2021 Earnings; CU announced first quarter 2021 adjusted earnings of $191 million, or $0.70 per share, $12 million or $0.04 per share higher compared to $179 million, or $0.66 per share, in the first quarter of 2020.
April 30, 2021
- Chevron Corporation (CVX) Announces First Quarter 2021 Results; CVX reported first quarter adjusted EPS of $0.72, a 62.7% lower than last year and $0.16 below estimates. Revenue increased 4.6% to $31.07 billion, $1.48 billion below estimates.
- AbbVie Inc. (ABBV) Reports First-Quarter 2021 Financial Results; ABBV reported first quarter adjusted EPS of $1.99, which was a decline of 1.49% but $0.52 ahead of estimates. Revenue increased 50.9% to $13.01 billion, $230 million more than expected.
- Illinois Tool Works Inc. (ITW) Reports First Quarter 2021 Results; ITW reports first quarter adjusted EPS of $2.11, 19.2% above last year's result and $0.21 higher than expected. Revenue improved 8.4% to $3.5 billion, $60 million higher than expected.
- Lazard Ltd (LAZ) Reports First-Quarter 2021 Results; LAZ reports first quarter adjusted EPS of $0.75, a 34% increase from the previous year, but $0.07 lower than expected. Revenue improved 15.1% to $648 million, but was $18.16 million less than expected.
- W. P. Carey Inc. (WPC) Announces First Quarter 2021 Financial Results; WPC reports first quarter FFO of $1.22, a 2.4% decrease from the previous year but $0.07 ahead of estimates. Revenue increased 3.9% to $306.17 million, topping estimates by $3.32 million.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: T. Rowe Price (TROW) by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- How To Make 1000 A Month In Dividends by Reverse The Crush
- Dividend Stock Watch List: Lanny’s May 2021 Edition by Lanny at Dividend Diplomats
- The 13 Best ESG Stocks To Consider In 2021 by The Impact Investor at Sure Dividend
- IBM: Things Are Changing by Dividend Power at Seeking Alpha
- Canadian National Railway Is A Must-Own Dividend Stock by Leo Nelissen at Seeking Alpha
- New Biden Tax: How It Can Hurt You, And A Winning Solution by Rida Morwa at Seeking Alpha
- Defensive Investment Strategy: A Guide To Make Money Now by Tom at Dividends Diversify
- Millennials want to FIRE at age 50 by Mark at My Own Advisor
- It Takes More Than Money to Retire Early Interview: Tawcan by Retire by 40
- Retirement and the Withdrawal Mechanics by The Dividend Guy
- Cardinal Health, Inc. (CAH) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- Lockheed Martin Or General Dynamics: Which Is A Better Buy? by Samuel Smith at Seeking Alpha
- Dividend Growth Stock of the Month for May 2021 — SPECIAL EDITION by David Van Knapp at Daily Trade Alert
- Realty Income to Acquire VEREIT for $16 Billion; Dividend Remains Secure by Matt at Simply Safe Dividends
Thanks for stopping by, have a nice next week!
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