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 14, 2022
- € 42.54 – ONEOK, Inc. (OKE)
February 15, 2022
- € 44.03 – Kinder Morgan, Inc. (KMI)
- € 73.99 – AbbVie Inc. (ABBV)
- € 80.85 – Omega Healthcare Investors, Inc. (OHI)
- € 18.30 – Main Street Capital (MAIN)
- € 20.18 – Realty Income Corporation (O)
February 16, 2022
- € 47.89 – Emera Incorporated (EMA)
February 18, 2022
- € 39.26 – Unum Group (UNM)
Week 7: Total net dividends € 367.04
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
February 14, 2022
- Kesko Corporation’s (KESKO) sales grew in January; KESKO Group's sales totalled €823.4 million in January 2022, representing an increase of 7.7% on the previous year. In comparable terms, sales grew by 7.6%.
- Lockheed Martin Corporation (LMT) Terminates Agreement To Acquire Aerojet Rocketdyne; LMT announced it has terminated its agreement to acquire Aerojet Rocketdyne Holdings, Inc. (NYSE: AJRD). The decision to terminate the agreement follows the U.S. Federal Trade Commission's (FTC) lawsuit filed late last month seeking a preliminary injunction to block the acquisition.
- 3M Company (MMM) Announces 2022 Guidance; MMM issues FY 2022 guidance for sales growth of 1%-4%, which implies total sales of $35.71B-$36.77B, in line with $36.73B analyst consensus estimate, and earnings of $10.15-$10.65/share.
- Emera Incorporated (TSE: EMA) Reports 2021 Fourth Quarter and Annual Financial Results; EMA reports adjusted EPS of C$ 0.64, a decrease of C$ 0.11 from C$ 0.75 in Q4 2020. Q4 2021 reported net income was $324 million, or $1.24 per common share, compared with net income of $273 million, or $1.09 per common share, in Q4 2020.
February 15, 2022
- Triton International Limited (TRTN) Reports Fourth Quarter and Full Year 2021 Results; TRTN reports Non-GAAP EPS of $2.67, 57% growth YoY, beating analyst estimates by $0.15. Revenues grew by 23.7% to $417.2 million, but miss estimates by $5 million.
- TC Energy Corporation TRP) reports fourth quarter 2021 financial results; TRP reports Non-GAAP EPS of C$1.06 beats by C$0.02 but 7.8% decline from the prior year. Board of Directors of TRP hikes its quarterly dividend by 3.4% to C$0.90.
February 16, 2022
- Koninklijke Ahold Delhaize N.V. (AMS:AD) Reports Fourth Quarter and Full Year 2021 Results; AD reports GAAP EPS of €0.62, beating analyst estimates by €0.06. Revenues increased by 2.8% to €20.14 billion, which was €2.01 billion below estimates. AD propose a cash dividend of €0.95 for fiscal 2021, which is a 5.6% increase compared to 2020.
- Cisco Systems, Inc. (CSCO) Reports Second Quarter Earnings; CSCO reports Non-GAAP EPS of $0.84, a 6% increase from last year and $0.16 above estimates. Revenues also grew by 5.8% to $12.7 billion beating estimates by $30 million. CSCO increased dividend by 3% and authorized additional $15 billion for stock repurchase. Management guides for fiscal 2022 revenue growth will be 5.5% to 6.5% and Non-GAAP EPS will be $3.41 to $3.46
- The Kraft Heinz Company (KHC) Reports Fourth Quarter and Full Year 2021 Results; KHC reports Non-GAAP EPS of $0.79, a decrease of 1.3% from last year but $0.16 higher than expected. Revenues declined by 3.3% to $6.71 billion, beating estimates by $80 million. Management guides adjusted EBITDA to be in the range of $5.8B to $6B.
- Nutrien Ltd (NTR) Increases Dividend and Announces Intent to Launch a New Share Repurchase Program; NTR’s Board of Directors declared a quarterly dividend of US$0.48 per share payable on April 14, 2022, to shareholders of record on March 31, 2022. This represents a four percent increase from the prior dividend declared on November 1, 2021 and equates to an annualized dividend of US$1.92 per share. The Board also approved the purchase of up to ten percent of the public float of Nutrien’s common shares over a one-year period through a normal course issuer bid.
- Nutrien Ltd. (NTR) Reports Fourth Quarter and Full Year 2021 Results; NTR reports Non-GAAP EPS of $2.47, beating estimates by $0.09 and 929% growth year-over-year. Revenues grew by 79.5% to $7.27 billion beating analyst estimates by $710 million. Management expects adjusted net earnings of $10.20 to $11.80 and adjusted EBITDA of $10.0 to $11.2 billion for FY2022.
February 17, 2022
- Orion Corporation’s (ORION) collaboration partner Bayer upgrades estimate on Nubeqa®’s peak sales potential; ORION’s collaboration partner Bayer has upgraded estimate on Nubeqa®’s (darolutamide) peak sales potential. According to Bayer’s new estimate, Nubeqa’s annual global peak sales could exceed EUR 3 billion. Earlier Bayer has anticipated that Nubeqa’s annual global peak sales could exceed EUR 1 billion.
- NCC AB (NCC) to renovate healthcare building at Nyköping Hospital; NCC has been commissioned by Region Sörmland to renovate and remodel a healthcare building at Nyköping Hospital. The order is included in the parties’ strategic partnering arrangement and amounts to about SEK 200 million.
- ConocoPhillips (COP) Completes Purchase of Additional 10% Shareholding Interest in APLNG; COP announced through its Australian subsidiary that it has completed the purchase of an additional 10% shareholding interest in Australia Pacific LNG (APLNG) from Origin Energy for $1.645 billion. Based on the new 47.5% ownership interest and a full-year average Brent price of $78 per barrel, ConocoPhillips would expect approximately $1.8 billion of distributions from APLNG in 2022, with roughly $0.5 billion expected in the first quarter.
- Baxter International Inc. (BAX) Reports Fourth-Quarter and Full-Year 2021 Results; BAX reports Non-GAAP EPS of $1.04, a 30% increase from the prior year and $0.01 above estimates. Revenues grew 9.7% to $3.51 billion topping expectations by $160 million. Management expects adjusted earnings of $4.25 to $4.35 per diluted share for FY2022.
- The Coca-Cola Company (KO) Announces 60th Consecutive Annual Dividend Increase and Net Share Repurchase Outlook; The Board of Directors of KO approved the company’s 60th consecutive annual dividend increase, raising the quarterly dividend approximately 5 percent from 42 cents to 44 cents per common share. KO expects to resume share repurchases in 2022, with net share repurchases of approximately $500 million for the year.
- Digital Realty Trust, Inc. (DLR) Reports Fourth Quarter 2021 Results; DLR reports FFO of $1.67 compared to $1.61 in 4Q20. Revenues grew by 4.7% to $1.11 billion topping expectations by $10 million. Management Introduced FY2022 core FFO per share outlook of $6.80-$6.90.
- LTC Properties, Inc. (LTC) Reports 2021 Fourth Quarter Results; LTC reports FFO of $0.56, a decrease of 28.2% from last year and misses estimates by $0.01. Revenues declined by 14.8% to $39.44 million, but beat estimates by $4.38 million.
February 18, 2022
- NCC AB (NCC) to construct 87 tenant-owner apartments in central Skellefteå; NCC and HSB will initiate a partnering project and construct two buildings with 87 apartments in the growing city of Skellefteå. The order value is approximately SEK 190 million.
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
- Should You Buy The Dip? by Retire by 40
- 3M: This Dividend King Is A Train Wreck by Financial Freedom Is A Journey
- Energy Transfer Vs. Plains All American: Which Is A Better Investment? We Like Both by Samuel Smith at Seeking Alpha
- Starbucks Stock: Coffee Lovers' Dividend Stock Dream - Dividend Investing by Dividend Diplomats at Seeking Alpha
- Why Is Financial Education Important For Youth? by Graham at Reverse the Crush
- Warren Buffett’s Recent Trades – 7 Buys, 10 Sells by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- 3 Dividend Aristocrat Utilities by Dividend Power
- 2022 Semiconductor Stocks List | The Top 10 Semiconductor Stocks Now by Bob Ciura at Sure Dividend
- Procter & Gamble: The Ultimate SWAN Stock by Passive Income Pursuit at Seeking Alpha
- Can Unilever's Dividend Be Trusted After The GSK Disaster? by John Kingham at Seeking Alpha
- Cisco Systems, Inc. (CSCO) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- 15 Dividend UCITS ETF ‘s for European investors in 2022 by European DGI
- How To Retire With A Million In 10 Years And Live Off Dividends by Financially Free Investor at Seeking Alpha
Thanks for stopping by, have a nice next week!
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