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:
March 28, 2022
- € 26.93 – The Kraft Heinz Company (KHC)
- € 44.07 – Triton International Limited (TRTN)
March 30, 2022
- € 10.52 – Avance Gas Holding Ltd (AVANCE)
- € 19.80 – Gilead Sciences, Inc. (GILD)
- € 48.07 – T. Rowe Price Group, Inc. (TROW)
- € 6.57 – Main Street Capital (MAIN)
March 31, 2022
- € 40.34 – Brookfield Renewable (BEP, BEPC)
- € 54.97 – Brookfield Infrastructure (BIP, BIPC)
- € 16.38 – Eaton Corporation plc (ETN)
- € 17.54 – Union Pacific Corporation (UNP)
- € 98.89 – Digital Realty Trust, Inc. (DLR)
- € 12.64 – LTC Properties, Inc. (LTC)
- € 7.89 – Canadian National Railway Company (CNR)
April 1, 2022
- € 335.25 – Orion Corporation (ORION)
- € 11.33 – Baxter International Inc. (BAX)
- € 72.48 – PepsiCo, Inc. (PEP)
Week 13: Total net dividends € 823.67.
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
March 29, 2022
- Statement by NextEra Energy, Inc. (NEE) Regarding U.S. Department of Commerce Decision to Investigate the Solar Circumvention Petition; Management are confirming that NEE's long-term financial expectations remain unchanged, subject to the usual caveats. For 2022, we continue to expect NEE's adjusted earnings per share to be in the range of $2.75 to $2.85. For 2023 through 2025, NEE expects to grow roughly 6% to 8% per year off the expected 2022 adjusted earnings per share.
March 30, 2022
- Sampo plc (SAMPO) returns excess capital by launching a new share buyback programme; SAMPO’s Board of Directors has decided to launch a new buyback programme. The maximum amount of Sampo A shares that can be repurchased is 6.7 million shares corresponding to approximately 1.2 per cent of the total number of shares in Sampo.
- NCC AB (NCC) to sell logistics project in Gothenburg to Barings; NCC is divesting the Albatross logistics project in Arendal to Barings for an agreed property value of approximately SEK 530 million.
- NCC AB (NCC) to construct Cobot & AMR Hub in Odense; NCC has been commissioned by Mobile Industrial Robots and Universal Robots to construct a new head office of wood in Odense, Denmark. The project is a turnkey contract, and the order value is approximately SEK 450 million.
- CVS Health Corporation (CVS) reaches opioid settlement agreement with State of Florida; CVS has reached an opioid settlement agreement with Florida in which it will pay the state $484M over 18 years. The settlement means that the company will no longer be a defendant in an opioid trial scheduled to begin in April.
March 31, 2022
- Intel Corporation (INTC) to Acquire Granulate; INTC announced an agreement to acquire Granulate Cloud Solutions Ltd., an Israel-based developer of real-time continuous optimization software. Deal terms are not being disclosed.
- Walgreens Boots Alliance, Inc. (WBA) Reports Fiscal 2022 Second Quarter Results; WBA reports Non-GAAP EPS of $1.59, a 25.9% increase from last year and $0.19 above estimates. Revenues grew by 3.0% to $33.76 billion beating estimates by $430 million. Management maintaining full year adjusted EPS guidance of low-single digit growth.
- Main Street Capital (MAIN) Announces New Portfolio Investment; MAIN announce that it recently completed a new portfolio investment for facilitating the recapitalization of Jorgensen Laboratories, supplier of equipment and supplies to the veterinary profession. MAIN along with its co-investor, partnered with the company's existing owners and management team to facilitate the transaction, with Main Street funding $36.4M in a combination of first lien term debt and a direct minority equity investment.
- Royal Bank of Canada (RY) announces proposed acquisition of Brewin Dolphin; RY proposed the acquisition of Brewin Dolphin, subject to shareholder and regulatory approval, independent providers of discretionary wealth management in the U.K. and Ireland. RBC Wealth Management (Jersey), wholly owned subsidiary of RBC, announced its recommended cash offer for the entire issued and to be issued share capital of Brewin Dolphin for 515 pence per share, implying an equity value of ~C$2.6B (£1.6B) on a fully diluted basis.
- Emera Inc. (TSE:EMA): Emera Caribbean, a subsidiary of EMA Announces Sale of Its Majority Shareholding in Dominica Electricity Services Limited; Emera Caribbean announced the sale of its majority holdings in Dominica Electricity Services Limited (DOMLEC) to the Government of the Commonwealth of Dominica (GoCD). The transfer of majority ownership is effective immediately.
April 1, 2022
- Raytheon Technologies Corporation (RTX) Missiles & Defense wins $651 million SPY-6 radar contract; RTX business has won $651M with four options years totaling $2.5B, hardware, production and sustainment contract for full-rate production of the AN/SPY-6(V) Family of Radars. This contract will equip up to 31 U.S. Navy ships with SPY-6 radars with options totaling $3.2B and five years of radar production.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: JPMorgan Chase (JPM) by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- Learning from my own investment mistakes by Bob at Tawcan
- Mastercard: This Buffett-Style Blue-Chip Could Potentially Triple In The Next 5 Years by Dividend Sensei at Seeking Alpha
- Franklin Resources: Time To Buy by Dividend Power at Seeking Alpha
- IBM's Nearly-5% Yield Just Isn't Enough by Josh Arnold at Seeking Alpha
- 7 Dividend Growth Stocks For March 2022 by FerdiS, DivGro at TheStreet.com
- AT&T's Rebased Dividend Supported by Stronger Balance Sheet, Improved Business Mix by Simply Safe Dividends
- TC Energy Corp by SPBrunner at Investment Talk
- Warren Buffett’s Dividend Stocks — My Top 4 by Graham at Reverse the Crush
- Do not time the market by Dividend Growth Investor
- Dividend Income from YOU the Bloggers – February 2022 by Lanny and Bert, the Dividend Diplomats at Dividend Diplomats
- 7 Higher-Yielding Blue-Chip Bargains To Buy Instead Of AT&T by Dividend Sensei at Seeking Alpha
- Dominion Energy: A Fairly Valued Dividend Stock by Kody's Dividends at Seeking Alpha
- United Parcel Service, Inc. (UPS) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- Top 5 Dividend Growth Stocks For April 2022 by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- 2021 Annual Review Of DivGro by FerdiS at DivGro
- No longer making sense of the markets. Plus, big dividends for big returns by Dale Roberts at Cut the Crap Investing
- How To Start Dividend Investing With Little Money by Tom at Dividends Diversify
- 5 Safe And Cheap Dividend Stocks To Invest In (April 2022) by Financially Free Investor at Seeking Alpha
Thanks for stopping by, have a nice next week!
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