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:
July 4, 2022
- € 47.15 – The Coca-Cola Company (KO)
- € 71.61 – TELUS Corporation (TSE:T)
July 5, 2022
- € 14.36 – Kimberly-Clark Corporation (KMB)
- € 16.75 – Best Buy Co., Inc. (BBY)
Week 27: Total net dividends € 149.87.
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
My Portfolio's Transactions:
July 4, 2022
- I closed my Bonava AB (BONAVA) position by selling 300 shares at SEK 30.00 per share plus commission.
July 5, 2022
- I purchased 10 shares of Texas Instruments Incorporated (TXN) at $ 144.48 per share plus commission.
At today's exchange rate that purchase 10 shares of TXN will increase € 33.70 of my expected annual net dividend income. After this acquisition, TXN’s weight of my portfolio is about 0.43% and its share of future annual dividend income is approximately 0.33%.
Portfolio Holdings News:
July 4, 2022
- NCC AB (NCC) to build a school and kindergarten in Helsinki; NCC has been commissioned by the City of Helsinki to build a school and kindergarten in Länsi-Pakila, in the northern part om Helsinki, Finland. Construction will start in the autumn and the order value amounts approximately SEK 150 million.
July 5, 2022
- General Mills, Inc. (GIS) Completes Sale of Helper and Suddenly Salad Businesses; GIS announced it has completed the sale of its Helper main meals and Suddenly Salad side dishes businesses to Eagle Family Foods Group in a cash transaction valued at approximately $610 million.
- Lockheed Martin Corporation (LMT) is awarded a ~$185.92M cost-plus-incentive-fee contract modification to previously awarded contract N00024-20-C-6117 to exercise an option for engineering design and development.
- Eaton Corporation plc (ETN) acquires 50% stake in Jiangsu Huineng Electric Co., Ltd.’s circuit breaker business; ETN completed the acquisition of a 50% stake in the circuit breaker business of Jiangsu Huineng Electric, manufacturer and marketer of low-voltage circuit breakers in China.
July 6, 2022
- Cardinal Health, Inc. (CAH) acquires the Bendcare CPO-GPO entity; CAH announced that it has acquired the Bendcare group purchasing organization (CPO-GPO) entity and made a minority investment in the Bendcare management services organization (MSO). Financial terms of the transaction were not disclosed.
- General Dynamics Corporation (GD) has been awarded a maximum $145.47M firm-fixed-price, ID/IQ contract for multiple spare parts in the Abrams Main Battle Tank, Stryker Family of Vehicles, Light Armored Vehicle Family of Vehicles, Cougar, Buffalo and RG-31.
- Air Products and Chemicals, Inc. (APD) and VPI Sign Joint Development Agreement for Large-scale, Low-carbon Hydrogen Production in Humber; APD and power generator VPI are pleased to announce the signing of a joint development agreement to drive forward the "Humber Hydrogen Hub" or "H3", which seeks to develop a flagship 800MW low-carbon hydrogen production facility in Immingham, UK.
July 7, 2022
- General Dynamics Corporation (GD) was awarded a ~$280.11M firm-fixed-price contract to procure trophy kits for the M1A2 SEPv2 and M1A2 SEPv3 Abrams Family of Vehicles.
July 8, 2022
- Fortum Corporation’s (FORTUM) subsidiary Uniper applies for stabilisation measures in Germany; FORTUM’s subsidiary Uniper has today filed for government support under the newly adopted German energy legislation. As Germany's biggest importer of gas, Uniper has been hit hardest by the Russian gas curtailment and as a result is under extreme financial pressure. Since mid-June, Uniper has received only 40% of the contracted gas volumes from Russia and has had to source the replacement volumes in the market at significantly higher prices.
- NCC AB (NCC) divests trenchless pipe installation operations to No Dig Alliance; NCC is selling NoDig, the company’s Swedish and Norwegian trenchless pipe installation operations, to No Dig Alliance. The transaction is expected to be completed in the third quarter of 2022.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: Comcast (CMCSA) by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- Why I don’t invest in… by Bob at Tawcan
- 15 Stocks You Wanted To See by Chuck Carnevale of FAST Graphs at Daily Trade Alert
- Better High Yield SWAN Buy: Enbridge Vs. The Williams Companies by High Yield Investor at Seeking Alpha
- Energy Transfer: Fair Value Of $20 And The Yield Is 8% Today by Steven Fiorillo at Seeking Alpha
- June 2022 Dividend Income Update by Mark at My Own Advisor
- Nike’s Valuation Is Compelling by Financial Freedom Is A Journey
- What’s on My Buy List? [Podcast] by DivGuy at The Dividend Guy Blog
- Top 5 Dividend Growth Stocks For July 2022 by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
- 10 Best Canadian Dividend Stocks: July 2022 Update by Dividend Earner
- Retirement Best Practice: Active Income Vs. Passive Income by David Alton Clark at Seeking Alpha
- Comcast Is Potentially Set To Soar And Too Cheap To Ignore by Dividend Sensei at Seeking Alpha
- Raytheon Technologies Corporation (RTX) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- T. Rowe Price (TROW): Attractive Valuation And 4%+ Dividend Yield by Dividend Power at Seeking Alpha
- First Half Of 2022 Stock Market And Portfolio Update by Dale Roberts at Seeking Alpha
Thanks for stopping by, have a nice next week!
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