Sunday, September 4, 2022

Week in Review 35/22



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:



August 29, 2022


  • € 18.07 – Eaton Corporation (ETN)


August 31, 2022


  • € 14.08 – LTC Properties, Inc. (LTC)


September 1, 2022


  • € 34.27 – Ahold Delhaize N.V. (AMS:AD)
  • € 108.38 – Intel Corporation (INTC)
  • € 8.17 – WEC Energy Group, Inc. (WEC)
  • € 41.01 – Pinnacle West Capital Corporation (PNW)
  • € 10.33 – ConocoPhillips (COP)
  • € 73.63 – United Parcel Service, Inc. (UNP)
  • € 22.27 – Aflac Incorporated (AFL)
  • € 2.78 – Visa Inc. (V)
  • € 33.53 – Magna International Inc. (MGA)


September 2, 2022


  • € 42.69 – Fortis Inc. (TSE:FTS)
  • € 40.51 – Canadian Utilities Limited (TSE:CU)


Week 35: Total net dividends € 449.72.


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



My Portfolio's Transactions:



August 31, 2022


  • I purchased 20 shares of Best Buy Co., Inc. (BBY) at $ 71.48 per share plus commission.


  • I purchased 10 shares of Medifast, Inc. (MED) at $ 125.15 per share plus commission.


September 1, 2022


  • I purchased 50 shares of Ares Capital Corporation (ARCC) at $ 19.55 per share plus commission.



Portfolio Holdings News:



August 29, 2022


  • NCC AB (NCC) to construct an additional 191 apartments in Espoo; NCC is continuing its partnership with NREP in the Niittykumpu district of Espoo, in the Finnish capital region. The parties have signed a contract for an additional 191 apartments, which will be the third phase in the area. The order value is approximately SEK 260 million.


  • Lockheed Martin Corporation (LMT) awarded a $503.72M firm-fixed-price order (N0001922F2291) against a previously issued basic ordering agreement (N0001921G0017).


  • Raytheon Technologies Corporation (RTX) has been awarded a $176.98M firm-fixed-price, ID/IQ contract for High Frequency Global Communications System (or HFGCS) – Scope Command Next Generation.



August 30, 2022



  • Best Buy Co., Inc. (BBY) Reports Second Quarter Results; BBY reports second quarter Non-GAAP EPS of $1.54, a 48.3% decline from last year but $0.25 ahead of estimates. Revenue of $10.33 billion exceeds analysts' estimates by $80 million, despite a 12.8% decline compared to the same quarter last year. For FY23 Management expect comparable sales decline in a range around 11% and to Q3 FY23 that our comparable sales will decline slightly more than the 12.1% decline we reported for the second quarter.


  • Raytheon Technologies Corporation (RTX) awarded $971.18M contract by Air Force; Raytheon Missiles & Defense, a RTX business, is awarded a $972 million contract for upgraded AMRAAM missiles. This is the first AMRAAM contract to produce an entire lot of AIM-120D3 and AIM-120C8 missiles developed under the Form, Fit, Function Refresh, also known as F3R, which updates both the missile's hardware and software.



August 31, 2022


  • Lockheed Martin Corporation (LMT) awarded a $121.57M firm-fixed-price contract for the purchase of Modernized Target Acquisition Designation Sight/Pilot Night Vision Systems components and hardware for the Apache attack helicopter.


September 1, 2022



  • NCC AB (NCC) to extend senior high school in Västerås; Together with the City of Västerås, NCC will extend Carlforsska senior high school in Västerås. The extension will meet the growing school’s needs and challenges. The contract is a turnkey project in partnering form, and is valued at approximately SEK 150 million.


September 2, 2022


  • NCC AB (NCC) to build retirement home in Denmark; NCC has been contracted by Hjörring Municipality to build a new retirement home in Sindal, Denmark. The property will accommodate 96 residential units and common service areas. The order value is approximately SEK 230 million.



Articles that caught my attention:





Thanks for stopping by, have a nice next week!




  1. Thanks for the shout-out DH. Enjoy the rest of your weekend. :)

  2. Thanks for the double mention DH! Hope you had a great weekend although I'm sure you wish you were still out and about travelling.