Sunday, November 13, 2022

Week in Review 45/22



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:



November 8, 2022


  • € 37.34 – Medifast, Inc. (MED)
  • € 8.32 – Metro Inc. (TSE:MRU)


November 10, 2022


  • € 37.43 – General Dynamics Corporation (GD)
  • € 35.59 – Global X SuperDividend ETF (SDIV)


Week 45: Total net dividends € 118.68


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



Portfolio Holdings News:



November 7, 2022



  • Viatris Inc. (VTRS) Reports Third Quarter 2022 Results; VTRS reports GAAP EPS of $0.29, beating analyst estimates by $0.10 and increased 11.5% year-over-year. Revenue of $4.07 billion misses analyst estimates by $70 million and decreased 10% versus the same quarter last year. Management is reaffirming its 2022 financial guidance.


  • Viatris Inc. (VTRS) Announces Two Acquisitions; VTRS announced that it intends to create an ophthalmology franchise by acquiring Oyster Point Pharma for $11.00 per share in cash plus a contingent value right and also expects to acquire Famy Life Sciences. Management anticipates these acquisitions have the potential to add at least $1 billion in sales by 2028.



November 8, 2022


  • Aflac Incorporated (AFL) Increased Quarter Dividend; AFL announced that its Board of Directors has declared the first quarter dividend of $0.42 per share, payable on March 1, 2023, to shareholders of record at the close of business on February 15, 2023. This represents a 5.0% increase over the previously declared fourth quarter dividend.


  • Air Products and Chemicals, Inc. (APD) to Receive Approximately $475 Million (CAD) in Funding for Alberta, Canada Net-Zero Hydrogen Energy Complex from Government Energy Transition Programs


November 9, 2022


  • Ahold Delhaize N.V. (AMS:AD) Reports Third Quarter 2022 Results; AD reports Non-GAAP EPS of €0.70, a 31.6% increase from the previous year. Revenue grew 20.8% to €22.4 billion. Management now forecast low-double-digit 2022 diluted underlying EPS growth versus the prior mid-single-digit guidance. The 2022 free cash flow outlook remains at approximately €2.0 billion, with net capital expenditures expected to total approximately €2.5 billion.



  • WestRock Company (WRK) To Sell Ownership Interest in RTS Packaging; WRK announced it has entered into a definitive agreement to wholly divest its ownership interest in RTS Packaging, LLC, to joint venture partner Sonoco Products Company for $330 million, subject to customary price adjustments. In addition, the Company has signed a definitive agreement to sell its uncoated recycled paperboard (URB) mills in Eaton, Indiana, and Aurora, Illinois, to Ox Industries for $50 million.





  • TC Energy Corporation (TRP) Reports Third Quarter 2022 Results; TRP reports third quarter Non-GAAP EPS of C$1.07, an 8.1% above from last year and C$0925 ahead of estimates. Revenue grew 17.3% to C$ 3.799 billion, topping estimates C$ 258 million. Management guides 2022 comparable earnings per common share are expected to be consistent with 2021.


November 10, 2022


  • Flowers Foods, Inc. (FLO) Reports Third Quarter 2022 Results; FLO reports Non-GAAP EPS of $0.30, which was the same as a year earlier and $0.01 higher than expected. Revenue grew 12.6% to $1.16 billion, topping estimates $20 million. Management guides for FY 2022 sales in the range of approximately $4.807 billion to $4.850 billion, representing an increase of approximately 11.0% to 12.0% and adjusted EPS in the range of approximately $1.25 to $1.30.






November 11, 2022



  • Algonquin Power & Utilities Corp. (AQN) Announces 2022 Third Quarter Financial Results; AQN reports Non-GAAP EPS of $0.11, missing analyst estimates by $0.05 and decreasing 27% year-over-year. Revenue grew 26.1% to $ 666.7 million, topping estimates $ 71.94 million. Management is updating its previously-disclosed Adjusted Net Earnings per common share estimate for the 2022 fiscal year from a range of $0.72-$0.77 to a range of $0.66-$0.69.



Articles that caught my attention:





Thanks for stopping by, have a nice next week!




  1. Thanks for the mention DH! Hope you have a great week.

  2. What you are think about Algonquin now after the strong down ist it a Chance to buy now or ist it to early?

    1. Hi, I would wait, I assume that next year we will get an announcement on the dividend cut. I'd like to know how big it is before investing.

      Thanks for visitig,

    2. Thank's for the awnser