Sunday, December 11, 2022

Week in Review 49/22



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:



December 5, 2022


  • € 71.12 – Pfizer Inc. (PFE)
  • € 31.82 – Magna International Inc. (MGA)
  • € 55.73 – Fortis Inc. (FTS)


December 7, 2022


  • € 47.85 – Johnson & Johnson (JNJ)
  • € 50.49 – LyondellBasell Industries N.V. (LYB)
  • € 24.11 – Archer-Daniels-Midland Company (ADM)


December 9, 2022


  • € 13.73 – Amgen Inc. (AMGN)
  • € 22.07 – Emerson Electric Co. (EMR)


Week 49: Total net dividends € 316.92


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



Portfolio Holdings News:



December 5, 2022


  • V.F. Corporation (VFC) Dimmed Full-Year Forecasts; VF now expects total revenue growth in the second half of FY23 to be modestly lower than previously outlined, with revenue for the full year expected to increase 3% to 4% in constant dollars (excluding the impact of translating foreign currencies into U.S. dollars), compared to the previous guidance of up 5% to 6% in constant dollars. Adjusted diluted EPS for the full year is now expected to be $2.00 to $2.20, versus $3.18 in the prior year and compared to the previous outlook of $2.40 to $2.50.


December 7, 2022



  • Kinder Morgan, Inc. (KMI) Announces 2023 Financial Expectations; KMI expect distributable cash flow (DCF) per share of $2.13, down from our 2022 forecast of $2.17 DCF per share. KMI project interest expense to be significantly higher than our 2022 forecast, representing a DCF impact of approximately $0.15 per share. Management expect return additional value to shareholders in 2023 through an anticipated $1.13 per share dividend (annualized) and opportunistic share repurchases.


December 8, 2022


  • Edison International (EIX) Raises Common Stock Dividend; EIX declared a quarterly common stock dividend of $0.7375 per share, payable on Jan. 31, 2023, to shareholders of record on Dec. 30, 2022. This action increases the annual dividend by $0.15 per share. The 2023 annual dividend rate will be $2.95 per share, an increase of 5.4% from the current annual dividend rate of $2.80 per share.


  • Bristol-Myers Squibb Company (BMY) Announces Dividend Increase; BMY announced that its Board of Directors has declared a quarterly dividend of fifty-seven cents ($0.57) per share. The dividend is payable on February 1, 2023 to stockholders of record at the close of business on January 6, 2023. This quarterly dividend represents a 5.6% increase over last year’s quarterly dividend rate of fifty-four cents ($0.54) per share.


  • Walgreens Boots Alliance Inc. (WBA) Sells Shares of AmerisourceBergen Corporation for $1.0 Billion of Proceeds; WBA announced that it has sold shares of AmerisourceBergen Corporation (NYSE: ABC) common stock pursuant to Rule 144 for proceeds of approximately $0.8 billion and, subject to the completion of the Rule 144 sale, a concurrent share repurchase by AmerisourceBergen for proceeds of approximately $0.2 billion. Walgreens Boots Alliance’s ownership of AmerisourceBergen’s common stock has decreased from approximately 20 percent to approximately 17 percent.



  • Lockheed Martin Corporation (LMT) was awarded a $2.22B cost reimbursable modification to a previously awarded contract.


  • Air Products and Chemicals, Inc. (APD) and AES Announce Plans to Invest Approximately $4 Billion; APD and The AES Corporation (NYSE: AES) today announced plans to invest approximately $4 billion to build, own and operate a green hydrogen production facility in Wilbarger County, Texas. This mega-scale renewable power to hydrogen project includes approximately 1.4 gigawatts (GW) of wind and solar power generation, along with electrolyzer capacity capable of producing over 200 metric tons per day (MT/D) of green hydrogen, making it the largest green hydrogen facility in the United States.


  • W. P. Carey Inc. (WPC) Increases Quarterly Dividend; WPC reported that its Board of Directors increased its quarterly cash dividend to $1.065 per share, equivalent to an annualized dividend rate of $4.26 per share. The dividend is payable on January 13, 2023 to stockholders of record as of December 30, 2022.


December 9, 2022


  • Pfizer Inc. (PFE) Announces Dividend Increase; PFE announced that its board of directors declared a 2.5% increase in the quarterly cash dividend from $0.40 to $0.41 payable March 3, 2023, to holders of record on January 27, 2023.



Articles that caught my attention:





Thanks for stopping by, have a nice next week!


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