Sunday, December 25, 2022

Week in Review 51/22



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 19, 2022


  • € 24.71 – Duke Energy Corporation (DUK)
  • € 20.55 – Viatris Inc. (VTRS)
  • € 46.23 – The Coca-Cola Company (KO)
  • € 3.71 – Kontoor Brands, Inc. (KTB)
  • € 45.92 – Manulife Financial Corporation (TSE:MFC)
  • € 11.19 – Pembina Pipeline Corporation (TSE:PPL)


December 20, 2022


  • € 77.48 – Kesko Corporation (KESKO)
  • € 18.75 – Dominion Energy, Inc. (D)
  • € 30.44 – V.F. Corporation (VFC)


Week 51: Total net dividends € 278.98


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



My Portfolio's Transactions:



December 20, 2022


  • I purchased 30 shares of Fortis Inc. (FTS) at C$54.07 per share plus commission.



Portfolio Holdings News:



December 20, 2022



  • General Mills, Inc. (GIS) Reports Fiscal 2023 Second-Quarter Results; GIS reports Non-GAAP EPS of $1.10, beating analyst estimates by $0.04 and increased 12% year-over-year. Revenue of $5.22billion beats analyst estimates by $30 million and increased 4.0% versus the same quarter last year. For FY2023 Management now expect organic net sales to increase 8 to 9 percent, compared to the previous expectation of 6 to 7 percent and adjusted diluted EPS is now expected to increase 4 to 6 percent in constant currency, compared to the previous range of up 2 to 5 percent in constant currency.



  • Lockheed Martin Corporation (LMT) was awarded a $382.12M modification contract to procure initial spares in support of F-35 Lightning II Lot 17 deliveries by the Naval Air Systems.


  • Main Street Capital (MAIN) Announces New Portfolio Investment; MAIN announces that it recently completed a new portfolio investment to facilitate the minority recapitalization of World Micro Components, LLC. MAIN, along with its co-investor, partnered with the company's existing owner and senior management team to facilitate the transaction, with Main Street funding $18.1M in a combination of first lien, senior secured term debt and a direct minority equity investment.



December 21, 2022


  • NCC AB (NCC) continues development of the Eastern Link in Luleå; NCC and Luleå Municipality will continue with a further expansion of the Eastern Link, which will secure the water supply for a growing Luleå. NCC has now been contracted to build Luleå’s largest wastewater pumping station (P040) and provide the water supply and sewerage infrastructure for the first and second phases of the Eastern Link. The order value is approximately SEK 160 million.


  • General Dynamics Corporation (GD) was awarded a $5.13B modification to previously awarded contract to procure missile tube long-lead-time material; missile tube manufacturing; additional advance procurement, including advance construction and multi-program material-procurement, and production backup units.


  • Raytheon Technologies Corporation (RTX) was awarded a $412.6M contract for follow-on sustainment.


December 22, 2022



  • NCC AB (NCC) to build 179 apartments for Niam in Turku; NCC has signed an agreement with Niam for the construction of three residential buildings with a total of 179 rental apartments in the Herttuankulma area of Turku in Finland. The order value is approximately SEK 240 million.



December 23, 2022


  • Raytheon Technologies Corporation (RTX) was awarded a $317.42M modification (P00009) to a previously awarded fixed-price incentive contract (N0001921C0723). 



Articles that caught my attention:





Thanks for stopping by, have a nice next week!


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