Sunday, January 8, 2023

Week in Review 1/23


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:

January 3, 2023

  • € 20.13 – UGI Corporation (UGI)
  • € 12.29 – Baxter International Inc. (BAX)
  • € 24.61 – Best Buy Co., Inc. (BBY)
  • € 69.52 – TELUS Corporation (TSE:T)

January 4, 2023

  • € 10.58 – Kimberly-Clark Corporation (KMB)

January 5, 2023

  • € 42.26 – Brookfield Renewable (BEP, BEPC)
  • € 57.32 – Brookfield Infrastructure (BIP, BIPC)

Week 1: Total net dividends € 236.71

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

Portfolio Holdings News:

January 3, 2023

  • NCC signs construction contract to build Park Central in Gothenburg; NCC has signed an agreement for the construction of Park Central. This project comprises a station and office building totaling approximately 40,000 square meters and is to be constructed directly adjacent to Gothenburg Central Station and the West Link (Västlänken) Centralen station.

January 4, 2023

  • Orion Corporation (ORNBV) and Amneal enter strategic partnership; ORNBV receives exclusive licence to commercialise Amneal’s generic products in Europe, Australia and New Zealand. Under the terms of the agreement, Orion is granted exclusive licence to commercialise and sell Amneal’s generic products in most parts of Europe as well as in Australia and New Zealand. The initial portfolio will include a mix of generic products commercially available in the U.S. today, as well as selected pipeline products currently under development. Initial products will be registered throughout Europe, Australia and New Zealand starting in 2023, with launches expected over the coming years.

  • UGI Corporation (UGI) Announces Investment in Additional Renewable Natural Gas Projects in South Dakota; UGI announced that MBL Bioenergy has entered an agreement to develop its second and third clusters of dairy manure waste to renewable natural gas (“RNG”) projects in South Dakota. In total, these additional projects will represent approximately $150 million of investment by MBL Bioenergy, of which 100% of the funds will be provided by UGI Energy Services, LLC (“UGIES”), a subsidiary of UGI. MBL Bioenergy is a joint venture partnership between UGIES, Sevana Bioenergy and a subsidiary of California Bioenergy (“CalBio”) with the sole purpose of developing RNG projects in South Dakota.

January 5, 2023

  • Walgreens Boots Alliance, Inc. (WBA) Reports Fiscal 2023 First Quarter Results; WBA reports first quarter Non-GAAP EPS of $1.16, a 30.8% decline from last year but $0.02 ahead of estimates. Revenue of $33.38 billion beats analyst estimates by $340 million but decreased 1.5% versus the same quarter last year. For FY2023 management maintaining adjusted EPS guidance of $4.45 to $4.65 and raised sales guidance to $133.5 billion to $137.5 billion.

  • Lockheed Martin Corporation (LMT) was awarded a $139.65M cost-plus-incentive-fee, cost-plus-fixed-fee, cost-only, and firm-fixed-price contract for AEGIS fielding and sustainment. LMT was also awarded a $130.74M cost-plus-incentive-fee, cost-plus-fixed-fee, firm-fixed-price, and fixed-price-award-fee modification to previously awarded contract N00024-13-C-5116 for AEGIS Combat System engineering agent efforts for the continued performance of engineering, development, and delivery of AEGIS Weapon System capabilities for FFG 62, and Coast Guard OPC3 Athena.

  • Raytheon Technologies Corporation (RTX) was awarded a $208.74M firm-fixed-price contract for the Naval Strike Missile Coastal Defense System for the Republic of Romania.

  • LTC Properties, Inc. (LTC) Invests $128 Million North Carolina; LTC announced an approximate $128 million investment in 12 assisted living/memory care properties (a combined 937 licensed beds in 568 units). The communities are located throughout North Carolina and are currently owned and operated by an existing LTC partner.

January 6, 2023

Articles that caught my attention:

Thanks for stopping by, have a nice next week!


  1. Hi Dividend Hawk! :)

    I have read your weekly summaries for a long time and I just want to say that your posts have been a great inspiration for me when building my own dividend portfolio and at the beginning when I decided what dividend strategy to follow!

    /InkomstInvesteraren (a Swedish dividend investor focused on dividend stocks with a bit higher yield)

    1. Hi Inkomstinvesteraren!

      Glad to hear that I have been able to inspire you.

      Tack för ditt besök och välkommen åter!