Sunday, February 26, 2023

Week in Review 8/23



 

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:



February 20, 2023


  • € 45.73 – Unum Group (UNM)


February 22, 2023


  • € 13.52 – WestRock Company (WRK)


February 24, 2023


  • € 14.78 – Starbucks Corporation (SBUX)
  • € 82.15 – Royal Bank of Canada (RY)


Week 8: Total net dividends € 156.18


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



My Portfolio's Transactions:



February 24, 2023


  • I purchased 50 shares of Brookfield Infrastructure Corporation (BIPC) at $43.41 per share plus commission.



Portfolio Holdings News:



February 21, 2023


  • General Mills, Inc. (GIS) Raises Fiscal 2023 Guidance; GIS now expects oOrganic net sales growth of approximately 10 percent, adjusted operating profit growth of 6 to 7 percent in constant currency, adjusted diluted EPS growth of 7 to 8 percent in constant currency and free cash flow conversion of at least 90 percent of adjusted after-tax earnings.


  • The Home Depot, Inc. (HD) Announces Fourth Quarter and Fiscal 2022 Results; HD reports fourth quarter GAAP EPS of $3.30, 2.8% above from last year and $0.02 ahead of estimates. Revenue of $35.83 billion misses analyst estimates by $170 million albeit increased 0.3% versus the same quarter last year. Management guides for FY23 sales growth and comparable sales growth to be approximately flat compared to fiscal 2022.


  • The Home Depot, Inc. (HD) Increases Quarterly Dividend; HD announced that its board of directors approved a 10 percent increase in its quarterly dividend to $2.09 per share, which equates to an annual dividend of $8.36 per share. The dividend is payable on March 23, 2023, to shareholders of record on the close of business on March 9, 2023.


  • Medifast, Inc. (MED) Announces Fourth Quarter and Full Year 2022 Financial Results; MED reports fourth quarter Non-GAAP EPS of $3.70, 27.2% above from last year and $1.48 ahead of estimates. Revenue of $337.2 million beats analyst estimates by $7.1 million but decreased 10.7% versus the same quarter last year. Management expects first quarter 2023 revenue to be in the range of $300 million to $320 million and diluted EPS to be in the range of $1.75 to $2.40.


  • Realty Income Corporation (O) and Plenty Announce Strategic Alliance; O and Plenty Unlimited Inc. ("Plenty") today announced that they have entered into a strategic real estate alliance to support the development of Plenty's indoor vertical farms. Under the terms of the agreement, Realty Income will acquire and provide development funding for properties that will house Plenty's indoor farms. These properties will be leased to Plenty under long-term net leases. The agreement provides for up to $1 billion of development opportunities.




February 22, 2023


  • Intel Corporation (INTC) Cuts Quarterly Dividend; INTC announced that its board of directors has reset its dividend policy and declares the quarterly dividend to $0.125 per share -65.8% decrease from prior dividend of $0.365. The dividend will be payable on June 1, 2023, to stockholders of record on May 7, 2023.




February 23, 2023



  • Lockheed Martin Aeronautics (LMT) is awarded a not-to-exceed $170M undefinitized cost-plus-fixed-fee order against a previously issued basic ordering agreement (N0001919G0008) and awarded a $164.34M modification to contract W31P4Q-22-D-0021 for Phased Array Tracking Radar to Intercept on Target (or PATRIOT) Advanced Capability-3 product assurance and launcher recapitalization.


  • Eaton Corporation plc (ETN) Increases Quarterly Dividend; ETN declared a quarterly dividend of $0.86 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 24, 2023, to shareholders of record at the close of business on March 6, 2023.



  • Medical Properties Trust, Inc. (MPW) Reports Fourth Quarter and Full-year Results; MPW reports FFO of $0.43, in line with expectations and decreasing 8.5% year-over-year. Revenue of $380.48 million beats analyst estimates by $7.49 million but decreased 7.0% versus the same quarter last year. Management is introducing initial 2023 calendar estimates of per share net income $0.83 to $0.98 and NFFO of $1.50 to $1.65.




February 24, 2023






Articles that caught my attention:





Thanks for stopping by, have a nice next week!


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