Week in Review 14/23

 

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:

April 3, 2023

• €92.38 – Nordea Bank Abp (NDA)
• €19.72 – UGI Corporation (UGI)
• €45.89 – Brookfield Renewable Corporation (BEPC)
• €52.26 – Brookfield Infrastructure Corporation (BIPC)
• €11.83 – Baxter International Inc. (BAX)
• €78.55 – PepsiCo, Inc. (PEP)
• €64.65 – Ares Capital Corporation (ARCC)
• €67.45 – TELUS Corporation (TSE:T)
• €43.17 – Pembina Pipeline Corporation (TSE:PPL)
• €7.99 – Canadian National Railway Company (TSE:CNR)

April 4, 2023

• €10.46 – Kimberly-Clark Corporation (KMB)
• €47.14 – The Coca-Cola Company (KO)

April 6, 2023

• €566.20 – Neste Corporation (NESTE)

Week 14: Total net dividends €1,108.29

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

Portfolio Holdings News:

April 3, 2023

• UPM-Kymmene Corporation has sold all its business operations in Russia; UPM has completed withdrawal of its businesses from Russia by selling all its Russian operations, including the Chudovo plywood mill, to Gungnir Wooden Products Trading. The parties have agreed not to disclose the details of the transaction.

• Kinder Morgan, Inc. (KMI) Announces Commercial In-Service of Southern and Northern California Renewable Diesel Hub Projects; KMI announced the full commercial in-service of its Southern and Northern California renewable diesel (RD) hub projects. RD is an alternative fuel that allows trucks, trains and any equipment that uses diesel to operate with significantly lower life-cycle emissions.

• Lockheed Martin Corporation (LMT) Awarded Multiple-Year Missile Production Contract; The U.S. Army awarded LMT a multiple-year production contract for Joint-Air-to-Ground Missiles (JAGM) and HELLFIRE missiles with a Program Year 1 (PY1) award total value of $439 million. This contract will provide JAGM and HELLFIRE procurement and production support for the U.S. Army and international customers. Because it’s a multiple-year award, the contract offers three additional follow-on awards starting in late 2023, allowing for a total contract value of up to $4.5 billion over the next four years.

• Raytheon Technologies Corporation (RTX) awarded $1.2 billion contract to provide Patriot air defense system to Switzerland; RTX was awarded a $1.2 billion foreign military sales contract from the U.S. Army to provide Switzerland with the Patriot™ air defense system. With the sale, Switzerland becomes the 18th global Patriot partner and the eighth European country to choose the system as the backbone of their air defense.

April 4, 2023

• General Dynamics Corporation (GD) Awarded Flight School Training Support Services Contract; GD announced that it was awarded the Flight School Training Support Services contract to support the U.S. Army Aviation Center of Excellence. Awarded in March, the $1.7 billion contract, managed by the U.S. Army Program Executive Office for Simulation, Training and Instrumentation, has a five-year base period and seven option years.

• W. P. Carey Inc. (WPC) Announces Industrial Portfolio Investment in Canada; WPC announced the approximately $468 million sale-leaseback of a critical portfolio of four pharmaceutical R&D and manufacturing campuses with Apotex Pharmaceutical Holdings, Inc. The portfolio represents the vast majority of Apotex's global operations, comprising 11 properties covering 2.3 million square feet spread across four campuses located in attractive industrial submarkets within the Greater Toronto Area.

April 5, 2023

• Main Street Capital Corporation (MAIN) Announces New Portfolio Investment; MAIN announced it completed a new portfolio investment to facilitate recapitalization of Infinity X1, a portable lighting product supplier. The investment firm funded $22M in a combination of first-lien, senior secured term debt and a direct minority equity investment.

Articles that caught my attention:

• Undervalued Dividend Growth Stock of the Week: Robert Half International (RHI) by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
• Make sure you know what you’re retiring to by Bob at Tawcan
• Whirlpool: Time To Cycle Into This 5.3% Yield by Gen Alpha at Seeking Alpha
• What drives stock returns? by Mark at My Own Advisor
• BCE Inc by SPBrunner at Investment Talk
• Building A Passive Income Dividend Portfolio for Money Now by Tom at Dividends Diversify
• Why I’m Not a Millionaire [Podcast] by DivGuy at The Dividend Guy Blog
• How Many Sources of Income Do You Have? by Retire by 40
• L3Harris Dividends - The Perfect Mix Between Growth And Value by Leo Nelissen at Seeking Alpha
• UPS May Be Boring, But The Dividend Growth Is Immense by Steven Fiorillo at Seeking Alpha
• Exxon Mobil: The Party Is Over by David Alton Clark at Seeking Alpha
• 10 Blue-Chip Tech Stocks For Growing Dividends by Nikolaos Sismanis at Sure Dividend
• 5 High Yield Stocks for March 2023 by Prakash Kolli at Dividend Power
• Abbott Laboratories (ABT) Dividend Stock Analysis by D4L at Dividend Growth Stocks
• I Just Bought This Stock for My Dividend Growth Portfolio by David Van Knapp at Daily Trade Alert
• Nicholas Ward's Dividend Growth Portfolio: Special Fixed Income Edition by Nicholas Ward at Seeking Alpha
• These 6 Stocks Are Boosting Their Dividends (One by 25%!) by Jason Fieber, Mr. Free at 33, at Daily Trade Alert
• U.S. Bancorp: A 5.5% Yielding Buffett Style Table-Pounding Buy by Brad Thomas at Seeking Alpha

Thanks for stopping by, have a nice next week!

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