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 28, 2023
- €20.22– Gilead Sciences, Inc. (GILD)
- €19.28– Union Pacific Corporation (UNP)
- €28.70– Main Street Capital (MAIN)
- €8.03– Canadian National Railway Company (TSE:CNR)
December 29, 2023
- €26.89– The Kraft Heinz Company (KHC)
- €42.35– Lockheed Martin Corporation (LMT)
- €57.41– T. Rowe Price Group, Inc. (TROW)
- €63.19– Ares Capital (ARCC)
- €12.76– LTC Properties, Inc. (LTC)
- €57.66– PPL Corporation (TSE:PPL)
Week 52: Total net dividends €336.49
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
December 26, 2023
- Bristol-Myers Squibb Company (BMY) Acquires Rayzebio; BMY announced a definitive merger agreement under which BMY will acquire RayzeBio for $62.50 per share in cash, for a total equity value of approximately $4.1 billion, or $3.6 billion net of estimated cash acquired. The acquisition transaction will adversely impact non-GAAP diluted earnings per share by approximately $0.13 in 2024. The transaction is expected to close in the first half of 2024.
December 27, 2023
- Main Street Capital (MAIN) Announces New Portfolio Investment; MAIN announce that the business development company has completed a $43.2M portfolio investment to facilitate the recapitalization of Pinnacle Plastics and Integrity Plastics. The two companies manufacture and distribute commercial can liners, polyethylene bags, produce bags and other adjacent products.
December 28, 2023
- Lockheed Martin Corporation (LMT) was awarded a not-to-exceed $107.48M undefinitized, cost-plus-fixed-fee modification to order N0001921F0849 against a previously issued basic ordering agreement.
December 29, 2023
- RTX Corporation (RTX) was awarded a $344.62M modification to previously awarded contract FA8681-23-C-B001 for StormBreaker (SDBII, GBU-53/B) Production Lot 10, for additional all up rounds, containers, and trainers.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: Essex Property Trust (ESS) by Jason Fieber at Daily Trade Alert
- Eight weeks and running on the Sunday Reads by Dale Roberts at Cut the Crap Investing
- Healthcare Sector Stocks: Consistent Above-Average Growth and Income by Chuck Carnevale of FAST Graphs at Daily Trade Alert
- Merck: One Of The Best - Unveiling The Trifecta Of Safety, Dividends, And Growth by Leo Nelissen at Seeking Alpha
- My Best Dividend Aristocrats For January 2024 by Dividend Yield Theorist at Seeking Alpha
- 3 Worst Performing Dividend Kings in 2023 by Prakash Kolli at Dividend Power
- How I Outperformed the Market by 2.50% Annually Since 2017 – Mike’s Portfolio Yearly Update [Podcast] by DivGuy at The Dividend Guy Blog
- Main Street Capital Corp. - A Dividend Income Powerhouse by Jason Fieber at Seeking Alpha
- Why REITs Will Likely Surge In 2024 by Jussi Askola at Seeking Alpha
- ETFs vs Mutual Funds: Knowing When to Choose Which by Craig Stephens at Retire Before Dad
- 10 Dividend Growth Stocks: December 2023 by FerdiS at Seeking Alpha
- Ares Capital: 40+ Big-Yield BDCs, Compared by Blue Harbinger at Seeking Alpha
- Dividend Stock Watch List: Lanny’s January 2024 Edition by Lanny at Dividend Diplomats
Thanks for stopping by and Happy New Year!
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