Sunday, December 1, 2024

Week in Review 48/24



 

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:



November 25, 2024


  • €19.27 – Eaton Corporation plc (ETN)
  • €85.08 – Royal Bank of Canada (RY)


November 29, 2024


  • €21.57 – Starbucks Corporation (SBUX)
  • €13.34 – LTC Properties, Inc. (LTC)



Week 48: Total net dividends €139.26


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



My Portfolio's Transactions:



November 27, 2024


  • I opened a new position and purchased 40 shares of JPM US Equity Premium Income Active UCITS ETF USD Dist (JEIP.DE) at €24.60 per share plus commission.


JEIP is the EU version of the super-popular US JEPI fund, which aims to deliver high dividends and some long-term capital appreciation. In the US, the fund has been around for a few years and has over $30 billion in assets under management. It is the largest active exchange traded fund in the world. This EU version works in much the same way as the US JEPI. We access it through the Xetra exchange on the German stock exchange, where it has the ticker JEIP. My intention is to gradually increase my ownership in JEIP until I have 500 shares.



Portfolio Holdings News:



November 24, 2024



November 26, 2024


  • Best Buy Co., Inc. (BBY) Reports Third Quarter Results; BBY reports Q3 Non-GAAP EPS of $1.26, missing analyst estimates by $0.03 and decreasing 2% year-over-year. Revenues decreased 3.2% to $9.45 billion, missing estimates by $180 million. Management are adjusting full year comparable sales guidance to a decline in the range of 2.5% to 3.5% and updated guidance for FY25: Revenue of $41.1 billion to $41.5 billion, which compares to prior guidance of $41.3 billion to $41.9 billion and Non-GAAP diluted EPS of $6.10 to $6.25, which compares to prior guidance of $6.10 to $6.35.


  • Lockheed Martin Corporation (LMT) has been awarded a $129.7M fixed-price contract from the U.S. Army to provide technical assistance support for the Phased Array Tracking Radar to Intercept on Target Advanced Capability-3.


  • RTX Corporation (RTX) has been awarded a $590.8M U.S. Navy contract for low rate initial production of 13 Next Generation Jammer Mid-Band ship sets for the Navy EA-18 Growler and Royal Australian Air Force.


November 27, 2024



  • Avance Gas Holding Ltd (AGAS.OL) Reports Third Quarter Results; AGAS reports net profit for the third quarter of $25.8 million equal to EPS of $0.34. Revenues fell 21.2% to $62.59 million but beats estimates by $16.93 million. AGAS ilmoitti myyneensä kannattavasti Medium Sized Gas Carrier (MGC) -laivastonsa Exmar LPG:lle. With the sale of the MGC fleet, we have thus completed the sale of our entire fleet this year. Following these transactions, Avance Gas is as liquid as the seven seas, and we have therefore decided to prepay some of these gains. Hence, we are therefore declaring a quarterly dividend per share of $3.50 equal to $268 million. As we are not planning to invest in new ships, we are now preparing a wind-up process of Avance Gas to ensure we can return the remaining capital to our shareholders in a quick and cost-efficient manner. Our plan is to reduce our capital to make the repayment of capital tax efficient while also distributing the BW LPG shares to our shareholders once the lock-up period for all shares has elapsed which coincide with our Q4 reporting in February next year.



Articles that caught my attention:





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