Review of the Year 2013 and goals for the next year

Year 2013 is behind us, so it's time to look at what happened to my portfolio during the year.

I did  24 transactions during the year, 21 purchases and 3 sales , I got dividends from 21 companies.
In January, I sold my 200 Orion's shares. because in my view, their value had risen too high. I left, however, a further 300 Orion's shares in my portfolio, because I still believe in Orion's ability to pay good dividends. In February, I sold about 73% of the SP corporate bond fund, because I wanted to move the weight more on direct equity investments. The third-sales I made in December, I reduced the number of my holding in Tele2, from my 500 shares, I sold 300 shares, because I'm a little skeptical of Tele2's ability to pay good dividends for years to come. These sales generated a total of  €8,069 income, after-tax, my net income will be € 5,648.44.

December Dividend Income

In December, the portfolio dividend income was as follows:

PFE $48.00
INTC $90.00
SDIV $74.10
KO $42.00
GLNG $135.00
TAL $70.00
Total income was €334.93 ($459.10), after tax my net income will be €259.74.

Dividend Increases in December

13th December 2013 AT&T Inc. announced that its board of directors has approved a 2.2 percent increase in the company’s quarterly dividend to stockholders.
AT&T directors increased the quarterly dividend rate from $0.45 to $0.46 a share on a quarterly basis, or an increase from $1.80 to $1.84 a share on an annualized basis.
The dividend will be payable on Feb. 3, 2014 to common stockholders of record on Jan. 10, 2014.

16th December 2013 the board of directors of Pfizer Inc. declared a 26-cent first-quarter 2014 dividend on the company’s common stock, payable March 4, 2014, to shareholders of record at the close of business on February 7, 2014.  Pfizer increased the dividend by more than 8 percent, to 26 cents from 24 cents per share.

“The dividend increase is a testament to our continued commitment to returning capital to shareholders and our confidence in the business,” stated Ian Read, Pfizer chairman and chief executive officer.  “As always, we are focused on maximizing total shareholder return, of which the dividend is a key component.”
 

Golar LNG Interim Report January–September 2013

 Q3 HIGHLIGHTS

 

• Golar reports a third quarter 2013 net loss of $13.1 million (including a non-cash loss of $8.2 million on interest rate swaps) 
• EBITDA generated in the quarter amounts to loss of $3.3 million but cash from operating activities improves from Q2 level to $23m in 
• Q3 Golar concludes $1.1 billion funding facility for eight of its thirteen newbuilds 
• Ten year FSRU time charter for the Golar Eskimo concluded with the Heshemite Kingdom of Jordan Five year FSRU time charter for the Golar Igloo concluded with the Kuwait National Petroleum Company 
• Golar Tundra shipbuilding contract amended to include FSRU capability with a revised delivery date of November 2015 
• Spot charter rates hold firm but market remains volatile and inefficient – as a result Gimi and Viking experience prolonged periods of offhire 
• Board maintains dividend at $0.45 for the quarter

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Golar LNG Q3-2013

November Transactions

On November 6th 2013 I bought 120 shares of Digital Realty Trust Inc. (DLR) to my portfolio at the price of €35.27 ($47.51) per share plus commission. That will give me about a 6.54% yield on cost. At the current dividend rate, I can expect to receive quarterly dividends of €51.36 (netto) from this purchase, which will add a total of €205.42 (netto) to my annual dividend income. My total holdings of DLR are now 120.

On November 27th 2013 I bought 150 shares of Golar LNG (GLNG) to my portfolio at the price of €26.43 ($35.91) per share plus commission. That should give me a 4.99% yield on cost. At the current dividend rate I can expect to recive quarterly dividends of €34.98 (netto) from this purchase, which will add a total of €139.91 (netto) to my annual dividend income. My total holdings of GLNG are now 300.

November Dividend Income

In November, the portfolio dividend income was as follows:

T $112.50
SDIV $74.10
AMLP $137.00
PRO.OL NOK801.00
Total income was €334.67, after tax €250.31.

Oriflame Interim Report January–September 2013

3 months ended 30 September 2013

• Local currency sales increased by 3% and Euro sales decreased by 5% to €294.6m (€309.4m).
• Number of active consultants increased by 2%.
• Adjusted operating margin was 7.8% (9.1%) resulting in an adjusted operating profit of €23.1m (€28.0m). Currency movements had a negative effect of approx. 230 bps on the operating margin.
• Adjusted net profit amounted to €9.4m (€18.4m) and adjusted EPS amounted to €0.17 (€0.32).
• Cash flow from operating activities amounted to €-9.3m (€18.4m).
• At the end of August Oriflame announced measures to drive sales in EMEA and enhance efficiency in the Group.
• Fourth quarter update: The underlying sales in the fourth quarter 2013 to date is in line with prior year in local currency.

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Oriflame Q3-2013