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 30, 2024
€22.03 –
Gilead Sciences, Inc. (GILD)€21.08 – Union
Pacific Corporation (UNP)€33.17 – Main
Street Capital Corporation (MAIN)€67.34 – Ares
Capital Corporation (ARCC)
December 31, 2024
€18.02 –
Eversource Energy (ES)€13.56 – LTC
Properties, Inc. (LTC)€58.88 – PPL
Corporation (PPL)€14.85 –
Canadian National Railway Company (CNR)
January 2, 2025
€32.27 – UGI
Corporation (UGI)€7.38 – Baxter
International Inc. (BAX)€76.73 – TELUS
Corporation (TSE:T)
Week 1: Total net
dividends €365.30
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
My Portfolio’s
Transactions:
January 3, 2025
I purchased 30
shares of Bank OZK (OZK) at $43.20 per share plus commission.
At today’s
exchange rate, that purchase 30 shares of OZK will increase €36.41
of my expected annual net dividend income. Following this
acquisition, the portfolio now contains a total of 100 Bank OZK
shares at an average purchase price of $40.37 and yield on cost is
4.16%. After this acquisition, OZK ’s weight of my portfolio is
about 0.29% and its share of future annual dividend income is
approximately 0.58%.
Portfolio Holdings
News:
December 30, 2024
Orion
Corporation (ORION) and Marinus terminate agreement for ganaxolone in
Europe; ORION and Marinus Pharmaceuticals, Inc. have decided to
mutually terminate their European wide marketing and distribution
agreement for ganaxolone. Marinus regains ganaxolone’s commercial
rights in Europe where the compound is approved for the adjunctive
treatment of epileptic seizures associated with cyclin-dependent
kinase-like 5 (CDKL5) deficiency disorder (CDD) in patients two to 17
years of age.
January 2, 2025
Bank
OZK (OZK) Announces Increase to Quarterly Dividend; OZK announced
its Board of Directors declared a quarterly cash dividend on the
Bank’s common stock of $0.42 per share, up $0.01, or 2.44% from the
prior quarter. The common stock dividend is payable on January 21,
2025 to shareholders of record as of January 14, 2025. Bank OZK has
increased its quarterly cash dividend on its common stock in each of
the last fifty-eight quarters.
January 3, 2025
RTX
Corporation (RTX) Awarded $946 Million Contract; RTX was awarded
a $946 million contract to supply Romania with additional Patriot air
and missile defense systems. The contract includes fire units
consisting of radars, control stations and missiles.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: D.R. Horton (DHI) by Jason
Fieber at Daily Trade AlertHello
2025 – Investing in the zero visibility age on the Sunday Reads
by Dale Roberts at Cut the Crap InvestingEnterprise
Products Partners: Surprising Beneficiary Of The New Political
Landscape by Julian Lin at Seeking AlphaHappy
New Year – Best of 2024 by Bob at TawcanHow
to Invest in 2025 [Podcast Series] by Mike at The Dividend Guy
BlogJEPI:
Good Equity Income Holding For 2025 by Wise Bull at Seeking Alpha10
Highest Quality Dividend Growth Stocks For The Long Run by Bob
Ciura at Sure DividendSell
Alert For 5%-Yielding AT&T Stock (Rating Downgrade) by Samuel
Smith at Seeking Alpha10
Stock Market Predictions for 2025 by Sean Williams at Daily Trade
AlertDividend
Stocks vs. Bonds for Retirement Income: Which is Better? by
Simply Safe DividendsMy
Top 10 BDCs For 2025 by Brad Thomas at Seeking AlphaChevron
Corporation (CVX) Dividend Stock Analysis by D4L at Dividend
Growth Stocks2025
Dogs of the Dow: All 10 High-Yield Stocks Analyzed by Simply Safe
DividendsDividend
Champions List for 2025 by Dividend Growth Investor2025
High Dividend Stocks List | Highest Yields Up To 20.2% by Bob
Ciura at Sure Dividend5
Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January
2025) by Financially Free Investor at Seeking Alpha
Thanks for
stopping by!