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:
January 5, 2026
€19.95 –
Kimberly-Clark Corporation (KMB)€73.63 – TELUS
Corporation (TSE:T)
January 7, 2026
€90.68 –
PepsiCo, Inc. (PEP)€24.08 – Best
Buy Co., Inc. (BBY)€94.92 –
Canadian Natural Resources Limited (TSE:CNQ)€22.70 –
Global X SuperDividend ETF (SDIV)
January 8, 2026
€47.32 – JPM
Global Equity Premium Income Active UCITS ETF (JGPI.DE)€16.59 – JPM
US Equity Premium Income Active UCITS ETF (JEIP.DE)€65.79 – JPM
Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)
January 9, 2026
€118.33 –
Altria Group, Inc. (MO)
Week 2: Total net
dividends €566.05
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
January 5, 2026
RTX
Corporation (RTX) awarded FAA contract to deploy next-generation
surveillance radars for National Airspace System; Collins
Aerospace, an RTX business, has been awarded a $438 million contract
by the Federal Aviation Administration to support the Radar System
Replacement program, a cornerstone of the agency’s effort to
modernize the U.S. National Airspace System. The program is a key
part of the Department of Transportation’s Brand New Air Traffic
Control System.
L3Harris
Technologies, Inc. (LHX) to Sell Majority Stake in Space Propulsion &
Power Business to AE Industrial Partners; LHX announced that AE
Industrial Partners (“AE Industrial”) has agreed to acquire a
controlling interest in L3Harris’ Space Propulsion and Power
Systems business at a total enterprise value of $845 million.
Transaction closing is expected in the second half of 2026, subject
to obtaining regulatory approvals and satisfaction of other customary
closing conditions. L3Harris’ RS-25 rocket engine business is
excluded from the sale. L3Harris will retain a ~40% ownership stake
in the new space technology business with AE Industrial.
January 6, 2026
Amgen
Inc. (AMGN) Acquires Dark Blue Therapeutics; AMGN announced its
acquisition of Dark Blue Therapeutics Ltd., a privately held
biotechnology company based in the United Kingdom advancing
first-in-class, small molecule-targeted protein degraders for
oncology, in a transaction valued at up to $840 million.
Lockheed
Martin Corporation (LMT) and Department of War Advance Landmark
Acquisition Transformation to Accelerate PAC-3® MSE Production;
LMT signed a landmark framework agreement with the U.S. Department of
War to rapidly accelerate the production and delivery of PAC-3®
Missile Segment Enhancement (MSE) interceptors. This transformative
partnership, designed to deliver sustained production at scale, will
increase annual capacity from approximately 600 to 2,000 in a
seven-year agreement, supporting U.S. forces, allies and partner
nations.
January 7, 2026
NCC
AB (NCC) signs asphalt order for the Swedish Transport Administration
in southwestern Sweden; NCC has signed contracts with the Swedish
Transport Administration for road maintenance in southwestern Sweden.
The agreements will run for three years. The total order value is
approximately SEK 160 million.
AbbVie Inc. (ABBV)
reported
GAAP earnings and adjusted non-GAAP earnings for the fourth quarter
of 2025 are expected to include acquired IPR&D and milestones
expense of $1.3 billion on a pre-tax basis, representing an
unfavorable impact of $0.71 to both GAAP diluted earnings per share
and adjusted non-GAAP diluted earnings per share. AbbVie’s
full-year 2025 adjusted diluted earnings per share guidance range,
including the impact of fourth quarter 2025 acquired IPR&D and
milestones expense, is $9.90 – $9.94. AbbVie’s fourth quarter 2025
adjusted diluted earnings per share guidance range, including the
impact of fourth quarter 2025 acquired IPR&D and milestones
expense, is $2.61 -$2.65.
Main
Street Capital Corporation (MAIN) Announces New Portfolio Investment;
MAIN announces that it recently completed a new portfolio investment
totaling $35.0 million to facilitate the minority recapitalizations
of two commercial concrete contracting companies under one holding
company. Main Street partnered with the Companies’ existing owners
and management teams to facilitate the transactions, with Main
Street’s investment including a combination of first lien, senior
secured term debt and a direct minority equity investment.
W.
P. Carey Inc. (WPC) Announces Record Full-Year Investment Volume of
$2.1 Billion and Provides Business Update; WPC reported a record
$2.1 billion in investments in 2025, with an average initial cash cap
rate of about 7.6% and an estimated yield of roughly 9.2%. The
company ended 2025 owning 11 self-storage properties, which it
expects to sell in the first half of 2026. Rent losses from tenant
credit events totaled about $6 million in 2025, below the company’s
prior estimate of $10 million.
The
Toronto-Dominion Bank (TD) Announces Intention to Purchase for
Cancellation up to 61 Million of its Common Shares; TD announced
that upon the completion of the repurchase for cancellation of $8
billion of its common shares under its existing normal course issuer
bid, it intends to terminate its existing normal course issuer bid
and, subject to the approval of the Office of the Superintendent of
Financial Institutions Canada, and the Toronto Stock Exchange
(“TSX”), it intends to launch a new normal course issuer
bid to repurchase for cancellation up to $7 billion of its common
shares, not to exceed 61 million common shares.
January 8, 2026
Canadian
Utilities Limited (TSE:CU) Increases Quarterly Dividend; The
Board of Directors of CU declared a first quarter dividend of
C$0.4623 per share, a one percent increase over the C$0.4577 paid in
each of the four previous quarters. This common share dividend is
payable March 1, 2026, to shareholders of record on February 5, 2026.
January 9, 2026
Tietoevry
Corporation (TIETO) acquiring OpenSpring and GrupoOnetec in Spain to
support its European expansion; TIETO aims to become the European
software and technology consulting market leader within selected
industries. The company has identified Spain as an attractive market
specifically for Tieto Banktech and Tieto Caretech, owing to their
modern industry-specific software and data solutions. The transaction
based on enterprise value of EUR 8 million comprises the acquisition
of shares in Openspring IT Iberia, S.L. and Grupo Onetec, S.L.. The
companies’ financials will be consolidated as from the closing,
which is expected to take place during the first quarter of 2026.
NCC
AB (NCC) to construct unique twin school in Surahammar, Sweden;
NCC has been commissioned by Surahammar Municipality to construct a
new school leveraging the construction documents for a school
previously built by NCC in Norrköping. NCC is therefore submitting a
tender based on a school that has already been built and where NCC
owns the right to use all of the construction documents. The project
is a turnkey contract with an order value of approximately SEK 175
million.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: DTE Energy (DTE) by Jason
Fieber at Daily Trade AlertThe
Beat The TSX Portfolio performance in 2025. Plus, a look at BTSX 2026
companies by Dale Roberts at Cut the Crap Investing10
lessons I’ve learned from 25 years of investing by Bob at
TawcanThe
5 Dividend Stars I Would Buy If I Had To Start All Over Again by
Leo Nelissen at Seeking Alpha10
Best Monthly Dividend Stocks For The Next 10 Years by Bob Ciura
at Sure DividendDecember
2025 Dividend Income Update by Mark at My Own AdvisorDividend
Growth Investing Is Breaking by Samuel Smith at Seeking Alpha10
Best High Dividend Stocks For The Next 10 Years by Bob Ciura at
Sure DividendCanadian
Bank Stocks Are Built for Steady, Long-Term Growth and Returns by
Dan Kent at Stocktrades CanadaVICI
In A Rapidly Changing Gaming Environment by Dane Bowler at
Seeking Alpha10
Magnificent Stocks That Can Make You Richer in 2026 by Sean
Williams, The Motley Fool at Daily Trade AlertDividend
Champions List for 2026 by Dividend Growth InvestorLockheed
Martin – The Importance Of Having A Long-Term Mindset by
Charles Fournier at Financial Freedom Is A JourneyWhat
Happened In 2025? Plus A Few Ideas On How To Stickhandle Through 2026
by Dale Roberts at Seeking AlphaGeneral
Dynamics (GD) Dividend Stock Analysis by D4L at Dividend Growth
Stocks
Thanks for
stopping by!