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:
August 17, 2026
€47.78 –
Kinder Morgan, Inc. (KMI)€17.42 – The
Procter & Gamble Company (PG)€47.38 – Emera
Incorporated (TSE:EMA)
August 18, 2026
€57.74 – NN
Group N.V. (AMS:NN)
Week 34: Total net
dividends €170.32
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
August 17, 2026
RTX
Corporation’s (RTX) Raytheon awarded seven-year contract for Tomahawk
cruise missiles; Raytheon, an RTX business, will dramatically
accelerate the production of Tomahawk cruise missiles for the U.S.
Navy over the multi-year period under the terms of an unprecedented
$22.9 billion contract, awarded as part of the Department of War’s
Arsenal of Freedom. This contract follows the landmark
agreements between Raytheon and the Department of War and
supports the annual production ramp to more than 1,000 Tomahawk
missiles and associated support, ensuring a stable, predictable
supply for the Navy and allies.
August 18, 2026
The
Home Depot, Inc. (HD) Announces Second Quarter Fiscal 2026 Results;
HD reported second-quarter non-GAAP EPS of $4.92, up 5.1% year over
year and $0.19 above analyst expectations. Revenue increased 5.8% to
$47.9 billion, exceeding estimates by $660 million. Management
continues to expect fiscal 2026 total sales growth of approximately
2.5%–4.5% and adjusted diluted EPS growth ranging from flat to 4%,
compared with fiscal 2025 EPS of $14.69.
Main
Street Capital Corporation (MAIN) Announces New Portfolio Investment;
MAIN announced that it recently completed a new portfolio investment
totaling $39.3 million to facilitate the minority recapitalization of
Midstream Valve Partners, LLC (“MVP” or the “Company”),
a leading value-added distributor of valves, actuators and related
flow-control accessories for the energy infrastructure and refining
industries.
August 19, 2026
Target
Corporation (TGT) Reports Second Quarter Earnings; TGT reported
second-quarter non-GAAP EPS of $4.11, up 100% year over year and
$1.77 above analyst expectations. Results included a $1.65-per-share
benefit from tariff refunds; excluding this benefit, adjusted EPS
increased 20% year over year. Revenue rose 5.3% to $26.54 billion,
exceeding estimates by $400 million. For full-year 2026, management
now expects net sales growth of approximately 5%, one percentage
point above its previous outlook. The company also updated its
adjusted EPS guidance to $9.90–$10.90, including the approximately
$1.65-per-share benefit from second-quarter tariff refunds. Excluding
tariff refunds, the midpoint of the guidance range represents a $0.75
increase compared with the previous guidance range of $7.50–$8.50.
August 20, 2026
Flowers
Foods, Inc. (FLO) Reports Second Quarter 2026 Results; FLO
reported second-quarter non-GAAP EPS of $0.21, down 30% year over
year and $0.01 below analyst expectations. Revenue decreased 4.0% to
$1.19 billion, missing estimates by $40 million. For fiscal 2026,
management expects net sales of approximately $5.070–$5.142
billion, representing a decline of 3.5% to 2.2% from the prior year.
The company also lowered its adjusted diluted EPS guidance to
approximately $0.75–$0.85 per share from its previous range of
$0.80–$0.90.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: Sonic Automotive (SAH) by
Jason Fieber at Daily Trade AlertCounting
Down: What I’m Actually Going to Do Before I Retire in 2 Years
from Now by European DGI5
Undervalued Winners Up To 6.8% And 15 Overvalued To Avoid Now by
RoseNose at Seeking AlphaThe
Best DRIP Stocks Now | 15 Dividend Champions To DRIP by Nikolaos
Sismanis at Sure DividendCanadian
Natural Resources: Returns May Be About To Soar by Jonathan Weber
at Seeking AlphaI
Ranked Every Brookfield Stock by Dan Kent at YouTubeTwo
Quality Stocks Showing an Entry Point: Trane Technologies and AltaGas
by Mike at The Dividend Guy BlogNNN
REIT: A 5.37% Yielding Dividend Aristocrat That Just Raised Guidance
Again by Steven Fiorillo at Seeking Alpha7
Smart Money Habits To Build Long-Term Wealth by Craig Stephens at
Retire Before DadNational
Retail Properties, Inc. (NNN) Dividend Stock Analysis by D4L at
Dividend Growth StocksThe
Retirement Yield Trap Investors Need To Know About by Leo
Nelissen at Seeking Alpha
Thanks for
stopping by!