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 24, 2026
€97.95 – Royal
Bank of Canada (TSE:RY)
August 27, 2026
€38.00-
Koninklijke Ahold Delhaize N.V. (AMS:AD)
August 28, 2026
€19.78-
Starbucks Corporation (SBUX)
Week 35: Total net
dividends €155.72
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
August 25, 2026
RTX Corporation
(RTX) announced that it won
a $603M ceiling IDIQ contract for B-52 radar production and
sustainment. The contract covers radar modernization for B-52
aircraft with the new AN/APQ-188 radar.
The
Bank of Nova Scotia (BNS) Reports Third Quarter Results; BNS
reported third-quarter non-GAAP EPS of C$2.28, up 21.3% year over
year and C$0.18 above analyst expectations. Revenue increased 11.1%
to C$10.54 billion, exceeding estimates by C$610 million. Adjusted
return on equity (ROE) improved to 14.2% from 12.4% a year earlier.
The Common Equity Tier 1 (CET1) ratio was 13.1%, up 20 basis points
from the previous quarter. Provisions for credit losses (PCL) totaled
C$1.079 billion, down from C$1.217 billion in Q2 but up from C$1.041
billion in the prior-year quarter.
August 26, 2026
Unum
Group’s (UNM) Board of Directors Authorizes $1 Billion Share
Repurchase Program; UNM announced that its board of directors has
approved a new share repurchase program authorizing the company to
repurchase up to $1 billion of its common stock from time to time
beginning on September 1, 2026. The company’s current share
repurchase program will continue in effect through August 31, 2026,
at which time the current program will terminate and all subsequent
repurchases will take place under the new program.
Enbridge
Inc. (ENB) to Extend Permian Export Value Chain with Acquisition of
Salt Creek Midstream’s Crude Gathering Business; ENB announced
that, through a wholly owned subsidiary, it has entered into a
definitive agreement to acquire Salt Creek Midstream’s crude oil
gathering business. The transaction includes 100% ownership of the
Orla and Wink North systems and a 50% interest in the Delaware
Crossing (DCX) system for total cash consideration of US$600 million.
August 27, 2026
Altria
Group, Inc. (MO) Increases Quarterly Dividend; MO announced that
its Board of Directors approved a 4.7% increase in the regular
quarterly dividend to $1.11 per share, up from the previous rate of
$1.06. The quarterly dividend is payable on October 9, 2026, to
shareholders of record as of September 15, 2026.
Best
Buy Co., Inc. (BBY) Reports Second Quarter Results; BBY reported
second-quarter non-GAAP EPS of $1.47, up 15% year over year and $0.09
above analyst expectations. Revenue increased 3.6% to $9.78 billion,
exceeding estimates by $190 million. Management raised its fiscal
2027 guidance, now expecting revenue of $42.3–$42.8 billion and
adjusted diluted EPS of $6.70–$6.90.
RTX Corporation
(RTX) announced that it won
a not-to-exceed $240.75M contract modification from the U.S. Navy to
support the F135 engine for the F-35 Joint Strike Fighter program.
Royal
Bank of Canada (RY) Reports Third Quarter 2026 Results; RY
reported quarterly adjusted EPS of C$4.28, up from C$3.84 in the
prior-year period and C$0.21 above analyst expectations. Revenue
increased 9.1% year over year to C$18.54 billion, exceeding estimates
by C$360 million. The bank’s Common Equity Tier 1 (CET1) ratio was
13.5%, unchanged from the previous quarter. Adjusted return on equity
(ROE) improved to 17.7% from 17.3% a year earlier. Provisions for
credit losses (PCL) totaled C$1.00 billion, up from C$912 million in
the previous quarter and C$881 million in the prior-year quarter.
The
Toronto-Dominion Bank (TD) Reports Third Quarter 2026 Results; TD
reported third-quarter non-GAAP EPS of C$2.77, up 25.9% year over
year and exceeding analyst expectations by C$0.30. Revenue increased
10.4% to C$16.89 billion, beating estimates of C$1.9 billion.
Adjusted return on equity (ROE) improved to 16.0%, compared with
13.2% a year earlier. The bank’s Common Equity Tier 1 (CET1) ratio
was 14.3% as of July 31, 2026, unchanged from in the prior quarter
and down from 14.8% a year earlier. Provisions for credit losses
(PCL) declined to C$917 million from C$1.001 billion in the prior
quarter and C$971 million in the same quarter last year.
Canadian
Imperial Bank of Commerce (CM) Announces Third Quarter 2026 Results;
CM reported fiscal third-quarter non-GAAP EPS of C$2.73, up from
C$2.16 in the prior-year quarter and C$0.21 above analyst
expectations. Revenue increased 15.4% year over year to C$8.37
billion, exceeding consensus estimates by C$320 million. The bank’s
Common Equity Tier 1 (CET1) ratio was 13.4% as of July 31, 2026,
compared with 13.6% at the end of the previous quarter. Provision for
credit losses totaled C$564 million, up C$5 million from the same
quarter last year. Adjusted return on equity (ROE) improved to 16.8%
from 14.2% a year earlier.
Enbridge
Inc. (ENB) and KKR Announce New Joint Venture to Support Investment
in the Westcoast Pipeline System in BC; ENB announced that it
will form a new joint venture with KKR, in collaboration with Apollo
Global Management (APO), to fund the Aspen Point and Sunrise
expansion programs of the Westcoast natural gas pipeline system in
Canada. Under the agreement, KKR and Apollo will invest approximately
C$2.7 billion to fund the expansions, including C$0.7 billion in cash
to Enbridge at closing, in exchange for an indirect, cumulative 29%
interest in the Westcoast system once Sunrise enters service.
August 28, 2026
BW
LPG Limited (BWLP) Reports Financial Results for Q2 2026; BWLP
reported second-quarter GAAP EPS of $0.79, up from $0.23 in the
prior-year period but $0.40 below analyst expectations. Revenue
totaled $272.05 million, missing estimates by $54.8 million. Time
Charter Equivalent (TCE) income from Shipping increased significantly
to $274.9 million from $152.7 million a year earlier. For Q2 2026,
the company had secured approximately 92% of available operating days
at an average rate of around $88,000 per day.
Algonquin
Power & Utilities Corp. (AQN) Announces Agreement to Sell
Ownership Stake in Chilean Utility; AQN announced that it has
reached an agreement to sell its approximately 64% ownership stake in
Chilean water utility Suralis S.A. to a fund managed by Toesca S.A.
Administradora General de Fondos, a Chilean asset manager
specializing in alternative investments. Total proceeds from the sale
are expected to be approximately $126.5 million, plus an earnout
opportunity of up to $1.5 million. The proceeds are expected to be
used to pay down debt and support capital recycling into the
company’s $3.2 billion capital plan for 2026–2028.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: NetEase (NTES) by Jason Fieber
at Daily Trade AlertYes,
you can create your own retirement cash flow plan by Dale Roberts
at Cut the Crap InvestingVICI
Properties: Rising Dividend At A Deep Discount by Mark Bern, CFA
at Seeking AlphaThe
Best Canadian REITs, Ranked: All 6 From S Tier to E Tier (2026)
by Dan Kent at Stocktrades CanadaMy
Game Plan For What Some Call A Fat AI Bubble by Leo Nelissen at
Seeking Alpha10
Dividend Growth Stocks: August 2026 by FerdiS at Seeking AlphaBMO
and Scotiabank Earnings: Great Results at a 39% Premium by Mike
at The Dividend Guy BlogMeta
Platforms: Time To Load Up On This Bargain by Kody’s Dividends at
Seeking AlphaUnion
Pacific Corporation (UNP) Dividend Stock Analysis by D4L at
Dividend Growth StocksCommon
Retirement Drawdown Orders by Mark at My Own AdvisorThe
Best Canadian Pipeline Stocks, Ranked: All 6 From S Tier to E Tier
(2026) by Dan Kent at Stocktrades Canada10-14%
Yielding Monthly Dividend Machines To Supercharge Your Early
Retirement by Samuel Smith at Seeking Alpha
Thanks for
stopping by!