Week in Review 46/23


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:

November 13, 2023

€36.68– General Dynamics
Corporation (GD)
€18.21– Air Products and Chemicals,
Inc. (APD)
€27.37– Global X SuperDividend ETF

November 14, 2023

€18.10– Texas Instruments
Incorporated (TXN)
€46.53– ONEOK, Inc. (OKE)€8.35– Metro Inc. (TSE:MRU)

November 15, 2023

€49.10– Kinder Morgan, Inc. (KMI)€16.35– The Procter & Gamble
Company (PG)
€81.32– AbbVie Inc. (ABBV)€20.85– Ally Financial Inc. (ALLY)€25.02– Main Street Capital (MAIN)€86.16– Omega Healthcare Investors,
Inc. (OHI)
€29.89– Realty Income Corporation
€50.13– Emera Incorporated

November 17, 2023

€49.81– Unum Group (UNM)

Week 46: Total net dividends €563.87

Dividend income is reported after the
deduction of taxes. Check more at my Monthly

Portfolio Holdings News:

November 13, 2023

Dynamics Corporation (GD) Awarded $2.5 Billion IDIQ Contract
General Dynamics Information Technology (GDIT), a business unit of
GD, announced today that it was awarded a $2.5 billion indefinite
delivery, indefinite-quantity (IDIQ) contract by the Indian Health
Service (IHS) to modernize its electronic health record (EHR) system.
The 10-year contract has a five-year base period with five option

Corporation of Canada (TSE:POW) Reports Third Quarter 2023 Financial
; POW reports Non-GAAP EPS of C$1.52, beating analyst
estimates by C$0.46 and increased 94.9% year-over-year. Adjusted net
asset value per share was $48.26 at September 30, 2023, compared with
$41.91 at December 31, 2022, an increase of 15.2%.

November 14, 2023

Corporation’s (KESKO) sales in October
; KESKO’s sales in
October 2023 totalled €1,059.1 million, representing an increase of

AB (NCC) to renovate Finland’s National Museum
; NCC has been
contracted by Senate Properties to renovate Finland’s National
Museum in Helsinki. The order value is approximately SEK 320 million.

Home Depot, Inc. (HD) Announces Third Quarter Fiscal 2023 Results
HD reports third quarter GAAP EPS of $3.81, 10.1% below last year’s
result but $0.05 more than expected. Revenue of $37.7 billion beats
analyst estimates by $70 million but decreased 3.0% versus the same
quarter last year. For fiscal 2023 Management guides sales and
comparable sales to decline between 3% and 4% compared to fiscal 2022
and diluted earnings-per-share-percent-decline between 9% and 11%
compared to fiscal 2022.

Incorporated (TSE:EMA) Renews At-The-Market Equity Program
announced today that it has renewed its at-the-market equity program
that allows the Company to issue up to C$600,000,000 of common shares
from treasury to the public from time to time, at the Company’s

November 15, 2023

Systems, Inc. (CSCO) Reports First Quarter Earnings
; CSCO reports
first quarter Non-GAAP EPS of $1.11, 29% above from last year and
$0.08 ahead of estimates. Revenue grew 7.6% to $14.67 billion,
topping estimates $40 million. For FY 2024 Management guides revenue
of $53.8 billion to $55.0 billion and GAAP EPS of $2.97 to $3.08,
Non-GAAP EPS of $3.87 to $3.93.

Corporation (TGT) Reports Third Quarter Earnings
; TGT reports
Non-GAAP EPS of $2.10, beating analyst estimates by $0.62 and
increased 36% year-over-year. Revenue of $25.4 billion beats analyst
estimates by $160 million but decreased 4.2% versus the same quarter
last year. For the fourth quarter Management guides comparable sales
in a wide range around a mid-single digit decline, and GAAP and
Adjusted EPS of $1.90 to $2.60.

Lockheed Martin Corporation (LMT) has
$100.89 million modification to contract W31P4Q-23-C-0014 for
HIMARS/MLRS fire control systems and launcher-loader module logistics

Corporation (RTX) selected to provide development and services at
NEOM Bay Airport
; The Innovative Contractors for Advanced
Dimensions announced has selected Collins Aerospace, an RTX business,
for delivery, deployment, and support services for airport
operational and passenger processing systems for the NEOM Bay Airport
in NEOM City, Saudi Arabia.

Corporation’s (RTX) Pratt & Whitney receives sustainment contract
valued up to $870 million
; Pratt & Whitney, an RTX business,
was awarded a long-term TF33 engine sustainment contract valued up to
$870 million by the Defense Logistics Agency. The TF33 engine powers
a range of aircraft, including Boeing’s B-52 Stratofortress and E-3

Inc. (MRU:TSE) Reports 2023 Fourth Quarter Results
; MRU reports
Non-GAAP EPS of $0.99, missing analyst estimates by C$0.08 but
increased 7.6% year-over-year. Revenue rose 14.4% to C$5.07 billion
from a year ago, topping estimates $1.39 billion. Management
forecasting operating income before depreciation and amortization and
impairments of assets, net of reversals to grow by less than 2% in
Fiscal 2024 versus the level reported in Fiscal 2023, and adjusted
net earnings per share to be flat to down $0.10 in Fiscal 2024 versus
the level reported in Fiscal 2023.

Inc. (ENB) to Expand Partnership with EDF Renewables
announced that it has signed a definitive agreement to participate in
the construction and operation of the Fox Squirrel solar project in
Ohio, through a 50% interest in a joint venture with EDF Renewables.
ENB plans to invest US$149M in the first phase of the project that is
expected to generate 150 MW of solar energy and enter service by

November 16, 2023

Corporation (UGI) Reports Fiscal 2023 Results
; UGI reports fiscal
year Non-GAAP EPS of $2.84, 2.07% below last year’s result but $0.09
more than expected. Revenue of $8.93 billion misses analyst estimates
by $610 million and decreased 11.7 versus last year. Management
guides fiscal 2024 adjusted diluted EPS range of $2.70 to $3.00.

November 17, 2023

AB (NCC) builds new treatment plant in Österåker, Sweden
has been contracted by Roslagsvatten to build a new treatment plant
in Österåker to secure wastewater treatment for Österåker
Municipality and the City of Vaxholm. The work will be carried out as
a turnkey contract and the order value is approximately SEK 1.2

Articles that caught my attention:

Dividend Growth Stock of the Week: Cummins (CMI)
by Jason Fieber
at Daily Trade Alert
banks, Robos and dividend updates on the Sunday Reads
by Dale
Roberts at Cut the Crap Investing
40%, 5%-Yielding UPS Is Getting Attractive
by Leo Nelissen at
Seeking Alpha
High-Yield Blue-Chip Buy: Ares Capital Vs. Main Street?
by High
Yield Investor at Seeking Alpha
2023 Dividend Income Update
by Mark at My Own Advisor
Thoughts on 35 Stocks – Part 1 [Podcast]
by DivGuy at The
Dividend Guy Blog
Best Dividend Stocks for Proven Passive Income
by Tom at
Dividends Diversify
Corporation (MSFT) Dividend Stock Analysis
by D4L at Dividend
Growth Stocks
Inc.: A New Dividend Increase And A Discounted Price
by Dividend
Grower at Seeking Alpha
Infrastructure: A Billionaire’s Blueprint For Wealth Creation
Brad Thomas at Seeking Alpha
A Great Dividend Growth Stock On Sale
by Kody’s Dividends at
Seeking Alpha
Strategies for Income: Bonds vs. Stocks
by Chuck Carnevale of
FAST Graphs at Daily Trade Alert

Thanks for stopping by, have a nice
next week!

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