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 17, 2025
€46.79 –
Kinder Morgan, Inc. (KMI)€16.93 – The
Procter & Gamble Company (PG)€83.92 –
AbbVie Inc. (ABBV)€25.28 – Main
Street Capital Corporation (MAIN)€79.31 – Omega
Healthcare Investors, Inc. (OHI)€13.43 – NNN
REIT, Inc. (NNN)€32.75 –
Realty Income Corporation (O)€46.97 – Emera
Incorporated (TSE:EMA)
Week 47: Total net
dividends €345.38
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
My Portfolio’s
Transactions:
November 17, 2025
I purchased 8
shares of Union Pacific Corporation (UNP) at $222.25 per share plus
commission.
At today’s
exchange rate, that purchase 8 shares of UNP will increase €28.51
of my expected annual net dividend income. Following this
acquisition, the portfolio now contains a total of 30 Union Pacific
Corporation shares at an average purchase price of $177.56 and yield
on cost is 3.11%. After this acquisition, UNP ’s weight of my
portfolio is about 0.77% and its share of future annual dividend
income is approximately 0.46%.
Portfolio Holdings
News:
November 17, 2025
Johnson
& Johnson (JNJ) Set to Revolutionize the Treatment of Cancer With
the Acquisition of Halda Therapeutics; JNJ announced that it has
entered into a definitive agreement to acquire Halda Therapeutics
OpCo, Inc., a clinical-stage biotechnology company with a proprietary
Regulated Induced Proximity TArgeting Chimera (RIPTAC™) platform to
develop oral, targeted therapies for multiple types of solid tumors,
including prostate cancer, for $3.05 billion in cash. The transaction
is expected to close within the next few months, subject to antitrust
clearance and other customary closing conditions.
General Dynamics
Corporation (GD) has been awarded
a $2.28B modification to a previously awarded U.S. Navy contract for
additional advance procurement and advance construction of
Columbia-class fleet ballistic missile submarine hulls.
RTX Corporation
(RTX) has been awarded
a $698.95M U.S. Army contract for the procurement of National
Advanced Surface to Air Missile System fire units.
November 18, 2025
NCC
AB (NCC) to construct Heleneholmsbadet in Malmö; NCC will
partner with Malmö Stadsfastigheter to build the new
Heleneholmsbadet swim center in Malmö. The assignment is a turnkey
partnering contract and the order value is approximately SEK 475
million.
The
Home Depot, Inc. (HD) Announces Third Quarter Fiscal 2025 Results;
HD reported third-quarter non-GAAP EPS of $3.74, down 1.06%
year-over-year and $0.09 below analyst expectations. Revenue came in
at $41.35 billion, exceeding estimates by $230 million and
representing a 2.8% increase from the same quarter last year. For
fiscal 2025, management expects total sales growth of approximately
3.0% and projects adjusted diluted EPS to decline about 5.0% from the
$15.24 reported in fiscal 2024.
November 19, 2025
Kesko
Corporation (KESKO) Optimises Property Holdings by Selling Ten
Grocery Store Properties; KESKO continues the strategic
development of its store network by selling ten grocery store
properties for approximately €59 million to Sweden’s Prisma
Properties AB and entering into long-term lease agreements for them.
The divestment supports Kesko’s objective of focusing its store
site investments in areas with the strongest consumer demand and
population growth. The divested portfolio comprises nine properties
and one property company.
Target
Corporation (TGT) Reports Third Quarter Earnings; TGT reported
third-quarter Non-GAAP EPS of $1.78, down 3.78% year-over-year but
$0.07 above analyst expectations. Revenue came in at $25.3 billion, a
1.4% decline from the same quarter last year and broadly in line with
estimates. Management now expects full-year adjusted EPS—which
excludes gains from first-quarter litigation settlements and
third-quarter severance and asset-related charges—to come in around
$7.00 to $8.00.
Metro
Inc. (TSE:MRU) Reports 2025 Fourth Quarter Results; MRU reported
fourth-quarter results, with non-GAAP earnings per share of C$1.13—up
10.8% year over year and C$0.04 ahead of analyst expectations.
Revenue increased 3.4% year-over-year to C$5.11 billion, coming in
just below the consensus estimate of C$5.12 billion.
November 20, 2025
Tietoevry
Corporation (TIETO) Updates Its Full-Year Outlook; TIETO’s cost
optimization programme, targeting EUR 115 million in run-rate savings
by the end of 2026, is progressing well. The contribution to
operating profit in 2025 is higher than anticipated and consequently,
the company upgrades its profitability outlook for the full year.
TIETO now guides organic growth -2% to -1% (previous -2% to 0%) and
adjusted EBITA 13.3–13.8% (previous 12.7–13.3%).
UGI
Corporation (UGI) Reports Fiscal 2025 Results; UGI reported FY
2025 Non-GAAP EPS of $3.32, an 8.5% year-over-year increase and $0.14
above analyst expectations. Revenue rose 1.1% to $7.29 billion but
missed estimates by $120 million. Management issued adjusted EPS
guidance of $2.90 to $3.15 per diluted share for fiscal 2026,
assuming normal weather conditions and the current tax regime.
November 21, 2025
RTX
Corporation’s (RTX) R2S Receives $1.25 Billion Tamir Production
Contract; The Raytheon-Rafael Protection Systems (R2S) joint
venture was awarded a $1.25 billion contract to supply Israel with
Tamir surface-to-air missiles. The direct commercial sales contract
includes missiles, missile kits and test equipment.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: Realty Income (O) by Jason
Fieber at Daily Trade AlertThe
Wealthy Barber’s big idea on the Sunday Reads by Dale Roberts
at Cut the Crap InvestingEight
Companies Raising Dividends Last Week by Dividend Growth InvestorIt’s
Best Time In 10 Years To Lock In Income – Our Picks by Millennial
Dividends at Seeking Alpha10
Low Volatility High Dividend Stocks For Stability And Income by
Bob Ciura at Sure DividendOctober
2025 Dividend Income Update by Mark at My Own AdvisorIncome
Products for Retirees and How to Package Them [Podcast] by Mike
at The Dividend Guy BlogEnbridge:
Not Your Average Midstream Opportunity by Treading Softly at
Seeking AlphaHome
Depot Is Likely To Experience Further Weakness by Charles
Fournier at Financial Freedom Is A JourneyThe
Thinning U.S. Stock Market and Hedging Concentration Risk by
Craig Stephens at Retire Before DadBuilding
Your First Portfolio? Every Beginner Should Know These Stocks by
Dan Kent at Stocktrades CanadaProcter
& Gamble (PG) Dividend Stock Analysis by D4L at Dividend
Growth StocksThe
AI Wealth Transfer No One Sees Coming – And Why I’m Preparing Now
by Leo Nelissen at Seeking AlphaDIY
Wealth Canada Podcast – Best Canadian Dividend Stocks by Bob at
TawcanWalmart
Turns In Strong Performance But Valuation Is Rich by Charles
Fournier at Financial Freedom Is A Journey
Thanks for
stopping by!