WD-40 Action Forum

What we can expect from tomorrow:

Month

• Consumer credit data (May)

Tuesday

• NFIB Small Business Optimism Index (June)
• Fed Chairman Jerome Powell addresses the Senate
• Fed Vice Chairman Michael S. Barr and Fed Governor Michelle Bowman give speeches
• Helen of Troy ($HELE (+0 %)) reports quarterly figures

Wednesday

• Wholesale stocks (May)
• Fed Chairman Jerome Powell speaks to the House of Representatives
• WD-40 ($WDFC (+3,19 %)) reports quarterly figures

Thursday

• Initial jobless claims (week ending June 29)
• Consumer Price Index (CPI) (June)
• US Treasury Statement (June)
• Atlanta Fed President Raphael Bostic delivers a speech
• PepsiCo ($PEP (+1,38 %) ), Conagra ($CAG ) and Delta
  Air Lines ($DAL (+1,41 %) ) report Quarterly figures

Friday

• Producer Price Index (PPI) (June)
• Consumer Confidence - preliminary (July)
• JPMorgan Chase ($JPM (+0,97 %)), Wells Fargo ($WFC (+1,06 %)), Citigroup ($C (+1,33 %)), Bank of New York Mellon ($n/a), Fastenal Co. ($FAST (-0,16 %)) and Ericsson ($ERIC (+0,66 %)) report Quarterly figures

The market overview for 🇺🇸 & 🇪🇺:

US MARKET🇺🇸

Monday

• PACS Group ($PACS) and UL Solutions ($ULS) have potential IPOs.
• Neel KashkariPresident of the Minneapolis Fed, delivers remarks.

Tuesday

• Release of the NFIB Small Business Optimism Index (March).
• Quarterly reports from WD-40 ($WDFC (+3,19 %) ) and Tilray Brands ($TLRY (-2,1 %) ).

Wednesday

• Publication of the consumer price index (March).
• Publication of the wholesale stocks (March).
• Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
• Publication of the monthly federal budget of the USA (March).
• Speeches by Austan GoolsbeePresident of the Chicago Fed.
• Quarterly reports from Delta Air Lines ($DAL (+1,41 %) ) and Applied Digital ($APLD ).

Thursday

• Publication of the initial applications for unemployment benefits (April 5).
• Publication of the producer price index (March).
• Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
• Quarterly reports from Constellation Brands ($STZ (+1,23 %) ), Fastenal ($FAST (-0,16 %) ) and CarMax ($KMX (-0,39 %) ).

Friday

• Publication of the preliminary Michigan Consumer Sentiment Index (April).
• Speeches by Raphael Bostic, President of the Atlanta Fed, and Mary C. DalyPresident of the San Francisco Fed.
• Quarterly reports from JPMorgan Chase ($JPM (+0,97 %) ), Wells Fargo ($WFC (+1,06 %) ), BlackRock ($BLK ), Citigroup ($C (+1,33 %) ), State Street ($STT (-0,14 %) ) and Progressive ($PGR (+3,25 %) ).

EUROPEAN MARKET🇪🇺

Monday

• Publication of Industrial Production Index🇪🇺

Tuesday

• ZEW Economic Sentiment🇩🇪 will be published
• Quarterly reports from Ericsson ($ERIC A (-0,26 %) )🇸🇪, Beiersdorf AG ($BEI (-0,46 %) )🇩🇪, Sika ($SIKA (-2,16 %) )🇨🇭, Rio Tinto PLC ($RIO (-2,95 %) )🇬🇧

Wednesday

• Release of CPI data🇪🇺
• Quarterly reports from Hays ($HAS (-1,04 %) )🇬🇧, Petershill Partners ($PHLL )🇬🇧, Just Eat Takeaway ($TKWY (+0,07 %) )🇬🇧, Entain ($ENT (+1,34 %) )🇬🇧, La Francaise ($FDJ (+0,94 %) )🇫🇷, Legal & General ($LGEN (-0,62 %) ), Tryg ($TRYG (+0,33 %) )🇩🇰, BHP Group Ltd ($BHP (-3,74 %) )🇬🇧, ASML Holding ($ASML (-0,38 %) )🇳🇱Volvo B ($VOLV B (-3,37 %) )🇸🇪, Severstal ($CHMF )🇷🇺

thursday

• Publication of Construction Output🇪🇺
• Quarterly reports from Danone ($BN (-0,89 %) )🇫🇷, Nokia Oyj ($NOKIA (-0,81 %) )🇫🇮, Tele2 AB ($TEL2 B (+0,23 %) )🇸🇪

#dividende
#ausschütter

The following companies have declared their dividends for the next distribution.

$RITM (+2,33 %) - 0.25 USD

$VET (-1,39 %) - 0.12 CAD - 20% increase

$2518 (-3 %) - 0.2875 USD

$BEN (-0,75 %) - 0.31 USD - 3% increase

$WFG (-1,4 %) - 0.30 USD

$USB (+2,13 %) - 0.49 USD - 2% increase

$O (+2,65 %) - 0.2565 - 0.2% increase

$MAA (+3,68 %) - 1.47 USD - 5% increase

$AMGN (+2,01 %) - 2.25 USD - 5.6% increase

$WDFC (+3,19 %) - 0.88 USD - 6% increase

Most people here will probably be interested in Realty Income, otherwise just have a look. There are some interesting companies at the start.

Have a nice mountain party everyone and pour plenty into your pockets. 🤪

When the stock market doesn't behave the way you'd like it to....

Since I like to buy shares of companies which I like to use myself, I have $WDFC (+3,19 %) on my watchlist for a long time. Today was ex-day and I was planning to finally get this little dividend pearl with a nice "dip" from dividend discount and sell-offs to 2% dividend yield in the depot. 2% isn't a hoot but the dividends are rising regularly and I'm investing for the loooong term.

What happens? The share price goes up! 😬

Now it's back to waiting and quoting the great Buffet:

"The successful investor has a great deal of patience, he buys far below fair value and sells far above fair value."