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5Today, with a heavy heart, I was again forced to reallocate my portfolio.
Sempra Energies $SRE (+0,21%) has now left my portfolio after a long time and a good dividend payout, after they withdrew from Mexico and the infrastructure sector (LNG terminals) and sold divisions.
Instead, I took advantage of the favorable prices for Nike $NKE (-0,18%) and used the setback in Mainstreet Capital $MAIN (-0,6%) to add to the portfolio to make up for the lost dividend yield.
I hope that wasn't a mistake...
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗜𝗣𝗢𝘀 🔔
Stepstone - Axel Springer ( $AXELF ) wants to continue preparations for the IPO of job portal Stepstone. Goldman Sachs ( $GOS (+0,1%) ) and Morgan Stanley ( $DWD (+0,97%) ) have been chosen to lead the transaction, which could take place in the second quarter of 2022. Under the offer, Stepstone could be valued at around seven billion euros. This would correspond to 25 times the operating profit (EBITDA) of around 300 million euros expected for 2023. The job portal's business has been doing very well recently and has been able to post annual growth of 20 percent over the past ten years.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Ex-dividend date: Apple Inc ( $APC (+0,28%) ), AmeriServ Financial Inc ( $ASRV ), Brink's ( $PTY (-1,25%) ), Clarus ( $BDO (+0%) ), Core Laboratories ( $CEI ), Federated Hermes ( $3KC (+6,25%) ), First Interstate BancSystem ( $4FB (-0,8%) ), W. W. Grainger ( $GWW (-0,17%) ), Janus Henderson ( $HDJA ), Lazard ( $LAZ ), Louisiana Pacific ( $LP3 (+0,21%) ), US Steel ( $USX1 (+2,25%) ) and Xilinx ( $XIX ).
𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀📈
Today 11880 Solutions ( $TGT (-4,81%) ), Andritz AG ( $AZ2 (+0,62%) ), Amadeus IT Group ( $AI3A (+1,08%) ), Asahi Kasei ( $ASAA (-0,82%) ), Berkshire Hathaway ( $BRYN (+0,01%) ), Data Modul ( $DAM (-0,45%) ), GS Yuasa ( $G9Y (+0,84%) ), Honda ( $HDMA (+0%) ), Johnson Controls ( $TYIA (+1,18%) ), Kikkoman ( $KIK (-0,52%) ), Kobe Steel ( $KST (+0,36%) ), Krones AG ( $KRN (+2,61%) ), Mitsubishi ( $MBI (-0,7%) ), Nippon Paper Industries ( $9NI (-2,49%) ), Olympus ( $OCPNY ), Rheinmetall ( $RHM (+0,16%) ), Sempra Energy ( $SE4 (+0,21%) ), TLG Immobilien ( $TLG ) and Uniper ( $UN01 ) present their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
United Internet ( $UTDI (+2,18%) ) - Ralph Dommermuth wants to buy United Internet for 35 euros per share. This means that he would own more than half of the Internet group. The manager wants to acquire 17 million United Internet shares, either via an existing company or via a new company he controls. The share price, which was close to 37 euros in September, had fallen by about 5 euros by the end of October. United Internet had announced in mid-September that it wanted to end the share buyback prematurely due to low trading volumes. However, it is still unclear whether Dommermuth will actually buy the company.
Platoon ( $2ON (+0,91%) ) - The surplus demand for exercise bikes due to Corona's crisis is over. Last quarter, the fitness equipment maker posted a $376 million loss. That forced Peloton to lower its revenue forecast for the current year and subscriber growth. Investors reacted immediately, and the stock dropped about 33% within a day.
Varta ( $VAR1 ) - The battery maker lowered its sales forecast for the current fiscal year due to production difficulties at some suppliers. In response, the stock price fell about 19%.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
New York City - New York City's new (Democratic) mayor, Eric Adams, discussed in an interview, a day after his official election, his plan to introduce a coin for the city. This is supposed to be one of the first steps in transforming New York into a crypto-currency-friendly city. In addition, he announced that he wants to receive his first 3 salaries in the form of crypto-currencies. He has also already met with Miami Mayor Francis Suarez, who is known for his positive attitude towards crypto-currencies and who last week also requested that his salary be paid 100% in bitcoins. Miami already has its own City Coin, which is indeed very popular. Francis and Adams have now decided to engage in a friendly competition to see which of the two cities can show the most progress in the crypto space. Adams' goal is for New York to maintain its reputation as the financial capital of the crypto-currency era.
Commonwealth Bank ( $CWW (+0,6%) ) - Australia's largest bank said the day before that they are working to make bitcoin and other crypto-currencies tradable for their customers in the coming weeks. In addition, they said that they also want to offer their customers to store crypto-currencies for them. Initially, only Bitcoin ($BTC-EUR), Bitcoin Cash ($BCH-EUR), Ethereum ($ETH-USD) and Litecoin ($LTC-EUR) will be available. The implementation will be done in collaboration with Gemini, a U.S.-based company specializing in crypto asset custody. Commonwealth Bank is by far the largest financial institution on the continent, with total assets of $688.4 billion, so this news is a big step for the crypto industry.
🤜🏼🤜🏼🤜🏼 @MarketNewsUpdate
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗦𝘁𝗲𝗽𝘀𝘁𝗼𝗻𝗲𝘀 𝗜𝗣𝗢 / 𝗘𝗹𝗲𝗸𝘁𝗿𝗼𝗿𝗮𝗱 𝗶𝗺 𝗞𝗲𝗹𝗹𝗲𝗿 / 𝗟𝗲𝗲𝗿𝗲 𝗕𝗮𝘁𝘁𝗲𝗿𝗶𝗲 / 𝗚𝗲𝗵𝗮𝗹𝘁 𝗶𝗻 𝗞𝗿𝘆𝗽𝘁𝗼
𝗜𝗣𝗢𝘀 🔔
Stepstone - Axel Springer ($AXELF) wants to push ahead with preparations for an IPO of the job ad portal Stepstone. Goldman Sachs ($GOS (+0,1%)) and Morgan Stanley ($DWD (+0,97%)) have been selected to lead-manage the transaction, which could take place in the second quarter of 2022. The issue could value Stepstone at around EUR seven billion. This would correspond to 25 times the operating profit (EBITDA) of around EUR 300 million expected for 2023. The job portal's business has been going very well recently and it has been able to show annual growth of 20 percent over the last ten years.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, Apple Inc. ($APC (+0,28%)), AmeriServ Financial Inc. ($ASRV), Brink's ($PTY (-1,25%)), Clarus ($BDO (+0%)), Core Laboratories ($CEI), Federated Hermes ($3KC (+6,25%)), First Interstate BancSystem ($4FB (-0,8%)), W. W. Grainger ($GWW (-0,17%)), Janus Henderson ($HDJ), Lazard ($LAZ), Louisiana Pacific ($LP3 (+0,21%)), US Steel ($USX1 (+2,25%)) and Xilinx ($XIX) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, among others, 11880 Solutions ($TGT (-4,81%)), Andritz AG ($AZ2 (+0,62%)), Amadeus IT Group ($AI3A (+1,08%)), artnet ($ART (-1,32%)), Asahi Kasei ($ASAA (-0,82%)), Berkshire Hathaway ($BRYN (+0,01%)), Chiyoda Kakō Kensetsu ($CYA (+0%)), Data Modul ($DAM (-0,45%)), GS Yuasa ($G9Y (+0,84%)), Honda ($HDMA (+0%)), Johnson Controls ($TYIA (+1,18%)), Kikkoman ($KIK (-0,52%)), Kobe Steel ($KST (+0,36%)), Krones AG ($KRN (+2,61%)), Mitsubishi ($MBI (-0,7%)), Nippon Paper Industries ($9NI (-2,49%)), Olympus ($OCPNY), Rheinmetall ($RHM (+0,16%)), Sempra Energy ($SE4 (+0,21%)), TLG Immobilien ($TLG) and Uniper ($UN01) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
United Internet ($UTDI (+2,18%)) - Ralph Dommermuth aims to take over United Internet for EUR 35 per share. This would give him more than half of the Internet group. The manager would like to acquire 17 million United Internet shares either via an existing company or a newly founded one controlled by him. The share price of almost EUR 37 in September had fallen by around EUR 5 by the end of October. United Internet had announced in mid-September that it intended to end its share buyback prematurely due to low trading volumes. However, it is still uncertain whether Dommermuth's purchase will actually take place.
Peloton ($2ON (+0,91%)) - The upswing of exercise bikes due to the Corona crisis is over. In the last quarter, the fitness equipment manufacturer posted a loss of $376 million. In the wake of that, Peloton lowered both its expected revenue for the current fiscal year and its subscriber growth. Investors reacted immediately and the stock fell by about 33% in the course of one day.
Varta ($VAR1) - The battery company lowered its sales forecast for the current fiscal year due to production difficulties at some suppliers. In response, the share slumped by around 19%.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
New York City - New York Mayor-elect (Democrats) Eric Adams spoke in an interview a day after his official election about his plans to introduce a City Coin for the city. This is said to be one of the first steps in transforming New York into a crypto-friendly city. Furthermore, he announced that he wants to receive his first 3 paychecks in the form of cryptocurrencies. He also said that he has already met with Miami Mayor Francis Suarez, who is known for his positive attitude towards cryptocurrencies and also called for his salary to be paid 100% in Bitcoin last week. Miami already has its own City Coin, which is indeed very popular. Francis and Adams now decided to try a friendly competition to see which of the two cities can show greater progress in the crypto space. Adams' goal is for New York to continue to maintain its reputation as a financial capital in the age of cryptocurrencies.
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Shareholders who have 𝐒𝐞𝐦𝐩𝐫𝐚 𝐄𝐧𝐞𝐫𝐠𝐲 in their portfolio will be pleased with a current 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐞𝐧𝐫𝐞𝐧𝐝𝐢𝐭𝐞 𝐯𝐨𝐧 𝟑,𝟐𝟕%! 🥳
U.S. energy company Sempra Energy will pay a steady quarterly dividend of $1.10 to its shareholders. That makes a full $4.40 per share, per year. 😍
Of course, there is also some growth: At the beginning of the year, the share is up 5.68 percent, with a current market capitalization of 42.66 billion US dollars.
