Day Gain | ||
Gain | ||
Market Val | ||
Costs | ||
Cash | ||
Portfolio | ||
Realized | ||
Dividend |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-08-19 | 2024-06 | 2.07 | 3.08 | 1.01 | 48.79% |
2024-05-21 | 2024-03 | 1.09 | 0.75 | -0.34 | -31.19% |
2024-05-21 | 2024-03 | 1.09 | N/A | N/A | N/A |
2024-03-13 | 2023-12 | -1.33 | -1.23 | 0.1 | 7.52% |
2024-03-13 | 2023-12 | -1.33 | N/A | N/A | N/A |
2023-11-15 | 2023-09 | -1.56 | -1.97 | -0.41 | -26.28% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-09-28 | Barclays | Upgrade | Underweight | Underweight |
2023-09-26 | JP Morgan | Upgrade | Overweight | Overweight |
2023-09-17 | JP Morgan | Upgrade | Neutral | Overweight |
2023-08-17 | Barclays | Upgrade | Underweight | Underweight |
2023-08-16 | JP Morgan | Upgrade | Neutral | Neutral |
2023-08-16 | Jefferies | Upgrade | Hold | Hold |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Menora Mivtachim Holdings Ltd. | 2.69M | 33.34M | 2.24% |
2023-06-29 | Blackrock Inc. | 2.17M | 26.92M | 1.81% |
2023-06-29 | Citadel Advisors Llc | 1.65M | 20.47M | 1.37% |
2023-06-29 | Mackenzie Financial Corporation | 1.28M | 15.84M | 1.06% |
2023-06-29 | Goldman Sachs Group Inc | 1.20M | 14.86M | 1.00% |
2023-06-29 | American Century Companies, Inc. | 799.01K | 9.90M | 0.66% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | Avantis International Small Cap Value ETF | 744.15K | 7.78M | 0.62% |
2023-08-30 | iShares Core MSCI EAFE ETF | 680.70K | 8.22M | 0.57% |
2023-08-30 | iShares MSCI EAFE Small Cap ETF | 408.58K | 4.93M | 0.34% |
2023-07-30 | Vanguard Whitehall Funds-High Dividend Yield Index Fund | 367.66K | 5.57M | 0.31% |
2023-08-30 | iShares Core MSCI Total International Stock ETF | 115.00K | 1.39M | 0.10% |
2023-09-29 | Avantis International Equity ETF | 105.73K | 1.10M | 0.09% |
Dividend | Date |
---|---|
0.93 | 2024-08-29 |
0.23 | 2024-06-04 |
6.4 | 2023-04-04 |
2.95 | 2022-12-07 |
2.95 | 2022-11-28 |
4.75 | 2022-08-26 |
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The key will be the guidance for Q1 plus any improvements on the estimated Q4 vs actual Q4. Not expecting any dividend until perhaps Q1.
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Believe that Hapag-Lloyd dividend is actually from 2023…nothing posted on company investor relations for 2024.
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Why red? The global political disaster, both present and future. Need new leadership across the world.
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A dividend payout in Q4 2023 is unrealistic given the finances, company policy and market conditions for that period. The key will be the forward looking comments/guidance.
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Any ceasefire will be temporary at best. Israel has already confirmed their intentions to proceed with military plans regardless of any short term ceasefire. This region is far from returning to any degree of normalcy.
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Just adding…over 108K shares thus far…
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Thank you. Loading up with another 20,000.
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Read an interesting article from the Managing Director of Maersk in UAE about how they are managing the situation in the Red Sea. Container ships are docking in Dubai, trucking containers by land to Jeddah, transferring to another container ship and continuing the journey. By doing so, they reduce costs by 30% vs the trip around Africa and reduce total transit time by 70%.
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I wonder how much loss does these company take to sail at red sea to save fuel cost and time? Is it worth losing the goods, the ships and the crew? They really thought that the rebels will attack Israel ships only? If that is so, Israel ships would have put up other country flags and sail through the red sea.
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Earnings…March 17th (TBC)
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Asia-Europe…rates declining. Germany, UK are trending towards recession.
Asia-USA…rates increasing. USA economy trending upwards.
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Asia to US West Coast…rates increased another 11% to $4859 per FEU.
Asia to US East Coast…up 3% to $6589 per FEU.
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Inflation increased Jan 2024
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Do your DD.
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Maersk actually owns - not leases - over 300 ships. ZIM owns 8. Enough said.
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