Our portfolio updates for the week ending on July 24, 2023 are as follows.
Price Moves In The Portfolio
The Van Life Portfolio had a rather uneventful week, but a non-volatile week is never a bad thing. MPW and ABR did pop off though, with MPW gaining 5.1% and ABR gaining 4.9% this past week. We will have to keep on eye on this, it could be a trend where REITs are going bull mode.
Stock News
CWH had an EPS update. It’s now expected that CWH will have an EPS increase of 20% over what was estimated during the last earnings report. That should provide a spike in share price, but we will have to see.
EPR goes ex-dividend on 07/28 and pays those dividends out on 08/15. If you want to collect the dividends make sure you pick up EPR shares by market close on 07/27. The payout will be $0.28 per share with a yield of 7.2%. Now I know this isn’t the best yield, but it still beats the pants off most “experts” high dividend paying stocks. So take that “experts”.
SLVO and USOI both went ex-dividend on 07/19 and we will get paid on 07/25. Both of these investments do not have the DRIP option so it is paid out in cash. We can always buy on the next dip or put the proceeds towards another investment. I am still debating what to do with the income. SLVO will pay $1.36 a share and USOI will pay $1.18 per share.
This is the calm before the storm.
Next week we have 6 holdings reporting earnings.
