Intel Corp. reduced its dividend by 65% to 0,50 annually going forward. Hence, it should be no surprise that this is our main topic for today’s episode. Both Engineer My Freedom and European Dividend Growth Investor will share their perspectives and what they’ve decided to do with their position. Besides that, expect a lot of dividend hikes again, some news about Heineken, and several answers to our listener’s questions.

The link referenced in the show: eDGI’s portfolio allocation strategy

2 Comments

  1. It is a pleasure listening to you guys. I live on an island on the St Lawrence River, in Quebec Canada. I have been into stocks since the past two years.

    About Intel, Intel Inside is now Intel Outside, as far as my portfolio is concerned.

    Isn’t it time we realized Intel is a lost cause? It has had us all so mesmerized that, instead of letting go, we keep dreaming about that “return” in 2025. This decade is the volatile decade. Beyond a few months, it is impossible to predict what will happen.

    Moreover the worldwide chip capacity is growing at a frenetic pace. By 2025, who knows what the supply/demand situation will be? Given the glut caused by over capacity, will chips be a market segment worth investing in? Will other technologies eclipse silicon chips(https://www.wsj.com/articles/graphene-and-beyond-the-wonder-materials-that-could-replace-silicon-in-future-tech-11616817603)?

    Will the terms “Dividend King” and “Dividend Aristocrat” become passé? Who knows?

    • Derek

      Hey, Thanks a million for your comment. I have sold Intel and I honestly think they will cut the dividend again but I agree with you, we could have a difficult decade ahead of us. I’m not a member of WSJ but who knows if silicon will be replaced. Tech is constantly changing so it is quiet possible

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