We started today's episode with Apple’s ($AAPL) exciting news around its launch of “Vision Pro” – VR / AR glasses with a whopping 3500 USD price tag. In part two of the news of the week, EDGI talks about the French finance minister who helped to strong-arm big food companies into cutting prices. The companies, which together make 80% of what the French people eat, could face financial sanctions if they don't follow through. Unilever (LON: ULVR) is one company in our portfolio who are affected by this pledge and we discuss our thoughts.
There is only one dividend hike of note which is $UNH
For The main topic, we talk about how we would invest €10k. Before we list our tickers we start by discussing lump sum investing vs euro cost averaging. We talk a little about the reasoning behind the companies we choose and such as a forward PE ratio of not more than 20, a payout ratio below 60% if possible, and an average yield of about 3%. Of course, there are some exceptions as quality can come at a price.Tickers mentioned are $VICI, $CRH ,$TROW,$CCOI,$BTI, $SBUX, $TXN, $MSFT,$JNJ, AMS:AD, $ALV, $SHELL, EPA:MC, BIT:CRP, BIT:RACE, BIT:ENEL,$TGT, $GME, $ENB, $TTE BME:ENG, $MCD , $TSN, ETR:VNA, CPH: NOVO-B, SWX: SREN, $IIPR, $NKE, $HEL: KESKOB
Finally, we answered 23 questions from the community such as:
-
If you were wanting to impress your father-in-law with your best dividend growth stock pick to date, which one would it be? (And why?).
-
How do you work out the dividend yield of a whole portfolio?
-
At what interest rate would you consider putting money in your savings account instead of investing it?
-
On Trading212, what's your opinion about the share lending feature?
-
How's your Walgreens position looking?
Links mentioned in the show
- TheDividendGuy just sold all his $ENB shares, check out his video: https://youtu.be/yKa42DyUcOQ
- Jeremy from Dividend Stockpile just wrote a post about it and also posted on our Facebook group. – https://dividendstockpile.com/ugi-corporation-deep-dive/
- Join the conversation on Facebook: Dividend Talk group (facebook.com)
