In this episode, we are running through some or the earnings reports from this week ( $PEP $KO $CSCO $HEIA $RELX $OR ). It really feels like there isn’t coming an end to it, but this is also what we love so much. Great dividend growth companies reporting earnings and dividend increases.
But before we go there, we will first introduce our guest Dividend Wave to you including some rapid FIRE questions. But like always, we also discuss the news of the week and a stock pick of the week.
We started with the news of the week.
👉 European Dividend Growth Investor shares an interesting fact about Bitcoin’s world wide energy consumption
👉 Dividend Wave shares the news about Tesla. The company started to buy bitcoin and he shared his thoughts about the accounting of it.
👉 EMF shares his reflection on the news that Tesla had to call back 12.000 cars to fix an issue
Main topic:
A brief look at the different companies reporting their FY 2020 earnings.
Listener Questions:
This week we received several questions again from our loyal listeners
1️⃣ Phil – Assume a market at ATH, what would you do:
a) Stay with your key stocks, even if they are expensive
b) Wait until markets cool down
c) look for new companies on page 10 of google
2️⃣ Peter from Belgium (via email)
Do you take into account double taxation of dividends when selecting a stock?
For example: when I receive dividends from American stocks in Belgium it is taxed in the US at 15% and then again at 30% in Belgium. So almost half of the dividend is lost to taxes.
3️⃣ Rafa – Hi! I have a question, once you spotted a good company DGI, how do you assess when is the good moment to buy?do you trust only your CFdiscount model for valuation or do you look at PE forward, Shiller ratio, EV/EBITDA, FCF yield or FCF for Equity vs historical?
4️⃣ Richlan – How do you develop a buying strategy. Like I’m having trouble deciding how big my positions in each stock should be?
5️⃣ Piotr – When starting to build a div portfolio would you go for high yield but low growing stocks to boost investing capital at the beginning or would you focus on lower yield but high div growth?what is your favorite austrian stock? Mine is “mayr melnhof” from a dividend growth point of view
6️⃣ Dividendencheck – What is your favorite Austrian stock? Mine is “Mayr Melnhof” from a dividend growth point of view.
7️⃣ Dapper Dividends – What is an underrated dividend analysis metric?
Stock Pick
Last but not least, Dividend Wave shares his stock pick of the week. This week he shares his thoughts about Home Depot
Final Thoughts:
We hope that you enjoy today’s episode. While you’re at it, don’t forget to hit the Subscribe and Like button 👍. It means a million to us!
At your service,
– Engineer My Freedom -🕊 https://twitter.com/EMF_01
– European Dividend Growth Investor – 🕊 https://twitter.com/European_DGI
– Dividend Wave – 🕊 https://twitter.com/DividendWave
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Links mentioned in the show:
EMF’s post about Cisco: https://www.engineermyfreedom.com/cisco-q2-2021-earnings-review/
As mentioned by Dividend Wave: http://yieldchart.com/
As mentioned by European DGI: https://europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/