Episode 41 sees us return to discuss Intel after the recent update from their new CEO. In Episode 31 European DGI was unsure about the direction and leadership of the company. Has his sentiment changed?
? EMF Discusses
Suez Canal
European companies at loggerheads with China
? EDGI Discusses
Siemens Healthineers acquisition
For the main topic, We discuss our latest thoughts on Intel
Listener Questions:
This week we received several questions again from our loyal listeners
Phil Segler – There seem to be a lot of supply chain issues happening right now (Texas Winter, semiconductor industry, other basic materials and plastics, Suez channel): Is this something you take into account for this year’s strategy?
Centrino: With a lot of dividend stocks overvalued due to price appreciation, wouldn’t it be smart to sell a portion of shares.
Dividend Wave- your longer form feedback on $INTC unleashed.
Tiago Diaz – The upcoming $UL annual general meeting is coming, and there’s 26 resolutions to be voted on. Have you considered how you’re going to vote? Which items will you reject?
The NL Dividend Investor – Do you have a strategy or rule to buy solid companies that are always looking overvalued? Like Visa, Mastercard, Nike for instance.
Dr P – Which sectors seem to be undervalued the most right now? I’ve been eyeballing and buying solid insurance companies with good dividend histories since last fall, for example. Are there other sectors worth screening for solid undervalued dividend growth companies right now?
Joe – What are your favorite UK stocks (for dgi or or not).
I want to add some GBP to my portfolio.
ImagInvests – If you could only pick one dividend stock to sit on for 25 years, what would it be?
Odysseus – I have a question for you guys. Which is the best and the worst Investor Relation Department/Site that you have come across so far? I had some bad experiences with Air Liquide.
Michel Christiansen: What do you think of IBM
Resources:
www.youtube.com/watch?v=7b3yHdZqhoY
The Chowder Rule in practice: applying it to my DGI portfolio
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!
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– European Dividend Growth Investor – ? https://twitter.com/European_DGI
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