Itβs our favorite time of the year with earnings season just starting. This week we cover 8 companies with a mix of US-based and European based companies
We started with the news of the week.
π European Dividend Growth Investor shares news on a potential merger with Chubb
π EMF shares his reflection on the European Superleague. Do you think it was a good Idea?
Main topic:
A brief look at the different companies reporting their Q2 2021 earnings. $T, SWX: NESN, $KO, $BN , $INTC , EPA: OR, $IBM and $KMB
Listener Questions:
This week we received several questions again from our loyal listeners
- Phil – Is there any company where you would love to see a spin-off or a bigger merger/acquisition in 2021?
- Centrino – My average price for $MO is 42$, back in October laser year. Last week, it reached 52$. I.e. the yield decreased. Would you keep making DCA monthly, after such an upside? Or temporarily pause buying, waiting that the price drops back?
- Sheep Stocks – will Waterford win the All Ireland? And if Waterford GAA had a public company that paid out a dividend would you consider buying it?
- Tiago Dias – Do you think we will see tax-advantaged accounts like Roth IRA and 401Ks appear in Europe anytime soon? Or do you think the Pan-European Pension Products will remove the political will to implement such a solution, leaving us stuck to chronically underperforming products?
- Celtic Investor – If ye could only hold 3 stocks, 1 European, 1 US and 1 from the rest of the world, what would they be and why?
- Taurus Invests – Do you utilize your CGT allowance of 1270 every year?
- Tony- Imagine you are only allowed to invest in one single stock. Which one of your portfolios would you choose?
- Forwards Dividends – What is the European reaction to Biden’s cap gains tax plan? Do you think Americans are just spoiled?
Final Thoughts:
We hope that you enjoy todayβs episode. While you’re at it, don’t forget to hit the Subscribe and Like button π. It means a million to us!
At your service,
– Engineer My Freedom -π https://twitter.com/EMF_01
– European Dividend Growth Investor – π https://twitter.com/European_DGI