Siemens is one of the best industrial companies in the world. It trades now 137 euro, which is quite interesting for a 3.1% dividend yield at the quickly calculated rate. I still have a small position in Siemens and hope it goes back to 100 but when? That's always the question.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!