The Problems of Toys and Foods AFC Gamma Camping World

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I would buy Accenture handover fist compared to IBM when we talk about consultancy as an example. As I saw it note, I would find it hard investing into consultancy firms like these are our McKinsey. Shinde was asked us what do you think of any of the problems of toys and foods AFC gamma camping world or work. He said he honestly don't have too much opinion about this.

This week we have a jam-packed show.

We start by discussing British American Tobacco ($BTI, $LON:BATS) who replaced its CEO Jack Bowles after the company received a fine of $635 for doing business with North Korea. EDGI talks about the number of intangibles on the company and we give our thoughts on the amount of goodwill the company holds on its balance sheet. Intangibles make up ~70% of the balance sheet. Goodwill is approximately 25% which is a lot. Combustibles is declining rapidly however the dividend seems safe at ~50% payout to FCF.

Dividend Hikes this week - Chubb Limited ($CB) hikes dividend by 3.6% to $0.86 quarterly. This marks the 30th consecutive annual increase in the company's dividend

Our main topic centers around Realty Income ($O).

Why are we talking about Realty Income
What makes them so special
What concerns us about Realty Income
How do we analyze a company like Realty Income
What is our fair value valuation of the company

We finish the show off with lots of questions from the community

Tickers mentioned are - $BTI, $O, $CB, £CSN, $MLI,$BUD, $DIS, $TGT, $WBA, $SCHD, $MO, APD, $TSN, $MMM, TYO:8058 WHA.AS, SBMO.AS, SIE.DE, $PYPL, $AFG, ALV.DE,NN.AS, $TROW, ASRNL.AS

Links mentioned in the show

Company Deep Dive - NextEra Energy Partners (NEP) - (dividendstockpile.com)

Why Life With Dividends Sold Digital Realty Trust ($DLR)

https://dividendtalkpodcast.com/

FINVIZ.com – Stock Screener

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