Hewlett-Packard had a large, large free cash flow impact in the first two quarters and specifically the first quarter. The company did pause their buybacks because one of the return propositions to shareholders was reinvesting this additional cash flow into share repurchases. HPQ gets still 46% of its revenue from personal systems commercial division. But hey, at the moment, the 3.4 dividend yields at 31 euro, a PE of a current price awareness of 11 and a half is not cheap.
We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios.
Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT
For the main topic, we discuss both two companies we are currently buying. Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ.
We finish, as always, by answering questions from our amazing community, where we are asked about companies such as $MMM, $KO, $CCOI, and $MFC.
Links mentioned in the show
TheDividendGuy check out his videos: https://youtu.be/yKa42DyUcOQ
Join the conversation on Facebook: Dividend Talk group (facebook.com)