Shell is a very cyclical company. It's going to come to a time where that share price is going to be depreciated for a number of reasons and to be all negative in the press. And that's the time when people will not want to buy it. So I'm really, really hoping that something will happen temporarily where the press is again down to 15. But honestly, I do think it, I do see it breaking the whole deal.
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
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