I didn't really like the deteriorating balance sheet. You mentioned it mainly due to their share repurchases and they were so cheap. I wish that the balance sheet was in a better position to capitalize on that at the time. Even though they're trying, they did so at the expense of the balance sheet. And then we've got this outlook on personal computing and printing. It's quite bleak for the next year to two years. How do you navigate through this is going to be quite important.
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
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