Anders: What's your thoughts on the UK government ordering a huge amount of Wegovi to distribute through a trial conducted by the NHS in an effort to combat the roison obesity epidemic in the UK? I mean, this is all bullish for a stock like Novo Nordisk. Also the celebrities buying up massively with Wegovi in California and such, right? It's really, really bullish. And Salim has asked us our thoughts on the Noviad. The price seems to have settled. Yeah, it seems quite popular. So do your own research on that. Daniel: Similar to Castellum in Sweden, I don't like investing in them when I'm too
We started today's episode with Apple’s ($AAPL) exciting news around its launch of “Vision Pro” - VR / AR glasses with a whopping 3500 USD price tag. In part two of the news of the week, EDGI talks about the French finance minister who helped to strong-arm big food companies into cutting prices. The companies, which together make 80% of what the French people eat, could face financial sanctions if they don't follow through. Unilever (LON: ULVR) is one company in our portfolio who are affected by this pledge and we discuss our thoughts.
There is only one dividend hike of note which is $UNH
For The main topic, we talk about how we would invest €10k. Before we list our tickers we start by discussing lump sum investing vs euro cost averaging. We talk a little about the reasoning behind the companies we choose and such as a forward PE ratio of not more than 20, a payout ratio below 60% if possible, and an average yield of about 3%. Of course, there are some exceptions as quality can come at a price.Tickers mentioned are $VICI, $CRH ,$TROW,$CCOI,$BTI, $SBUX, $TXN, $MSFT,$JNJ, AMS:AD, $ALV, $SHELL, EPA:MC, BIT:CRP, BIT:RACE, BIT:ENEL,$TGT, $GME, $ENB, $TTE BME:ENG, $MCD , $TSN, ETR:VNA, CPH: NOVO-B, SWX: SREN, $IIPR, $NKE, $HEL: KESKOB
Finally, we answered 23 questions from the community such as:
If you were wanting to impress your father-in-law with your best dividend growth stock pick to date, which one would it be? (And why?).
How do you work out the dividend yield of a whole portfolio?
At what interest rate would you consider putting money in your savings account instead of investing it?
On Trading212, what's your opinion about the share lending feature?
How's your Walgreens position looking?
Links mentioned in the show