Dividend Talk cover image

Dividend Talk

Ep #37 - Its a marathon and not a sprint. Yet more earnings! | $O $BASF $REE $MUV2

Feb 27, 2021
52:54

In this episode, we are running through some more earnings from Realty Income, BASF, Red Electrica and Munich RE and more!

We started with the news of the week.

👉  AT&T made the headlines with DirecTV again. Check out our thoughts and maybe a mini rant from european dgi

  • We discuss no fewer than 7 companies' earnings reports. It really is a marathon at this time of the year. But we love it!

Listener Questions:

This week we received several questions again from our loyal listeners

Phil Segler - How did your risk tolerance develop over the years? How did the size of a "standard purchase order" develop? (Example for me in the beginning it was 1k, then for a bit rather 2...3k, now moving towards 4...5k per order)

Dividend Dane - Question - “Falling in love” with certain stocks in both your portfolio and your watchlist is very common. Do you ever try to evaluate if there are better options out there?

Piotr - Do you have any rules or hints for averaging down? Actually, I increased Unilever after first drop and now seeing further drops have no idea about further increases

Tiago Dias - What do you think about using profit margins as a proxy to determine how high a companies PE ratio can be before it becomes a bad deal? i.e: $MSFT has around 36% profit margin, so a PE of 35 might be a better deal, compared to $ADM with margins around 5% and a PE of 17

Eduardo Garcia (aka Enzo):  HI DGI, questions for the next program AHOLD DEL... report some issues related to pension programs in USA and EU, this is good or bad? or maybe normal.  And why don’t European companies need to file something like a quarterly 10K?

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

----

Useful links:

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode