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Dividend Talk

EP #39 - Why did EMF sell his shares in Coca-Cola? [$KO $VZ $UL $BN $BATS $RDSA]

Mar 13, 2021
53:56

We have a Jam packed episode this week. 

We had news on some of our popular companies such as Danone, Unilever, Shell and British American Tobacco. EMF discusses why he sold Coca Cola as part of a friendly debate with a regular listener and we take questions from the community. 

👉 EMF Discusses 

  1. Verizon raising capital through the sale of bonds 
  2. Unilever Bans the word Normal from their beauty products 
  3. Football Index loses is gamblin licence in the UK 

👉 EDGI Discusses

  1. British American Tobacco Takes 20% Stake in Organigram 
  2. Shell CEO takes large pay cut after bruising 2020 
  3. Danone's board to meet this weekend as activists pressure Faber to quit: Le Figaro 

For the main topic: 

EMF discusses the reasons why he sold coca cola 

Listener Questions

This week we received several questions again from our loyal listeners 

Phil Segler - Any companies in your portfolio or watchlist that work in the field of Blockchain? (Technological engagement / industrialization of its use. No financial aspect or anything related to BTC) 

Dividend Dane - Your Chowder experiment.- Has it made you consider some of your future investments and/or positions? When will @EMF_01 do the same exercise on his portfolio 

Piotr - I liked the last one with valuation metrics so now would appreciate if you can cover efficiency metrics ie ROE ROA ROCE etc. Which ones do you use, if any? Do you recommend any particular one? 

Sego Investor - Do you guys sell a company when is over performing in order to keep the balance of your portfolio? If yes what is the criteria? Thoughts on Roche? 

The NL Dividend Investor - How happy are you that you are a dividend investor and you are not worried about the current volatility in the stock market? The volatility will even create opportunities to buy great companies at a lower price. 

Tony One millionjourney.com - When do you guys expect to become financially independent following your DGI strategy? 

Joapen - Related to risks of a company. How do you track, asses and review them? BI-Investor - Yes i have a Question , when we Look at $CME Group , Dividendmonster , yearly raising dividends and NEARLY every year Theres an extra Dividend. This extra ist 2-3times of the normal dividend. Should i calculate With or without this extra div? I think ITS Bonus but IT makes The Dividend yield different between 

GP - Is there a schedule site for European dividends similar to dividenddata 

William Pritchard - Most people seem to use a Dividend Reinvestment Plan for their dividends during the pre-retirement phase. How do you use your dividends? Do you DRIP? Or, do you pool them each month to buy or strengthen another position?  

Resources: 

  • https://barondeldividendo.com/agenda/
  • https://europeandgi.com/inspiration/chowder-rule/ 
  • https://europeandgi.com/stock-analysis/british-american-tobacco-will-it-help-you-in-building-a-better-tomorrow-bat-shares/ 
  • https://www.engineermyfreedom.com/should-i-buy-coca-cola-with-a-58-year-dividend-history/ 
  • https://www.engineermyfreedom.com/dividend-stock-fundamentals-analysis-template/ 

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! 

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