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Dividend Talk

Our thoughts about popular valuation metrics | Dividend Talk | Eps 38

Mar 6, 2021
59:55

In this episode, we discuss some of the most popular methods to value a company. 

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0:00 - Intro
3:06 - News of the week
14:47 - Our thoughts on the different valuation metrics
35:11 - Listener questions
53:30 - Stock pick of the week
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We started with the news of the week:
👉  EuropeanDGI strikes again as we discuss Emanuel Fabel stepping down as CEO of Danone
👉 We discuss Chamath Palihapitiya and why virgin galactic dropped 18%
👉 finally we discuss the US treasury Yield and why it is important that it is rising so fast   

Main topic:
We discuss the following valuation metrics: P/E ratio, Price to Book, Price to Sales, PEG ratio, Dividend Discount Model, Discounted Cash Flow, Dividend Yield  

Listener Questions:
This week we received several questions again from our loyal listeners   
Phil Segler - Which incoming dividend payment do you normally cherish the most? (For me - even though not the highest - I like my monthly $O the most). eDGI: Which CEO do you want to see next resigning?
Dividend Wave - Which CEO is annoying you enough at the moment (and why?) that may deserve one of your tweets-of-soon-to-be-unemployed-CEO*?
Dividendencheck - I recently saw a video from @ppcian about his speculation strategy. Do you also own more speculative stocks/assets or do you focus exclusively on dividend stocks ?
Tommy - What do you think about $LEG Leggett & platt inc. great podcast!
Arrozdetom - If there’s a 20-30% pull back in the market will you do anything special? A lot of people talk about consolidation of portfolio. What do you think about that? How often do you make buys in 1 month? I tend to do it all in one day so I don’t get tempted to time the market. Also i find a bit stressful to look at a stock hoping for a better entry point.
Tony - What financial media do you read and would recommend to others?  

Stock pick of the week:
eDGI shares his stock pick of the week. This time a US dividend aristocrat?  

Resources:  
- Aswath Damodaran http://people.stern.nyu.edu/adamodar/New_Home_Page/biomission.html-
Finding the WACC of a company: https://www.stock-analysis-on.net/ or www.finbox.io    

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
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Useful links:
- EMF’s  Blog: https://www.engineermyfreedom.com/
- European DGI Blog: https://europeandgi.com/

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