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Dividend Talk

EP #45 | Q1 Earnings 2021 | $T $NESN $KO $BN $INTC $OR $IBM $KMB

Apr 24, 2021
58:14

It’s our favorite time of the year with earnings season just starting. This week we cover 8 companies with a mix of US-based and European based companies

We started with the news of the week.

👉 European Dividend Growth Investor shares news on a potential merger with Chubb

👉 EMF shares his reflection on the European Superleague. Do you think it was a good Idea?


Main topic:

A brief look at the different companies reporting their Q2 2021 earnings. $T, SWX: NESN, $KO, $BN , $INTC , EPA: OR, $IBM and $KMB

Listener Questions:

This week we received several questions again from our loyal listeners

  1. Phil - Is there any company where you would love to see a spin-off or a bigger merger/acquisition in 2021?
  2. Centrino - My average price for $MO is 42$, back in October laser year. Last week, it reached 52$. I.e. the yield decreased. Would you keep making DCA monthly, after such an upside? Or temporarily pause buying, waiting that the price drops back?
  3. Sheep Stocks -  will Waterford win the All Ireland? And if Waterford GAA had a public company that paid out a dividend would you consider buying it?
  4. Tiago Dias -  Do you think we will see tax-advantaged accounts like Roth IRA and 401Ks  appear in Europe anytime soon? Or do you think the Pan-European Pension Products will remove the political will to implement such a solution, leaving us stuck to chronically underperforming products?
  5. Celtic Investor - If ye could only hold 3 stocks, 1 European, 1 US and 1 from the rest of the world, what would they be and why?
  6. Taurus Invests -  Do you utilize your CGT allowance of 1270 every year?
  7. Tony- Imagine you are only allowed to invest in one single stock. Which one of your portfolios would you choose?
  8. Forwards Dividends - What is the European reaction to Biden's cap gains tax plan?  Do you think Americans are just spoiled?

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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