EP #41 Are Intel a Classic Turnaround company
Dividend Talk27 Mar 2021

EP #41 Are Intel a Classic Turnaround company

Episode 41 sees us return to discuss Intel after the recent update from their new CEO. In Episode 31 European DGI was unsure about the direction and leadership of the company. Has his sentiment changed?


👉 EMF Discusses

Suez Canal

European companies at loggerheads with China


👉 EDGI Discusses

Siemens Healthineers acquisition


For the main topic, We discuss our latest thoughts on Intel


Listener Questions:

This week we received several questions again from our loyal listeners


Phil Segler - There seem to be a lot of supply chain issues happening right now (Texas Winter, semiconductor industry, other basic materials and plastics, Suez channel): Is this something you take into account for this year's strategy?


Centrino: With a lot of dividend stocks overvalued due to price appreciation, wouldn't it be smart to sell a portion of shares.


Dividend Wave- your longer form feedback on $INTC unleashed.


Tiago Diaz - The upcoming $UL annual general meeting is coming, and there's 26 resolutions to be voted on. Have you considered how you're going to vote? Which items will you reject?


The NL Dividend Investor - Do you have a strategy or rule to buy solid companies that are always looking overvalued? Like Visa, Mastercard, Nike for instance.


Dr P - Which sectors seem to be undervalued the most right now? I've been eyeballing and buying solid insurance companies with good dividend histories since last fall, for example. Are there other sectors worth screening for solid undervalued dividend growth companies right now?


Joe - What are your favorite UK stocks (for dgi or or not).

I want to add some GBP to my portfolio.


ImagInvests - If you could only pick one dividend stock to sit on for 25 years, what would it be?


Odysseus - I have a question for you guys. Which is the best and the worst Investor Relation Department/Site that you have come across so far? I had some bad experiences with Air Liquide.


Michel Christiansen: What do you think of IBM


Resources:

https://www.youtube.com/watch?v=4gYdS7HCfrA

www.youtube.com/watch?v=7b3yHdZqhoY

https://europeandgi.com/dividend-etf/dividend-etf/

https://europeandgi.com/inspiration/chowder-rule/

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!


Follow us

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

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(303)

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan St...

27 Jun 1h 2min

EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂

EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂

Episode 300. We made it 🎉This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times.We were joined by two...

13 Jun 1h 45min

Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299

Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299

In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt),...

6 Jun 1h 6min

Dividend Investing When Market Valuations Are High | Eps 298

Dividend Investing When Market Valuations Are High | Eps 298

May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels ex...

30 Mai 58min

5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297

5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297

This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Hea...

24 Mai 1h 12min

Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?

Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?

With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full st...

16 Mai 1h 5min

Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shel...

10 Mai 1h 1min

Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/B...

2 Mai 1h 10min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-pa-konto
utbytte
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
liberal-halvtime
pengesnakk
stormkast-med-valebrokk-stordalen
tid-er-penger-en-podcast-med-peter-warren
rss-politisk-preik