EP #41 Are Intel a Classic Turnaround company
Dividend Talk27 Mars 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

Avsnitt(296)

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 Maj 1h 10min

Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293

Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293

Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Me...

25 Apr 1h 26min

From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292

From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292

Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, ...

18 Apr 1h 22min

REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts

REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts

This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor com...

11 Apr 1h 30min

Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290

Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290

It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividen...

4 Apr 1h 4min

Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of...

29 Mars 1h 23min

EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian

EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian

This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting ...

21 Mars 1h 7min

How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287

How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287

Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking...

14 Mars 1h 3min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
badfluence
avanzapodden
uppgang-och-fall
svd-tech-brief
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
tabberaset
rss-inga-dumma-fragor-om-pengar
24fragor
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon