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Ep #37 - Its a marathon and not a sprint. Yet more earnings! | $O $BASF $REE $MUV2

Ep #37 - Its a marathon and not a sprint. Yet more earnings! | $O $BASF $REE $MUV2

FromDividend Talk


Ep #37 - Its a marathon and not a sprint. Yet more earnings! | $O $BASF $REE $MUV2

FromDividend Talk

ratings:
Length:
53 minutes
Released:
Feb 27, 2021
Format:
Podcast episode

Description

In this episode, we are running through some more earnings from Realty Income, BASF, Red Electrica and Munich RE and more!
We started with the news of the week.
?  AT&T made the headlines with DirecTV again. Check out our thoughts and maybe a mini rant from european dgi

We discuss no fewer than 7 companies' earnings reports. It really is a marathon at this time of the year. But we love it!


Listener Questions:
This week we received several questions again from our loyal listeners
Phil Segler - How did your risk tolerance develop over the years? How did the size of a "standard purchase order" develop? (Example for me in the beginning it was 1k, then for a bit rather 2...3k, now moving towards 4...5k per order)
Dividend Dane - Question - “Falling in love” with certain stocks in both your portfolio and your watchlist is very common. Do you ever try to evaluate if there are better options out there?
Piotr - Do you have any rules or hints for averaging down? Actually, I increased Unilever after first drop and now seeing further drops have no idea about further increases
Tiago Dias - What do you think about using profit margins as a proxy to determine how high a companies PE ratio can be before it becomes a bad deal? i.e: $MSFT has around 36% profit margin, so a PE of 35 might be a better deal, compared to $ADM with margins around 5% and a PE of 17
Eduardo Garcia (aka Enzo):  HI DGI, questions for the next program AHOLD DEL... report some issues related to pension programs in USA and EU, this is good or bad? or maybe normal.  And why don’t European companies need to file something like a quarterly 10K?
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  Irish 5 including Glanbia https://www.engineermyfreedom.com/the-irish-5-the-five-best-irish-dividend-stocks/
Red Electrica Stock Analysis by European DGI: https://europeandgi.com/stock-analysis/red-electrica-a-juicy-dividend-yield-but-at-what-cost/
Released:
Feb 27, 2021
Format:
Podcast episode

Titles in the series (100)

Dividend Talk is a weekly podcast where two Europeans discuss Dividend Growth Investing and related news about the stock market from within our community