After the big news from AT&T, EMF and EDGI discuss the deal and why they are holding or selling their shares.
We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure.
We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at ciscos earnings.
Main topic:
We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling?
We finish up the show with questions from the community
Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done)
Odysseus -> On annual meetings, you guys usually vote for or against the company reporting lobby activities on areas such as Climate Lobbying (Oil industry) or shareholders proposing reports on sugar and public health ($KO)
Forward dividends - In the wake of $T, do you think more companies should adopt the European approach of more closely linking period results with the dividend rather than borrowing to pay the dividend (e.g. $GE, $IBM, etc.)?
Dapper Dividends - If you could interview any person, alive or dead, who would it be?
EloySnowball - Where is  @European_DGI reinvesting $T’s money? And what are you going to do @EMF_01?
Juan - Our Opinion on BABA and its future
Dividend Day Clan - EDGI to give a closing rant on AT&T
Final Thoughts:
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At your service,
- Engineer My Freedom -? https://twitter.com/EMF_01
- European Dividend Growth Investor - ? https://twitter.com/European_DGI