Ep #47 | More Q1 Earnings 2021

Earnings season is in full swing and we take a look at 5 more companies this week.

👉 European Dividend Growth Investor Chats about the performance of last years growth darlings

👉 EMF jokes that IBM are back as they share some positive news regarding 2nm chips

Main topic:

A brief look at the different companies reporting their Q2 2021 earnings. $CVS, ETR: MUV2, $ABBV, $O and AMS:DSM

Listener Questions:

This week we received several questions again from our loyal listeners

Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done)

Centrino - What are buybacks? And are they good news or bad news for investors?

Tiago Dias - Have you gotten your 2020 tax return yet? What did you invest it on?

Arrozdetom -  Q1: WHAT IS YOUR WORST PERFORMER (STOCK)?

Q2: DID YOU SELL ANYTHING THAT WENT UP >200% AFTER YOU SOLD? IF YES, HOW BAD DOES THAT FEEL?

Q3: DID YOU EVER BUY A STOCK JUST BC OF FOMO AND SOLD IT SHORTLY AFTER?

Stubads - Interested in your perspective on the impact of inflation on your holdings.

Kurt - Your opinion on vandevelde…

Brady - When someone asked recently about only owning 3 stocks you mentioned Baba. Are you buying on the dip, or do you see more value elsewhere?

Pieter Spruyt

What do you think about the Unilever tea business that is likely to be split off via listing. Do you think this is a good idea? Or do you think they should split the entire food division and home/personal care division?

Links:

Munich RE - https://www.youtube.com/watch?v=AA_B8Lu8Jsw&t=1038s

European DGI Video on inflation - https://www.youtube.com/watch?v=MXJAlFhaTwU

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