EP #27 - The ultimate dividend stock to buy our kids this Christmas

Dividend Talk

In this episode we are already getting in the mood for the upcoming Christmas holiday break. This episode we dedicated to the ultimate dividend stock we would buy for our kids right now. Off course, EMF and eDGI are who they are so there’s definitely a catch to it ;-)

Having said that, we started with the news of the week.

👉 European Dividend Growth Investor shares his thoughts on the acquisition of Biotelemetry by Philips in a 2.3 bln Euro all-cash transaction. He just wrote a post about Philips as well: https://europeandgi.com/2020/12/18/philips-stock-analysis-is-now-a-good-time-to-buy/

He also reflects later on Unilever who decided to spend money on advertisements on Facebook again after an earlier ban.

👉 EMF shares his news about the FireEye hack and a potential state sponsored attack. They both reflect on the risk of being fully digital with your wealth.

Main Topic:

EMF and eDGI share their choice regarding the ultimate dividend stock to buy for their kids at Christmas

Listener Questions:

This week we received multiple questions from our loyal listeners.

Phil - How much time do you normally spend before making an investment decision? Any "safety timer" so that you do not spend too much time reading more and more documents/news/reports?

Dividend Dane - Do you have views on geographic allocation? US, Europe, Asia (incl. Australia/NZ), Emerging markets etc.

Piotr - how to allocate different currencies and how to mitigate currency risk. Especially here I am curious how do you @European_DGI handle this living with PLN and high fluctuations of it.

Also Letus Compound asked this:

How to incorporate the current rise of the euro vs the dollar in valuation models? Is this opportunity or not?

Lets compound - How long do you have 'patience' with a stock? For example a company with strong and growing profits, but for some reason the stock price doesn't follow.(small stock, underfollowed,...)

East_set - What do you think about market timing. I am unsure if investing right now is a wise decision as many people expect a downturn. On the other hand every study suggests that trying to time the market and staying out of it for longer leads to less returns ?

Rafa Martinez Valera - I want to ask if you have reviewed Logista(LOG)seems like a DGI but very thin margins and 2020 free cash flow (very positive)affected by changes in IRFS 16

Kurt - Which techniques do you both use WHEN to write a call or put on your shares?

Stock Pick

Last but not least, EMF shares his stock pick of the week. It’s a Sweedish REIT who are leading the way in sustainability.

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