Do you own some Ahold or are you interested in it? Let me know your thoughts!
@michaelschoonis7141
3 жыл бұрын
Great analysis , what i particularly like is your assessment of the share price. Thanks for All your efforts !
@EuropeanDGI
3 жыл бұрын
Thank you so much Michael 🙏 I realize there is so much more to tell about this company, but I prefer the videos to be a bit condensed. Enjoy the weekend 👍
@DapperDividends
3 жыл бұрын
Just fantastic EDGI! Thank you for this.
@ukinvestingplus134
3 жыл бұрын
You’re earned a subscriber man. Awesome video. Love from U.K. brother
@EuropeanDGI
3 жыл бұрын
Thank you 🙏
@engodel11
3 жыл бұрын
Great Job buddy, These are fast becoming one of my fav companies . Love this analysis
@EuropeanDGI
3 жыл бұрын
Thanks you EMF 🙏 Indeed, a decent consumer staple at an undervalued price 👍
@delama9564
3 жыл бұрын
Great analysis! I already owned the stock prior to your video, but your vids really cover the most important points
@EuropeanDGI
3 жыл бұрын
Thank you de Lama 🙏
@cm4939
3 жыл бұрын
Great insights thanks. Looking to buy solid dividend EU COMPANIES for the long term and this is one of them. Only interested in European companies as I live in France.
@EuropeanDGI
3 жыл бұрын
Glad it was helpful! Ahold is a really good business and the price has moved up quite a bit lately! Oh, is it not possible for you to invest in US companies?
@casperhoyng451
3 жыл бұрын
Yes I sure own some Ahold since a few months after hearing your enthusiasm in the Dividend Talk podcast. Like the business a lot.
@EuropeanDGI
3 жыл бұрын
Just let me know in case you have any further questions. There is so much more to share about Ahold Delhaize. I just try to keep the videos under 20 min
@Djedefra
2 жыл бұрын
Happy to have discovered your channel. Hope to see more European and Belgian/Netherlands dividend stocks like NN, CPINV, Tinc, ASC, ... I think I'll add Ahold cause i always go shopping there. They have a good concept of fresh supply (easy to make meals with fresh ingredients) and they have a good offer for people who are allergic to gluten and lactose. Also we go often to Etos. So I recognize it from everyday life. Also, it has a good growth potential with influence in the US. To my opinion, Ahold will surely become a European Dividend Aristocrat.
@vladuthadar4628
2 жыл бұрын
An update would be excellent! I think now is trading below fair value, i think i'll add some
@inversionautodidacta
3 жыл бұрын
really good, thanks for sharing
@EuropeanDGI
3 жыл бұрын
My pleasure 👌
@jaytee7641
3 жыл бұрын
Where do found dividend growth streak for EU stocks? Btw. lot of servers wrote Ahold made 1€ dividend in 2019 while annual report says 0,76€ thanks....and great inspiration, thank you!
@EuropeanDGI
3 жыл бұрын
Hey, i typically find them either on their Investor Relations websites or I data scrape their annual reports. I have already collected quite some data from many european companies, so i mostly trust on my own database. Sometimes I publish some of it on my blog, like the one from Unilever. Just check ULVR dividend history here: europeandgi.com/dividend-history/unilever-dividend-history/ Indeed, the mistake in all the databases is that they use the calendar year, not the fiscal year. Ahold decided to give a really juicy interim dividend in 2020, hence why it was so high. Thanks for the kind words!
@ronpizur2627
3 жыл бұрын
Great video! Just one point of clarification. The timing of the pension "Withdrawal" was just coincidental in occurrence with an outstanding performance year. Actually, the FELRA plan has been on the road to bankruptcy for many years, and that finally happened in 2020. So while the company would have loved to deleverage their balance sheet with regard to this plan many years ago (and made many efforts to do so) it could never do so cheaply and instead had to ride it out. In the end, they ended up being one of two 'last men standing' in the plan and had to bite the bullet in 2020 when the bankruptcy inevitably occurred. It was beneficial to Ahold Delhaize shareholders that 2020 was such a good year or this pension event would have been truly horrendous for the share price.
@EuropeanDGI
3 жыл бұрын
Thank you very much for that clarification 🙏 I didn’t know about the FELRA plan, good insights !
@kkkutkip
3 жыл бұрын
Excellent video and analysis, I love the stock as well btw :) Great work, subscribed :)
@EuropeanDGI
3 жыл бұрын
Thank you 🙏
@sum1990
3 жыл бұрын
Hi eDGI! The Fair Value of 27€ is your target for 2030?
@EuropeanDGI
3 жыл бұрын
Hi Javier, I don't really work with targets as such. I believe, based on the knowledge and information I have today, that it could already trade for 27 today.
@bjornr2115
3 жыл бұрын
Love the videos, but can we please say 'percent' correctly?
@EuropeanDGI
3 жыл бұрын
Oh, that’s an interesting one. I will play myself back and listen to it. It’s probably Dunglish instead of English
@boomme3598
3 жыл бұрын
what is the benefit for the company to do the share buyback??
@EuropeanDGI
3 жыл бұрын
The benefit is in creating shareholder wealth in case you have a lot of cash coming in and can’t find better opportunities to invest in beyond your Capital Expenditures. I like it when companies do it when they are undervalued, not when they are overvalued.
@jaspervanloon9270
3 жыл бұрын
Great video! Got some Ahold Delhaize stock myself. Would you mind sharing your DCF calculation sheet? It looks pretty easy to use and i like that you can make 3 cases. Thanks in advance! Keep up the good work and value you deliver!
@EuropeanDGI
3 жыл бұрын
Hi Jasper, sure! Here you go: docs.google.com/spreadsheets/d/16uh-jEI8RC0jht9w6iVs6i_VIWgARjSKNpt9Zi_i5P8/edit?usp=sharing I just upgraded my template with the 3 scenario's after inspiration from Sven Carlin. He's the man 👍
@jaspervanloon9270
3 жыл бұрын
@@EuropeanDGI Great, very much appreciated
@salamonshevda5239
2 жыл бұрын
Thanks ! Do you think it is still a buy? Curently around 29?
@EuropeanDGI
2 жыл бұрын
No, i would consider this stock again when it nears 24
Пікірлер: 40