I have more than 1000 CHF in my YUH-portfolio: YUHUH!!!
It is a very long video, because I'm going over what I think about how the 20 companies their Qurterly results that they announced in the past weeks (except Swatch and BKW as they only report half-yearly results). If you want to jump to certain parts: here are the time stamps:
0:00 - Introduction
1:25 - AB Inbev
3:08 - Accor
5:17 - AXA
6:43 - BASF
9:08 - Bayer
11:37 - BKW
12:25 - DHL
13:43 - Enel
15:28 - ENI
16:26 - Holcim
17:36 - Infineon Technologies
20:14 - ING
22:03 - Logitech
23:13 - Nestlé
25:05 - PSP Swiss Property
27:17 - Shell
28:21 - Siemens AG
29:44 - Swatch Group
30:00 - Swiss Re
30:49 - Volkswagen
33:40 - How I order my 20 companies into categories
41:30 - Yuh-portfolio and what I bought
52:04 - Dividends so far + complaining about double taxation
Strangely enough most of the companies on the European continent don't go the full distance for their quarterly results like a lot of the USA-companies. They should do better.
Now we keep an eye on Siemens, Axa and Nestlé. Maybe ING, Logitech and even VOW can also be bought extra. Shell is also coming closer and closer to the value at which I like to buy it. So exiting times a head.
Thank you for watching,
Joris
PS: Getquin estimates 59.80 CHF right now, so it is really the extra dividend from VW in June that skews their result. Please fix this GQ, than I can use your PrtScr.
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