ENAKF News and Press, E On Ag Namen-Akt From 08/11/21

The following slide deck was published by E.ON SE in conjunction with their 2021 Q2 earnings call. For further details see: E.ON SE 2021 Q2 - Results - Earnings Call Presentation

The reflation trade is overcrowded as countries are reopening again. Uncertainties around the delta-variant are rising, but most of it is expected. Inflation came in at 5.39%, and bonds did not budge as the Fed is buying massive amounts of treasuries to keep rates artificially low. ...

Current hype about green hydrogen means that overlooked is a significant aspect of the hydrogen story, which concerns supporting survival of natural gas. There's an undercurrent of using gas/coal to make hydrogen, with substantial emissions, pending resolution of cheaper green hydroge...

With the development of our view to suspect that inflation is only transitory, we're back to considering utilities with regulated exposure. Europe continues to be where utilities, even those with ESG angles, are rather undervalued relative to ESG utility plays in the US. E.ON tick...

Dividend portfolios remain what I see as one of the best ways to invest your money for growth and returns. This month, over $6,300 came in from my core portfolio. The market seems to have found a bit of a top for the time being. Both my domestic and international portfolio has moved o...

E. ON SE (EONGY) Q1 2021 Earnings Conference Call May 11, 2021 5:00 AM ET Company Participants Verena Nicolaus-Kronenberg – Head-Investor Relations Marc Spieker – Chief Financial Officer Conference Call Participants Alberto Gandolfi – Goldman Sachs Samuel James – U...

The following slide deck was published by E.ON SE in conjunction with their 2021 Q1 earnings call. For further details see: E.ON SE 2021 Q1 - Results - Earnings Call Presentation

Vodafone has a record of high dividend payouts while never skipping a payout. The stock has been suffering for years due to disappointing earnings and shrinking revenues. At current price levels, Vodafone does not seem to be an attractive investment opportunity for long-term divid...

The expansion of the electricity infrastructure is a decisive factor for the future of electromobility. I provide an overview of the needs and challenges of infrastructure development. In addition, I show examples of companies that could benefit from infrastructure expansion. ...

An internationally weighted portfolio will inevitably have a dividend payout weighting favoring the months of March, April, and May (as well as November/October/September, usually). This is because many international/European stocks have annual or bi-annual payouts centered around mon...