EP #221 | 4 European Dividend Aristocrats That Are Not Talked About Enough | & Siemens Dividend Hike, Managing Your Own Pension Dividend Talk podcast

Вміст надано Dividend Talk. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Dividend Talk або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Dividend Talk »
EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension

3d ago 1:24:29

Поширити

MP3•Головна епізоду

In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis.

Chapters:

[00:00] Introduction and Work-Travel Realities
[03:10] ASML Investor Day & Market Reactions
[07:20] Siemens: Dividend Hikes, Electrification, and Automation
[15:00] Spirax-Sarco: Steam Solutions and Cyclical Opportunities
[21:12] Total Energies: Balancing Oil, Renewables, and Long-Term Strategy
[32:30] BAE Systems: Defense Stocks, Morality, and Market Position
[42:00] Sage Group: Small Business ERP Solutions & Cloud Transition
[50:00] Listener Questions: Bitcoin, AI for Analysts, Pensions, and BDCs

Companies Mentioned: ASML, Siemens, Spirax-Sarco, Total Energies, BAE Systems, Burberry, BP, Sage Group, and UK Wind.

Follow Us:

🐦 Twitter - ⁠⁠@Dividendtalk_Twitter⁠⁠

🐦 Twitter - ⁠⁠@European_DGI⁠⁠

👥 Join our Facebook Community - ⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠

✉️ Sign up for our Premium Newsletter - ⁠⁠https://europeandgi.com/sign-up/⁠

223 епізодів

#Dividend Talk #Trading #Business