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EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension
Manage episode 450354032 series 2739604
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 επεισόδια
Manage episode 450354032 series 2739604
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 επεισόδια
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