Kusht: My problem is some of the companies, most of my banks, I don't want to invest in banks. So we do try and give that a bit of a bit of perspective on that. And generally when I'm researching, it's usually European or American. It's not quite as on, but I don't look at Chinese stocks or Brazilian stocks either. Kusht: If you haven't listened, I would recommend checking out both the, I won't say interview with their discussion with both Mike, the dividend guy and also Barb as well.
We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios.
Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT
For the main topic, we discuss both two companies we are currently buying. Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ.
We finish, as always, by answering questions from our amazing community, where we are asked about companies such as $MMM, $KO, $CCOI, and $MFC.
Links mentioned in the show
TheDividendGuy check out his videos: https://youtu.be/yKa42DyUcOQ
Join the conversation on Facebook: Dividend Talk group (facebook.com)