Rising inventory levels, you need to know that this is an accounting item on the balance sheet. Often it is just like the cost of importing those inventory just went up by 20%. This is the inflation. If this inflation is a one off, it's usually priced in into the current free cash flow. And that's why at the moment, I not necessarily look at the inventory.
Welcome back, dividend investors! Today's episode is all about the first earnings releases that are dripping in. Hence, feel free to tune-in and hear our reflections on 3M ($MMM), Louis Vuitton ($LVMH), ASML ($ASML), Microsoft ($MSFT), and T Row Price Group ($TROW). This and more in our 133rd Dividend Talk podcast episode!
Link referenced:
- The dividend talk Facebook group: https://www.facebook.com/groups/dividendtalk