This chapter examines the earnings reports of six European companies, shedding light on lesser-known insights compared to American stocks. The speakers also delve into the turmoil surrounding Intel, discussing shareholder concerns over a significant dividend cut and management promises. The conversation reflects on the importance of evaluating management effectiveness, investment strategies, and the impact of market fluctuations on long-term investment philosophies.
In this episode of the Dividend Talk podcast, we discuss the latest earnings reports from six prominent European dividend growth stocks, offering insights and analysis to help you stay informed.
We kick things off with a quick overview of the recent market turmoil, including Intel's $32 billion loss and the resulting shareholder lawsuit. We also highlight some notable dividend increases from companies like Cogent Communications and Simon Property.
The main focus of the episode centers around the recent earnings of companies such as Ahold Delhaize, Siemens, Schneider Electric, and more. We break down the key metrics, and any other insights we got from them.
As always, we wrap up with thoughtful responses to listener questions, covering a range of topics from dividend taxes to REIT exposure in a portfolio.
Companies Discussed:
- Ahold Delhaize (AD.AS)
- Siemens (SIE.DE)
- Schneider Electric (SU.PA)
- Allianz (ALV.DE)
- CRH Plc (CRH.L)
- Spirax-Sarco Engineering (SPX.L)
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