i get this question continuously, should i stop ing us stocks at the moment, and rather focus on european stocks? Are these kinds of conversations that are thare that are happening, and how it might infect the american economy? Yes, we've had several conversations, just internally about companies that have a lot of overseas exposure. You know, maybe they have 20, 30 % of their business in the united states. It's painful for them on the earnings side. But we've really focused more domestically, you know, buying businesses that have lore us. Only exposure, just just for that very reason.
In today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more!
If you are interested in his book Dividend Growth Machine, you can buy it via Amazon:
You can also follow him on social media:
We hope you enjoy the show just as much as we did while recording it.
Have a great week and C U on the inside!