ASR's Dilemma on Arms

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 

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