Investment Insights: Stocks and Dividends

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This chapter analyzes the financial performance and investment potential of various stocks, focusing particularly on Lowe's, IBM, and their challenges in the current market. It discusses the importance of selecting stable companies for dividends, highlights the risks associated with investing in firms like AT&T and medical properties trust, and emphasizes the need for companies to align growth expectations with shareholder interests. Additionally, it critiques the strategies of major pharmaceutical companies, exploring their pipeline challenges and the implications for dividend sustainability.

In Episode 199 of DividendTalk, titled "10 Stocks We Never Want to Own," we explore the companies that we believe are best avoided in any investment portfolio.

As usual, we kick off with the week's news, discussing Roaring Kitty's massive $235 million loss on GME in a single day and the buzz around ASML's $380 million chip machine set to ship to TSMC, which Intel has already started using. We then highlight recent dividend announcements, including substantial hikes from United Health, Alexandria Real Estate Equities, Essential Properties Realty Trust, and Lowe's, while noting 3M's removal from the Dividend Aristocrats Index.

Diving into the main topic, we detail why those 10 companies we never want to own make our list of stocks to avoid, citing issues ranging from financial engineering and poor management to economic sensitivity and high debt.

We also address listener questions on diverse topics such as the volatility in dividend discount models, ETF voting rights, investment strategy adjustments near retirement, and opinions on specific stocks like TR Property Investment Trust and Intel post-dividend cut.

This episode is packed with valuable insights and analysis to inspire you on your dividend growth journey.

Tune In and C U on the inside!

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