Adrian: I like just is about their spotless balance sheet and that they are prepared for these kinds of cycles. It's clearly now in the lower cycle. That's why the dividend hike was lower. Yeah, I feel pretty comfortable with this. Depending on how earnings will be in the future, they might hike a little bit more again. And no, because Tim is actually a funny question because it suggests that we know when they are at their peak in the sector. But generally if you look at it right, you can set this up yourself.
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
Join the conversation on Facebook: Dividend Talk group (facebook.com)