This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($TGT) and other companies, along with strategies to handle these volatile situations. Plus, they answer listener questions about stock lending, tariffs under a potential Trump presidency, and how to handle market noise.
👉 Companies Mentioned:
Target ($TGT), Amazon ($AMZN), Walmart ($WMT), Walgreens ($WBA), CVS ($CVS), Nike ($NKE), Starbucks ($SBUX), AbbVie ($ABBV), LVMH ($LVMH), Microsoft ($MSFT), Shell ($SHEL) , ASML ($ASML) , Unilever ($ULVR) , Procter & Gamble ($PG) , PepsiCo ($PEP) , Alphabet/Google ($GOOGL) , Dollar General ($DG) , Realty Income ($O)
🔖 Chapters:
00:00 - Introduction: What to do after a 20% price drop?
02:00 - Market News: Target's ($TGT) challenges and reaction to guidance cuts.
07:00 - Stock Drops in Perspective: Strategies for navigating sudden price declines.
15:00 - Market Volatility: Understanding narratives versus fundamentals.
25:00 - Listener Questions: Stock lending, communication stocks, and pensions.
35:00 - US Tariffs and Macroeconomics: Thoughts on a potential Trump presidency.
40:00 - Currency Risks: The Euro's impact on investing in US stocks.
45:00 - PepsiCo and Sugar Taxes: Exploring the implications for dividend growth.
50:00 - Realty Income and Tenant Risks: Challenges from Dollar General ($DG).
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