The insurance company ASR has a 7% annual yield at the moment. They changed their dividend policy in 2022, which sets a new baseline for progressive dividends. The Dutch government doesn't want to invest in arms producers because they don't know where the money will end up. But if it goes into countries like Ukraine and such, maybe we can support them.
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
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