The speakers discuss the concept of dividend growth investing and its role in their portfolios, along with their analysis of the railway company Union Pacific. They delve into various valuation models used to determine fair value for stocks and the importance of comparing metrics against peers. Additionally, they discuss the company FOPAC and its dividend history, as well as their analysis of two different stocks, APD and PEPCO.
We often get the question of how to get started with dividend growth investing? We are of course a bit further on the journey already, but we thought it would be a good idea to share our thoughts on what we would do right now if we had to start all over again. So that's the topic of today's show, but as always, we'll be also answering all your questions and EMF will share an interesting stock at the end of the show. Hence, stick with us and have a great weekend!
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