I would probably go for the 2.75% yield because then it will be really about never sell, right? And the safety score assumes also here, therefore, like a proper business behind it, right? Business quality. So I don't, I expect it not only to look at payout rates, yo, but I expected to really look at the balance sheet, their growth prospects. If they have a catalyst and such, if it's that, I think we can expect dividend growth. Let's say more of that going forward here. Yeah. Mike: You're getting a 30% below its value, a 40% start yield, and we're going to assume over the next three
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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