The Hour Dividend Aristocrat

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

WP carries a high starting yield of around 5% or 6%. But it's a company I own. As you said, stable companies in the way that stay business as well. So congratulations to WP carry and welcome to the aristocrat status. And then let's talk about another real estate company because our friends from Germany, Vanovia,. They have actually got their dividend and the board of directors is proposing a dividend of 0.85 cents per share for 2022.

In this episode, we share our thoughts on how we decide what to buy when the market is under stress.

At the beginning of the episode, we discuss the news of the week surrounding ECB rate hike and how this has caused some fear for Irish residents due to the eviction ban being lifted at the end of the month. We also discuss Pfizer ($PFE) and their decision to spend $43 billion to acquire Seagen. Is this cash-rich company squandering money?

Dividend Updates this week include Inditex, WP Carey and Vonovia.

In the main topic, we discuss how the current situation in the financial sector is influencing what we buy.

EDGI key takeaways include:

Avoid the blast zone at all times! You don’t need to be a hero
Look for high-quality stocks unrelated to the blast zone. However, often they hardly correct. Point in case: Texas Instruments, LVMH
However, insurance companies might still be worth considering. However, why are they dropping so much then?
Ideally, I would buy for instance Pharma stocks right now, or consumer staples
Energy is usually neither really a good idea because it’s very sensitive to consumer demand and expectations around that.
This is your time to gobble up some high-quality stocks. As an example, JNJ doesn’t look too bad at these prices.

Derek’s key takeaways include: