This chapter analyzes the financial performance and market response of two companies, highlighting their earnings and sales growth. It discusses the positive response and strong earnings of the first company despite a weaker consumer market, and the successful year of the second company with a 40% sales growth and increased net income. The chapter also explores the complex dividend policy of the second company and expresses skepticism towards analysts' frequent adjustments.
Enjoy our latest Dividend Talk episode in which we discuss the 2023 earnings of some of the highest quality dividend growth stocks in the world today. Earnings season has really started now, so we are very excited to also see all those dividend hikes starting to come in.
Earnings discussed today:
- ASML
- Texas Instruments
- Johnson & Johnson
- LVMH
- Visa
Besides that, we also answered all of your questions.
C U on the inside π
Stocks mentioned:
LVMH (MC.PA)
- ASML (ASML.AS)
- Investor AB (IVSBF)
- Signify (LIGHT.AS)
- American Express (AXP)
- Kimberly Clark (KMB)
- Cincinnati Financial (CINF)
- ADM (ADM)
- Yum! Brands (YUM)
- Air Products (APD)
- Johnson & Johnson (JNJ)
- Visa (V)
- Texas Instruments (TXN)
- Prologis (PLD)
- Kering (KE.PA)