American Tower and Lowe's Company both raised their dividends this week. American Tower is starting to see dividend growth slow down, so I'm interested in your take on it. The question is why it's slowing down? Because if this is kind of structural slowing down, then you should also use lower multiples again than before. That's something I will look into.
3M had a big run-up at the end of the week due to some news regarding a first settlement of at least 10 billion. Is now the time to buy? We do a bit of a deeper dive into those litigations to really understand if the path is clear for 3M's recovery.
What's more in this episode: our thoughts about Target and their #GoWokeGoBroke failure. Does this provide an attractive buying opportunity?
Last but not least, many listeners questions ranging from our thoughts about stocks like $LOTB, $JNJ, $ABBV, $ROG to our opinion about whether beating the market should be a dividend growth investors goal.
Having said that, it's a jam-packed show, and as always, C U on the inside!