I saw some stuff passing by last week around teleperformance and the impact of large language models and open AI to their business effectively. I thought that I recalled somewhere that one of the managers there are the board of directors, or maybe even the CEO said, like, this could impact their business in the long run severely. But I can't find the quote anymore. So I don't know if this is indeed the truth. You had also a second question that was about how to evaluate lower EODAs with structural special dividends,. Like AIG, take a symbol AIGCO, CME, and such. And I've got two of such stocks in my portfolio, BHP and Rio
In today's show, we're discussing first-quarter earnings results from some of our favorite dividend growth stocks. No surprise, but Microsoft and Novo-Nordisk just had to be in there!
Tickers discussed: $WBD, $JNJ, $LEG, $CCOI, $SPG, $PEP, $AAPL, $MSFT, $TROW, $EMR, $RACE, $SHELL, $NOVN, $TYO:7974, $CVS
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