The speakers analyze a company's dividend payments and its ability to cover them with its free cash flow and leverage. They raise concerns about future growth and mention an upcoming strategy day for investors. The chapter also discusses capital expenditure spending and the company's debt management.
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)