Dividend growth investing is preferred due to the deemed disposal rule in Ireland and the ability to generate a passive income through dividends.
Maintaining a diversified dividend portfolio that aligns with risk tolerance is essential, without sacrificing quality for dividend frequency.
Siemens AG's recent performance elicits mixed opinions, with one host finding the stock overpriced and the other believing in its growth potential.
Deep dives
Understanding the Dividend Growth Strategy
The hosts discuss the benefits of dividend growth investing and how it differs from investing in an S&P index fund. They explain that the strategy is preferred due to the deemed disposal rule in Ireland and the ability to generate a passive income through dividends.
Managing Diversification in Dividend Investing
The hosts share their approaches to diversification in their dividend portfolios. They discuss the importance of not sacrificing quality for dividend frequency and focus on maintaining a diversified portfolio that aligns with their risk tolerance.
Evaluating Siemens AG as an Investment
The hosts discuss the recent performance of Siemens AG and express mixed opinions. While one host finds the stock overpriced, the other believes it has growth potential and is reasonably priced.
Assessing the Results of Beatrice Quarterly Report
The hosts briefly discuss the recent quarterly results of Beatrice. While they highlight the decreased free cash flow, they also mention that the company's financial health remains strong. Their dividend safety is still a concern, but the company's profitability is generally viewed as positive.
Exploring Business Development Companies (BDCs)
The hosts share their limited knowledge of Business Development Companies (BDCs) and recommend checking out resources that provide in-depth analysis on the subject. They mention that BDCs are known for their high yields and unique risks associated with their business models.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!
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