In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis.

Chapters:

1. [00:00] Introduction and Work-Travel Realities

2. [03:10] ASML Investor Day & Market Reactions

3. [07:20] Siemens: Dividend Hikes, Electrification, and Automation

4. [15:00] Spirax-Sarco: Steam Solutions and Cyclical Opportunities

5. [21:12] Total Energies: Balancing Oil, Renewables, and Long-Term Strategy

6. [32:30] BAE Systems: Defense Stocks, Morality, and Market Position

7. [42:00] Sage Group: Small Business ERP Solutions & Cloud Transition

8. [50:00] Listener Questions: Bitcoin, AI for Analysts, Pensions, and BDCs

Companies Mentioned: ASML, Siemens, Spirax-Sarco, Total Energies, BAE Systems, Burberry, BP, Sage Group, and UK Wind.

Follow Us:

🐦 Twitter - ⁠⁠@Dividendtalk_Twitter⁠⁠

🐦 Twitter - ⁠⁠@European_DGI⁠⁠

👥 Join our Facebook Community - ⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠

✉️ Sign up for our Premium Newsletter - ⁠⁠https://europeandgi.com/sign-up/⁠