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Dividend Talk

EP #212 | From Dividend Cuts to Recovery: Learning from Setbacks | & Starbucks' CEO letter, T-Row price AUM numbers

Sep 14, 2024
01:22:02

In episode 212 of Dividend Talk, we explore the resilience of companies that cut their dividends. Did they later recover or did they muddle along?

We discuss high-profile examples like Shell, which slashed its dividend by 66% in 2020 but managed to rebound due to strong oil prices and strategic deleveraging. We also touch on the struggles faced by companies like General Electric and 3M.

In addition to this main topic, we provide updates on Starbucks' new CEO, T. Rowe Price's latest AUM report, and recent dividend hikes from Philip Morris International and Realty Income.

Tune in for listener questions and market insights as we discuss the risks and opportunities surrounding dividend cuts.

Tickers discussed in the show:

  • Shell (SHEL)
  • General Electric (GE)
  • 3M (MMM)
  • Starbucks (SBUX)
  • T. Rowe Price (TROW)
  • Philip Morris International (PM)
  • Realty Income (O)
  • Broadcom (AVGO)
  • BASF (BASFY)
  • Murray Income Trust (MUT.L)
  • Royalty Pharma (RPRX)
  • American Express (AXP)
  • ExxonMobil (XOM)
  • Chevron (CVX)
  • Yancoal Australia (YAL.AX)
  • Helia Group (HLI.AX)
  • Coca-Cola (KO)
  • Coca-Cola FEMSA (KOF)
  • LVMH (MC.PA)
  • L'Oréal (OR.PA)

That's it from us. We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group:

https://www.facebook.com/groups/dividendtalk

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