Equity Mates Investing Podcast Bad news for banks & miners, where did all the dividends go & stocks with freebies
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Feb 23, 2025 The podcast dives into the struggles of banks and miners during the recent reporting season, revealing significant declines in dividends and profits. It highlights Commonwealth Bank as a standout performer despite the downturn. Listeners will also discover stocks that offer unique shareholder perks, learn to avoid common valuation traps, and explore the historical performance of gold versus silver. A fresh perspective on healthcare investments and their growth potential is shared, alongside enticing examples of perks beyond traditional dividends.
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Mining Dividends Down
- Australian mining companies are cutting dividends due to lower commodity prices, impacting income-focused investors.
- This is driven by decreased demand from China, particularly for iron ore used in their slowing construction sector.
Banks Report Mixed Results
- Australian banks, despite high valuations, are experiencing profit declines, with Westpac, NAB, and Adelaide Bank reporting drops.
- Commonwealth Bank is an exception, showing profit and dividend increases, highlighting the strength of market leaders.
Invest in Market Leaders
- Prioritize investing in high-quality market leaders, even if they appear more expensive.
- Companies like REA Group and Commonwealth Bank demonstrate that leadership often justifies higher valuations.