• EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension

  • Nov 15 2024
  • Length: 1 hr and 24 mins
  • Podcast

EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension

Listen for free

View show details

  • Summary

  • 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/⁠

    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available