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

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

1 hour 24 minutes Posted Nov 15, 2024 at 4:13 pm.

] Introduction and Work-Travel Realities

] ASML Investor Day & Market Reactions

] Siemens: Dividend Hikes, Electrification, and Automation

] Spirax-Sarco: Steam Solutions and Cyclical Opportunities

] Total Energies: Balancing Oil, Renewables, and Long-Term Strategy

] BAE Systems: Defense Stocks, Morality, and Market Position

] Sage Group: Small Business ERP Solutions & Cloud Transition

] Listener Questions: Bitcoin, AI for Analysts, Pensions, and BDCs

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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:

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[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.

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