Dividend Talk
Dividend Talk
Dividend Talk
EP #222 | What to do after a 20% price drop ⬇️ | & Our thoughts on Target Corp. 🎯
54 minutes Posted Nov 24, 2024 at 8:53 am.
Introduction: What to do after a 20% price drop?
Market News: Target's ($TGT) challenges and reaction to guidance cuts.
Stock Drops in Perspective: Strategies for navigating sudden price declines.
Market Volatility: Understanding narratives versus fundamentals.
Listener Questions: Stock lending, communication stocks, and pensions.
US Tariffs and Macroeconomics: Thoughts on a potential Trump presidency.
Currency Risks: The Euro's impact on investing in US stocks.
PepsiCo and Sugar Taxes: Exploring the implications for dividend growth.
Realty Income and Tenant Risks: Challenges from Dollar General ($DG).
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54:34
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Show notes
This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($TGT) and other companies, along with strategies to handle these volatile situations. Plus, they answer listener questions about stock lending, tariffs under a potential Trump presidency, and how to handle market noise.
👉 Companies Mentioned:
Target ($TGT), Amazon ($AMZN), Walmart ($WMT), Walgreens ($WBA), CVS ($CVS), Nike ($NKE), Starbucks ($SBUX), AbbVie ($ABBV), LVMH ($LVMH), Microsoft ($MSFT), Shell ($SHEL) , ASML ($ASML) , Unilever ($ULVR) , Procter & Gamble ($PG) , PepsiCo ($PEP) , Alphabet/Google ($GOOGL) , Dollar General ($DG) , Realty Income ($O)
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