使用Player FM应用程序离线!
EP #185 | Earnings from Danone, Vici, Bayer & Agree Realty | & our thoughts on whether you should pay attention to valuation
Manage episode 402999680 series 2739604
Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia's impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community.
We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks.
Our main topic features discussions on BASF's dividend decision and insights into Danone's financials, exploring the impact of the deconsolidation of their Russia business unit.
As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola.
Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming.
Companies Discussed:
- Nvidia ($NVDA)
- Nestle ($NESN)
- Allianz ($ALV)
- Ferrari ($RACE)
- BIC ($XPAR: BB)
- Wolterskluwer ($WKL.AS)
- Danone ($BN)
- Home Depot ($HD)
- Walmart ($WMT)
- Chubb ($CB)
- Prologis ($PLD)
- Thermo Fisher Scientific ($TMO)
- Danaher ($DHR)
- Enagas ($ENG.MC)
- Bayer ($BAYN)
- BASF ($BASF.DE)
- ADC ($ADC)
- Agree Realty ($O)
- VICI Properties ($VICI)
- Iberdrola ($IBE.MC)
- Legal and General ($LGEN.L)
- HP Inc. ($HPQ)
- Gränges ($GRNG)
- Equinor ($EQNR)
Don't miss out on the valuable insights and engaging discussions – tune in and enjoy the show!
Continue the conversation at our lovely Facebook group: https://www.facebook.com/groups/dividendtalk
Become a Premium member and sign-up now:
https://europeandgi.com/sign-up/
203集单集
Manage episode 402999680 series 2739604
Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia's impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community.
We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks.
Our main topic features discussions on BASF's dividend decision and insights into Danone's financials, exploring the impact of the deconsolidation of their Russia business unit.
As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola.
Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming.
Companies Discussed:
- Nvidia ($NVDA)
- Nestle ($NESN)
- Allianz ($ALV)
- Ferrari ($RACE)
- BIC ($XPAR: BB)
- Wolterskluwer ($WKL.AS)
- Danone ($BN)
- Home Depot ($HD)
- Walmart ($WMT)
- Chubb ($CB)
- Prologis ($PLD)
- Thermo Fisher Scientific ($TMO)
- Danaher ($DHR)
- Enagas ($ENG.MC)
- Bayer ($BAYN)
- BASF ($BASF.DE)
- ADC ($ADC)
- Agree Realty ($O)
- VICI Properties ($VICI)
- Iberdrola ($IBE.MC)
- Legal and General ($LGEN.L)
- HP Inc. ($HPQ)
- Gränges ($GRNG)
- Equinor ($EQNR)
Don't miss out on the valuable insights and engaging discussions – tune in and enjoy the show!
Continue the conversation at our lovely Facebook group: https://www.facebook.com/groups/dividendtalk
Become a Premium member and sign-up now:
https://europeandgi.com/sign-up/
203集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。