Artwork

内容由Dividend Talk提供。所有播客内容(包括剧集、图形和播客描述)均由 Dividend Talk 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

EPS # 192 - Earnings Season has started again and sectors we want to own

1:04:07
 
分享
 

Manage episode 413640578 series 2739604
内容由Dividend Talk提供。所有播客内容(包括剧集、图形和播客描述)均由 Dividend Talk 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson.

Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On.

In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios.

Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software

  continue reading

197集单集

Artwork
icon分享
 
Manage episode 413640578 series 2739604
内容由Dividend Talk提供。所有播客内容(包括剧集、图形和播客描述)均由 Dividend Talk 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson.

Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On.

In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios.

Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software

  continue reading

197集单集

所有剧集

×
 
Loading …

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。

 

快速参考指南