Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294
Show notes
We break down a "full-packed session" of earnings and acquisitions.
Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities.The Starbucks Turnaround:Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?.
Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges.
Quick Hits: ADP’s "moat" against AI, Nike’s struggle in China, and a look at Swedish giant Essity.Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist.
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