Halloween Earnings – Shell, Microsoft, Unilever & Our Scariest Dividend Stocks |EPS 313
Notes de l’épisode
It’s Halloween, so we kick off with the spookiest dividend stocks we can think of: funeral homes, casket makers, life insurers and care homes. Morbid? Yes. Bad business models? Not really.
Then it’s earnings season. We go through Shell’s cash machine and why we’d rather see debt paid down than bigger buybacks. We also look at Unilever’s volume-led growth, Microsoft’s near $100bn quarter and the AI capex question, Danone leaning on price rises, and ADP shrugging off the AI fears.
We also cover Ahold Delhaize buying Tesco in Czechia and Slovakia, dividend hikes from Visa, ExxonMobil, AbbVie and Rockwell, and Arbor Realty Trust suspending its dividend.
Your questions: Ireland’s budget and capital gains tax, the Binance hack, high yield vs dividend growth, Alphabet after the sell-off, telecoms, and the ghost stocks haunting our portfolios.
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Not financial advice.