Q3 Earnings Season: Iberdrola, Texas Instruments & L'Oréal | Ep 312

Q3 earnings season is here, and this week we go through the results that matter for dividend investors.

Iberdrola raised its interim dividend by 8.7%. Its grid business is now growing like a growth stock, with the regulated asset base up 14%. Texas Instruments is finally out of its capex cycle. Free cash flow is back to $8.4B and the dividend is well covered again. We also look at strong numbers from Deutsche Börse and L'Oréal, a mixed quarter at Mensch und Maschine, and why we like how Agree Realty's CEO explains his capital allocation.

We also talk about a strange market. AI names are falling while boring dividend stocks jump 3% in a day. Should you sell your winners? We say no.

Listener questions this week: how we find new dividend growth stocks, buying in a downtrend, payout ratios, living off dividends in retirement, Games Workshop, and the UK bank tax.

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Not financial advice. Do your own research.