EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension
Description
In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis.
Chapters:
[00:00 ] Introduction and Work-Travel Realities
[03:10 ] ASML Investor Day & Market Reactions
[07:20 ] Siemens: Dividend Hikes, Electrification, and Automation
[15:00 ] Spirax-Sarco: Steam Solutions and Cyclical Opportunities
[21:12 ] Total Energies: Balancing Oil, Renewables, and Long-Term Strategy
[32:30 ] BAE Systems: Defense Stocks, Morality, and Market Position
[42:00 ] Sage Group: Small Business ERP Solutions & Cloud Transition
[50:00 ] Listener Questions: Bitcoin, AI for Analysts, Pensions, and BDCs
Companies Mentioned: ASML, Siemens, Spirax-Sarco, Total Energies, BAE Systems, Burberry, BP, Sage Group, and UK Wind.
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