EP #185 | Earnings from Danone, Vici, Bayer & Agree Realty | & our thoughts on whether you should pay attention to valuation

Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia’s impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community.

We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks.

Our main topic features discussions on BASF’s dividend decision and insights into Danone’s financials, exploring the impact of the deconsolidation of their Russia business unit.

As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola.

Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming.

Companies Discussed:

• Nvidia ($NVDA)
• Nestle ($NESN)
• Allianz ($ALV)
• Ferrari ($RACE)
• BIC ($XPAR: BB)
• Wolterskluwer ($WKL.AS)
• Danone ($BN)
• Home Depot ($HD)
• Walmart ($WMT)
• Chubb ($CB)
• Prologis ($PLD)
• Thermo Fisher Scientific ($TMO)
• Danaher ($DHR)
• Enagas ($ENG.MC)
• Bayer ($BAYN)
• BASF ($BASF.DE)
• ADC ($ADC)
• Agree Realty ($O)
• VICI Properties ($VICI)
• Iberdrola ($IBE.MC)
• Legal and General ($LGEN.L)
• HP Inc. ($HPQ)
• Gränges ($GRNG)
• Equinor ($EQNR)

Don’t miss out on the valuable insights and engaging discussions – tune in and enjoy the show!

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