Dividend Talk EP #268 | Earnings & PayPal Initiates a Dividend – Welcome to the Club! - Video

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Hershey holds flat dividend, OnlyFans crushes tech giants with $37.6M revenue per employee, Nestlé rebounds in China, Schneider Electric rides data-center & grid tailwinds, UnitedHealth faces margin pressure, Shell pumps out $10B in FCF, and we answer YOUR questions on benchmarking vs S&P 500, buying falling knives, estate tax broker moves, Evolution Gaming’s future, Finnish stocks, and more!


SEE YOU ON THE INSIDE!!

Tickers discussed: PYPL, HSY, GOOGL, MSFT, EBAY, AMZN, IBM, MCD, IEP, IBDR.MC, MUM.DE, SIE.DE, APD, LIN, NOVO-B.CO, EVO.ST, QCOM, ARE, ADC, MO, BATS.L, PM, UNH, TROW, SHEL, XOM, TTE, ITW, ABT, ADP, SCHN.PA, ROC.AX, NOVN.SW, NESN.SW, MCD, APH, DHR, TXN, VFC, RELAS, VWS.CO, WSO, GRG.L

???? CHAPTERS
00:00 – Intro & Legal Disclaimer
02:03 – PayPal Initiates Dividend (Welcome, Monkey!)
08:04 – Hershey Holds Dividend Flat – Aristocrat Risk?
11:24 – Revenue per Employee Shock: OnlyFans #1 at $37.6M
14:46 – Dividend Hikes: Iberdrola +8.2%, Rockwell, AbbVie, Exxon
17:46 – Nestlé Earnings: Volume Growth Returns in China
20:38 – Schneider Electric: Data Centers & Grid Up 9% Organically
23:44 – Altria, UnitedHealth, T. Rowe Price & Shell Earnings
30:12 – Listener Q&A Begins
30:30 – Benchmarking vs S&P 500
32:15 – Buying Stocks at Their Lows
35:40 – Sector Value Right Now?
37:09 – Estate Tax & Broker Moves (US Holdings in EU Accounts)
41:20 – Covered-Call ETFs: RYLD, QYLD, XYLD – Our Take
46:10 – Dividend Aristocrats: Why We Skip P&G & Colgate
48:30 – Insurance Brokers: Marsh, WTW, Brown & Brown
50:05 – Alexander Real Estate (ARE) – Dividend Cut Coming?
51:40 – Finnish Stocks: Sampo, Mandatum, Valmet, Kesko
54:10 – Evolution Gaming: Permanently Changed or Bad Patch?
57:30 – Private Companies We Want Public: OpenAI, Stripe, Lego, IKEA
59:10 – Novo Nordisk, APD, Qualcomm – Current Thoughts
1:02:30 – Wrap-Up & Next Episode Teaser

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