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EPS # 192 - Earnings Season has started again and sectors we want to own

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Manage episode 413640578 series 2739604
Indhold leveret af Dividend Talk. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dividend Talk eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson.

Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On.

In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios.

Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software

  continue reading

197 episoder

Artwork
iconDel
 
Manage episode 413640578 series 2739604
Indhold leveret af Dividend Talk. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dividend Talk eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson.

Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On.

In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios.

Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software

  continue reading

197 episoder

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