Bonds at 6% or Dividend Stocks? Schneider-PTC, Starbucks & Chipotle | EPS 310
Dividend Talk
346 views
Bond yields are sitting at 6%. Should dividend investors be buying bonds instead of dividend stocks? We answer that and a long list of listener questions in episode 310 of the Dividend Talk podcast, after a week packed with mega deals.
Schneider Electric is buying PTC for $22.6 billion at a 42.3% premium. We like the fit between the hardware and the design software, but we want to run the numbers on the price. Starbucks is reported to be looking at Chipotle, and we struggle to see where the two sets of customers overlap. Starlink Mobile sent Verizon down almost 10%, so we talk about how real the threat is to US telecom dividends.
Derek also explains Ireland's new investment account. It starts on 1 July 2027, allows €12,000 a year per person, has nothing to pay under €50,000 and a 1% tax above that. We go through PepsiCo's earnings and why the dividend still looks tight to us, then the dividend hikes from Starbucks (1.6%) and Tesco (5.2%).
In the listener questions we cover bonds vs dividend stocks, preferred shares, US closed-end funds for European investors, the three dividend ETFs Edgi would use as a European alternative to SCHD, DRIP, currency effects on dividend growth, yield vs dividend growth, and the signs we look for before a dividend cut. We finish with quick takes on Thule, Home Depot, Experian, Equifax and BP vs Shell.
CHAPTERS
0:00 Intro and our new website
2:20 Schneider Electric buys PTC for $22.6bn
7:45 Starbucks and Chipotle, where is the fit?
15:15 Starlink Mobile vs Verizon, AT&T and T-Mobile
21:19 Ireland's new investment account explained
29:45 PepsiCo earnings and dividend safety
36:50 Dividend hikes from Starbucks and Tesco
39:16 Bonds at 6% or dividend stocks?
48:25 Preferred stocks vs common shares
49:30 US closed-end funds for Europeans
51:42 A dividend portfolio with only ETFs (SCHD alternatives in Europe)
55:20 Do we DRIP our dividends?
56:50 Currency effects on dividend growth
58:30 Do we count time as a cost?
1:00:20 Yield vs dividend growth, and when to sell before a cut
1:04:00 The accounts we do not talk about
1:05:05 Thule, future tech dividend aristocrats and IIPR
1:07:15 Credit bureaus: Experian and Equifax
1:08:35 Is Home Depot a buy at this valuation?
1:11:13 Fraud risk, and BP vs Shell
1:13:56 Wrap up
Free samples of our premium newsletters: https://dividendtalk.eu/download-your...
Join our Discord: Discord: discord
Facebook group: Facebook: dividendtalk
We are two European dividend growth investors sharing our own opinions. Nothing here is investment advice.
#dividendinvesting #dividendstocks #dividendgrowth #europeandividends #bonds #dividendETF #passiveincome #SchneiderElectric #Starbucks #PepsiCo #Verizon #HomeDepot
1 Comments
Bonds at 6% or Dividend Stocks? Schneider-PTC, Starbucks & Chipotle | EPS 310
Dividend Talk
346 views
Bond yields are sitting at 6%. Should dividend investors be buying bonds instead of dividend stocks? We answer that and a long list of listener questions in episode 310 of the Dividend Talk podcast, after a week packed with mega deals.
Schneider Electric is buying PTC for $22.6 billion at a 42.3% premium. We like the fit between the hardware and the design software, but we want to run the numbers on the price. Starbucks is reported to be looking at Chipotle, and we struggle to see where the two sets of customers overlap. Starlink Mobile sent Verizon down almost 10%, so we talk about how real the threat is to US telecom dividends.
Derek also explains Ireland's new investment account. It starts on 1 July 2027, allows €12,000 a year per person, has nothing to pay under €50,000 and a 1% tax above that. We go through PepsiCo's earnings and why the dividend still looks tight to us, then the dividend hikes from Starbucks (1.6%) and Tesco (5.2%).
In the listener questions we cover bonds vs dividend stocks, preferred shares, US closed-end funds for European investors, the three dividend ETFs Edgi would use as a European alternative to SCHD, DRIP, currency effects on dividend growth, yield vs dividend growth, and the signs we look for before a dividend cut. We finish with quick takes on Thule, Home Depot, Experian, Equifax and BP vs Shell.
CHAPTERS
0:00 Intro and our new website
2:20 Schneider Electric buys PTC for $22.6bn
7:45 Starbucks and Chipotle, where is the fit?
15:15 Starlink Mobile vs Verizon, AT&T and T-Mobile
21:19 Ireland's new investment account explained
29:45 PepsiCo earnings and dividend safety
36:50 Dividend hikes from Starbucks and Tesco
39:16 Bonds at 6% or dividend stocks?
48:25 Preferred stocks vs common shares
49:30 US closed-end funds for Europeans
51:42 A dividend portfolio with only ETFs (SCHD alternatives in Europe)
55:20 Do we DRIP our dividends?
56:50 Currency effects on dividend growth
58:30 Do we count time as a cost?
1:00:20 Yield vs dividend growth, and when to sell before a cut
1:04:00 The accounts we do not talk about
1:05:05 Thule, future tech dividend aristocrats and IIPR
1:07:15 Credit bureaus: Experian and Equifax
1:08:35 Is Home Depot a buy at this valuation?
1:11:13 Fraud risk, and BP vs Shell
1:13:56 Wrap up
Free samples of our premium newsletters: https://dividendtalk.eu/download-your...
Join our Discord: Discord: discord
Facebook group: Facebook: dividendtalk
We are two European dividend growth investors sharing our own opinions. Nothing here is investment advice.
#dividendinvesting #dividendstocks #dividendgrowth #europeandividends #bonds #dividendETF #passiveincome #SchneiderElectric #Starbucks #PepsiCo #Verizon #HomeDepot
Money into the investment account is already taxed.
Money into pension is tax efficient.