EPISODEMarch 12, 202627 min 29s
Value + quality + cash flow is king
Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)
Show Notes:
Unlocking Dividend Growth With The Dividend Kings
Enbridge: When Quality Is Overpriced
Episode Transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes:
Unlocking Dividend Growth With The Dividend Kings
Enbridge: When Quality Is Overpriced
Episode Transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.