Dividend Dane

Pragmatic danish dividend investor. #REIT #Dividends #TEIN #DividendInvesting #DividendGrowthInvesting - No crypto!

[Dividend Dane @DaneDividend]

@rafamvalera @dividendencheck @DividendWave @dekleinekapita1 @odysseytofire If I was to pick, I’ld pick $BX over $BAM. Not a 1/1 comparison, but would prefer both in the financial sector over banks and insurance ATM

[Dividend Dane @DaneDividend]

Another week, another massive number of #earnings releases. Being buried under a mountain of work, I’m only going to be looking at one of them, and surprisingly it’s not a #REIT. Can you guess the one I’ll be looking at?

[Quartr @Quartr_App]

Another crazy earnings week coming up! 🔥
Fintech, telehealth, entertainment, e-commerce, advertising, gaming, EVs, marketplaces of all kinds and much more.. are you ready?

[Dividend Dane @DaneDividend]

@mw_stocks I have no clue what they do, so probably not 😄

[Dividend Dane @DaneDividend]

@DividendWave Not quite in my lane 😉

[Dividend Dane @DaneDividend]

@dekleinekapita1 Well.. two then 😄

[Dividend Dane @DaneDividend]

@odysseytofire

[Dividend Dane @DaneDividend]

@PerNordnet @NordnetDK Er i hvert fald overordentlig tilfreds med at have samlet $SPG Simon Property Group op. Et selskab jeg altid gerne har ville have i porteføljen, men som altid har været lidt dyrt på nøgletal. Blev sablet ned under Covid-19 hvilket gav god mulighed for at starte en position

[Dividend Dane @DaneDividend]

@dividend_grow @European_DGI @DividendWave 3/ today the worlds pension/municipal funds is lacking interest rates to fund their needs for cash flow. Buying debt from a company like Abbvie is very attractive at 3 or 4% or even lower. If Abbvie can’t create better returns than that, I’m selling my shares

[Dividend Dane @DaneDividend]

@dividend_grow @European_DGI @DividendWave 2/ your leverage will drop. If you can make a higher return with the money than by paying debt, your leverage will drop faster.
The “reduce debt as fast as you can” way of thinking is from a time when interest rate and especially financing was very different than it is today

[Dividend Dane @DaneDividend]

@European_DGI @DividendWave 2/ servicing the debt, you choose to do that. If the opposite is true, you pay debt.
Look at $SPG - just refinanced at SOFR + 72.5 basis points on 3.5 bn. debt. If you can’t create better returns than that, you shouldn’t be in business at all

[Dividend Dane @DaneDividend]

@European_DGI @DividendWave 1/ Well guys, that’s because you ARE wrong 😄
Not to be too harsh, but it’s simple first semester business school. Compare the cost of servicing debt (WACC) to ROIC to make sure capital is being used effeciently. If you can make more money with the capital than the cost of

[Dividend Dane @DaneDividend]

@DividendWave After market action seems very positive.

[Dividend Dane @DaneDividend]

Very pleased shareholder. Third raise in a row

[dividend hike @dividendhike]

Simon Property Group hikes dividend by another 10 percent to $1.65 quarterly. $SPG

[Dividend Dane @DaneDividend]

@bart_smigielski @DividendWave I do.. somewhere 😄 I’ll find some of them for you

[Dividend Dane @DaneDividend]

@DividendWave @bart_smigielski When I was at that special presentation with that billionaire hedgefund guy he had this slide as part of the presentation.

[Dividend Dane @DaneDividend]

@BodilGantzel @euroinvestor Tillykke 🍾🎂

[Dividend Dane @DaneDividend]

@falootje @DividendWave And you probably won’t go wrong with either of them 😄

[Dividend Dane @DaneDividend]

@DividendWave The buyback tax is part of the massive infrastructure bill and not a stand alone bill.
It’s at 1%, so it’s not huge, but still something to consider against dividends when you’re doing buybacks in the billions.