Dividends in Europe?
  • room to raise dividends as payouts are low vs history
  • typically 2/3 total returns come from dividends through the cycle (capital returns likely to be lower), hence dividends should start to be preferred more & more (GS)
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Conor Mac's avatar
Some of my biggest dividend payers are in EU
Maverick Equity Research's avatar
@investmenttalk really ? interesting :) ... just doing a stock screener on that these days ... kind of an update on this EU value stock screener from Sep 2022 https://maverickequityresearch.substack.com/p/stock-screening-for-value-in-europe

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