Welcome to today's podcast episode of Dividend Talk. This time we start with Alphabet's new dividend policy, followed by some noteworthy comments from TotalEnergies' CEO.

After the news we share several dividend hikes with you, most notably those from 2 dividend kings.

The main topic of the show consists of several earnings reports discussions which where suggested by our listeners: Unilever, Bristol Myers, Agree Realty, Evolution AB, T Rowe Price, Signify and Cibus.

As always, we close out with several of your listeners questions.

We hope you will enjoy the show and C U next week!

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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

In this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends.

Here's a list of companies mentioned along with any relevant tickers:

1. Shell - Ticker: SHL

2. Medical Properties Trust - Ticker: MPW

3. The Procter & Gamble Company - Ticker: PG

4. Agree Realty Corporation - Ticker: ADC

5. Zoetis - Ticker: ZTS

6. Starbucks - Ticker: SBUX

7. Greggs - Private company, not publicly traded

8. HSY (Hershey Company) - Ticker: HSY

9. NKE (Nike, Inc.) - Ticker: NKE

10. VICI Properties Inc. - Ticker: VICI

11. Nvidia Corporation - Ticker: NVDA

12. Crowdstrike Holdings, Inc. - Ticker: CRWD

13. Advanced Micro Devices, Inc. - Ticker: AMD

14. Marks & Spencer (M&S) - Private company, not publicly traded

15. Sainsbury's - Private company, not publicly traded

16. Global Water Resources - Ticker: GWRS

17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam)