A Dividend Growth Mentality
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 14 July 2023
⏱️ 22 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/3JYQSbA
I am writing this week’s Dividend Cafe from Reagan International Airport in Washington DC. I recorded the video and podcast from my hotel room last night. I am soon departing for Memphis, TN where I am speaking at a conference Friday and Saturday before returning to New York. I was in DC to speak to a very large group of college students at George Mason University on free market economics. I had taken the train in to DC yesterday from New York after my flight to DC on Wednesday got cancelled just minutes after speaking to a symposium in south Orange County on the ESG investing movement (you can guess what perspective I brought to the subject). I made it to that conference after having a flight from New York Monday sit on the tarmac for four hours waiting for fuel. So from New York to California back to New York to Washington DC to Memphis then back to New York again, all in six days. It’s been a week.
In the meantime, I scrapped plans for a Dividend Cafe on plans for the American supply chain and what those changes may mean for the American economy, and instead have elected to do a refresher on dividend growth. I plan to do a “dividend growth” focused Dividend Cafe once a quarter, and this seemed like a pretty good day to do it. Not to brag or anything, but I can write a Dividend Cafe about dividend growth quite intuitively (which I guess bragging about that would be like bragging about one’s speech and debate achievements in high school to the football team, which I will just anecdotally mention is not as cool a thing to do as it may sound).
Dividend growth is, after all, the very end to which we work.
Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.3 | Well, hello and welcome to this week's Dividend Cafe. I am recording from Washington, D.C., our nation's capital, where it is beautiful but absolutely |
| 0:23.0 | oppressively hot. |
| 0:24.8 | I guess it's oppressively a lot of things sometimes, but it's mostly oppressively hot. |
| 0:29.9 | And I am pivoting a little bit. |
| 0:32.7 | My plan for Dividend Cafe today, and I don't mind at all, I'm pretty candid with those of you who watch, read, and listen. |
| 0:40.7 | I had intended to write a Dividend Cafe this week covering the subject of reshoring, |
| 0:47.9 | on-shoring, near-shoring, basically various changes in the kind of global effort of manufacturing, that there is so much, |
| 0:59.0 | particularly out of China, and that there would be an economic impact to some of the winds |
| 1:05.2 | blowing in a different direction in the way that the United States approaches its manufacturing needs in the years |
| 1:11.8 | ahead, what that impact may look like, where capital expenditures may go. |
| 1:16.5 | There's a lot of study I've been doing there, and I had intended to make that the subject |
| 1:21.3 | to this week's dividend cafe. |
| 1:23.1 | And the reason that I'm not is because through a whole lot of travel back and forth this week and speeches and a lot of market stuff going on and meetings and things, I wasn't able to give that topic the attention I want to do. |
| 1:38.0 | So I want to hold it and do it right at a different week. |
| 1:41.6 | And in the meantime, I've been asked repeatedly. And I mean by people who have |
| 1:45.3 | been clients for 20 years and people have been clients for for 20 days and everything in between |
| 1:51.5 | that I do more work in the Dividend Cafe reaffirming, reiterating, reminding, restating our tenants of dividend growth investing, which of course is what |
| 2:05.1 | the dividend cafe was created for. |
| 2:07.3 | I think that what happens is I take it for granted over time because I live in it, |
| 2:13.3 | bathe in it, sleep in it all day, every day, that we are constantly in a mode of analyzing |
| 2:20.9 | dividend growth, writing about defending, thinking about talking to management, reviewing company |
... |
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