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EPS # 192 - Earnings Season has started again and sectors we want to own
Season 4
Episode 192
Published 1 year, 8 months ago
Description
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