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Dividend Explosion: 17 Companies Just Increased Payouts. But I’m Only Buying 4
Nov 21, 2025
The creator discusses the importance of dividend growth rates as an indicator of business quality and reviews several companies that recently increased their payouts. He expresses a buy rating for Beckton Dickinson (BDX) based on personal observation and perceived undervaluation, while advising against investing in CH Robinson (CHRW) and Amcor (AMCR) due to competitive landscape and unsustainable payout ratios, respectively.
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