buybacks

For decades, dividends have been out of style. History suggests that may soon change. Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss: The coming return of the “cash nexus.” Semantics, and how academic finance differs from a real-world balance sheet. Why free cash flow is king.  Host: Deidre Woollard Guest: Daniel Peris Producers: Mary Long, Ricky Mulvey Engineers: Chace Pryzlepa, Tim Sparks Companies discussed: META, CRM, BA, FHI Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50)

Show Notes
Money managers now the most bullish they've been in two years
Kraft Heinz sees volume drop in Q4 as consumers push back on higher pricing

Episode transcripts seekingalpha.com/wsb
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Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38)

Show Notes
Oppenheimer's Buy vs. Sell ideas paired by each SMID sector
DocuSign to shrink headcount; company will stay public after failed takeover talks

Episode transcripts seekingalpha.com/wsb

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One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses: - Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO - The likelihood of Schultz remaining CEO beyond his "interim" period - Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC - The subtle-yet-important difference between a 13D filing and a 13G filing - Whether Tesla shareholders are bothered by Musk paying attention to another company (18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure. Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL Host: Chris Hill Guests: Jim Gillies, Asit Sharma, Brian Stoffel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices