Episode
Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294
- Podcast
- Dividend Talk
- Published
- May 2, 2026
- Duration seconds
- 4225
- Processing state
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Summary
We break down a "full-packed session" of earnings and acquisitions. Brookfield Infrastructure (BIPC): A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities. The Starbucks Turnaround: Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?. Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges. Quick Hits: ADP’s "moat" against AI, Nike’s struggle in China, and a look at Swedish giant Essity. Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist. Facebook Community - Dividend Talk Facebook Group Discord group - https://discord.gg/nJyt9KWAB5 Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu Disclaimer: Educational content only. Not financial advice.