After the interest rate cuts, will dividend stocks win the race in 2025?

Dear stock market players and dividend pearls.

Where will you invest after the interest rate cuts? Bonds!

Or like the Swiss, did you know they have a key interest rate of 0.75%, or dividend favorites and aristocrats:

$LISN (+0,19%)

$SIKA (+1,28%)

$STMN (+0,66%)

$TECN (-0,29%)

$GIVN (-3,07%)

$NOVN (-0,6%)

$ROG (-0,34%)

>4% yields are:

$BALN (-0,66%)

$SCMN (-0,65%)

$NESN (-0,35%)

$$

Early contact with money for the next generation 💸👶

I want to teach my children how money works at an early age, and as a little incentive I plan to give them a few shares. 💎📈 The choices are $BRK.A (-0,64%) - a classic with substance - or $LISN (+0,19%) for something sweet in the portfolio. 🍫 How do you handle this? Do you use savings accounts, ETFs or similar gifts to make it easier for your kids to get started? 💡 Let's exchange ideas! #KinderUndFinanzen
#FrüheWeichenstellung
#AktienFürDieZukunft
#AufLock

(Switzerland) - The most important dates for this trading week

This week is the best of the year for real number crunchers: More than forty listed companies will present their half-year report. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (-0,34%) and $NESNE / $NESN (-0,35%) . Naturally, observers will be keeping a close eye on the outlook for the second half of the year.

On Monday, only the climate specialist Belimo $B9H will report on the first half of the year.

Seven companies have announced their reports for Tuesday. These are the logistics company Kuehne + Nagel $KNIN (-0,62%)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (+0,19%) and the fragrance producer Givaudan $GIVN (-3,07%)
, also reporting Logitech $LOGN (+0,22%), Dätwyler $DAE (+0%)
, Temenos $TEMN (-0,09%) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (+0,19%) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (-0,62%) the renewed increase in the complexity of sea transportation due to the threat to shipping in the Red Sea could have an initial positive effect.

On Wednesday, nine companies will give an insight into their finances. For example, the goods inspector SGS
$SGSN (-1,25%) and also Bobst ($BOBNN) , So $ALSN (+1,72%)
Cembra Money Bank $CMBN (-0,4%)
, Cicor $CICN (+3,3%)
Cosmo Pharmaceuticals $COPN (-0,36%)
EFG International $EFGN (+0,54%)

and Medacta $MOVE (-0,09%)
. At SGS $SGSN (-1,25%) it is to be expected that, as in previous quarters, decent sales growth will be offset by negative exchange rate effects.

Thursday is the highlight of the interim reporting season: a total of sixteen company reports are on the agenda. Among them are Nestlé $NESN (-0,35%)
, Roche $ROG (-0,34%)
, Lonza
$LONN (+0,36%) and Julius Baer $BAER (-0,05%)
, but also Bachem $BANB, Bucher $BUCN (+0,56%)
, Galderma $GALD
, Autoneum $AUTN (+0,81%)
, Bellevue $BBN (+1,13%)
, Calida $CALN (+1,92%)
, Idorsia $IDIA (-4,76%)
, Leonteq $LEON (-0,96%)
, the Graubündner Kantonalbank $GRKP (-0,8%)
, Meier Tobler $MTG (-0,17%)
, StarragTornos $STGN and Valiant $VATN (-0,87%)
. At Nestlé $NESN (-0,35%) the question is whether a return to positive growth rates can be achieved.

Many listed companies have once again announced their half-year figures for Friday. They include Holcim $HOLN (+0,63%)
Sulzer $SUN (+0,97%)
, Vontobel $VONN (-0,29%)
, Forbo $FORN (+0,23%)
, APG $APGN (-0,48%)
, Zehnder $ZEHN (+1,82%)
, Orell Füssli $OFN (-0,49%)
, Lem $LEHN (+2,84%)
, AMS Osram $AMS and BB Biotech $BION (+2,01%) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (+0,97%) should deliver a positive surprise after a strong performance that has been ongoing for some time.

Have a good week everyone!

GG

We need to talk!!!

Open discussion.

A report in the last Weltspiegel made me think.

It was about child labor in the cocoa harvest.

Children were shown who had never attended school and lived in catastrophic conditions on the plantations. Who were doing the pest control without protective clothing.

The product chocolate was completely unknown to the children.

Unfortunately, there was no statement from the major confectionery manufacturers and reference was only made to a protection organization. This simply outsources all responsibility and promotes the organization.

How do you proceed with your investments and what role does it play for you?

And shouldn't there be more pressure from the shareholders, because I personally think that such working conditions will be impossible in 2024.

$NESN (-0,35%) . $HSY (-0,5%)
$MDLZ (-0,42%)
$LISN (+0,19%)

https://www.tagesschau.de/inland/innenpolitik/heil-lieferkettengesetz-100.html

For the curious: Just came across the video in which the Creator has shown what is inside a $LISN (+0,19%) suitcase is inside #sachdividende

https://youtu.be/mcdzG3xEPdQ?si=jGU05C24ATHWGJSb

Chocolate for the depot

Today was again savings plan day and with Hershey $HSY (-0,5%) a new share was added to the portfolio. First savings plan execution with a higher amount to open a first position.

Reasons:

• Consumer staples and chocolate always goes
• Hershey is continuously increasing revenues and thus profits (not common for consumer staples companies)
• At the same time, very shareholder-friendly corporate governance (share buybacks and a nicely rising dividend)
• Nice long-term share price performance (from bottom left to top right).
• While Hershey is the leading chocolate maker in the U.S., there is definitely catch-up opportunity in export countries
• The Lindt share $LISN (+0,19%) would of course be my favorite in this area, but both the high price and the (minor) problems with Swiss stocks have brought me to Hershey's

Fun Fact: Hershey chocolate is an integral part of the American military's field rations.

What is your favorite when it comes to chocolate. Both in the depot and in the shopping cart?

Mondelez
$MDLZ (-0,42%) With Milka, Hershey's
$HSY (-0,5%) or the classic: Lindt
$LISN (+0,19%)

Or something completely different?

For me: Hershey's at the depot, Lindt 85% in the shopping cart 😍

$LISP (+0,88%)

hi,

i just don't get the difference between the two, one costs just over 10k the other over 110k

$LISN (+0,19%)

I bought the share about 3 months ago $LISN (+0,19%) share at 0.005 position size. Value about 550 francs. Somehow I can't sell this share because the position size is not enough.

Broker: interactive brokers.

Does anyone know about this?

Okay, actually this is not an opinion poll 😅 was looking into this due to the time of year, and stumbled across this stock. Then it blew my mind 🤯

We Swiss really get it right, defining the term "expensive" over and over again 🤪😄

To conclude my series on dividends in kind in Switzerland, I have created an overview for you. In the corresponding blog post you will also find a table with many other Swiss companies that offer a dividend in kind:

https://www.valueinvestments.ch/beliebteste-schweizer-sachdividenden

Which is your favorite dividend in kind? I'm especially curious about your recommendations outside of Switzerland - you're probably better informed than I am.

As always, I'll post everything here except the table - I can't get the thing in here with the best will in the world - it's too long even for a print screen.

Additionally I put the top 3 Swiss non-cash dividends.

During my research on non-cash dividends in Switzerland, I came across many interesting companies. For some, such as the Bell Food GroupI was surprisedOn the one hand, that it has a shareholder gift at all and, on the other hand, that it also offers meat-free products, for example with the Eisberg brand, in addition to its well-known house brand Bell. The shareholder gift from Jungfrau Railway Holding took me to the beautiful mountain landscape to Grindelwald in the Bernese Oberland.

Three companies were named by far the most for their original non-cash dividends. The Top 3 Swiss dividends in kind are:

Chocolate case - Lindt & SprüngliShareholder watch - SwatchShareholder pajamas - Calida

This didn't surprise me much in a country known for chocolate, watches and the mountains. The chocolate case or Schoggikoffer - as it is called in Swiss dialect - has absolute cult status. cult status and is, so to speak, the star among the dividends in kind. Unfortunately, getting hold of the coveted Schoggikoffer is not entirely cheap. The Lindt and Sprüngli share may not be the most expensive share in the world - that place is held by the company Berkshire Hathaway of Warren Buffett with a share price of 435,945 US dollars reserved. With a current share price of 97,800 Swiss francs, the Lindt and Sprüngli share is by far the most most expensive share in Switzerland. One question remains unsolved for me: How did pajamas get into the top 3? I couldn't explain it that precisely - probably simply because Calida is known for another Swiss value: good quality. Another thing these shareholder gifts have in common is that they can also be used or consumed in everyday life.

There are many other companies that do good for their shareholders with dividends in kind of various kinds. Thanks to the mountain railroads, the Swiss mountains are well represented when it comes to dividends in kind. General meetings of local breweries are also very popular - in the Basel region, for example, the Brewery Unser Bier is known for its legendary general meetings with beer à discrétion.

As mentioned above I have compiled a list of other Swiss companies with dividends in kind - without claiming to be complete. You can find the table here if you scroll down the blogpost:

https://www.valueinvestments.ch/beliebteste-schweizer-sachdividenden

#dividende
#dividenden
#dividendenaktie
#aktie
#aktien
#investieren
#investment
#schweiz
#sachdividende
$LISN (+0,19%)