Danielle Ecuyer
speaker
864 appearances
2 recordings
1 series
first heard Oct 2021
last heard Nov 2022
Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.
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Appearances
So you want to see, that's why there's a lot of hype around Tesla, what's happening to their margins, etc.
The green credits, are they going up?
Are they going down?
The same with really most companies.
This reporting season, as you two are really aware, there's been lots of margin compression from cost imposts from inflation.
So investors will be looking for that to turn around.
And equally, then you want to probably look at, I think, dividend growth is one of the best, best signs if a company can grow its cash dividends over time.
um that is a really strong indication that the revenue line is working the cost lines are working and the cash is coming through to the investors so i'm not talking about a fat cat mature company that you know is more like an annuity i'm talking about companies that are going through that process of growing their revenues
getting their costs down, keeping them under the control, investing for the future.
And then it pops out the sausage machine at the end, which is they're growing their dividend.
Because you as an investor, particularly in a rising interest rate world, you want capital gain, but you want income to grow with it.
So that would be some of the ones that I would absolutely look for.
Debt is so important.
People don't understand because we haven't had any kind of busts lately.
Yeah.
And that will happen as the credit cycle evolves.
Yeah, I think so too.
Yeah.
And, you know, I...
I'll just give a really quick example.
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