Sarah Ketterer
speaker
355 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Yeah.
Well, valuation, they're very attractive.
Probably should be at least 15 times next year's earnings.
And then you get a 3.6% dividend yield, which is something attractive.
A lot of these tech stocks don't give you much in dividend.
They may do share repurchases.
SAP does big buybacks.
I think they've announced something like 10 billion euros over the next couple of years.
It's extraordinary, isn't it?
Well, there is now.
But if you have to think about how in the idea of gaining a return, if you were expecting, let's just say 10% annually from your global equities, which I think is a very punchy number, but let's just throw that out there so we can all smile and love the fact that our money is doubling every seven years.
If you can get a third or 40% of that in dividends,
That's phenomenal.
Then you don't have to rely so much on capital gains.
This is sort of dividend 101, but the dividends are a signal.
Management's saying, we're so confident in our business, we're sending money back to you shareholders.
And that's great.
We want them to be confident.
Once dividends are paused or eliminated, that's a time to be a little nervous.
It sounds like an ad for the UK market.
Showing 261–280 of 355 · page 14 of 18
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