EPS 247 | Is UNH a falling knife and earnings from Siemens and Allianz

Dividend Talk

In this episode of Dividend Talk, we dive into the drama at UnitedHealth Group (UNH) from earnings disappointments to fraud allegations and a sudden CEO exit. Is it a buying opportunity or a classic falling knife?

We also break down strong earnings from two European giants: Siemens (SIE.DE) and Allianz (ALV.DE). Both companies delivered rock-solid results, reminding us why Europe is a fertile ground for dividend growth investors.

Along the way, we reflect on what we’d do differently if we started our investing journeys today, why conviction matters more than share price, and whether preferred stocks or spin-offs like Magnum are worth a look.

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📈 Tickers mentioned: UNH, SIE.DE, ALV.DE, NVO, ABBV, AOS, MUV2.DE, LGEN.L, EURONEXT.PA, ASRNL.AS, LEG.DE, MPW, IIPR, LVMH.PA, NESN.SW, CHUB

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