Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (3) |
Author: mungofitch ✹✺🐝🐝🐝 SILVER
SHREWD
  😊 😞

Number: of 6373 
Subject: Re: non-US-non-Divi stock
Date: 04/16/25 7:58 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
It seems to be a tough search. The European firms which might fall into the category of "well managed capital allocation for the long haul" are generally fairly old firms, and generally have large shareholding by founding families, both of which correlate with a history of dividends.

However there are some good firms that don't pay huge dividends (not built around that as their investment attraction) which might be worth considering. Just ignore the dividend.
Investor AB looks like a pretty high quality firm. Current payout around 1.79%
A random blogger's post about them, which gives a pretty good introduction outsiderscorner.substack.com - Investor ab part ii

The share price isn't cheap, it rarely is, but it's back to around where it was around a year ago.

For Americans: It doesn't trade in the US. If you see a mention of the ADR, I believe it was discontinued.

Jim
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to mungofitch here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 606 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 21 recs · 2025
Topicus: Not Constellation · 16 recs · 2026
Unite Group (UTG), UK, falling knife. · 13 recs · 2025
SKAN · 11 recs · 2025
MELI - Brazilian darling · 10 recs · 2025
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community | Privacy