Value + quality + cash flow is king

from Investing Experts Hosted by Seeking Alpha

Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00) Show Notes: Unlocking Dividend Growth With The Dividend Kings Enbridge: When Quality Is Overpriced Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

Value + quality + cash flow is king

0:00 27:29

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo Capital Ideas podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures.

Frequently asked questions

How long is this episode of Investing Experts?

This episode is 27 minutes long.

When was this Investing Experts episode published?

This episode was published on March 12, 2026.

Can I download this Investing Experts episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.