Coronavirus Roundtable - A Global Look At Dividends (Video Transcript)

Global markets have been slower to bounce back than the US from the March sell-off, even though some countries are further ahead in the recovery process.
There's also been an unsurprising bifurcation between high quality firms and more distressed areas.
Tariq Dennison talks about how different markets look, and how he's finding both high quality businesses and more distressed ones.
Editors' Note: This is the transcript of the video we posted last Friday. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the video as well as a combined podcast featuring two other interviews along with this one, embedded below, if you need any clarification. We hope you enjoy.
Daniel Shvartsman: Hi, I’m Daniel Shvartsman, Director of the Seeking Alpha Marketplace. Continuing on our coronavirus roundtable series, today I’m joined by Tariq Dennison, the author of Long Run Income, which is a service that offers robust income investing ideas that have been tested through time.
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Listen and subscribe to the Marketplace Roundtable on these podcast platforms:
iTunes/Apple Podcasts Spotify Stitcher Seeking Alpha The conversation with Tariq runs from 22:15-56:15 on the above podcast.
So, Tariq, how are you doing?
Tariq Dennison: Doing great, Daniel. How are you?
DS: I’m well. Thank you for joining me today. So, we did a recent roundtable on dividend investing and that also you’re focused global, so I wanted to kind of hit both of those themes. I want to start with just, you know, everything we're doing right now, we're trying to size what's going on and which companies to invest in given the insurgency in the market, you had mentioned you are looking for sustainability in your companies and for medium-term upside in terms of free cash flow. I'm curious how you define those?
What do you mean when you’re – what do you look for... Read more