Laser-focused on dividends.
Companies don't increase their dividends if they anticipate bad times coming.
Logitech (LOGI) increased its quarterly dividend.
MSFT increased its quarterly dividend.
AAPL: $24 billion in buybacks in 2Q22 -- probably more in 3Q22.
In the "buybacks" vs "dividends" discussion, I argue for dividends. Two exceptions: BRK-B and AAPL.
Warren Buffett is clear on this issue.
Regarding Apple, their dividend / buyback policy helps explain Apple's view of itself: "Apple" doesn't think of itself as a mature company. "Apple" sees itself as a fast growing company. A growth company, not a value company. Builds a cash position to grow the company.
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