In this edition of our Dividend Growth Compass newsletter, we turn our focus to three industry giants: Paychex (PAYX), Mastercard (MA), and Visa (V). While they operate in different sectors, these companies share a common thread that makes them standout candidates for any portfolio.

So, what do Paychex, Mastercard, and Visa have in common? Beyond their robust dividend payouts, all three companies have proven track records of strong earnings growth, resilient business models, and a commitment to returning capital to shareholders. Whether it’s Paychex’s leadership in payroll and HR solutions or the dominance of Mastercard and Visa in global payments, these companies offer not just stability, but the potential for significant capital appreciation over time.

If you are new to this newsletter and would like to give it a try, then check out the first 3 newsletters for free:
1. A deep dive into L’Oreal | Newsletter #001
2. A deep dive into British American Tobacco | Newsletter #002
3. A deep dive into NN Group – is their Dividend Safe? | Newsletter #003

What you can expect in this issue:

• A deep dive into Paychex ?
• A mini dive into Brookfield asset management
• A look at AOS, V and MA valuation
• Capital allocation from Evolution
• Our watchlist and most recent transactions.

Yours Truly,

European Dividend Growth Investor & Derek from Dividend Talk.

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