The following video is part of our "Motley Fool Conversations" series, in which industrials editor and analyst Brendan Byrnes and consumer goods editor and analyst Austin Smith discuss topics around the investing world.
In today's edition, Brendan and Austin discuss GE's dividend -- specifically, whether the company should increase its payout. GE has come a long way since it had to cut its dividend during the financial crisis, and the company is in a much better spot now. It has generated more than $20 billion in free cash flow over the past year and has stated that its goal is to increase its dividends and share repurchases. Brendan thinks another dividend increase from GE is likely, and the company should benefit if GE Capital is given the OK to push up its dividend to the parent company.
Considering GE gets about 20% of its revenue from Europe, many investors may be nervous about investing in companies that are internationally focused, but they shouldn't be. Emerging markets are giving new life to established American companies with deep pockets. As these industry titans look abroad for more sales, they aren't starting with a blank slate -- they're bringing their operational excellence to new markets and thriving. To uncover three of our favorite picks to take advantage of high-growth emerging markets, we invite you to read a copy of our free report: "3 American Companies Set to Dominate the World." The report won't be available forever, so click here to get your copy today.
Austin Smith and The Motley Fool have no positions in the stocks mentioned above. Brendan Byrnes owns shares of United Technologies. Motley Fool newsletter services recommend 3M. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.