Dividend Talk

Welcome to the latest episode of the Dividend Talk podcast! In this episode, we review five companies’ quarterly earnings from the US.

Chapters:

• 00:00 Introduction

• 02:15 Market Overview and Q3 Earnings

• 05:00 Discussion on Estee Lauder (Ticker: EL)

• 08:30 Impact of Chinese Market on Luxury Brands

• 12:00 Philip Morris Factory Closures (Ticker: PM)

• 15:00 Inflation Fears in the UK

• 18:30 Dividend Announcements: AbbVie (Ticker: ABBV)

• 22:00 Shell’s Financial Performance (Ticker: SHEL)

• 26:00 T. Rowe Price Earnings (Ticker: TROW)

• 30:00 Clorox Company Analysis (Ticker: CLX)

• 35:00 VICI Properties Update (Ticker: VICI)

• 40:00 Listener Questions and Diversification Strategies

• 45:00 Thoughts on Financial Independence

• 50:00 Closing Remarks

Tickers Mentioned:

• EL

• PM

• ABBV

• SHEL

• TROW

• CLX

• VICI

Don’t forget to like, comment, and subscribe for more updates on dividend investing with a European flavor

• Twitter - @Dividendtalk_

• Twitter - @European_DGI

• Join our Facebook Community - https://www.facebook.com/groups/dividendtalk

• Show Notes will be available on  - https://dividendtalkpodcast.com/category/podcast/Talk

• Premium Newsletter - https://europeandgi.com/sign-up/

This week, we’re reviewing Q3 earnings for some of the world's top dividend stocks. Expect news, dividend hikes, and an honest take on where these companies are heading with a European flavour.

Timestamps:

00:00 Quick Welcome!

00:10 News of the Week: Interactive Brokers and Saxo Bank

10:45 Big Dividend Hikes: Iberdrola (IBDRY) & Starbucks (SBUX)

12:15 Unilever (UL): New CEO, New Moves

26:05 Snap-on (SNA) Quarter Review

30:10 Assa Abloy (ASAZY) Updates & Partnerships

34:30 IBM (IBM) Numbers Explained

40:00 Listener Q&A: Time, AI, and Sustainable Investing

Tickers Mentioned: IBE.MC, SBUX, UL, SNA, ASAZY, IBM

That's it from us.

We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group:

Welcome to Episode 217 of the Dividend Talk Podcast! In this episode, Derek and the European Dividend Growth Investor (EDGI) discuss their third-quarter dividend portfolio performance, recent stock purchases, and some key earnings reports.

Timestamps

00:00 - Intro & Quick Market Recap

02:00 - ECB Rate Cuts & Impact on Mortgages

07:00 - Derek’s €100K Milestone 

10:30 - EDGI's Dividend Portfolio Grows by 29%!  

16:00 - Recent Stock Purchases: Brookfield Asset Management (BAM) & BAE Systems (BA.L)

18:00 - Earnings Highlights: ASML (ASML), Johnson & Johnson (JNJ)  

30:00 - Listener Questions  

  - Trading 212 Debit Card: Good for Dividend Investors?  

  - Taxes on Dividends in Belgium & Sweden  

  - Paddleball & Pickleball: Growing Sports, Growing Industries?  

50:00 - Target (TGT), Diageo (DGE.L), Pernod Ricard (RI) Discussion  

If you enjoy this episode, don't forget to like, subscribe, and hit the notification bell for more dividend growth investing content!

---

Companies & Tickers Mentioned

- ASR Nederland (ASRNL)

- Paychex (PAYX)

- Evolution Gaming (EVO)

- Brookfield Asset Management (BAM)

- BAE Systems (BA.L)

- ASML Holding NV (ASML)

- Johnson & Johnson (JNJ)

- Target (TGT)

- Diageo (DGE.L)

- Pernod Ricard (RI)

- Ahold Delhaize (AD.AS)

Thanks for listening! Let us know your thoughts in the comments and feel free to ask any questions for future episode

In this episode, we sit down with Manni Mistry to explore his path to Financial Independence Retire Early (FIRE) and how he has optimized his portfolio for long-term success. Manni shares his experience transitioning from traditional stock picking to a carefully curated dividend portfolio that will soon support his lifestyle and early retirement. We discuss the strategies that helped him along the way, as well as the balance between income and growth.

Tune in as we cover:

• A reflection on an email received from CanadianDGI with his personal story on high-yield dividend investing
• Manni’s investing journey and his transition to a dividend-focused portfolio with less than 20 holdings
• How he structures his portfolio for financial independence
• Listener questions on investment strategies, stock picks, and more

We also dive into a fun rapid-fire round and hear Manni's thoughts about a stock pick of the week!

Be sure to join the conversation and share this episode with your community. As always, we appreciate your support in making Dividend Talk a part of your weekly routine.

In this week’s episode of Dividend Talk, we dive into the sustainability of using high-yield dividend stocks as a path to financial independence, often referred to as FIRE. Is building a portfolio of 10% yielders a viable strategy, or is it a risky gamble? We explore the trade-off between high dividend yields and capital growth, the risk of dividend cuts during downturns, and how behavioral finance impacts retirees relying on high-yield stocks for income. We also discuss some of our favorite high-yield stocks and the long-term viability of such an approach.

In addition to the main topic, we cover the latest earnings from Nike, along with some significant dividend hikes from RPM International ($RPM), Lockheed Martin ($LMT), and Colgate-Palmolive ($CL).

As always, we answer listener questions on everything from voting for board members to dealing with financial independence in the workplace, and even share our thoughts on the current state of the automotive industry in Europe. Tune in for another insightful episode packed with dividend growth investing tips!

In this episode of Dividend Talk, we explore a few dividend stocks that stand to benefit from China’s economic revival as the country enacts stimulus measures aimed at boosting growth. With efforts to reignite infrastructure and consumer spending, these stocks are well-positioned to capitalize on the recovery. We also dive into BASF’s recent decision to reduce its dividend and whether it's time to sell, especially considering China's rebound. Additionally, we review dividend hikes from Honeywell and McDonald’s, which continue to build on their long-term dividend growth success.

We answer listener questions on Alibaba’s recent performance and China’s stimulus news, Siemens’ presence in China’s industrial sector, and whether oil and gas companies remain attractive for long-term investors. Other topics include the role of Amdocs in the telecom sector and how China’s economic rebound might reshape your dividend portfolio. With China reducing interest rates and injecting liquidity into its banking system, it’s an exciting time for dividend investors to reassess their strategies.

Stocks mentioned in this episode:

• BASF (BASFY)
• Honeywell (HON)
• McDonald’s (MCD)
• Siemens (SIEGY)
• Alibaba (BABA)
• Procter & Gamble (PG)
• Unilever (UL)
• LVMH (LVMUY)
• Starbucks (SBUX)
• Amdocs (DOX)
• Microsoft (MSFT)
• Apple (AAPL)
• KLA Corp (KLAC)
• American Express (AXP)
• Broadcom (AVGO)
• UnitedHealth Group (UNH)
• Alphabet (GOOG)
• CME Group (CME)
• Visa (V)

Join us for an in-depth look at how these companies could benefit from China’s resurgence and what it means for your investment decisions.

Continue the conversation on Facebook: 🔗💬

https://www.facebook.com/groups/dividendtalk

Become a Premium member: 🚀✨

https://europeandgi.com/sign-up

#ChinaRevival #DividendStocks #BASF #Alibaba #Siemens #Amdocs #Investing

Welcome to Dividend Talk Podcast Episode 213! 🎙️

In this episode, we discuss sectors benefiting from interest rate cuts, with insights into how various industries may respond to changing economic conditions. We also cover recent financial news, including Tupperware's bankruptcy, Nike's CEO shakeup, and several major dividend hikes by industry giants like Procter & Gamble, Microsoft, and Johnson & Johnson.

👉 If you're interested in dividend investing, stock market insights, or financial independence, this episode is packed with European-focused dividend growth strategies.

We also dive into listeners’ questions, offering tips on managing windfalls, and analysing potential takeovers in the tech industry. Whether you're looking for a steady passive income or simply want to stay updated on dividend growth investing, Dividend Talk has something for everyone!

Chapters: 0:00 – Introduction
1:32 – Weekly Catch-up: Work Travel and Long Days
3:02 – News of the Week: Tupperware’s Bankruptcy
7:13 – News of the Week: Nike’s CEO Change
12:35 – News of the Week: Dividend Increases (Procter & Gamble, Texas Instruments, Microsoft)
15:08 – Main Topic: Sectors Benefiting from Interest Rate Cuts
18:11 – Real Estate Sector: How Interest Rates Impact Real Estate
22:03 – Utilities Sector: Capital-Intensive Businesses and Interest Rates
25:08 – Consumer Discretionary: Increased Disposable Income
27:04 – Financial Sector: Impact on Insurance and Asset Managers
29:17 – Industrials: Cyclical Businesses Benefiting from Lower Costs
34:28 – Listener Questions: Inheritance and Investment Strategies
41:02 – How to Invest a Windfall: DCA vs. Lump Sum
46:01 – Takeover Offer for Intel: Qualcomm’s Move
50:00 – Chevron vs. Shell: Dividend Cuts During the Pandemic
52:27 – Estee Lauder vs. LVMH: Growth and Competition
56:14 – Closing Remarks

💡 Subscribe for more content on dividend growth investing, European stock markets, and personal finance!

Here’s a list of the stock tickers mentioned in the podcast:

LVMH (Moët Hennessy Louis Vuitton) – Euronext: MC, Siemens – ETR: SIE ,BASF – ETR: BAS, Tupperware – NYSE: TUP, Nike – NYSE: NKE , Procter & Gamble – NYSE: PG ,Texas Instruments – NASDAQ: TXN , Johnson & Johnson – NYSE: JNJ , T-Mobile US – NASDAQ: TMUS , Microsoft – NASDAQ: MSFT, Realty Income – NYSE: O, Agree Realty – NYSE: ADC, Omega Healthcare – NYSE: OHI, Vonovia – ETR: VNA, Iberdrola – BME: IBE, Enagás – BME: ENG, Chevron – NYSE: CVX, Shell – LON: SHEL, BP – LON: BP. Qualcomm – NASDAQ: QCOM , Intel – NASDAQ: INTC , Estee Lauder – NYSE: EL , L’Oréal – EPA: OR, Nestlé – SWX: NESN, Genuine Parts Company – NYSE: GPC

PS: How would you invest a 1 million inheritance? Continue the conversation on FaceBook: https://www.facebook.com/groups/dividendtalk

Become a Premium Dividend Talk subscriber: https://europeandgi.com/sign-up/

In episode 212 of Dividend Talk, we explore the resilience of companies that cut their dividends. Did they later recover or did they muddle along?

We discuss high-profile examples like Shell, which slashed its dividend by 66% in 2020 but managed to rebound due to strong oil prices and strategic deleveraging. We also touch on the struggles faced by companies like General Electric and 3M.

In addition to this main topic, we provide updates on Starbucks' new CEO, T. Rowe Price's latest AUM report, and recent dividend hikes from Philip Morris International and Realty Income.

Tune in for listener questions and market insights as we discuss the risks and opportunities surrounding dividend cuts.

Tickers discussed in the show:

• Shell (SHEL)
• General Electric (GE)
• 3M (MMM)
• Starbucks (SBUX)
• T. Rowe Price (TROW)
• Philip Morris International (PM)
• Realty Income (O)
• Broadcom (AVGO)
• BASF (BASFY)
• Murray Income Trust (MUT.L)
• Royalty Pharma (RPRX)
• American Express (AXP)
• ExxonMobil (XOM)
• Chevron (CVX)
• Yancoal Australia (YAL.AX)
• Helia Group (HLI.AX)
• Coca-Cola (KO)
• Coca-Cola FEMSA (KOF)
• LVMH (MC.PA)
• L'Oréal (OR.PA)

That's it from us. We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group:

https://www.facebook.com/groups/dividendtalk

In Episode 211 of the Dividend Talk podcast, we highlight four European dividend stocks known for their stability and reliable returns, but they are not too often talked about. If you're looking for dependable investments with solid dividends, this episode is might be for you.

We kick off with the news of the week in which we discuss OnlyFans because it has paid $630 million in dividends to its owner, Leonid Radvinsky, since the start of last year.

After that, we address concerns about estate taxes for Europeans holding US stocks, particularly with brokers like Interactive Brokers (IBRK).

Recent dividend hikes are also on our radar. VICI Properties has increased its dividend by 4% to $0.4325 per share, while Brady Corporation has raised its dividend by 2.1% to $0.24 per share. Broadcom announced a 1% hike in its dividend, and Verizon achieved its 18th consecutive dividend increase with a 1.9% rise, resulting in a 6.2% yield.

Our main focus is on four European stocks with safe dividends. Mensch und Maschine (MUM.DE) stands out for its strong growth and high safety rating. Carlsberg (CARL-B.CO) is recognized for its clear dividend policy and reliable payouts. Hornbach (HBH.DE) continues to offer consistent dividends, and Evolution AB (EVO.ST) is noted for its stable dividends and strong market presence.

Tune in to Episode 211 to explore these safe European dividend stocks and gain valuable insights into enhancing your investment strategy.

🗣️ Join the discussion on Facebook: https://www.facebook.com/groups/dividendtalk

🎖️Become a Premium Subscriber: https://europeandgi.com/sign-up/

----- Stocks mentioned in this episode:

• Mensch und Maschine (MUM.DE) - MUM.DE
• Carlsberg (CARL-B.CO) - CARL-B.CO
• Hornbach (HBH.DE) - HBH.DE
• Evolution AB (EVO.ST) - EVO.ST
• VICI Properties (VICI) - VICI
• Brady Corporation (BRC) - BRC
• Broadcom (AVGO) - AVGO
• Verizon (VZ) - VZ
• Aker BP (AKRBF) - AKRBF
• LVMH (LVMUY) - MC
• Rio Tinto (RIO) - RIO
• Microsoft (MSFT) - MSFT
• Cake Box Holdings (CBOX.L) - CBOX.L

In this episode of Dividend Talk, we sit down with Lara, better known as "Green Pepper," for an insightful conversation on dividend investing. Lara shares her journey into the world of finance, discussing how she discovered dividend growth investing and why it became her strategy of choice. We explore her personal investment philosophy, the reactions of friends and family to her financial goals, and her thoughts on why the investing community is predominantly male.

We also dive into the practical side of investing as Lara reveals her top five dividend growth stocks and the companies she’s eyeing for future investments. Whether you're a seasoned investor or just starting out, you'll find valuable takeaways in Lara’s experiences and learnings.

Additionally, we tackle listener questions, covering topics like stock-based compensation, market volatility, and the safety of dividends in specialized sectors. Lara even shares her stock pick of the week.

Tune in to hear Lara's unique perspective, learn from her successes and mistakes, and get inspired to take your own dividend investing journey to the next level!

🚨Follow Lara on X: https://x.com/peppershares🙏🙏 Join the #DividendTalk conversation on Facebook: https://www.facebook.com/groups/dividendtalk

Welcome to Dividend Talk Episode 209, where we dive into the world of dividend investing to help you build a stable financial future. This episode, titled "Dividend Investing for Retirement: Building Your Own Pension," focuses on how dividend investing can be a cornerstone of your retirement strategy, offering both stability and growth during your golden years.

We begin with the News of the Week, where the recent shake-up at Nestlé takes center stage. The sudden departure of the CEO has raised eyebrows, with limited information provided by the company. The abruptness of the move suggests it may not have been entirely voluntary. We discuss whether this could be tied to the competitive pressures Nestlé faces, particularly in contrast to Unilever’s recent successes. Additionally, we explore Jerome Powell’s speech at Jackson Hole, where he highlighted significant progress on inflation. Inflation is nearing the Federal Reserve’s 2% target, and while the labor market has cooled, the economy remains resilient. Powell’s cautious tone suggests potential policy adjustments on the horizon as the Fed seeks to balance inflation control with employment support.

The episode continues with a review of Recent Dividend Hikes, which brought good news for dividend investors. ASR Nederland raised its interim 2024 dividend by 7.4%, pushing its forward yield to a substantial 6.55%. Altria increased its quarterly dividend by 4.1%, offering shareholders $1.02 per share, while Cboe Global Markets impressed with a 14.5% increase in its quarterly dividend, now at $0.63 per share.

The Main Topic for this episode is "Dividend Investing for Retirement: Building Your Own Pension." We explore how dividend investing can serve as an effective retirement strategy. Traditional pensions offer tax benefits, but they vary significantly across Europe. For instance, in Ireland, pension fees can be high, and access to certain investment vehicles is limited. For those looking to retire early, building a personal dividend portfolio offers greater control and flexibility. In Poland, accounts like IKE and IKZE provide tax advantages, making them attractive for retirement savings. However, there’s growing concern about whether future retirees will enjoy the same benefits as current retirees, given that pension funds are struggling to keep pace with inflation and increasing life expectancy.

Dividend investing offers several key advantages for retirement. Dividends are often taxed more favorably than regular income, and they have the potential to grow faster than inflation, helping to preserve purchasing power. Additionally, dividends can provide a steady income stream, offering a cushion during economic downturns. We also discuss the importance of not relying solely on dividends in retirement. We consider the roles that bonds, life insurance, and real estate might play in a diversified retirement plan. Our hosts share their strategies, emphasizing the importance of sector and geographic diversification to ensure your portfolio can withstand different market conditions.

As always, we wrap up the episode with Listener Questions. This week’s questions are particularly insightful. One listener, Wolf of Harcourt Street, asks about the performance of his son’s portfolio, which had previously been outperforming his own. It’s a great example of how starting early in investing can lead to significant gains. Tim Ainley wonders how to weigh the opportunity cost of selling a stock against the benefits of compounding. Mike Nash, a beginner investor, asks for advice on how to choose which shares to monitor, a crucial step for anyone starting out. Hns de Jong shares his experience with preferred stocks like $GOODO, which offer a 7% yield, and asks if we hold any preferred stocks ourselves. Jack Jones discusses how buying Hershey stock influenced his shopping habits and asks if we’ve experienced similar shifts in brand loyalty after investing.

We also touch on a few ticker-related questions. We look into Diploma plc, a British company with a solid dividend history, and Avnet, which some see as a strong mix of tech growth and dividends. We even explore the potential of luxury yacht stocks, like Italian Sea Group and San Lorenzo—an interesting niche within the luxury sector.

Dividend Talk Episode 209 is packed with insights for both seasoned investors and those just starting out. Whether you’re building your own pension, considering the impact of inflation, or simply looking for the next great dividend stock, this episode has something for everyone.

C U on the inside!

Tickers mentioned:

• ASR Nederland [ASRNL.AS]
• Altria [MO]
• Cboe Global Markets [CBOE]
• Nestlé [NSRGY]
• Unilever [UL]
• Hershey [HSY]
• Mondelez [MDLZ]
• Diploma plc [DPLM.L]
• Avnet [AVT]
• GOODO Preferred Stock [GOODO]
• Kone [KNYJF]
• Otis [OTIS]
• Italian Sea Group [TISG.MI]
• San Lorenzo [SL.MI]
• Vinci [DG.PA]
• Snap-on [SNA]

Want to chat with us? Join the discussion on FaceBook:

https://www.facebook.com/groups/dividendtalk

In this episode of Dividend Talk, we cover the latest earnings and big news from NN Group, which continues to impress with its dividend performance.

We dive into the week's headlines, including the firing of Starbucks CEO and Bayer's favorable verdict on Roundup. We also discuss Bill Ackman's significant investment in Nike.

Our main topic focuses on NN Group’s earnings, highlighting its impressive 7%+ yield and substantial annual dividend payouts. Additionally, we review recent performances of John Deere, Home Depot, and Henkel.

We then address listener questions on market efficiency, sector cycles, and investment strategies.

Tune in for unique dividend investing related insights with a European flavour.

Join us also on facebook if you want to continue the discussion: https://www.facebook.com/groups/dividendtalk

In this episode of the Dividend Talk podcast, we discuss the latest earnings reports from six prominent European dividend growth stocks, offering insights and analysis to help you stay informed.

We kick things off with a quick overview of the recent market turmoil, including Intel's $32 billion loss and the resulting shareholder lawsuit. We also highlight some notable dividend increases from companies like Cogent Communications and Simon Property.

The main focus of the episode centers around the recent earnings of companies such as Ahold Delhaize, Siemens, Schneider Electric, and more. We break down the key metrics, and any other insights we got from them.

As always, we wrap up with thoughtful responses to listener questions, covering a range of topics from dividend taxes to REIT exposure in a portfolio.

Companies Discussed:

• Ahold Delhaize (AD.AS)
• Siemens (SIE.DE)
• Schneider Electric (SU.PA)
• Allianz (ALV.DE)
• CRH Plc (CRH.L)
• Spirax-Sarco Engineering (SPX.L)

Join the conversation on our Facebook group: https://www.facebook.com/groups/dividendtalk

Welcome to the latest episode of Dividend Talk! First, we’d like to extend our heartfelt thanks to our diligent moderators on Facebook - Aleks, Tim, Jeremy, and Matthias. Your efforts to keep our community free from spammers are greatly appreciated!

Not part of the community yet? Join us here: https://www.facebook.com/groups/dividendtalk

News of the Week

This week, Intel has announced a major workforce reduction, cutting 15% of its employees and suspending its dividend starting in Q4. Hence, what is eDGI doing with this development?

Additionally, the market showed signs of cooling on Friday due to growing recession concerns. On a brighter note, S&P Global Ratings upgraded Agree Realty Corporation ($ADC) to BBB+, highlighting its highly occupied portfolio and leading investment-grade tenant base.

Recent Dividend Announcements

After the news, we discuss several prominent companies that announced dividend hikes, i.e. Unilever and Greggs Plc

Main Topic

The main topic of the day is our reflection on the earnings. Of course, we have to talk about Shell and its significant shareholder return via buybacks. Is the stock still worth initiating a position in?

Listener Questions

We address various listener questions, ranging from portfolio strategies to individual stock picks.

C U on the inside!

In this episode, we dive deep into one of Europe's most iconic companies, L'Oréal. We explore why L'Oréal has maintained a strong presence in the cosmetics and beauty industry for over 60 years, boasting an impressive annual dividend growth rate of 11.3% over the past quarter-century.

Tune in to hear about L'Oréal's financial performance, market segments, and catalysts for future growth, including the rising demand for premium products and the expansion of digital strategies.

Plus, we answer listener questions on personal finance, investing quirks, and dividend stock recommendations.

Join us for an insightful discussion on whether L'Oréal is a worthy addition to your portfolio.

Read the premium newsletter about L'Oréal here: https://europeandgi.com/uncategorized/launch-%f0%9f%8e%89-dividend-growth-compass-newsletter-001/

In Episode 204 of Dividend Talk, titled "How Our Savings Rate Evolved Over Time," we dive deep into the journey of personal savings rates. We begin by reflecting on our initial savings rates and how they have shaped our investment strategies over the years. From managing lifestyle inflation to grappling with the concept of not living like students anymore, we discuss the practical challenges of maintaining a healthy savings discipline amidst life's changing financial demands.

Our discussion extends to the assumptions we make about future expenses and how these impact our long-term financial planning. We share our experiences with income fluctuations and how they have influenced our ability to save consistently.

In our Portfolio Review segment, we discuss a portfolio submitted by Markus. It is an interesting one, especially due to his number 1 holding of 20%

Last but not least, we discuss several listeners questions ranging from how to deal with takeover offers to whether Wallgreens will find a path back to growth again.

Overall, Episode 204 of Dividend Talk is packed with information again and we wish you all a lovely summer!

In our latest Dividend Talk episode, we share our favorite retirement destinations for living of dividends. We discuss the appeal of the countries of our choice, known for their favorable tax climates and quality of life. The episode also covers essential financial news, including the Fed's decision on interest rates and significant corporate updates from Shell. Additionally, we review recent dividend announcements and answer listener questions on maximizing dividend income and building a diversified portfolio.

Ready? C U on the inside!

Welcome to the latest episode of DividendTalk! In this Quarterly Dividend Roundup, we dive into the most significant dividend news and stock movements of the past quarter. We discuss Walgreens and Nike. Nike's recent 19% drop post-earnings raises questions about whether it presents a potential entry point for long-term investors, while Walgreens faces tough times with stock prices at their lowest since 1997, prompting EMF to explain why he sold out. We also cover the Agnelli family's increased stake in Philips to 17.51%, making them the largest shareholder of the group.

Additionally, we highlight several dividend announcements: Kroger's 10.3% hike, General Mills' 1.7% increase, JP Morgan's 8.7% boost, Morgan Stanley's 8.8% rise, and Goldman Sachs' 9.09% increase. In our main topic, EMF & eDGI share their quarterly buys, along with their dividend income growth, portfolio performance and other relevant statistics.

We also address listener questions about portfolio allocation during the accumulation phase, strategies for maintaining dividend growth during a market downturn, metrics for evaluating insurance companies, and the balance between conviction and pragmatism in investing. Finally, we provide stock analysis and insights on Kroger, French stocks post-election, Chesnara plc, liquor stocks, and Brenntag.

Join us for an in-depth analysis and discussion on these topics and more in this episode of DividendTalk!

Stocks discussed during the show:

• Walgreens Boots Alliance ($WBA)
• Nike ($NKE)
• Philips ($PHG)
• Kroger ($KR)
• General Mills ($GIS)
• JP Morgan Chase ($JPM)
• Morgan Stanley ($MS)
• Goldman Sachs ($GS)
• Evolution Gaming (EVO.ST)
• Greggs (GRG.L)
• Iberdrola (IBE.MC)
• JP Morgan Global Growth and Income (JGGI.L)
• Mensch Und Maschine (MUM.DE)
• VICI Properties ($VICI)
• Chesnara plc (CSN.L)
• Diageo (DGE.L)
• Pernod Ricard (RI.PA)
• Remy Cointreau (RCO.PA)
• Brenntag (BNR.DE)

Join the discussion on Facebook: https://www.facebook.com/groups/dividendtalk

Welcome to DividendTalk, where we dive into the latest news, strategies, and tips for dividend investors. In Episode 201, we're exploring three European companies boasting impressive Return on Invested Capital (ROIC).

News of the week:

- **Nationale-Nederlanden's New Venture**: Dutch insurer Nationale-Nederlanden is set to launch a digital bank next year. Joris from DGI shares his thoughts on this strategic move.

Main Topic:

Warren Buffett once said, "Leaving the question of price aside, the best business to own is one that can employ large amounts of incremental capital over an extended period at very high rates of return." In this episode, we break down what ROIC is, why it's crucial for investors, and how it's calculated. We also compare ROIC with other financial metrics like ROI and ROCE, and discuss the significance of comparing ROIC with a company's Weighted Average Cost of Capital (WACC).

We then discuss 3 European examples after the theoretical introduction.

Last but not least, we also discuss several of our listeners questions.

Tune in for insightful discussions and expert analysis on these topics and more in Episode 201 of DividendTalk!

Welcome to the 200th episode of Dividend Talk! Join us as we celebrate this incredible milestone and reflect on the journey that has brought us here. We owe it all to our loyal listeners. Thank you for your unwavering support!

This episode's main topic is the power of consistent dividend growth investing. From the importance of investing in companies with strong balance sheets to the mantra of sticking to dividends, Derek and eDGI share a wealth of valuable lessons learned over 200 episodes. Discover the key to success: consistency, conviction, and doing.

Tune In and C U on the inside!

----

Become a premium member:

⁠https://www.europeandgi.com/sign-up⁠

Join us on FaceBook:

⁠https://www.facebook.com/groups/dividendtalk

In Episode 199 of DividendTalk, titled "10 Stocks We Never Want to Own," we explore the companies that we believe are best avoided in any investment portfolio.

As usual, we kick off with the week's news, discussing Roaring Kitty's massive $235 million loss on GME in a single day and the buzz around ASML's $380 million chip machine set to ship to TSMC, which Intel has already started using. We then highlight recent dividend announcements, including substantial hikes from United Health, Alexandria Real Estate Equities, Essential Properties Realty Trust, and Lowe's, while noting 3M's removal from the Dividend Aristocrats Index.

Diving into the main topic, we detail why those 10 companies we never want to own make our list of stocks to avoid, citing issues ranging from financial engineering and poor management to economic sensitivity and high debt.

We also address listener questions on diverse topics such as the volatility in dividend discount models, ETF voting rights, investment strategy adjustments near retirement, and opinions on specific stocks like TR Property Investment Trust and Intel post-dividend cut.

This episode is packed with valuable insights and analysis to inspire you on your dividend growth journey.

Tune In and C U on the inside!

----

Become a premium member:

https://www.europeandgi.com/sign-up

Join us on FaceBook:

https://www.facebook.com/groups/dividendtalk

Join us for another exciting episode of the Dividend Talk podcast! This week, we welcome Ex-Berliner, a seasoned SAP developer turned freelance project manager, who you can also follow on Twitter: https://x.com/DaBraX33

In this episode, we dive deep into "GrandPa’s Rules," exploring the wealth-building wisdom passed down from Ex-Berliner's grandfather. We discuss the inspiring journey of wealth creation, key lessons learned, and the evolution of investment strategies over time. From dividend investing to portfolio management, Ex-Berliner shares invaluable insights and personal anecdotes.

We also cover the latest news in the investment world, including Nelson Peltz's sale of his Disney stake and HP Inc's significant price increase post-earnings.

Tune in for a casual yet informative conversation, listener questions, and a thought-provoking discussion on the future of biotech and AI developments.

Don't miss it!

Welcome to Dividend Talk, your go-to podcast for all things dividend investing. Join us as we dive deep into the world of Dividend Kings, those elite companies with a track record of 50+ years of consecutive dividend increases.

Whether you're a seasoned investor or just getting started, our episodes offer valuable insights, strategies, and tips to help you build a reliable income stream through smart dividend growth investing.

Tune in to stay updated on dividend news, discover top Dividend Kings, and learn how to achieve financial freedom through consistent, long-term investments.

In this episode, we dive deep into the world of dividend growth investing. We cover the latest news, including Iberdrola's acquisition of Avangrid and Berkshire Hathaway's new stake in Chubb. We discuss recent dividend hikes from Realty Income and Chubb Limited, and a significant cut from 3M.

Our main topic offers a comprehensive guide to dividend growth investing, covering essential books, foundational concepts like compound interest and reinvesting dividends, and practical steps for getting started. We also highlight the importance of dividend safety, avoiding high-yield traps, and creating a solid investment plan.

Listener questions tackle topics like portfolio management, stock picks, and sector opportunities. Tune in for insights and tips to enhance your dividend investing journey!

Last but not least, we also offer a premium subscription focusing on dividend safety for many European and US dividend growth stocks.

Not a member yet?

Join now for just 119 Euro per year: https://europeandgi.com/sign-up/

----

References to sources discussed during the podcast:

✅ Open an account to InteractiveBrokers here: https://www.interactivebrokers.ie/mkt/?src=edgiw2&url=%2FUniversal%2FApplication

👑 30 European Dividend Aristocrats: https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/

👑US Dividend Champions: https://www.portfolio-insight.com/dividend-radar

🔍 Dividend Stock Screener: https://europeandgi.com/how-to/dividend-stock-screener/

🧮 Stock Dividend Reinvestment Calculator: https://europeandgi.com/resources-templates/

📃 International Dividend Portfolio Tracker: https://europeandgi.com/grab-your-own-international-dividend-portfolio-tracker/

In this podcast episode,

We discuss the news around OpenAI as it is set to unveil its AI-powered search product, intensifying its rivalry with Google. Meanwhile, Intel faces sales setbacks as the U.S. revokes export licenses for a Chinese customer, impacting its revenue.

Solventum decides against paying dividends, and McDonald's introduces a $5 value meal, challenging competitors.

The episode's primary focus is discussing favourite stocks from all 11 sectors classified by the GCIS system.

Enjoy today's show and C U on the inside!

Tickers mentioned -

• AbbVie: ABBV
• Sanofi: SNY
• BHP: BHP
• Shell: RDS.A or RDS.B
• L’Oreal: LRLCY
• Inter Parfums: IPAR
• Hershey: HSY
• British American Tobacco: BTI
• Siemens: SIEGY
• Iberdrola: IBE
• Munich Re: MUV2
• Blackrock: BLK
• Microsoft: MSFT
• Evolution Gaming: EVO.ST
• Cognent Communication CCOI
• VICI Properties: VICI

Join our premium membership for 119 Euros per year: https://europeandgi.com/sign-up/

Todays episode is jam-packed after a crazy week in the stock market. We're discussing the litigation settlements of Philips and Johnson & Johnson, several dividend hikes, but also dividend cuts from iconic dividend kings 3M and Leggett & Platt. After that we delve into several earnings that were reported this week, most notably Starbucks which saw a 16% decline after reporting bad numbers. Last but not least, we answer many of the listener's questions.

Enjoy today's show and C U on the inside!

Tickers mentioned today:

• Johnson & Johnson (JNJ)
• Apple (AAPL)
• Raytheon Technologies Corporation (RTX)
• American Water Works Company Inc. (AWK)
• International Business Machines Corporation (IBM)
• Leggett & Platt, Incorporated (LEG)
• 3M Company (MMM)
• Shell (RDS-A)
• Starbucks Corporation (SBUX)
• VICI Properties Inc. (VICI)
• Pfizer Inc. (PFE)
• Novo Nordisk A/S (NVO)
• Hershey Company (HSY)
• Jeronimo Martins SGPS SA (JMT)
• Semapa - Sociedade de Investimento e Gestão, SGPS, S.A. (SEM)
• CTT Correios de Portugal, S.A. (CTT)

Welcome to today's podcast episode of Dividend Talk. This time we start with Alphabet's new dividend policy, followed by some noteworthy comments from TotalEnergies' CEO.

After the news we share several dividend hikes with you, most notably those from 2 dividend kings.

The main topic of the show consists of several earnings reports discussions which where suggested by our listeners: Unilever, Bristol Myers, Agree Realty, Evolution AB, T Rowe Price, Signify and Cibus.

As always, we close out with several of your listeners questions.

We hope you will enjoy the show and C U next week!

Not a Premium Subscriber yet? Get access here:

https://europeandgi.com/sign-up/

It gives you access to our unique dividend growth compass newsletter, 50 dividend stock cards and deep dives, eLearning course about the 3 financial statements and our Beta dividend safety dashboard (~200 dividend growth stocks)

Feel also free to join the conversation on our DividendTalk Facebook group:

https://www.facebook.com/groups/dividendtalk

This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson.

Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On.

In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios.

Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software

In this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends.

Here's a list of companies mentioned along with any relevant tickers:

1. Shell - Ticker: SHL

2. Medical Properties Trust - Ticker: MPW

3. The Procter & Gamble Company - Ticker: PG

4. Agree Realty Corporation - Ticker: ADC

5. Zoetis - Ticker: ZTS

6. Starbucks - Ticker: SBUX

7. Greggs - Private company, not publicly traded

8. HSY (Hershey Company) - Ticker: HSY

9. NKE (Nike, Inc.) - Ticker: NKE

10. VICI Properties Inc. - Ticker: VICI

11. Nvidia Corporation - Ticker: NVDA

12. Crowdstrike Holdings, Inc. - Ticker: CRWD

13. Advanced Micro Devices, Inc. - Ticker: AMD

14. Marks & Spencer (M&S) - Private company, not publicly traded

15. Sainsbury's - Private company, not publicly traded

16. Global Water Resources - Ticker: GWRS

17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam)

Welcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions.

In this episode titled "Our Portfolio Review for Q1," we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson's strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66.

Our main topic centers around the performance of our dividend growth portfolio's, where we analyze the buys and sells of the quarter, discuss diversification strategies, and review dividend income.

We then address listener questions ranging from European dividend companies with strong pricing power to the dilemma of investing in premium services with a limited budget.

Additionally, we provide insights on tracking dividends, managing taxes, and handling stock price fluctuations, along with discussions on specific tickers like AVIVA, VLK, UNH, and Zoetis.

Tune in as we share our expertise and insights on dividend investing, portfolio management, and navigating the complexities of the stock market. Join us for a deep dive into the world of dividends on Dividend Talk.

🎖️ Visit the following link to become a premium subscriber to our newsletter:

https://europeandgi.com/sign-up/

🗣️ Join the conversation on Facebook:

https://www.facebook.com/groups/dividendtalk

Tickers discussed:

• The TJX Companies ($TJX)
• Utz Brands ($UTZ)
• Phillips 66 ($PSX)
• AVIVA (AV.L)
• Van Lanschot Kempen NV (VLK.AS)
• UnitedHealth Group (UNH)
• BASF (BAS.DE)
• Zoetis (ZTS)
• Starbucks (SBUX)
• Nike (NKE)
• McDonald's (MCD)
• Agilent Technologies (A)
• STAG Industrial (STAG)
• AvalonBay Communities (AVB)
• Pernod Ricard (RI.PA)
• Booking Holdings (BKNG)
• Scanfil (SCANFL.HE)

In tis episode we discuss Unilever selling their Ice Cream Business, Apples lawsuit and Nikes cheeky bid to take over as supplier for Germanys national teams.

In the main topic we discuss how we maintain our portfolios and some of the lessons we learned along the way.

In the listeners questions we talk about  Reckitt Benckiser Group, SCHD, Dino Polska, Evolution AB, Wolters Kluwer, Kontron AG and United Health.

Join us on facebook: https://www.facebook.com/groups/dividendtalk

Become a premium member: https://europeandgi.com/sign-up/

Join us on the Dividend Talk Podcast as we delve into the stability and growth potential of the consumer staples sector. In this episode, we highlight five dividend growth stocks from this resilient sector.

But firstly, we kick off with news updates, including Salesforce's initiation of a quarterly dividend and Aramco's impressive dividend increase despite a net profit decline.

The main theme of today is to explore the consumer defensive sector's key characteristics and showcase 5 dividend growth companies that spot decades of dividend growth.

Last but not least, we engage with listener questions on financial independence goals, diversification strategies, and identifying long-term mindset dividend growth companies.

Hence, tune in for insightful discussions on dividend investing and navigating the dynamic world of consumer staples 🙌

Join us on facebook: https://www.facebook.com/groups/dividendtalk

Become a premium member: https://europeandgi.com/sign-up/

Tickers discussed:

• Salesforce (CRM)
• Aramco (2222.SE)
• Ahold - Delhaize (AHODF)

• PepsiCo (PEP)
• Target Corporation (TGT)
• Coca-Cola (KO)
• Reckitt Benckiser Group plc (RBGLY)

In today's Dividend Talk episode, we dive into the latest news by discussing the implications of 3M's spinoff, followed by discussing three high-yield dividend stocks with a safe dividend profile. Why own a low dividend yielding stock if you can get a higher one with similar dividend growth prospects? After that, we discuss dividend investing related questions from the community.

Tickers discussed today:

• British American Tobacco (BATS): BATS.L
• ASR Netherlands: ASRNL.AS
• Agree Realty Corp: ADC
• 3M: MMM
• Realty Income: O
• Essential Properties Trust: EPRT
• Chevron: CVX
• AVGO (Broadcom): AVGO
• JMT: JMT.L
• Kroger: KR
• Vinci: DG.PA
• SAAB: SAABB.ST
• Hershey: HSY
• Evolution AB: EVO.ST
• Coca-Cola Europacific Partners PLC: CCEP
• Qualcomm: QCOM
• Greencoat UK Wind: UKW.L
• Post NL: PNL.AS

Become a premium Subscriber for 119 euro a year: https://europeandgi.com/sign-up/

Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk

In today's Dividend Talk episode, we dive into the latest news by discussing the implications of 3M's spinoff, followed by discussing three high-yield dividend stocks with a safe dividend profile. Why own a low dividend-yielding stock if you can get a higher one with similar dividend growth prospects? After that, we will discuss questions related to dividend investing from the community. Tickers discussed today: • British American Tobacco (BATS): BATS.L • ASR Netherlands: ASRNL.AS • Agree Realty Corp: ADC • 3M: MMM • Realty Income: O • Essential Properties Trust: EPRT • Chevron: CVX • AVGO (Broadcom): AVGO • Vinci: DG.PA • SAAB: SAABB.ST • Hershey: HSY • Evolution AB: EVO.ST • Coca-Cola Europacific Partners PLC: CCEP • Qualcomm: QCOM • Greencoat UK Wind: UKW.L • Post NL: PNL.AS Become a premium Subscriber for 119 euro a year: https://europeandgi.com/sign-up/ Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk

Chapters

00:00 Intro

03:09 - 3M Spin Off

11:00 3 undervalued Industries

19:20 BATS.L

29:00 ASRNL.AS

40:00: ADC

48:00 Listener Questions

In this episode we dive into Evolution AB (STO: EVO), a key player in the gaming industry. Beginning with an overview of Evolution AB's background and its pivotal role in the gaming sector, we discuss how the company has positioned itself over time to maintain competitiveness and deliver value to shareholders.

As a dividend investor, understanding how Evolution AB manages this balance becomes crucial, especially against the backdrop of regulatory changes, market fluctuations, and technological advancements.

Looking towards the future, we discuss the opportunities and challenges that lie ahead for Evolution AB. From potential risks associated with regulatory shifts and market dynamics to the company's growth prospects, we provide insights into what investors can anticipate from Evolution AB.

As always, we address questions from our audience, covering topics such as Evolution AB's capital allocation strategies, comparisons with competitors like Betsson, potential valuation if listed in the US market, and potential negative aspects of their business that could hinder growth.

Read more: https://www.thewolfofharcourtstreet.com/p/evolution-ab-investment-thesis

https://www.thewolfofharcourtstreet.com/p/auto-partner-a-boring-business-with

Follow Wolf of Harcourt Street on X: https://twitter.com/wolfofharcourt

Other companies mentioned:

• Nextera Energy (NEE)
• Auto Partner (AUTOPARTN)
• Munich Re (MUV2.DE)
• NN Group (NN.AS)
• ASR NL (ASRNL.AS)
• Bunzl (BNZL.L)
• CRH plc (CRH)
• Defama (DFA.DE)
• Van de Velde (VEL.BR)
• Repsol (REP.MC)
• Ageas (AGS.BR)
• Aegon (AGN.AS)
• Linde (LIN)
• Eaton (ETN)
• Fidelity National Information Services (FIS)
• Cibus Nordic Real Estate (CIBUS.ST)

Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia's impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community.

We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks.

Our main topic features discussions on BASF's dividend decision and insights into Danone's financials, exploring the impact of the deconsolidation of their Russia business unit.

As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola.

Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming.

Companies Discussed:

• Nvidia ($NVDA)
• Nestle ($NESN)
• Allianz ($ALV)
• Ferrari ($RACE)
• BIC ($XPAR: BB)
• Wolterskluwer ($WKL.AS)
• Danone ($BN)
• Home Depot ($HD)
• Walmart ($WMT)
• Chubb ($CB)
• Prologis ($PLD)
• Thermo Fisher Scientific ($TMO)
• Danaher ($DHR)
• Enagas ($ENG.MC)
• Bayer ($BAYN)
• BASF ($BASF.DE)
• ADC ($ADC)
• Agree Realty ($O)
• VICI Properties ($VICI)
• Iberdrola ($IBE.MC)
• Legal and General ($LGEN.L)
• HP Inc. ($HPQ)
• Gränges ($GRNG)
• Equinor ($EQNR)

Don't miss out on the valuable insights and engaging discussions – tune in and enjoy the show!

Continue the conversation at our lovely Facebook group: https://www.facebook.com/groups/dividendtalk

Become a Premium member and sign-up now:

https://europeandgi.com/sign-up/

In today's episode of Dividend Talk, where we jump into the world of investment trusts with our special guest, Andrew who is a member of the Limerick FI group in Ireland. We share some notable dividend hikes, including Ahold Delhaize, Coca-Cola, Schneider Electric, Royal Vopak, and Moody's.

In this episode, Andrew shares his journey into the world of investing and simplifies the concept of investment trusts. Learn about the distinctions between closed-end and open-end trusts, as well as key terms like gearing, net asset value, and dividend heroes.

Andrew shares the concept behind two dividend policies prevalent in investment trusts, including the traditional dividend growth model and the enhanced dividend approach exemplified by JP Morgan Global Growth & Income. Andrew shares his thoughts on what to look for when evaluating investment trusts, from compelling narratives and annual reports to metrics like z-scores, gearing, and dividend cover, not forgetting the consideration of fees and managerial expertise.

Additionally, Andrew answers questions from our community, such as the comparison between investment funds and ETFs, and the potential impact of changes in investment strategy resulting from the elimination of deemed disposal. 

Books Mentioned 

• John Barrons, Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret
• Jonathon Davis, The annual Investment Trust handbook 2024
• Ed Conway, Material World
• Jonathon Davis - Templeton's Way with Money.

Websites Mentioned

The AIC,  Trustnet, The Money Makers podcast

Companies Mentioned

CT Private Equity Trust,  Allianz Technology Trust, City of London Investment Trust, Renewables Infrastructure Group, Greencoat Renewables, Aquila European Renewables, Finsbury Growth & Income Trust, Bankers Investment Trust, NextEnergy Solar Fund and BlackRock World Mining

Welcome to DividendTalk! In this episode, we cover Powell's stance on interest rates, European and US dividend hikes, and earnings from British L'Oreal, Snap-on, British American Tobacco, Unilever, Hershey, and PepsiCo. Dive into listener questions on tax benefits, building a dividend portfolio, and stock-related queries on Realty Income, CISCO Systems, and more. Join us for the latest insights, and answers to your burning questions on dividends and stocks. Subscribe to DividendTalk for your weekly dose of dividend dopamine!

Welcome back to another episode of Dividend Talk in which we discuss all kind of topics related to dividend growth investing. In today's show, we have the honor to interview Chuck Carnevale, co-founder of FastGraphs. He's a big time hero of our co-hosts and we were delighted to talk to him about topics like:

• how he got into dividend growth investing
• why he developed FastGraphs
• what keeps him going
• his philosophy to dividend investing
• and much more!

He also mentioned all of the listeners questions so tune in and enjoy this episode 🙌

PS: feel free to give FastGraphs a try: https://fastgraphs.com/ (we don't have any affiliation)

C U on the inside!

Enjoy our latest Dividend Talk episode in which we discuss the 2023 earnings of some of the highest quality dividend growth stocks in the world today. Earnings season has really started now, so we are very excited to also see all those dividend hikes starting to come in.

Earnings discussed today:

• ASML
• Texas Instruments
• Johnson & Johnson
• LVMH
• Visa

Besides that, we also answered all of your questions.

C U on the inside 🙌

Stocks mentioned:

• ASML (ASML.AS)
• Investor AB (IVSBF)
• Signify (LIGHT.AS)
• American Express (AXP)
• Kimberly Clark (KMB)
• Cincinnati Financial (CINF)
• ADM (ADM)
• Yum! Brands (YUM)
• Air Products (APD)
• Johnson & Johnson (JNJ)
• Visa (V)
• Texas Instruments (TXN)
• Prologis (PLD)
• Kering (KE.PA)

Welcome back to another episode where we discuss everything about dividend growth investing with a European flavour. In today's show, we have the Canadian Dividend Investor as a guest who achieved a year ago what many of us are aiming for: early retirement by living off the dividend income.

Hence, this was a very engaging show, because he was the first guest that actually did early retire, so we had a lot of curiosity on how that all went.

Having said that, if you want to connect with him, then feel free to reach out to him on Twitter: https://twitter.com/CDInewsletter or via his website: https://canadiandividendinvesting.com/

Books he recommended:

• The four pillars of investing
• One up on Wall Street
• Beating the Street

We hope you enjoyed this show and we're wishing you a lovely week ahead.

C U on the inside!

In today's episode, we are discussing those moments when there seems not really anything on sale, while you're eager to invest. Why do we feel sometimes like this and how to deal with this situation? It seems to be more psychology than anything else!

Beyond this main topic, we also reflect on the news of the week which covers NN Group's settlement, the launch of Bitcoin ETFs and Microsoft briefly becoming the most valuable company in the world.

We also address a lot of listener questions, for instance about dividend portfolio concentration and which companies we feel do ESG well.

Last but not least, we were notified of a nice Spanish ETF focused on European and US Dividend Aristocrats. We can't really read spanish, but if you got interested, then feel free to check out more information about them:

https://baelopatrimonio.com/baelo-dividendo-creciente/?fbclid=IwAR16LT8Z-S9qRcBLJSlmQ4i3fRio2t9pl9H-8DAXPU4PCcSc6afftQsabHM

ISIN: ES0137768018 Companies discussed:

• NN Group (NN.AS)
• Microsoft (MSFT)
• Enterprise Products Partners L.P. (EPD)
• ASML (ASML)
• Waste Management (WM)
• Republic Services (RSG)
• Tomra Systems (TOM)
• Lassila and Tikanoja Plc (LAT1V)
• Chevron (CVX)
• Exxon Mobil (XOM)
• Johnson & Johnson (JNJ)
• Eli Lilly and Company (LLY)
• UnitedHealth Group (UNH)
• LVMH Moët Hennessy Louis Vuitton SE (LVMH.PA)
• Bristol Myers Squibb (BMY)
• Unilever (UNA)

Enjoy the show!

Podcast mentioned in the show is https://money-makers.co/money-maker-podcasts/

In our latest episode, we're diving into 2024 with a focus on practical goal-setting to make this year your best one yet. We kick things off with news, including the PepsiCo Carrefour ban and ASML's groundbreaking shipment of its "High NA" lithography system to Intel.

We Discussed Walgreens' unsurprising move to cut its dividend before moving to our main topic – "How do we set goals?"

eDGI shares his systematic approach, evaluating last year's learnings, identifying areas for improvement, and crafting SMART goals. For instance, investing 1000 euros monthly in dividend growth stocks with a 3% average yield while adhering to a set plan.

On the other hand, Derek reflects on his successes and challenges from the past year, categorizing goals and prioritizing measurable outcomes. Learning from our 2023 experiences, Derek emphasizes the importance of following your instincts and staying with market shifts.

All that and more

See you on the inside!

Tickers discussed:

• Carrefour (CAR.PA)
• ASML Holding NV (ASML.AS)
• Intel Corporation (INTC)
• Walgreens Boots Alliance, Inc. (WBA)
• OXY
• TXN (Texas Instruments)
• Cembre S.p.A. (BIT:CMB)
• Whirlpool Corporation (WHR)
• Aflac Incorporated (AFL)
• Games Workshop Group PLC (GAW.L)
• Enagas S.A. (ENG)
• Starbucks Corporation (SBUX)
• LVMH Moet Hennessy Louis Vuitton SE (MC.PA)

Welcome to the last episode of the year, number 177. This time we start with some reflections on the year, followed by our Q4 2023 performance results and in the end up we wrap up with listener questions from some of our most loyal followers.

We hope you enjoy the show and see you on the inside!

Join us for an engaging fire chat conversation on the intersection of Personal Finance and Dividend Growth Investing! In this episode, we delve into key reflections on the journey, how we defined success throughout the years, and the challenges of balancing future savings with holiday season joys.

🎙 Besides that, we answer several of our listeners' Questions.

📅 Live Show Announcement: Saturday, December 30, 11 AM CET / 10 AM GMT. Sign up here: ⁠https://forms.gle/VNX5e1waB6gZRN8s5

Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk

Get ready for a festive episode of Dividend Talk, where we dive into the holiday spirit by discussing four stocks we are considering buying for Christmas.

But before we get there, we first discuss the news of the week, including JEPI's global equivalent ETF UCITS launch and BATS' substantial write-down as it shifts away from combustibles. Read eDGI's take on $JEPI UCITS JGPI here: https://www.europeandgi.com/etf/jepg-etf/

After that, we cover the week's dividend hikes and unfortunate dividend cuts.

For our main topic, we discuss Siemens, Coca-Cola, Iberdrola, and Agree Realty in a bit more detail by exploring their businesses, growth prospects, dividend safety, and key risks. Those are our main picks for the Christmas holidays.

After that, we finish of with the listener questions about:

• Recommended books on macroeconomics
• Strategies for investing in the pharmaceutical industry
• Thoughts on Singapore dividend stocks
• Preferred investment platforms
• Opinions on Steven Bavaria's strategy and book, "The Income Factory"
• Exit strategies for dividends in jeopardy
• Use of EU version tax-efficient pension plans
• Insights into the last stock purchased that changed negatively
• Opinions on PUT and CALL options in investment strategies
• Best time to buy oil companies: Exxon, Chevron, or Shell?
• Opinions on Taylor Wimpy (£TW)
• Thoughts on $PEP FCF payout ratio and its dividend safety
• Opinions on GSK
• Extremely promising dividend stock under the radar of most investors.

Stocks Discussed:

• Siemens (SIE)
• Coca-Cola (KO)
• Iberdrola (IBE)
• Agree Realty (ADC)
• Mastercard (MA)
• Broadcom (AVGO)
• Eli Lilly and Company (LLY)
• CVS Health (CVS)
• Bristol Myers Squibb (BMY)
• Deere & Company (DE)
• Fresenius (FRE)
• W. P. Carey Inc (WPC)

Link to best European Brokers:

https://www.europeandgi.com/best-european-broker-online-in-2023/

Link to the best Dividend Investing Facebook group:

https://www.facebook.com/groups/dividendtalk

Welcome to Episode 174 of the Dividend Talk Podcast! In this episode, titled "The Best of Charlie Munger Quotes," your hosts EMF and European DGI explore the timeless wisdom of Charlie Munger. They delve into Munger's insightful quotes, discussing their relevance to dividend investing and wealth-building strategies and what it personally meant to them.

In the news segment, EMF shares his thoughts on AbbVie's $10.1 billion deal to acquire ImmunoGen, including the cancer drug ELAHERE. The acquisition is set to strengthen AbbVie's position in treating ovarian cancer and solid tumors, with the deal expected to finalize in mid-2024.

eDGI discusses Pfizer and shares his thoughts on when it may finally become attractive, considering its $30 billion additional debt due to the Seagen acquisition and the recent withdrawal of its weight-loss drug.

The main topic centers on Charlie Munger's quotes, exploring concepts such as the value of continuous learning, patience in investing, the importance of humility, and the power of reading to generate ideas.

In the listener questions segment, Simon Stott asks about potential disagreements between EMF and EDGI, and speculates on the future of Berkshire Hathaway's share price and dividend policy after the passing of its iconic leaders.

Andrew Stoddart inquires about initiating starting positions with companies when their share prices are slightly down, especially in the context of dividend kings/aristocrats.

The Dividend Growth Quest features a discussion on the consideration of fees in dividend investing, while MH79 raises questions about the WisdomTree Global Quality Dividend Growth UCITS ETF - USD.

The hosts tackle questions about the Federal Reserve's dovish stance, the sustainability of dividend growth, the significance of free cash flow yield in valuation, and the post-correction outlook for Chevron. Adrian Fastinger also shares his opinion on Scorpio Tankers (STNG), a company engaged in aggressive debt reduction and buybacks, with a growing dividend.

Join the Dividend Talk community as they explore these intriguing topics and share valuable insights for dividend investors.

Welcome to Episode 173 of Dividend Talk, where Leo Nielssen join us who is a leading Author on Seeking Alpha (https://seekingalpha.com/author/leo-nelissen)

We kick off with the latest financial news, consumer sentiment, and manufacturing PMIs. We also discuss Bayer and their recent order to pay $1,5 billion to 3 claimants.

After some quick fire questions with Leo, we dive into Leos's story around dividend investing where we touched on topics such as macroeconomics and dividend investing, the basis of his strategy, ETFs and where are the opportunities at the moment.

We finish with some listener questions along with Leos's stock pick of the week

Companies mentioned, are Nvidia, Walgreens, Vici, Realty Income, Caterpillar, Apple, Public Storage

You can follow Leo Nelissen on X: https://twitter.com/LeoNelissen

Welcome to Episode 172 of DividendTalk, where we delve into the intriguing world of bonds and ask the burning question: should we own some?

We kick off with the latest financial news, including Germany's reforms to boost its tech industry and Alibaba's historic introduction of dividends. Siemens, a powerhouse in the corporate landscape, reports record-breaking earnings, paving the way for a discussion on the pros and cons of owning bonds.

At the heart of the episode, we break down the fundamentals of bonds—what they are, the different types (including government, municipal, and corporate bonds), and their inherent risks and rewards. Derek and eDGI explore the stability and predictable income bonds offer, contrasting it with the risks, including the dreaded duration risk and the potential lack of income growth compared to dividend hikes.

The main question lingers: Should we own bonds? We share our perspectives, with Derek emphasizing his current focus on growth and eDGI considering bonds as part of a savings plan for future investment. Asset allocation strategies, such as the classic 60/40 portfolio and age-based allocations, are dissected to provide listeners with practical insights.

Wondering where to buy bonds? We've got you covered, discussing options like brokers, ETFs, and even buying directly from the U.S. government. Armed with this knowledge, the hosts reflect on whether owning bonds aligns with their investment strategies at this stage.

But that's not all! The episode is rounded off with engaging listener questions covering topics like stock screening, sector preferences, and intriguing hypothetical scenarios. Tune in to hear the hosts' takes on various tickers, from Roche's dip to eDGI's frustration with Bayer

Whether you're a seasoned investor or just starting your financial journey, this episode of DividendTalk offers valuable insights and answers to your burning questions. Join us for a deep dive into the world of bonds and financial strategies that could shape your investment decisions.

Stock Screener article: https://www.europeandgi.com/how-to/dividend-stock-screener/

Join us on Facebook:

https://www.facebook.com/groups/dividendtalk

Welcome to another episode of Dividend Talk, where we dissect the latest financial news, share insights, and answer your burning questions about the world of dividend growth investing. In this episode, we delve into the art of identifying warning signs in companies and explore red flags that could save your investments from potential pitfalls.

In our News of the Week segment, we discuss the recent profit warning from Diageo and the investor day announcement scheduled for Wednesday. Ahold's reported earnings also take center stage, affecting its share price, which now stands at 26.75 euros. We also share our thoughts on Ahold's earnings and the subsequent sell-off.

Next up, we cover the latest dividend hikes, including Becton Dickinson's 4.4% increase ($BDX), Roper Technologies' 10% boost ($ROP), and ADP's impressive 12% rise ($ADP).

In our main topic, we dissect the anatomy of a bad company. eDGI shares insights inspired by the Medtronic case, shedding light on red flags like adjusted earnings masking true financial health, declining sales, and poor acquisitions. EMF emphasizes the importance of identifying companies losing their competitive edge and the signs of impending trouble in cash flow and balance sheets.

Listener questions are always at the heart of our discussions. This week, we tackle topics ranging from checking Glassdoor ratings for stock management quality to strategies for setting stock orders and even daring to ask tough financial questions to your own company's executive team.

We also address specific stock inquiries, including thoughts on Prudential Financial ($PRU), insights on AIRBUS's recent earnings call, and rumors regarding ENAGAS's dividend safety.

Tune in as we provide our thoughts on MPC container ships ($MPCC), and the cyclical dividend grower Whirlpool Corporation ($WHR), yielding an impressive 6.36%.

That's it for this week's show.

Subscribe, share, and stay tuned to Dividend Talk for your weekly dose of dividend growth investment news and insights!

In this episode, we dive into the latest financial updates and market news, exploring the world of earnings, dividend hikes, and the recovery of the stock market. We start by discussing notable dividend hikes from companies like SNAP ON, EOG, AFLAC, and CNQ. We then turn our attention to the news of the week, particularly the market's recovery following the FED notes.

The main topic of the episode focuses on BASF, where we examine their recent financial performance, challenges, and potential for growth. Additionally, we delve into Omega healthcare Investors, Fresenius, and their respective transformations and changes.

As we explore various listener questions, we discuss our thoughts about stocks like Sika, Nvidia, Innovative Industrial Properties (IIPR), Canadian Tire, and Smiths News. Plus, we address portfolio strategies, ETFs vs. individual stocks, and offer our insights to what we would tell ourselves if we were novice investors.

Join us as we unravel the latest dividend stocks insights and market trends in this episode, helping you make informed investment decisions.

Companies Mentioned:

• SNAP ON (Ticker: SNA)
• EOG (Ticker: EOG)
• AFLAC (Ticker: AFL)
• CNQ (Ticker: CNQ)
• BASF (BAS)
• OMEGA HEALTHCARE (OHI)
• Fresenius (FRE)
• Ferrari (RACE)
• Apple (Ticker: AAPL)
• Sika (Ticker: Sika.ZU)
• Nvidia (Ticker: NVDA)
• Innovative Industrial Properties (IIPR)
• Canadian Tire (YAAA)
• Smiths News (SNWS)
• SCHD (ETF)
• VIG (ETF)

Welcome to Episode 169 of our podcast, your number-one podcast for all things dividend investing and stock market-related, with a European flavor.

In this episode, we continue to discuss the 3rd Quarter Earnings of T Rowe Price, Texas Instruments, LyondellBasell Industries, Sagax, Assa Abloy, and Unilever.

News of the Week:

What is going on with Sanofi: We give our take on why the company dropped 19% and if this now presents a buying opportunity

Main Topic: earnings from

• T Rowe price
• Texas Instruments
• LyondellBasell Industries,
• Sagax
• Assa Abloy
• Unilever

Listener Questions:

We also tackle a lot of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide our insights.

Companies Mentioned:

• Lockheed Martin
• Intel,
• Realty Income
• Cibus and Supermarket Income REIT
• Walgreens Boots Alliance
• Automatic Data Processing
• GSK
• Archer-Daniels-Midlands
• VICI

Links mentioned in the Show

How to pick Pharma Stocks - https://www.youtube.com/watch?v=2Iktk-o94Bg

Texas instruments business breakdown - https://dividendtalkpodcast.com/eps-157-texas-instruments-business-breakdown-also-is-unilever-finding-its-mojo-back/

3 Halloween Dividend Growth Stocks including Service Corp International. https://www.europeandgi.com/5-bullet-sunday/5-bullet-sunday-44/

Welcome to Episode 168 of our podcast, where we dive into the latest developments in the world of dividend investing. In this episode, we explore the exciting landscape of the 3rd Quarter Earnings Season, delving into the financial performances and strategic moves of major companies.

But first, we pose a critical question to our listeners in our Podcast Question of the Week: "Do you read/listen to some of the earnings of the companies in your portfolio?"

Share your insights with us by voting "Yes" or "No." in the poll related to this episode.

News of the Week:

• Walgreens Boots Alliance (WBA) Settles Rite Aid Investors' Merger Claims: Discover the details of Walgreens' $192.5 million settlement to resolve a class action lawsuit involving Rite Aid investors. Learn how this legal dispute originated from allegations of misleading information regarding a pending merger and the subsequent impact on both companies.

• Amazon's Drone Delivery Expansion: Amazon is taking delivery services to new heights by announcing its plans to launch drone deliveries in Italy, the UK, and another location in the United States starting in late 2024. Understand how this expansion will revolutionize the delivery landscape and integrate with Amazon's existing network.

Main Topic: earnings from

• L'Oreal

• EssilorLuxottica (Ticker: ESLOF) - Insights into their Real Internal Growth (RIG) measurement.
• Nestlé (Ticker: NSRGF) - A deep dive into Nestlé's CEO's perspective and their commitment to responsible marketing and product improvement.
• Johnson & Johnson (Ticker: JNJ) - Analyzing J&J's 2023 Third-Quarter reported sales growth and earnings.
• ASML (Ticker: ASML) - Updates on ASML's expectations for 2023.
• SAP - Stay tuned for insights into SAP's latest developments.
• Snap-On - An overview of Snap-On's net sales growth, segmented into different groups, and their CEO's insights on the company's performance.

Listener Questions:

We also tackle a variety of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide expert insights.

Stay informed and engaged in the world of finance and investing with our latest episode. Don't forget to cast your vote in our Podcast Question of the Week.

Thank you for tuning in, and remember to stay updated with the latest financial news and insights. Happy investing!

Companies Mentioned:

• Walgreens Boots Alliance (Ticker: WBA)
• Amazon $AMZN
• L'Oréal $OR.PA
• EssilorLuxottica (Ticker: ESLOF)
• Nestlé (Ticker: NSRGF)
• Johnson & Johnson (Ticker: JNJ)
• ASML (Ticker: ASML)
• SAP $SAP
• Snap-On $SNA

Welcome to Episode 167 of Dividend Talk, where we dive deep into the world of dividends, financial freedom, and stock market strategies. This week, we're exploring a fundamental question: Are dividends better than income from a job?

In the News of the Week, we discuss Microsoft's recent $69 billion Activision deal and how it overcame regulatory obstacles in Britain. Plus, we break down Walgreens' earnings report, highlighting the impact of COVID-19 on their financial performance.

Our Main Topic explores the benefits of dividend income versus traditional job income. We discuss how dividends can lead to less stress, more financial success, and even offer a degree of job security. Learn why dividends can be a powerful wealth-building tool that grows faster than your salary.

We also tackle listener questions, covering topics like preferred Closed-End Funds (CEFs), exit strategies, and the potential of stocks like Coca-Cola and Pepsi. Plus, we answer questions about oversold stocks, frugality, and dividend growth prospects.

Join us as we share insights, tackle listener questions, and help you navigate the world of dividends and financial independence. If you're looking to escape the 9-to-5 grind and secure your financial future, this episode is a must-listen.

Tune in and discover whether dividends are your ticket to a more financially secure future. Remember to subscribe, rate, and share Dividend Talk for more financial wisdom and insights.

PS: Don't forget to participate in this week's podcast poll: Do you sell directly after a dividend cut? Cast your vote with "Yes" or "No."

In the podcast episode, the following stocks are mentioned along with their ticker symbols:

1. Microsoft - Ticker symbol: MSFT
2. Activision - (Acquired by Microsoft)
3. Walgreens - Ticker symbol: WBA
4. PepsiCo - Ticker symbol: PEP
5. Coca-Cola - Ticker symbol: KO
6. Lilly (Eli Lilly and Company) - Ticker symbol: LLY
7. Novo (Novo Nordisk) - Ticker symbol: NVO
8. Viatris - Ticker symbol: VTRS
9. Aalberts - Ticker symbol: AALB
10. Illinois Tool Works - Ticker symbol: ITW
11. Roche - Ticker symbol: ROG (Genussscheine - Profit participation certificates)
12. CRH - Ticker symbol: CRH
13. McDonald's - Ticker symbol: MCD
14. Sika - Ticker symbol: SIKA
15. Estee Lauder Companies - Ticker symbol: EL

These stocks are discussed in the context of various questions, news, and topics throughout the podcast episode.

In today's episode, we dive into the latest developments in the financial world and take a closer look at our Q3 portfolio performance.

In the "News of the week" segment, we discuss the NN Group court ruling and its impact on usury unit-linked policies. We also explore the implications for NN Group and ASR, including their ability to cover litigation provisions without affecting dividends. should you buy the dip or hold tight until the dust settles?

We also address the concerns surrounding Walmart and consumer staple stocks, as they face challenges related to weight-loss drug concerns. We analyze the implications of changing consumer purchasing behavior and its impact on the retail giant.

In the corporate world, Philips finds itself under scrutiny from the FDA regarding its respiratory devices. We delve into the details of the FDA's response and its potential consequences for the company.

And in a potentially groundbreaking move, Exxon is reportedly considering a $60 billion acquisition of Pioneer Natural Resources. We explore the long-standing rumors surrounding this deal and what it could mean for the energy industry.

In our main topic, we dissect the current market conditions, including rising interest rates, oil prices, and a stronger dollar. We discuss strategies for navigating these challenging waters, such as dollar-cost averaging (DCA) and a focus on high-quality investments.

We review the performance of our portfolio for the third quarter, examining dividends received and recent stock purchases. We also reveal our top holdings and the dominant sector within the portfolio.

Last but not least we answered all the questions from our community

See you on the inside

Tickers mentioned  AMS.NN, AMS.ASR, WMT, AMS.PHI, XOM, Shell, KO, LON.UN,TROW, BASF, MO, LON.LGEN, BTI, VICI, BME.ENG TXN, MCD, LON:IGG, TGT, AXT, AMT, TGT

In this episode, we delve into the world of high-yield dividend investments. We discuss our strategies for incorporating high-yield stocks into portfolios, the importance of dividend safety analysis, and the role of compound interest in long-term wealth accumulation.

We also share our experiences with specific high-yield stocks and the factors we consider when evaluating these investments.

Tickers discussed are WPC, TXN, MSFT, SBUX, OHI, LGEN MUV2, BTI, MSFT, TXN, SBUX, AMT, KDP, CSN, NN, ENG, MO, NCYF, BPCR, TROAX, GAW, PH

We hope you enjoyed this episode and feel free to join the discussion on our Dividend Talk Facebook Group: https://www.facebook.com/groups/dividendtalk

In this episode we give a business breakdown and share our thoughts about Air Liquide (AI.PA). 

Air Liquide plays a crucial role in various industries, including healthcare, manufacturing, and energy. With a global presence spanning over 80 countries, it boasts an extensive network of facilities and research centers. The company's diverse portfolio includes industrial gases, healthcare solutions, hydrogen energy, electronics materials, industrial services, and environmental technologies, aligning with its commitment to sustainability and environmental responsibility through investments in cleaner energy alternatives. 

We also look at some of the news of the week around Apple and Mercedes-Benz before answering questions from the community.

Lastly, we are thrilled to release our second newsletter where we do a deep dive on British American Tobacco.  Over 30 pages of research so we hope you like it.

You can download the newsletter here: https://www.europeandgi.com/inspiration/a-deep-dive-into-british-american-tobacco-newsletter-002/

See you on the inside!

Tickers discussed:

$AI.PA, $AAPL, $1MBG, $SHELL, $ITX, $LON:SKG, $LON:GLB, $LON:KYGA, $CRH, $NKE, $RTX, $SJM, $K, $PEP

Welcome to Episode 163 of Dividend Talk, where we dive deep into the world of dividend growth investing and explore the benefits of this strategy compared to the grind of a 14-hour workday.

In our news segment, we cover the latest updates on prominent companies like Walgreens Boots Alliance, Philips, and Apple, shedding light on significant developments that may impact the market.

Then, we turn our attention to the world of dividends, discussing exciting increases from companies like VICI Properties Inc. ($VICI), Verizon Communications Inc. ($VZ), and KLA Corporation. We also delve into T-Mobile US's initiation of dividends and their ambitious plans for dividend growth.

Our main topic for this episode delves into the life of our co-host Derek, an engineer for a high-volume manufacturing plant. We explore the pressures of the job, work-life balance challenges, and the pursuit of financial freedom. We contemplate the value of hard work and how dividend investing fits into the picture, offering a way to grow wealth without constant portfolio management.

As we navigate through these topics, we also answer questions from our audience, touching on various aspects of dividend growth investing and discussing specific stocks like LVMH ($LMVH), ASML, and more.

Summary with Tickers:

• $WBA (Walgreens Boots Alliance)
• $PHIA (Philips)
• $AAPL (Apple)
• $VICI (VICI Properties Inc.)
• $VZ (Verizon Communications Inc.)
• $TMUS (T-Mobile US)
• $KLA (KLA Corporation)
• $LMVH (LVMH)
• $BATS (British American Tobacco)
• $ASML (ASML)
• $PHNX (Phoenix Group Holdings)

Join us in this episode to gain insights into dividend growth investing and discover how it can change your financial journey.

Feel free to also join the discussion at our Facebook group:

https://www.facebook.com/groups/dividendtalk

In this episode, we are delighted to welcome "Mr. REIT" Brad Thomas, the most widely followed author on Seeking Alpha and the author of the upcoming book "REITs for Dummies," which is available for pre-order at this link: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359

Our discussion kicks off with a review of the week's top news, with a particular focus on Realty Income's investment in Bellagio. Brad provides his insights on why this could prove to be a lucrative deal for the monthly dividend company.

Following the news segment and a lively round of rapid-fire questions, we delve into various topics, including:

1. Brad's journey into the world of real estate.

2. Evolution in Brad's investment approach.

3. Valuable advice for beginners in the field.

4. Identifying red flags in companies.

5. Brad's perspective on current industry trends, sectors to favor, and sectors to approach with caution.

We hope you enjoy the show as much as we did.

Do you want to learn more about Brad?

• Follow him on SeekingAlpha: https://seekingalpha.com/author/brad-thomas
• Follow him on Twitter: https://twitter.com/rbradthomas
• Buy his book The Intelligent REIT Investor: https://www.amazon.com/Intelligent-REIT-Investor-Guide-Investment/dp/111975030X
• Pre-order his book, REITs for Dummies: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359

Interested in more? Join the conversation on the Dividend Talk Facebook Group: Dividend Talk group (facebook.com)

Welcome to this episode, where we explore the details of risk management and its pivotal role in financial decisions. Starting off, we examine NVIDIA's recent earnings report and its far-reaching implications for the semiconductor industry. Our news of the week extends to CVS's strategic entry into the biosimilar arena, exploring how it could reshape its role in the healthcare sector.

Our main topic revolves around the critical subject of risk and its management in the quest for financial independence. We navigate through the strategies of risk mitigation, examining portfolio diversification, asset allocation, and the balance between stability and returns. Complex concepts such as risk appetite and tolerance find their place in our discussion.

Wrapping up, we answer questions from our community, providing insights into investment prospects and market dynamics.

Key tickers include NVDA, CVS, MO, MPW, AD.AS, UGI, ADYEN, NEE, TROW, BATS, and DIS

In this podcast episode, we engage in a conversation about budgeting, investing, and achieving financial freedom. We explored the mindset shift I needed to transition from the early retirement movement to the concept of financial freedom. Rather than focusing solely on retiring early, our discussion centers around building a solid financial foundation and escaping the need for a traditional 9-to-5 job.

The conversation we had moved into the gradual increase in savings rates as we become more conscious of our spending habits and find ways to allocate more of our income towards investing. We highlighted the potential for individuals, especially younger ones, to start with lower savings rates and gradually work their way up as their financial mindset evolves.

Throughout the episode, we emphasized the importance of staying realistic about goals and expectations in our investing journey. We discussed the pitfalls of ignoring fees and the need to make informed investment choices, particularly when starting with smaller amounts. Our conversation also touched on the role of fractional shares and the pros and cons of different investment platforms, such as Interactive Brokers and Trading 212.

One key theme we consistently stressed was finding a balance between frugality and enjoying life's experiences. We encouraged listeners to challenge societal norms and question the necessity of certain expenses, all while maintaining a focus on creating memorable moments without overspending. Our ultimate message centered around the long-term nature of investing and the potential for financial freedom as a means to dictate our work-life balance.

In summary, our podcast episode offers a valuable discussion on the journey of budgeting, investing, and achieving financial independence. We provide insights and practical advice for listeners at various stages of their financial endeavors, emphasizing the importance of a mindful approach to building a secure financial future.

Companies mentioned -> Koyjamo, Novo Nordisk, General Mills, Enagas , Rio Tinto and Verizon

In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.

Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.

Enjoy the pod and C U on the inside!

Join us in this episode of Dividend Talk as Derek and the European Dividend Growth Investor dive into the world of European companies and their recent earnings updates. We discuss and share our thoughts on well-known companies like Starbucks (SBUX), LyondellBasell Industries(LYB), Legrand (LR), Vonovia (VNA)

In the latter part of the show, we dive into a wide array of topics and answer questions from our community. From managing increasing local tax liabilities as dividend income rises to discussing the relevance of monthly contributions as a portfolio grows. We also answer questions on companies like Corning $GLW, Securitas AB (STO:SECU-B), and Automatic Data Processing (ADP)

Hope you enjoy the show

Join us on Facebook to continue the discussion after this show: https://www.facebook.com/groups/dividendtalk

In this podcast episode, Derek and the European Dividend Growth Investor discuss two main topics: Unilever's performance and potential dividend outlook, as well as Texas Instruments' business breakdown and their thoughts on the stock.

For Unilever, they acknowledge the recent changes with a new CEO and how the company seems to be turning things around after a period of underperformance. The recent earnings report shows positive signs in sales volume and margins. However, they caution against expecting an immediate dividend hike as the new CEO may focus on stabilizing the company's financials first. Both participants have Unilever as a significant position in their portfolios and are not overly concerned about dividend cuts, given the company's historical practice of keeping dividends flat during challenging times and gradually raising them when performance improves.

Regarding Texas Instruments, they compare it to high-end companies like Nvidia, emphasizing that TI is known for its quality and reliability, akin to Siemens. They discuss the cyclical nature of the semiconductor industry and how TI is making substantial investments in its business, particularly in the development of three hundred-millimeter chips, to secure future revenue streams and stay competitive in the tech landscape.

They highlight challenges in the industry, such as recent chip shortages and weakening demand. Despite these challenges, they also recognize the vast opportunities TI has in growing technology trends like AI, IoT, and 5G.

When valuing TI, the discussion suggests using the dividend discount model (DDM) due to the variable cash flows resulting from heavy investments.

Overall, they view Texas Instruments as a strong business with growth potential. However, they urge caution with the entry point given the current risks. The European Dividend Growth Investor considers TI a top 10 stock in his portfolio and encourages the community to share their thoughts on Texas Instruments and any aspects they may have missed in the analysis.

This is our last episode of Season 3, and it is a jam-packed show.

The week's news involved the earnings from both $JNJ and $KVEU. EDGI gave his opinion on both and explained the upcoming Split off and what this means. This is completely different than the standard spin-off that most investors are used to. 

The main topic centered around our Q2 portfolio reviews which have seen some impressive results year over year.

We rounded up the main topic with our European flavor by looking at the earning of ABB, Novartis, Evolution AB, and Assa Abloy.  

We finished off the show by answering questions from our community.

Hope you enjoy it.

Tickers mentioned are SIX:ABBN, SIX:NOVN, STO:EVO, ASSA.B , STO:CIBUS, UKW

In today's show, we discuss our knowledge about dividend taxation and our own practical experiences. It's not an easy topic, but one that got requested by you for quite some time.

Besides the main topic of the show, we also discuss our highlights of the year so far and will address several listener questions.

Needless to say, we can't stress enough the importance of consulting your own tax advisor in case of doubt. Information shared in this show may not be accurate, although we did our best to do so. Also, local differences may apply which we simply aren't aware of.

---

Did you enjoy this show? Then join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk

eDGI's early retirement calculator: https://www.europeandgi.com/resources-templates/

In today's show, we are discussing the importance of personal finance and where investments fit into it. We don't often discuss these kinds of topics on the show, because we somehow take it for granted. However, I'm glad that we could discuss this topic today with Tiago because he is very well-literate in everything related to personal finance.

But before we get started with that topic, we first discuss the new EU proposal which was announced to promote fairer taxation, fight tax fraud, and support cross-border investment across the EU. We then discuss the main topic in which you both hear about our takes on this matter. After that, and as usual, we address several listeners' questions. Last but not least, Tiago will share his stock pick with us.

Google Tickers mentioned in this show: CPH:NOVO-B, INTC, SIE, SMG, IUKD, VEUR, SEDY, CE

---

Follow Tiago on Twitter: https://twitter.com/TiagoDias_VC

Subscribe to his blog: https://tiagodias.substack.com/

Read his last article about Air Products & Chemicals: https://tiagodias.substack.com/p/a-look-back-at-air-products-and-chemicals

---

Link to article about UCITS Dividend ETFs: https://www.europeandgi.com/dividend-etf/15-dividend-ucits-etf-s-for-european-investors-in-2023/ Join us on Facebook to continue the discussion after this show: https://www.facebook.com/groups/dividendtalk

In this week's episode, we have special guest De Kleine Kapitalist (DKK) with us. DKK is passionate about high-quality compounders that pay growing dividends. That's why he's joining us today to talk a bit more about Irregular Dividend Compounders.

But before we get to that, we will first discuss the news of the week which is about Ahold Delhaize ($AMS:AD). After that, we'll jump right into our main topic of the day. DKK will introduce us to the Irregular Dividend Compounders term followed by two examples and how much % of his portfolio is allocated to such stocks. After that we will answer several questions from the community and at the end we will hear more about DKK's stock pick of the week.

We hope you enjoy today's show and C U on the inside!

---

Google Tickers mentioned in the show: AMS:AALB, STO:THULE, EPA:LVMH, AMS:BESI, ETR:ALV, LON:LGEN, AMS:ASRNL, AMS:ASML, EPA:OR, LIN, EPA:LVMH, LON:DGE, STO:ASSA-B, CPH:NOVO-B, AMS:WKL, EPA:EL, EPA:SU, ECL

---

Follow De Kleine Kapitalist on Twitter: https://twitter.com/dekleinekapita1

Read his blog here: https://dekleinekapitalist.nl/

His article about Ecolab: https://dekleinekapitalist.nl/dividendaandeel-ecolab/

---

Follow us on FaceBook: https://www.facebook.com/groups/dividendtalk

We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios.

Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT

For the main topic, we discuss both two companies we are currently buying.  Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ.

We finish, as always, by answering questions from our amazing community, where we are asked about companies such as $MMM, $KO, $CCOI, and $MFC.

Links mentioned in the show

TheDividendGuy check out his videos: https://youtu.be/yKa42DyUcOQ 

Join the conversation on Facebook: Dividend Talk group (facebook.com)

We started today's episode with Apple’s ($AAPL) exciting news around its launch of “Vision Pro” - VR / AR glasses with a whopping 3500 USD price tag.  In part two of the news of the week, EDGI talks about the French finance minister who helped to strong-arm big food companies into cutting prices. The companies, which together make 80% of what the French people eat, could face financial sanctions if they don't follow through. Unilever (LON: ULVR) is one company in our portfolio who are affected by this pledge and we discuss our thoughts.

There is only one dividend hike of note which is $UNH

For The main topic, we talk about how we would invest €10k. Before we list our tickers we start by discussing lump sum investing vs euro cost averaging. We talk a little about the reasoning behind the companies we choose and such as a forward PE ratio of not more than 20, a payout ratio below 60% if possible, and an average yield of about 3%. Of course, there are some exceptions as quality can come at a price.Tickers mentioned are $VICI, $CRH ,$TROW,$CCOI,$BTI, $SBUX, $TXN, $MSFT,$JNJ, AMS:AD, $ALV, $SHELL, EPA:MC, BIT:CRP, BIT:RACE, BIT:ENEL,$TGT, $GME, $ENB, $TTE BME:ENG, $MCD , $TSN, ETR:VNA, CPH: NOVO-B, SWX: SREN, $IIPR, $NKE, $HEL: KESKOB Finally, we answered 23 questions from the community such as:

1. If you were wanting to impress your father-in-law with your best dividend growth stock pick to date, which one would it be? (And why?).

2. How do you work out the dividend yield of a whole portfolio?

3. At what interest rate would you consider putting money in your savings account instead of investing it?

4. On Trading212, what's your opinion about the share lending feature? 

5. How's your Walgreens position looking?

Links mentioned in the show

• TheDividendGuy just sold all his $ENB shares, check out his video: https://youtu.be/yKa42DyUcOQ 

• Jeremy from Dividend Stockpile just wrote a post about it and also posted on our Facebook group. - https://dividendstockpile.com/ugi-corporation-deep-dive/

• Join the conversation on Facebook: Dividend Talk group (facebook.com)
  

3M had a big run-up at the end of the week due to some news regarding a first settlement of at least 10 billion. Is now the time to buy? We do a bit of a deeper dive into those litigations to really understand if the path is clear for 3M's recovery.

What's more in this episode: our thoughts about Target and their #GoWokeGoBroke failure. Does this provide an attractive buying opportunity?

Last but not least, many listeners questions ranging from our thoughts about stocks like $LOTB, $JNJ, $ABBV, $ROG to our opinion about whether beating the market should be a dividend growth investors goal.

Having said that, it's a jam-packed show, and as always, C U on the inside!

For the News of the Week, we started the show by talking about Germany which has now officially entered into a technical recession. As the biggest market in the EU, the market did not overreact to this news. Was it already priced in?

Medtronic ($MDT) released full-year results and EDGI gives a brief rundown on the results. The Share price has dropped to 81.50 USD while the company hiked its dividend by 1.5%. Derek questions the dividend safety of the company. 

Dividend Increases:

• Lowe's Companies hikes dividend by 5%
• Guess hikes the dividend by 33.3% 
• LyondellBasell Industries hiked the dividend by 5%.

Main Topic

In the main topic, both EDGI and Derek give 5 points each around what they wish they knew before starting investing. 

Key points include

1. Investing regularly is not easy

2. Have a plan and stick to it

3. You cant borrow conviction

4. Dividend Safety

5. Numbers don't lie. Humans do

We finish the show with questions from the community where we talk about tickers such as $SBUX, $LIGHT, $JNJ, $ABBV, $VHYL, $WSM 

Links mentioned in the show

Ep #9 – How we perform fundamental analysis - Dividend Talk 

EP #21 – Why the balance sheet of a company is so important to us - Dividend Talk

EP #32 – How to spot a company in decline - Dividend Talk 

Would you like to support us?

Join us on Facebook: https://www.facebook.com/groups/dividendtalk

Or if you are interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the dividend talk podcast?  Then check out our Dividend Talk shop: 

https://dividendtalk.myspreadshop.ie/

This week we have a jam-packed show.

We start by discussing British American Tobacco ($BTI, $LON:BATS)  who replaced its CEO Jack Bowles after the company received a fine of $635 for doing business with North Korea. EDGI talks about the number of intangibles on the company and we give our thoughts on the amount of goodwill the company holds on its balance sheet. Intangibles make up ~70% of the balance sheet. Goodwill is approximately 25% which is a lot. Combustibles is declining rapidly however the dividend seems safe at ~50% payout to FCF.

Dividend Hikes this week -  Chubb Limited ($CB) hikes dividend by 3.6% to $0.86 quarterly. This marks the 30th consecutive annual increase in the company's dividend

Our main topic centers around Realty Income ($O).

1. Why are we talking about Realty Income

2. What makes them so special

3. What concerns us about Realty Income

4. How do we analyze a company like Realty Income 

5. What is our fair value valuation of the company

We finish the show off with  lots of questions from the community

Tickers mentioned are - $BTI, $O, $CB, £CSN, $MLI,$BUD, $DIS, $TGT, $WBA, $SCHD, $MO, APD, $TSN, $MMM, TYO:8058 WHA.AS, SBMO.AS, SIE.DE, $PYPL, $AFG, ALV.DE,NN.AS, $TROW, ASRNL.AS

Links mentioned in the show 

Company Deep Dive - NextEra Energy Partners (NEP) - (dividendstockpile.com)

Why Life With Dividends Sold Digital Realty Trust ($DLR)

https://dividendtalkpodcast.com/

FINVIZ.com – Stock Screener

Would you like to support us?

Join us on Facebook: https://www.facebook.com/groups/dividendtalk

Or if you are interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the dividend talk podcast?  Then check out our Dividend Talk shop: 

https://dividendtalk.myspreadshop.ie/

This week we are joined by Jeremy Shirey from www.Dividendstockpile.com

In the News of the Week, we discuss how the shareholders of Philips (NYSE: PHG) sent a clear message that they are unhappy with the board.  EDGI discusses the recent price drop around castellum (CAST.STO) and Jeremy discusses inflation and the debt ceiling in the US

We also discuss with Jeremy how he started in Dividend growth investing over 10 years ago. How close he and his wife are from retirement and living off dividend income.  How he has evolved as an investor over the last 10 years and what forms the foundation of his strategy. 

Jeremy also talks us through what a CEF is, how it differs from ETFs, and why he invests in both as well as individual stocks.  We take a look at Jeremy's top 10 positions and how he designs his portfolio which is similar to EDGI tier style. 

Lastly, we look at some of the lessons Jeremy learned over the years which includes our famous “You can’t borrow conviction” saying. 

We answer some questions thanks to the community before Jeremy leaves us with his stock pick of the week.  You don't want to miss this as it has a 5% starting yield and a 15% growth rate.

Links mentioned in the show 

https://dividendstockpile.com/intro-to-investing-in-closed-end-funds-cefs

Yahoo Finance - Stock Market Live, Quotes, Business & Finance News

https://seekingalpha.me/DividendTalkPodcast

FINVIZ.com - Stock Screener

Would you like to support us?

Join us on Facebook: https://www.facebook.com/groups/dividendtalk

Or if you are interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the dividend talk podcast?  Then check out our Dividend Talk shop: https://dividendtalk.myspreadshop.ie/

In today's show, we're discussing first-quarter earnings results from some of our favorite dividend growth stocks. No surprise, but Microsoft and Novo-Nordisk just had to be in there!

Tickers discussed: $WBD, $JNJ, $LEG, $CCOI, $SPG, $PEP, $AAPL, $MSFT, $TROW, $EMR, $RACE, $SHELL, $NOVN, $TYO:7974, $CVS

Interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the dividend talk podcast? Then check out or Dividend Talk shop: https://dividendtalk.myspreadshop.ie/

Join us on Facebook: https://www.facebook.com/groups/dividendtalk

In this episode, we discuss dividend hikes and cuts from Johnson & Johnson ($JNJ), Costco ($COST), Sonoco ($SON) and Blackstone ($BX)

We also discuss the recent earnings results from

1. Johnson & Johnson

2. ASML

3. Blackstone

4. Snap on

and European DGIs favourite IBM

We check out the portfolio of a fellow Facebook member before answering questions from the community.

In today's episode, we are both sharing our opinions on why dividend growth investing is the single best investment strategy. Of course, we do this in a fully objective manner and without any bias.

Besides that, we have also amazing news, because we are launching our webshop full of merchandise with some of your favorite dividend talk and general investing quotes. Hence, check it out here and get your own hoodie or shirt to inspire the people around you:

https://dividendtalk.myspreadshop.ie/

Disclaimer: we make a ~25% margin on sales and all is reinvested in our Dividend Talk ecosystem (podcast, blog, social media).

Stocks discussed in the show today:

$PG, $JNJ, $RMS, $4MC, $MBG, $AML, $RACE, $VLGEA, $ZIM, $CIB, $VOO, $RIG2, $SHELL, $RIO, $CSL, $SNA, $BALL

Continue with us the discussion on FaceBook:

https://www.facebook.com/groups/dividendtalk

In today's show, we are discussing some great dividend growth stocks from Sweden. Actually, there were enough Swedish dividend stocks to choose from and it shows that the Nordics produce very stable businesses.

So, in today's show, we discussed the following topics:

1. Johnson & Johnson's talc powder settlement and our thoughts about it
2. 2 dividend hikes from $STZ and $FDX
3. 7 Sweden dividend growth stocks: $AAK.ST, $ASSA-B.ST, $SWEC-B.ST, $WIHL.ST, $VIT-B.ST, $ABB.ST, $EVO.ST
4. Your listener questions and some of the following stocks were mentioned: $ATCO.ST, $LOOMIS.ST, $AXFO.ST, $HPOL-B.ST, $FRE.DE, $CIBUS.ST, $JM.ST

We hope you enjoyed today's show and feel free to join the discussion in the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

In today's episode, we are sharing our dividend growth portfolio performance for the first quarter of the year. Are we on target? Are we satisfied? What did we buy and did we sell anything?

This and more in today's episode.

Some tickers discussed: $JNJ $BABA $WKL $AOS $TROW

Link to eDGI's dividend portfolio allocation strategy: https://www.europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/

In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession.

News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream.

Companies mentioned From EMF are HPQ, Danone, BASF,

The companies mentioned by EDGI are Omega HealthCare and 3M.

Reference Material - chowder rule Archives - European Dividend Growth Investor (europeandgi.com)

In this episode, we share our thoughts on how we decide what to buy when the market is under stress.

At the beginning of the episode, we discuss the news of the week surrounding ECB rate hike and how this has caused some fear for Irish residents due to the eviction ban being lifted at the end of the month. We also discuss Pfizer ($PFE) and their decision to spend $43 billion to acquire Seagen.  Is this cash-rich company squandering money?

Dividend Updates this week include Inditex, WP Carey and Vonovia.

In the main topic, we discuss how the current situation in the financial sector is influencing what we buy.

EDGI key takeaways include:

•  Avoid the blast zone at all times! You don’t need to be a hero
•  Look for high-quality stocks unrelated to the blast zone. However, often they hardly correct. Point in case: Texas Instruments, LVMH
•  However, insurance companies might still be worth considering. However, why are they dropping so much then?
• Ideally, I would buy for instance Pharma stocks right now, or consumer staples
• Energy is usually neither really a good idea because it’s very sensitive to consumer demand and expectations around that.
• This is your time to gobble up some high-quality stocks. As an example, JNJ doesn’t look too bad at these prices.

Derek’s key takeaways include:

• Try and stick to your core holdings
• Forget about price and yield.
• Focus on fundamentals and what can change them        
• Feels like a candy store but blocking out all the noise is important

As always we finish the episode with listener questions.

Tickers discussed in this Podcast are NN.AS, TROW, AD.AS , WU, GEBN

Join the conversation: https://www.facebook.com/groups/dividendtalk

In today's episode, we share 5 dividend growth stocks we are buying during the current market dip. Besides that we speak a bit about the turmoil in the market around $SVIB because we got several questions about this. We hope you enjoy this episode!

Join the conversation: https://www.facebook.com/groups/dividendtalk

In today's episode, Ian Lopuch joins us again for a conversation about dividend growth investing. 

This time we speak a lot about dividend investing strategy and why he spends some more focus on higher-yield dividend growth stocks right now. We also briefly discuss his thoughts on crypto and what he's currently doing with it. 

These are just 2 very interesting topics where Ian has a lot to share. But that's definitely not all and this episode is jam-packed with topics. 

Hence, grab yourself a cup of coffee (or 2!) and tune in for an amazing conversation about everything related to dividend growth investing and investing in general.

Topics discussed:

1. news of the week ($MMM, $MO $BX)
2. the power of dividend growth and Ian's favorite recent dividend hikes
3. Ian's thoughts on high-yield dividend investing
4. Ian's thoughts on Crypto and how he's approaching this asset right now
5. how to judge the dividend safety profile of a stock
6. how far he is from being financially independent and how he approaches this topic

Last but not least, you can find Ian Lopuch and some of his latest works on the following platforms:

• Subscribe to his YouTube channel: https://www.youtube.com/@ppcian
• Follow him on Twitter: https://twitter.com/ianlopuch
• Follow him on Instagram: https://www.instagram.com/ianlopuch/
• 15 Dividend Stocks he is buying now: https://www.youtube.com/watch?v=1bdNfAh_gQY

C U on the inside!

Intel Corp. reduced its dividend by 65% to 0,50 annually going forward. Hence, it should be no surprise that this is our main topic for today's episode. Both Engineer My Freedom and European Dividend Growth Investor will share their perspectives and what they've decided to do with their position. Besides that, expect a lot of dividend hikes again, some news about Heineken, and several answers to our listener's questions. 

The link referenced in the show: eDGI's portfolio allocation strategy

In today's episode, we will discuss why averaging up is so hard for us and how we try to mitigate this so that we don't fall victim to this psychology.

Besides that, we will be sharing our news of the week, lots of dividend hikes, and a portfolio review and we will answer several of your questions.

Thanks for listening and we hope that you enjoy today's dividend talk episode 😍

Google Tickers mentioned in today's show:

• News of the week: $AMS:AD, $EPA:SU
• Dividend Hikes: $SWX:NESN, $AMS:NN, $LON:RELX, $EPA:TEP,  $AMS:VPK, $KO, $SWH, $AMS:HEIA, $O, $FIS

Welcome back to another episode of dividend talk! In today's show we start with discussing the news of the week, i.e. Disney's ($DIS) intention to reinstate the dividend, but also the Search-AI wars ($MSFT $GOOGL) and a mention of Ingredion ($INGR). 

We then go on to discuss 6 German dividend stocks as the main theme of today ($BAS $DPW $HEI $HBM $COK $MUV2). Some of these are classic choices but we have also a few relatively small companies in there.

Last but not least, we're reviewing someone's portfolio and answer several questions of yours. Tickers mentioned are $ENB, $TROW, $KMI, $ABBV, $TRP, $TLX, $HLAG, $CL, $FRE, $BAYN, $BRK, $ALV, $EIN3.

Links referenced in the podcast:

• Dividend Talk YouTube channel: https://www.youtube.com/@DividendTalk 
• Divided Talk Facebook group: https://www.facebook.com/groups/dividendtalk

This is a jam-packed episode in which we discuss several news items ($ULVR $PHIA $JNJ $INTC), several earnings ($SHEL $OHI $ABB $MO $NOVO $CB), lots of dividend hikes ($NXP $ASSA $NOVN $ROG $KPN $SAN $CHD $UPS $GILD), a portfolio review and several questions from the listeners ($LEVI $LYB $VON)

Enjoy the show and C U on the inside!

And join us on Facebook if you want to continue the conversation afterwards: https://www.facebook.com/groups/dividendtalk

Welcome back, dividend investors! Today's episode is all about the first earnings releases that are dripping in. Hence, feel free to tune-in and hear our reflections on 3M ($MMM), Louis Vuitton ($LVMH), ASML ($ASML), Microsoft ($MSFT), and T Row Price Group ($TROW). This and more in our 133rd Dividend Talk podcast episode! 

Link referenced:

• The dividend talk Facebook group: https://www.facebook.com/groups/dividendtalk

In today's episode, we have Bob Lai from www.tawcan.com with us. Bob is living in Canada and he's been blogging for about a decade already. Most of you have probably stumbled upon his blog when doing some research about dividend investing. Hence, we're very happy that he found some time to chat with us about everything dividend growth investing-related.

Having said that, in today's episode we discussed the following topics:

• The number of Tech layoffs and whether this is a bullish signal
• Billyboys in Davos are paying premium prices for wife-replacements
• How Bob started with dividend investing
• A discussion about high yield, low growth vs low yield, high growth
• How close he is to financial independence and what he will do when he reaches it
• His main struggles as a dividend growth investor, both in the past and right now
• What makes Canadian banks so special?
• If he owns Danish stocks

Besides that, we've asked him all of your questions!

So if you're curious, please tune in and we'll C U on the inside!

Engineer My Freedom & European DGI

=====

Some of the links referenced in the podcast:

• Bob's dividend portfolio
• Best Canadian dividend stocks
• Best Canadian monthly dividend stocks
• Should I invest in high-yield dividend stocks? A cast study of dividend yield & growth
• 5 lessons I've learned as an investor

Last but not least, feel free to join the conversation at our Facebook Group to continue the conversation with like-minded people 🙌🏻

Today's Dividend Talk show is a special one, because it's the first on that EMF and eDGI actually met each other in person. Hence, this is a special show in which you will hear them also reflect a bit on each other, what their plans are with the Dividend Talk podcast and much more. Curious? Tune-in and enjoy the show!

Tickers discussed in this show:

$NYSE:SCI, $WDFC, $AD $ROG $MSFT $DGE

C U on the inside!

Join the conversation in the Dividend Talk Facebook group

In today's show, we have our final discussion about our dividend portfolio performance to close out the year 2022. Besides that, we also discuss Shell, Walgreens, and OpenAI in the news of the week and we answer our listener questions.

We hope you enjoy it and we wish you a great start to 2023!

PS: feel free to join the conversation on FaceBook

Link to eDGI's annual report: https://www.europeandgi.com/inspiration/annual-report-2022-our-dividend-growth-portfolio-performance-review/

In today's episode, we are looking back at 2022. What a year it was for dividend investors, don't you think? As always, but with a slide twist, we'll be discussing the news of the year, dividend hikes of the year, our main topic and we are answering a bunch of listener questions.

Having said that, we hope that you enjoy it just as much as we do and if you want to engage directly with us, then please join us in the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

To all our listeners, thank you for being with us and for your amazing engagement. Let's make 2023 a better year again than this year, but for now, we're wishing you all a wonderful new year! 🙌

Merry Christmas everyone! In today's we discuss 12 stocks we would like to give or receive as a gift for Christmas. Enjoy the show and C U on the inside!

PS: Would you like to talk more about dividends with likeminded people? If so, join the DividendTalk Facebook group 🙌

Welcome to another show of dividend talk. In today's show, we are talking with Mike Plezier, a well-respected member of the Dividend Talk Facebook group. We discuss his journey, why he paid off his mortgage, and what financial freedom means to him and we do an on-air portfolio review based on his current dividend portfolio. It's a full-packed show so Tune-in and C U on the inside!

In today's show, we are comparing 3 breweries with each other. Not surprisingly, this was a much-requested topic, because which European doesn't love a good cold beer?

Hence, today we are comparing Heinken, Ab Inbev, and Carlsberg with each other. All these companies are very iconic with their own long history, sometimes dating back to the early 19th century.

However, the real question we try to address today is whether these are also good dividend stocks for our portfolio.

So enjoy today's show and C U on the inside!

It was really overdue to have one of our community members on the podcast to share details about their personal journey. That's why we're really happy that Life with Dividends was able to join us today. In today's episode we will briefly discuss the news of the week about Blackstone, throw some Rapid FIRE questions at our guest, have an interesting conversation about dividend growth investing with him and ultimately we answer some of our listener questions.

Having said that, if you are interested to learn more about Life with Dividends, then we highly recommend you to visit his blog and to follow him on twitter.

Have a great week everybody and C U on the inside!

We often get the question of what to look at when analyzing stocks. Hence, in today's episode, we decided to share them with you and explain a bit on why those are important to us. This and more, in today's episode!

In today's episode, we are reflecting on our past dividend cuts. Both European DGI and EMF experienced several dividend cuts over the last few years. Not every dividend cut is the same and they'll share with you why. Needless to say, a big part of this episode is also dedicated to the dividend cut by Castellum.

Enjoy this episode and C U on the inside!

Welcome back, dear listeners! Today's episode is fully packed because there's so much going on. For example, today will discuss the news of the week ($VTRS, $AD), recent dividend hikes ($ADP, $BDX, $AFL), a portfolio review, and many of your questions. But most and for all, our main topic is the Fear of Missing Out. This is a real thing; if you don't watch out, it can lead to lots of shareholder destruction.

Hence, join us in today's episode and C U on the inside!

Link referenced:

• Dividend Talk Facebook Group
• CIBUS listed in new eDGI's blogpost about quarterly paying European dividend stocks
• Best Dividend UCITS ETFs by eDGI

In this week's episode, we are discussing the news of the week ($CAST, $TUP), recent dividend hikes ($CCOI, $CGNX, $EOG, $SPG, $VFC, $SNA), several Q3 earnings announcements from well known dividend growth stocks ($MDLZ, $O, $VNA, $FRE, $SBUX, $WKL) and some very nice questions from you, our listeners 🙏

C U on the inside!

PS: join the conversation about dividend growth investing on our Facebook group: https://www.facebook.com/groups/dividendtalk

In today's episode, we will share several of the latest dividend hikes and walk through quite some earnings. There were many companies reporting their earnings, so this is a full-packed episode.

Join us on Facebook and C U on the inside!

In this episode, we discuss a head of lettuce outlasting Liz Truss, Elon Musks' plans for his Twitter employees, and the Earnings of the following companies:

1. Johnson & Johnson (JNJ)
2. ASML Holding (ASML)
3. ABB (SWX: ABBN)
4. Castellum (STO:CAST)
5. Roche (SWX: ROG)
6. Snap-On  (SNA)
7. L’Oreal (EPA:OR)
8. Philip Morris  (PM)

If you want to join our Dividend day on Thursday, 27th Oct @ 21:00 CET then reach out to either of us, and we can send you the link.

Join us on Facebook: https://www.facebook.com/groups/dividendtalk

In this week's episode, we will share our thoughts about the dividend irrelevance theory. It's a challenge we often get as dividend growth investors from people around us, so we would like to clarify this. Hopefully once and for all!

Are you a fan of the show and would you like to show your support?

Then don't hesitate to buy European Dividend Growth Investor a Coffee. We are fundraising for his trip to Ireland so that we can meet face-2-face for the first time ever. 

You can buy him a coffee via: https://www.buymeacoffee.com/edgi

In today's show, we're sharing the performance of our portfolio in the 3rd quarter of 2022. Are we on track according to our plans? How did our passive income develop?

This and more, in today's episode.

In this week's episode, we are discussing 5 UK dividend Stocks to consider. The British pound is historically considered cheap right now, so some European investors are taking a sneak peek into the FTSE 100. Hence, we've got your back, tune in and hear us talking about 5 UK dividend stocks we could own under the right circumstances.

Referenced in the podcast:

• 20 of the best UK dividend stocks

Tickers discussed in the podcast:

• LON:RB
• LON:BTI
• LON:DGE
• LON:LGEN
• LON:SN
• $TXN
• $QCOM
• $TROW
• $O
• $DLR
• $LYB
• $MBR.WA

Greetings and good luck investing!

EMF & eDGI

In today's show we are discussing some high-quality dividend growth stocks we would like to focus on during a recession. These kind of topics are in our minds right now as it feels like we'll be longer for lower. On the other hand, some of those high quality dividend growth stocks have yet to come significantly down to lower multiples. Hence, it might not be easy and our chances might be limited. That's why doing your homework upfront is so important!

Having said that, we hope you enjoy your episode and see you on the inside!

Links referenced in the show:

• Registration link Intel Innovation Day
• eDGI's latest video about Corporate Credit Ratings

In this week's episode, we are having a conversation about the importance of a strong balance sheet. Especially now that we are in a bear market and with a potential economic recession ahead of us. It's not easy investing in such a market where we have mainly red days, and that's why we thought it's important to share our approach to it.

Referenced links in this episode:

💰 Look up the credit rating of a company: https://www.moodys.com/ (sign up to be able to view the credit ratings)

✈️🍵 Support European Dividend Growth Investor in his goal to meet Engineer my Freedom for the first time in person by buying him a coffee: https://www.buymeacoffee.com/edgi

Is buy-and-hold investing the right investment strategy? This and more is what we will discuss in this week's episode #113.

Follow us on the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

Welcome to the latest dividend talk episode. In today's show, we are comparing Nike vs Adidas. 2 global powerhouses in the sports & apparel industry. We are comparing them both from a fundamental and dividend growth portfolio. 

Besides that, we're also discussing the news of the week. Shell might be changing their CEO and Starbucks just announced a new CEO. But that's just from a company point of view because inflation is really running like a virus through Europe. It's tough and we will share some of our thoughts on that.

Last but not least, eDGI also shared his "buy me a coffee" goal to meet EMF in Ireland so that they can meet each other for the first time face 2 face. If you want to support that, then feel free to buy eDGI a coffee via: www.buymeacoffee.com/edgi

As always, thank you for listening, and feel free to engage with us via the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

Welcome back Dividend Investors. In today's show EMF and eDGI will do a hypothetical game on how to invest in dividend growth stocks so that it earns 1000 Euro equally distributed per month. They will share which stocks they'd pick and how much it would cost them.

This and more in today's episode of Dividend Talk. C U on the inside!

In this episode, we will spend quite some time on the news before we address the main topic. There was just so much going on, hence we discuss news related to the following companies: Fresenius, Philips, 3M, Walmart, General Motors, and Target.

After that, we discuss the power of compounding and how it helps our portfolios grow.

Tune in and enjoy this show!

Regards,

EMF & eDGI

It's time to talk a bit more deeply about the investing mistakes we made in the past. We have a lot of new investors following us and it would be a shame to not share our mistakes. This should allow you to learn a bit from us to avoid big mistakes on your end.

As always, enjoy this episode!

In today's show, we are having Mr Bow Tie himself (Joseph Hogue) as a guest on the show. We discussed with him the news of the week ($INTC, $PG), how he started investing, and the main topic of how to make sure your dividends aren't in danger of being cut in a recession. Besides that, we also asked him several questions from the community.

Last but not least, we would really like to encourage you to follow Joseph Hogue on:

• Let's Talk Money!
• My Stock Market Basics

We hope you liked this show and C U on the inside!

In today's show, we are discussing quite some earnings from some of your favorite dividend growth stocks. Besides that, we also answer a dozen of questions you've asked us. Like always, enjoy this show, with an unsalted opinion.

In today's show, we are honored to have Matthias Schrade, founder, and CEO of DEFAMA on the show. He shares his perspective on managing his company from an investor's point of view. Hence, tune in to get a unique CEO perspective on dividend investing and if you want to learn about DEFAMA as a company itself. It includes a lot of strategic topics, but we were even most impressed by his clear articulation and transparency on his business risk.

DEFAMA ticker: $ETR:DEF

Stocks mentioned by Matthias:
$ETR:BIJ - Bijou Brigitte modische Accessoires AG
$ETR:STO3 - STO SE & Co KGaA

In today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more!

If you are interested in his book Dividend Growth Machine, you can buy it via Amazon:

• Amazon Germany
• Amazon USA

You can also follow him on social media:

• YouTube channel
• Twitter

We hope you enjoy the show just as much as we did while recording it. 

Have a great week and C U on the inside!

In this week's episode, we are sharing our performance results for the 2nd quarter of 2022. The S&P500 went into bear market theory, but it hasn't stopped us at all from firing on all cylinders to improve our projected annual dividend incomes. Hence, tune in and hear more about what we did and how we did it 👌

Referenced link to an article from De Kleine Kapitalist about BESI semiconductors:
https://dekleinekapitalist.nl/dividend-aandeel-van-de-maand-be-semiconductors/

Dear DividendTalk listeners! In today's episode, we're having a chat about the 11 different stock market sectors. We're talking about their past performance and how we think they'll perform over the next decade. Besides that, we're also sharing our portfolio sector allocations, discuss Altria's recent setback and the news about Bayer. This and more, all in today's episode. C U on the inside!

European DGI is back from his vacation and today we'll be having Eloy Snowball and Alberto from Cartas Dividendo on the show. In today's show, we will ask them about their journey and get some Spanish perspectives on dividend growth investing. Having said that, they are well known in Spain for their bi-weekly newsletter about dividend investing. Hence, we highly recommend you sign up via https://www.cartasdividendo.com. C U on the inside!

EMF is joined by Tiago Dias who talks about his dividend growth investing.

Check out Tiago's Sub stack below - https://tiagodias.substack.com/

Episode 100 is a huge milestone for us! In this special episode we are discussing 10 European dividend growth stocks, each in our opinion one of the best from the given country. But it doesn't stop there, we're having a live audience and we're taking some of their questions directly in the podcast.

Curious? Tune in and C U on the Inside!

In this week's episode, we are having a look at the blood bath that happened in the consumer staple sector, especially when we're looking at supermarket chains like Walmart and Target. C U on the inside! 

In this episode, we are comparing two fast-food giants with each other. Both Starbucks and McDonald's create a lot of excitement and at the same time worries for dividend growth investors so it was about time to compare them with each other.

Tune in again to this week's episode to get your weekly juice of #dividends.

The recent price action in the stock market raises many questions for our friends in the community. Hence, in this episode, we dig a bit deeper into our thoughts about the current market conditions.

But hey, Episode 100 is almost coming up! Are you interested to join us LIVE? If so, then fill in the form below and we'll send you a calendar invite at our earliest convenience. See you on the 22nd of May at 21.00 CET?

https://forms.gle/hp5oWuECkYnuWc8y7 

C U on the inside!

In this episode, we touch on several earnings reports that caught our attention the most. Hence, tune-in to hear about our thoughts and also our answers to the questions from you, the listener. Have a great week ahead!

In today's episode, we are talking about some of this week's earnings. It's been a good week including a nice dividend hike by $JNJ. Having said that, tune in and C U on the inside!

In today's episode, we are talking about Unilever and Procter & Gamble. We compare the two companies and then give our judgments on which company we like more if we had to make an investment decision today.

In the podcast we also referenced the following article about Admiral Group Plc:
https://www.ukdividendstocks.com/blog/admiral-7-5-dividend-yield?fbclid=IwAR2BSoUbcaL71L5uZJzoSJ-Onb3WGP4DdvZiZrC_QQe93WnmHqNTpD-eHDk

In this episode, we talk with Aleks from Lithuania about his dividend growth investing journey from an Eastern European perspective. We ask him loads of questions, but he also takes some time to share his view about investing in dividend stocks from emerging markets. Tune In and enjoy this extra long episode!

News of the Week includes the Energy Market, Chesnara, the Yield Curve, and Dutch Inflation.

We also discuss a potential new system in Europe to avoid double taxation you can make your voice heard in the link below

https://ec.europa.eu/info/law/better-regulation/have-your-say/initiatives/13031-Withholding-taxes-new-EU-system-to-avoid-double-taxation_en

The main topic focus is on our dividend performance is Q1 2022

See you on the inside

We often get the question of how to get started with dividend growth investing? We are of course a bit further on the journey already, but we thought it would be a good idea to share our thoughts on what we would do right now if we had to start all over again. So that's the topic of today's show, but as always, we'll be also answering all your questions and EMF will share an interesting stock at the end of the show. Hence, stick with us and have a great weekend!

Investment Talk Substack - https://investmenttalk.substack.com

Warren Buffet book - https://amzn.to/3Dg6XVL

This is a full packed episode related to our main topic about stocks we'd like to own, but don't own yet. On top of that we also got a lot of questions from the community which we will carefully answer today. C U on the inside!

Today's episode is dedicated to dividend safety. We find this a timely topic due to all what's going on in the Eastern of Europe.

Enjoy our latest podcast about European earnings. There are many dividend hikes being discussed in this episode!

Join on us in the discussion on Facebook: https://www.facebook.com/groups/dividendtalk 

In this episode we will first discuss the latest news around Intel related to it's recent price drop. But afterwards we will go straight into multiple earnings announcements from some of our favorite European dividend stocks. Last but not least, we will also answer all the received listeners questions. C U on the inside!

In this episode we are diving into the earnings results that were reported this week and we address several listeners questions. Ultimately European DGI provides his stock pick of the week.

#StockMarket #DividendInvesting #PassiveIncome #FIRE

In this episode we are discussing a dozen of companies which reported earnings this week. Tune-in and get to know our thoughts about those companies 👍

This week we chat with Mike AKA the dividend guy a Canadian dividend investor.

In this episode, we talk about $UL and $MSFT and some of your typical Canadian stocks

Check out Mike on 

Blog and Podcast -> https://www.thedividendguyblog.com/podcast/

Youtube -> https://www.youtube.com/channel/UC8aD-2lWvqnkxKiGH91X1WQ

His Online Business, Dividend Stocks Rock: https://www.dividendstocksrock.com/

This week we chat with Cameron Stewart about Value investing.  You can find Cameron on youtube or check out his website "cashflow investing"

• https://www.youtube.com/c/CameronStewartCFA/videos
• https://www.cashflowinvestingpro.com

Our News of the week covers Philips and Some popular growth stocks and we also answer questions from the community and finally, we have the stock pick of the week

enjoy

In today's episode we talk about Javier's experience as a dividend growth investor and which online brokers he uses for investing (mainly eToro).

Happy new year everybody! Today we're discussing our 2021 performance. See you on the inside 👍

Hi All, we are almost nearing the end of the year. Hence, in this episode we took some time to look forward to 2022 and discuss which stocks we'd love to buy next year. Enjoy the show and C U next week again!

In today's episode we share news from Shell, and CVS and we discuss our thoughts on Inflation

Welcome back to another episode of dividend talk. This time less talk about dividend stocks, but more talk about our journey towards financial independence. We hope you enjoy this show!

Stocks discussed in this show: Philips NV ($PHIA), Fresenius ($FRE)

Links referred to: 

Fresenius analysis during Episode 54: https://anchor.fm/dividend-talk/episodes/EP-54---Fresenius-SE-dividend-stock-review-e13fot4

eDGI analysing Fresenius on YouTube: https://europeandgi.com/stock-analysis/video-fresenius-stock-analysis-a-true-european-dividend-aristocrat/

This week we talk about the spin offs relating to Johnson & Johnson ($JNJ) and GE ($GE). 

We also talk about the last of the earnings from ETR:SIE, AMS: AD, ETR: ALV

Related Links

• When to Buy JNJ - https://www.youtube.com/watch?v=WJ9lpAghMxs
• Drip Investing - https://www.dripinvesting.org
• Allianz - https://europeandgi.com/review/allianz-share-price-drop-explained/

In this week's episode we are discussing another set of earnings

• Fresenius - $ETR:FRE
• Abbvie - $ABBV
• Pfizer - $PFE
• Vonovia - $ETR:VNA

Besides that we are answering several listener questions and we discuss Dennis' portfolio.

You can follow Dividend Wave via Twitter: https://twitter.com/DividendWave 

Hey guys, Q3 2021 earnings season is in full swing ! In this show we briefly discuss the results of 5  dividend growth stocks. Besides that we're also providing our thoughts on a top 5 portfolio and we answer several questions from the community. Last but not least, EDGI shared his stock pick of the week.

Enjoy this week's show!

AMS: RDSA, ETR:BAS , NASDAQ: TXN , BME: ENG , NASDAQ: MSFT

Hey guys, Q3 2021 earnings season has started! In this show we briefly discuss the results of 4 iconic European dividend growth stocks. Besides that we're also providing our thoughts on a top 5 portfolio and we answer several questions from the community. Last but not least, EMF shared his stock pick of the week.

Enjoy this week's show!

In this episode we discuss how we read the cash flow statement. It's one of those 3 important financial statements which provides insight into the financial health in the company. Reading it doesn't need to be too difficult and in this episode we discuss both our ways of using it.

We hope you enjoy it!

Check also episode 21 in case you want to hear our thoughts about the balance sheet: https://anchor.fm/dividend-talk/episodes/EP-21---Why-the-balance-sheet-of-a-company-is-so-important-to-us-em54op

Hi there! Welcome back to another episode. September has already finished which means we were able to analyse our Q3 results. Have a listen to it and let us know what you think!

At the same time we're also addressing lot's of questions in this episode. It means that the podcast takes a bit longer, but on the other hand we have a lot of joy answering them.

Enjoy the show and see you on the inside!

Welcome back to another show of dividend talk. In today's episode we're talking to Dividend Dane, aka mr REIT. As usual, we start with discussing the news of the week and this week it's related to the soaring energy prices. What's going on there?

After that we have a conversation about REITs in which Dividend Dane explains the basics and we discuss several popular REITs like Vonovia, Pauw, IIPR. 

Subsequently we discuss someone's portfolio followed by several listener questions. 

We hope you enjoy this show and don't forget to follow us on Facebook or Twitter.

News of the Week ->   More troubles in China 

Main Topic -> $MCD , $LMT, $TXN, $MSFT and $MO

Portfolio Review-> Mark Van Essen submitted his portfolio for review

We also take Questions from the community

In this episode we take a look at ABB. It's really the perfect stock to discuss with an engineer like EMF, because he knows this business very well. We look into the company's business, financials and dividend safety. We think it's an interesting conversation with few interesting facts. At the same time we are curious to hear from you as well!

Besides this we are also zooming in on the news of the week, reviewing the portfolio from Martijn Hoek, address quite some listener questions and ultimate European DGI provides his stock pick of the week.

Enjoy this week's episode!

News of the Week - Apple Lawsuit with Epic Games

Main Topic - 4 Dividend Aristocrats that no one really talks about. 

Listener Questions, Portfolio Review and EDGI shares what he has been buying this week.

Both EMF and European DGI give 3 stocks each that are on their watchlist for the upcoming month

Stocks covered in this episode are 

$ABBV, $BX, $LMT, $CARR, $KR, LON:ULVR, ALV.DE

Don't forget to follow us on Twitter and Facebook

This week European DGI and EMF have a deeper conversation around famous Investing quotes and how they shape their core investing philosophy.

the format of the show

• News of the Week - The Fed and their stance on interest hikes
• Main topic
• Portfolio review for one of our listeners
• Listener Questions
• Stock Pick

European DGI choses a stock pick that surprisingly does not pay a dividend

Resources ->  https://europeandgi.com/inspiration/20-investment-quotes-from-legendary-stock-market-investors/

See you on the inside!!

This week we are releasing part 2 of our conversation with Henrik from Dividend Athlete.

We started with a little introduction from Henrik before moving onto the news of the week where we discuss Lionel Messi and his move to PSG. Messi signed a two-year deal with PSG, with an option for a third, that will net him an annual salary of $41 million-plus bonuses and a reported $30 million signing fee.

Imagine if he put all of this into a dividend portfolio, he could earn 35k a month in dividends after tax!

After a short quick-fire round with Henrik, we discuss Why Athletes need to invest,  how Dividend Athlete got started in dividend stocks, and the tax implications when traveling to different clubs to play football.

After questions from the community we look at Colin Boylan top 5 stocks in his defensive portfolio:

Abbvie 10% Pfizer 9% Southern co 9% Unilever 7% General Mills 7%

Lastly, as our guest, we invited Dividend Athlete to share his stock pick of the week which is a german REIT

Hope you enjoy the show

---

Tickers mentioned during the show:

- Orkla ($ORK.OL)

- DIC Asset AG ($ETR:DIC)

This week we welcomed Henrik from Dividend Athlete onto the show to discuss why Athletes make poor decisions.

We started with a little introduction from Henrik before moving onto the news of the week where we discuss Lionel Messi and his move to PSG. Messi signed a two-year deal with PSG, with an option for a third, that will net him an annual salary of $41 million-plus bonuses and a reported $30 million signing fee.

Imagine if he put all of this into a dividend portfolio, he could earn 35k a month in dividends after tax!

After a short quick-fire round with Henrik, we discuss Why Athletes need to invest,  how Dividend Athlete got started in dividend stocks, and the tax implications when traveling to different clubs to play football.

After questions from the community we look at Colin Boylan top 5 stocks in his defensive portfolio:

• Abbvie 10%
• Pfizer 9%
• Southern co 9%
• Unilever 7%
• General Mills 7%

Lastly, as our guest, we invited Dividend Athlete to share his stock pick of the week which is a german REIT

Hope you enjoy the show

---

Tickers mentioned during the show:

- Orkla ($ORK.OL)

- DIC Asset AG ($ETR:DIC)

In this episode, we discuss mandatory vaccines within the workplace.  We give our views on H1 earnings results from Bayer (ETR: BAYN) , Vonovia (ETR: VNA)  Wolters Kluwer(AMS: WKL), and Novo Nordisk (CPH: NOVO-B). 

Lastly, this week's stock pick falls to EMF who chooses an American ingredient company.

In todays show we discuss the news of the week and run through 5 different earnings results. We also address few listener questions and eDGI's shares his stock pick of the week (spoiler alert: from the insurance sector)

This week we discuss Ben & Jerrys controversial CEO's announcement.

 We look at LON: ULVR, $KO , SWX: RO , $INTC, $KMB and ABB

Stock Pick of the week

2020 Bulkers Ticker 2020.OL

Important links : 

https://europeandgi.com/5-bullet-sunday/inflation-is-coming-how-it-impacts-kimberly-clark-eps-4/

https://www.bookdepository.com/Warren-Buffett-and-the-Interpretation-of-Financial-Statements-Mary-Buffett

This week we have David who shares his experience as a dividend growth investor from a german perspective. 

You can follow David via Twitter: https://twitter.com/junginrente

Check out David's stock recommendation here

https://www.junginrente.de/encavis-dividende-2021-06/

This week we share our Q2 portfolio review and give our thoughts on how we performed and some learnings that we made.  

Our news of the week includes both Microsoft and Shell and we also announced the foundation of the European Investors Network.

Edgi Chose his stock of the week which you can also read bout here->  https://europeandgi.com/stock-analysis/philips-stock-analysis-is-now-a-good-time-to-buy/

Hope you enjoy our show!

Welcome to Episode #55 of Dividend Talk. Your dividend investment podcast with a European Flavor!

In today’s show we’re having De Kleine Kapitalist on who is an encyclopedia about European Stocks.

Hence, today we are discussing 7 European stocks which you don’t hear so often being mentioned on social media.

Some of these can be considered high growth companies while some others could be interesting for you from a dividend growth investment strategy.

Having said that, and as promised in the podcast, hereby the 7 names including their tickers so that you can look them up to start your own analysis:

1. Soitec - $EPA:SOI
2. Teleperformance - $EPA:TEP
3. Avast - $LON:AVST
4. GN Store Nord - $CPH:GN
5. Coloplast - $CPH:COLO-B
6. EssilorLuxottica SA - $EPA:EL
7. Orkla - $OSL:ORK

Referenced links:

• De Kleine Kapitalist blog: www.dekleinekapitalist.nl
• De Kleine Kaptialist on twitter: https://twitter.com/dekleinekapita1
• European Dividend Growth Investor dividend stock screener: https://europeandgi.com/how-to/dividend-stock-screener/

We hoped you enjoyed today’s show!

In today's episode we analyze Fresenius SE, a German blue chip company in the Healthcare Sector. 

As usual, you can expect from us:

• a brief reflection on the news
• Fresenius SE stock analysis
• listener questions
• our stock pick of the week

Engineer My Freedom is on vacation this week, so eDGI is co-hosted by Phil Segler.

Enjoy today's episode!

In this episode we discuss our views on investing your spare cash or paying down your mortgage.  We take questions from the community and EMF gives his stock pick of the week. 

In this episode, we record live with members of the community where we all share our top moments from the last year.  We also answer questions live and European DGI chooses his stock pick of the week

In this episode, long-time listener Phil steps into co-host while European DGI takes a well-deserved vacation. 

We talk about how we use options for our dividend portfolio and how we use the wheel strategy to generate extra income!

In this episode, we discuss Bayer and its acquisition of Monsanto. With the ongoing litigation, is this the worst acquisition of the decade?

After the big news from AT&T, EMF and EDGI discuss the deal and why they are holding or selling their shares.

We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure.

We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at ciscos earnings.

Main topic:

We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling?

We finish up the show with questions from the community

Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done)

Odysseus -> On annual meetings, you guys usually vote for or against the company reporting lobby activities on areas such as Climate Lobbying (Oil industry) or shareholders proposing reports on sugar and public health ($KO)

Forward dividends - In the wake of $T, do you think more companies should adopt the European approach of more closely linking period results with the dividend rather than borrowing to pay the dividend (e.g. $GE, $IBM, etc.)?

Dapper Dividends - If you could interview any person, alive or dead, who would it be?

EloySnowball - Where is  @European_DGI reinvesting $T’s money? And what are you going to do @EMF_01?

Juan - Our Opinion on BABA and its future

Dividend Day Clan - EDGI to give a closing rant on AT&T

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

In this episode, we chat with the wolf of Harcourt street.

Wohs is an Irish resident but has a different approach to investing from EMF.

Find out about his journey and also questions from our community

Wolf of Harcourt Streets website - https://www.wolfofharcourtstreet.com

see you on the inside!

Earnings season is in full swing and we take a look at 5 more companies this week.

👉 European Dividend Growth Investor Chats about the performance of last years growth darlings

👉 EMF jokes that IBM are back as they share some positive news regarding 2nm chips

Main topic:

A brief look at the different companies reporting their Q2 2021 earnings. $CVS, ETR: MUV2, $ABBV, $O and AMS:DSM

Listener Questions:

This week we received several questions again from our loyal listeners

Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done)

Centrino - What are buybacks? And are they good news or bad news for investors?

Tiago Dias - Have you gotten your 2020 tax return yet? What did you invest it on?

Arrozdetom -  Q1: WHAT IS YOUR WORST PERFORMER (STOCK)?

Q2: DID YOU SELL ANYTHING THAT WENT UP >200% AFTER YOU SOLD? IF YES, HOW BAD DOES THAT FEEL?

Q3: DID YOU EVER BUY A STOCK JUST BC OF FOMO AND SOLD IT SHORTLY AFTER?

Stubads - Interested in your perspective on the impact of inflation on your holdings.

Kurt - Your opinion on vandevelde…

Brady - When someone asked recently about only owning 3 stocks you mentioned Baba. Are you buying on the dip, or do you see more value elsewhere?

Pieter Spruyt

What do you think about the Unilever tea business that is likely to be split off via listing. Do you think this is a good idea? Or do you think they should split the entire food division and home/personal care division?

Links:

Munich RE - https://www.youtube.com/watch?v=AA_B8Lu8Jsw&t=1038s

European DGI Video on inflation - https://www.youtube.com/watch?v=MXJAlFhaTwU

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

A new episode in which we discuss investing in small cap dividend stocks. Special guest: Russ from Dapper Dividends

It’s our favorite time of the year with earnings season just starting. This week we cover 8 companies with a mix of US-based and European based companies

We started with the news of the week.

👉 European Dividend Growth Investor shares news on a potential merger with Chubb

👉 EMF shares his reflection on the European Superleague. Do you think it was a good Idea?

Main topic:

A brief look at the different companies reporting their Q2 2021 earnings. $T, SWX: NESN, $KO, $BN , $INTC , EPA: OR, $IBM and $KMB

Listener Questions:

This week we received several questions again from our loyal listeners

1. Phil - Is there any company where you would love to see a spin-off or a bigger merger/acquisition in 2021?
2. Centrino - My average price for $MO is 42$, back in October laser year. Last week, it reached 52$. I.e. the yield decreased. Would you keep making DCA monthly, after such an upside? Or temporarily pause buying, waiting that the price drops back?
3. Sheep Stocks -  will Waterford win the All Ireland? And if Waterford GAA had a public company that paid out a dividend would you consider buying it?
4. Tiago Dias -  Do you think we will see tax-advantaged accounts like Roth IRA and 401Ks  appear in Europe anytime soon? Or do you think the Pan-European Pension Products will remove the political will to implement such a solution, leaving us stuck to chronically underperforming products?
5. Celtic Investor - If ye could only hold 3 stocks, 1 European, 1 US and 1 from the rest of the world, what would they be and why?
6. Taurus Invests -  Do you utilize your CGT allowance of 1270 every year?
7. Tony- Imagine you are only allowed to invest in one single stock. Which one of your portfolios would you choose?
8. Forwards Dividends - What is the European reaction to Biden's cap gains tax plan?  Do you think Americans are just spoiled?

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

This is part 2 of our conversation with the legendary PPC Ian (Ian Lopuch) about dividend growth Investing.

In part 2 of this series we chatted about the following topics which were mainly driven by the listener questions:

1. What Retail investors could be more aware about
2. How PPC Ian developed his strategy over the years
3. Whether he owns any Tech stocks and his thoughts about investing in Tech
4. Philosophy regarding cash
5. His thoughts about Danone vs Nestle
6. How to avoid value traps
7. How to engage kids with investing
8. The sweet spot for dividend yield and dividend growth

Disclaimer - Ian is a guest on our show for entertainment purposes. He is sharing his journey and is not providing financial advice. Throughout the show Ian will mention if he has a position in the companies that we talk about. This is just for transparency and is in no way a recommendation to purchase any of the companies talked about on the show.

Final Thoughts:

We hope that you enjoy today’s episode. We would appreciate it if you could leave us a review and  hit the Subscribe and Like button 👍. It means a lot to us!

Follow us

- PPCIAN youtube - https://www.youtube.com/channel/UCXtrYuGksGkkyls50lPWvYQ

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

In today's episode we chat to the legendary Ian Lopuch about dividend growth Investing.

This is Part 1 of a 2 part series where we chatted about a wide range of topics including:

1. Global Tax
2. Credit Suisse
3. How Ian got started in Dividend growth Investing
4. Ian’s purpose from and Investment point of view
5. Some European Stocks that Ian owns
   

Disclaimer - Ian is a guest on our show for entertainment purposes. He is sharing his journey and is not providing financial advice. Throughout the show Ian will mention if he has a position in the companies that we talk about. This is just for transparency and is in no way a recommendation to purchase any of the companies talked about on the show.

Final Thoughts:

We hope that you enjoy today’s episode. We would appreciate it if you could leave us a review and  hit the Subscribe and Like button 👍. It means a lot to us!

Follow us

- PPCIAN youtube - https://www.youtube.com/channel/UCXtrYuGksGkkyls50lPWvYQ

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

In Episode 42 we discuss our Q1 2021 dividend portfolio results. But first some news

👉 EMF Discusses 

WBA Earnings

Microsoft army contract

.

👉 EDGI Discusses

TMSC $1oo Billion Dollar Investment

For the main Topic, both hosts discuss their purchases and sales over the last 3 months, who the top performers are, and also how far to financial freedom they are

Listener Questions:

This week we received several questions again from our loyal listeners 

Phil Segler - Not related to the topic, but a rather "philosophical" question: When should an investor be more greedy: The first time you open a position, or when you add more later on? (keywords: Averaging up/down, time in the market vs. timing the market). 2nd question to the topic in case that you do not cover it: Do you care at all how a benchmark performs?

Taurus Invests - Must a stock have a minimum Div Yield to entice you?

Odysseus - - Having a mix of EU/USA stocks which is the benchmark that you use? - How important is to beat the benchmark? - How was your performance against the benchmark used? From your current portfolio what company you see as a tenbagger?

Dividend Wave - $IBM , $INTC done who is next on the chopping block and why?

Tiago Diaz - What's your YTD return? Who was your best performer? Who was the worst?

Wolf of Harcourt Street - What is an under the radar stock that you think will benefit from economies reopening?

The Stoic Trader - May be something you have covered before, but when calculating your performance do you use TWR or IRR?

EloySnowball - According to this graph, U.S. consumer staples have been the worst sector in Q1-21, still, it’s hard to find a cheap one (probably $GIS and $MO). What do you think, or you see more value in european staples?

Tommy - What do you think about Allianz?

Rafa Martinez Valera - Could you share your opinion on Broadcom

Alex - Do you use any ESG/SRI (or anything similar) metrics when deciding which stock to include in your portfolio?

Resources:  

Violation tracker  https://www.goodjobsfirst.org/violation-tracker

EDGI  - Guest Post - https://www.junginrente.de/4-attractive-european-dividend-stocks/

EMF post on IBM www.engineermyfreedom.com/ibm-should-i-bet-on-hybrid-cloud-growth/

Final Thoughts:

We hope that you enjoy today’s episode. We would appreciate it if you could leave us a review and hit the Subscribe and Like button 👍. It means a lot to us!

Follow us

- Engineer My Freedom -🕊 https://twitter.com/EMF_01   

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

Episode 41 sees us return to discuss Intel after the recent update from their new CEO. In Episode 31 European DGI was unsure about the direction and leadership of the company. Has his sentiment changed?

👉 EMF Discusses  

Suez Canal

European companies at loggerheads with China

👉 EDGI Discusses

Siemens Healthineers acquisition 

For the main topic, We discuss our latest thoughts on Intel

Listener Questions:

This week we received several questions again from our loyal listeners 

Phil Segler - There seem to be a lot of supply chain issues happening right now (Texas Winter, semiconductor industry, other basic materials and plastics, Suez channel): Is this something you take into account for this year's strategy? 

Centrino: With a lot of dividend stocks overvalued due to price appreciation, wouldn't it be smart to sell a portion of shares.

Dividend Wave- your longer form feedback on $INTC unleashed.

Tiago Diaz - The upcoming $UL annual general meeting is coming, and there's 26 resolutions to be voted on. Have you considered how you're going to vote? Which items will you reject?

The NL Dividend Investor - Do you have a strategy or rule to buy solid companies that are always looking overvalued? Like Visa, Mastercard, Nike for instance.

Dr P - Which sectors seem to be undervalued the most right now? I've been eyeballing and buying solid insurance companies with good dividend histories since last fall, for example. Are there other sectors worth screening for solid undervalued dividend growth companies right now?

Joe - What are your favorite UK stocks (for dgi or or not).

I want to add some GBP to my portfolio.

ImagInvests - If you could only pick one dividend stock to sit on for 25 years, what would it be?

Odysseus - I have a question for you guys. Which is the best and the worst Investor Relation Department/Site that you have come across so far?  I had some bad experiences with Air Liquide.

Michel Christiansen: What do you think of IBM

Resources:  

https://www.youtube.com/watch?v=4gYdS7HCfrA

www.youtube.com/watch?v=7b3yHdZqhoY

https://europeandgi.com/dividend-etf/dividend-etf/

https://europeandgi.com/inspiration/chowder-rule/

https://www.engineermyfreedom.com/dividend-stock-fundamentals-analysis-template/

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

Follow us

- Engineer My Freedom -🕊 https://twitter.com/EMF_01   

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

Episode 40 is another Jam Packed Episode with news on some of our favorite companies such as Danone and Nike. Our Main topic addresses investor sentiment regarding rising interest rates. And Finally, we answer Questions from the Community.

👉 EMF Discusses

1. The Roblox IPO and if he is buying shares
   
2. Nike Earnings
   
3. Diageo’s Expansion in the US market
   

👉 EDGI Discusses

1. Faber quits after investor pressure
   
2. Starbux and the “rejected” $50 million reward proposal
   

For the main topic, We discuss the difference in Inflation and interest rates and what this means for Dividend Growth investors.

Listener Questions:

This week we received several questions again from our loyal listeners

Phil Segler - Rapid Fire Questions for you tonight:

* Pharma or BioTech

* Europe or North America

* Cathie Wood or Warren Buffett

Follow up from Piotr - And EU not only WE

I am curious to hear the opinions of our two Experts about Russia especially, low CAPE and perspectives for cyclical as materials and energy. I am building the position there seeing the expensive US and WE

Dividend Dane: Inflation - It’s likely that inflation is on the rise, and that it’ll go above 2% annually for an extended period. Seen numerous economists expect a decade of an avg. inflation of 2,5 - 3.0%.

Lets just go with 2,5%.

How will that impact the way you think, both with regards to investing, and your FIRE plans (the math changes when inflation goes up by 66%).

Rafa Martinez Valera - my question: name a stock that you would love on your portfolio and you never bought because always seems too expensive

Tiago Diaz - Do you keep track of the hidden fx fees when you buy non-euro denominated stocks with degiro? If so, how do you calculate and register them?

I had a hard time keeping track of it, and it annoyed me that the numbers didn't match up, that I ended up leaving degiro over it...

Daniel - Hi guys, great work with your podcast! Question: How would you currently invest a lump sum of 30.000€/US$? How many dividend stocks would you choose/ how much would you invest in each?

Dividend Sjef - My question; I do my valuation, I set my margin of safety but sometimes, when stockprice hits value without my safety net, I just can’t control my emotions (and buy Winking face). ‘How’ do you handle this?

Resources:

https://www.globalxetfs.com/content/files/High-Dividend-Stocks-In-Rising-Interest-Rate-Environments.pdf

https://europeandgi.com/dividend-etf/dividend-etf/

https://europeandgi.com/inspiration/chowder-rule/

https://www.engineermyfreedom.com/dividend-stock-fundamentals-analysis-template/

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

Follow us

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

We have a Jam packed episode this week. 

We had news on some of our popular companies such as Danone, Unilever, Shell and British American Tobacco. EMF discusses why he sold Coca Cola as part of a friendly debate with a regular listener and we take questions from the community. 

👉 EMF Discusses 

1. Verizon raising capital through the sale of bonds 
2. Unilever Bans the word Normal from their beauty products 
3. Football Index loses is gamblin licence in the UK 

👉 EDGI Discusses

1. British American Tobacco Takes 20% Stake in Organigram 
2. Shell CEO takes large pay cut after bruising 2020 
3. Danone's board to meet this weekend as activists pressure Faber to quit: Le Figaro 

For the main topic: 

EMF discusses the reasons why he sold coca cola 

Listener Questions: 

This week we received several questions again from our loyal listeners 

Phil Segler - Any companies in your portfolio or watchlist that work in the field of Blockchain? (Technological engagement / industrialization of its use. No financial aspect or anything related to BTC) 

Dividend Dane - Your Chowder experiment.- Has it made you consider some of your future investments and/or positions? When will @EMF_01 do the same exercise on his portfolio 

Piotr - I liked the last one with valuation metrics so now would appreciate if you can cover efficiency metrics ie ROE ROA ROCE etc. Which ones do you use, if any? Do you recommend any particular one? 

Sego Investor - Do you guys sell a company when is over performing in order to keep the balance of your portfolio? If yes what is the criteria? Thoughts on Roche? 

The NL Dividend Investor - How happy are you that you are a dividend investor and you are not worried about the current volatility in the stock market? The volatility will even create opportunities to buy great companies at a lower price. 

Tony One millionjourney.com - When do you guys expect to become financially independent following your DGI strategy? 

Joapen - Related to risks of a company. How do you track, asses and review them? BI-Investor - Yes i have a Question , when we Look at $CME Group , Dividendmonster , yearly raising dividends and NEARLY every year Theres an extra Dividend. This extra ist 2-3times of the normal dividend. Should i calculate With or without this extra div? I think ITS Bonus but IT makes The Dividend yield different between 

GP - Is there a schedule site for European dividends similar to dividenddata 

William Pritchard - Most people seem to use a Dividend Reinvestment Plan for their dividends during the pre-retirement phase. How do you use your dividends? Do you DRIP? Or, do you pool them each month to buy or strengthen another position?  

Resources: 

• https://barondeldividendo.com/agenda/
• https://europeandgi.com/inspiration/chowder-rule/ 
• https://europeandgi.com/stock-analysis/british-american-tobacco-will-it-help-you-in-building-a-better-tomorrow-bat-shares/ 
• https://www.engineermyfreedom.com/should-i-buy-coca-cola-with-a-58-year-dividend-history/ 
• https://www.engineermyfreedom.com/dividend-stock-fundamentals-analysis-template/ 

Final Thoughts: 

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! 

In this episode, we discuss some of the most popular methods to value a company. 

---
0:00 - Intro
3:06 - News of the week
14:47 - Our thoughts on the different valuation metrics
35:11 - Listener questions
53:30 - Stock pick of the week
---  

We started with the news of the week:
👉  EuropeanDGI strikes again as we discuss Emanuel Fabel stepping down as CEO of Danone
👉 We discuss Chamath Palihapitiya and why virgin galactic dropped 18%
👉 finally we discuss the US treasury Yield and why it is important that it is rising so fast   

Main topic:
We discuss the following valuation metrics: P/E ratio, Price to Book, Price to Sales, PEG ratio, Dividend Discount Model, Discounted Cash Flow, Dividend Yield  

Listener Questions:
This week we received several questions again from our loyal listeners   
Phil Segler - Which incoming dividend payment do you normally cherish the most? (For me - even though not the highest - I like my monthly $O the most). eDGI: Which CEO do you want to see next resigning?
Dividend Wave - Which CEO is annoying you enough at the moment (and why?) that may deserve one of your tweets-of-soon-to-be-unemployed-CEO*?
Dividendencheck - I recently saw a video from @ppcian about his speculation strategy. Do you also own more speculative stocks/assets or do you focus exclusively on dividend stocks ?
Tommy - What do you think about $LEG Leggett & platt inc. great podcast!
Arrozdetom - If there’s a 20-30% pull back in the market will you do anything special? A lot of people talk about consolidation of portfolio. What do you think about that? How often do you make buys in 1 month? I tend to do it all in one day so I don’t get tempted to time the market. Also i find a bit stressful to look at a stock hoping for a better entry point.
Tony - What financial media do you read and would recommend to others?  

Stock pick of the week:
eDGI shares his stock pick of the week. This time a US dividend aristocrat?  

Resources:  
- Aswath Damodaran http://people.stern.nyu.edu/adamodar/New_Home_Page/biomission.html-
Finding the WACC of a company: https://www.stock-analysis-on.net/ or www.finbox.io    

Final Thoughts:
We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!  

At your service,
- Engineer My Freedom -🕊 https://twitter.com/EMF_01    
- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI
----  
Useful links:
- EMF’s  Blog: https://www.engineermyfreedom.com/
- European DGI Blog: https://europeandgi.com/

In this episode, we are running through some more earnings from Realty Income, BASF, Red Electrica and Munich RE and more!

We started with the news of the week.

👉  AT&T made the headlines with DirecTV again. Check out our thoughts and maybe a mini rant from european dgi

• We discuss no fewer than 7 companies' earnings reports. It really is a marathon at this time of the year. But we love it!
  

Listener Questions:

This week we received several questions again from our loyal listeners

Phil Segler - How did your risk tolerance develop over the years? How did the size of a "standard purchase order" develop? (Example for me in the beginning it was 1k, then for a bit rather 2...3k, now moving towards 4...5k per order)

Dividend Dane - Question - “Falling in love” with certain stocks in both your portfolio and your watchlist is very common. Do you ever try to evaluate if there are better options out there?

Piotr - Do you have any rules or hints for averaging down? Actually, I increased Unilever after first drop and now seeing further drops have no idea about further increases

Tiago Dias - What do you think about using profit margins as a proxy to determine how high a companies PE ratio can be before it becomes a bad deal? i.e: $MSFT has around 36% profit margin, so a PE of 35 might be a better deal, compared to $ADM with margins around 5% and a PE of 17

Eduardo Garcia (aka Enzo):  HI DGI, questions for the next program AHOLD DEL... report some issues related to pension programs in USA and EU, this is good or bad? or maybe normal.  And why don’t European companies need to file something like a quarterly 10K?

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

----

Useful links:

• EMF’s  Irish 5 including Glanbia https://www.engineermyfreedom.com/the-irish-5-the-five-best-irish-dividend-stocks/
• Red Electrica Stock Analysis by European DGI: https://europeandgi.com/stock-analysis/red-electrica-a-juicy-dividend-yield-but-at-what-cost/
  

In this episode, we are running through some of the consumer staples earnings reports ($BN $WMT $AD $NESN ). The Big Question is - What will we both do with Danone after an 8% dividend cut?

----

We started with the news of the week.

👉 European Dividend Growth Investor shares an video on The RobinHood / GameStop hearings

Check out the video: https://www.youtube.com/watch?v=7O0DiAJYReQ

👉 EMF shares FireHQ seminar. FIRE (Financial Independence Retire Early) is a lifestyle movement that is changing lives everywhere as it spreads throughout the world. Faced with the reality of a global pandemic so many people are looking for an alternative way to take control of their finances and in turn creating life freedom for themselves and their families. Check out the seminar here - https://www.firehq.ie

Main topic: Consumer Staples reporting their earnings

• Few quick takes ($BATS $AMS:NN $ETR:ALV)
  

Listener Questions:

This week we received several questions again from our loyal listeners

1️⃣ Phil - Portfolio management: any sectors that are currently overweighted/underweighted that you want to adjust?

2️⃣ Dividend Dane

3F’s - Do you browse through a few selected? Like Berkshire Hathaways, to see what the big funds are doing? (I for one loved seeing Buffett buying +4 million shares of $ABBV)

Link provided by dividend wave -  https://www.dataroma.com/m/home.php

3️⃣ DoctorInvesrsor - Someone as to ask...thoughts on Danone’s dividend cut? Will you guys keep it or sell it?

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

----

Useful links:

• EMF’s top european dividend companies https://www.engineermyfreedom.com/top-10-european-dividend-growth-stocks-for-2021/
  
• BATS by European DGI: https://europeandgi.com/2020/07/28/british-american-tobacco-will-it-help-you-in-building-a-better-tomorrow-bat-shares
  

In this episode, we are running through some or the earnings reports from this week ( $PEP $KO $CSCO $HEIA $RELX $OR ). It really feels like there isn’t coming an end to it, but this is also what we love so much. Great dividend growth companies reporting earnings and dividend increases.

But before we go there, we will first introduce our guest Dividend Wave to you including some rapid FIRE questions. But like always, we also discuss the news of the week and a stock pick of the week. 

We started with the news of the week. 

👉 European Dividend Growth Investor shares an interesting fact about Bitcoin’s world wide energy consumption

👉 Dividend Wave shares the news about Tesla. The company started to buy bitcoin and he shared his thoughts about the accounting of it.

👉 EMF shares his reflection on the news that Tesla had to call back 12.000 cars to fix an issue

Main topic:

A brief look at the different companies reporting their FY 2020 earnings.

Listener Questions:

This week we received several questions again from our loyal listeners 

1️⃣ Phil - Assume a market at ATH, what would you do:

a) Stay with your key stocks, even if they are expensive

b) Wait until markets cool down

c) look for new companies on page 10 of google

2️⃣ Peter from Belgium (via email)

Do you take into account double taxation of dividends when selecting a stock?

For example: when I receive dividends from American stocks in Belgium it is taxed in the US at 15% and then again at 30% in Belgium. So almost half of the dividend is lost to taxes.

3️⃣ Rafa - Hi! I have a question, once you spotted a good company DGI, how do you assess when is the good moment to buy?do you trust only your CFdiscount model for valuation or do you look at PE forward, Shiller ratio, EV/EBITDA, FCF yield or FCF for Equity vs historical? 

4️⃣ Richlan -  How do you develop a buying strategy. Like I'm having trouble deciding how big my positions in each stock should be?

5️⃣ Piotr - When starting to build a div portfolio would you go for high yield but low growing stocks to boost investing capital at the beginning or would you focus on lower yield but high div growth?what is your favorite austrian stock? Mine is "mayr melnhof" from a dividend growth point of view

6️⃣ Dividendencheck - What is your favorite Austrian stock? Mine is “Mayr Melnhof” from a dividend growth point of view.

7️⃣ Dapper Dividends - What is an underrated dividend analysis metric?

Stock Pick

Last but not least, Dividend Wave shares his stock pick of the week. This week he shares his thoughts about Home Depot  

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01   

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

- Dividend Wave - 🕊 https://twitter.com/DividendWave 

---- 

Links mentioned in the show:

EMF’s post about Cisco: https://www.engineermyfreedom.com/cisco-q2-2021-earnings-review/ 

As mentioned by Dividend Wave: http://yieldchart.com/ 

As mentioned by European DGI: https://europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/ 

In today's episode we're going through the fourth quarter (Q4) and 2020 annual reports of the following companies:  

• $ABBV - Abbvie 
• $RDSA - Royal Dutch Shell 
• $UNA - Unilever 
• $AFL - Aflac 
• $XOM - Exxon Mobil 
• $AMZN - Amazon 
• $GOOGL - Alphabet 
• $CB - Chubb 
• $ABB - ABB limited  

We also answer several listener questions and EMF shares his stock pick of the week.  

Link to MattMoney 50K loss video: https://youtu.be/sFfI3Xh9vLY

Follow us via: 

• www.engineermyfreedom.com 
• www.europeandgi.com

In this episode, Our Guest Dividend Dane joins us to discuss REITs and if they make a good investment choice for dividend growth investors. 

We also take a look a look at the earnings of $T $SAP $MSFT and $AAPL