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Dividend Talk

EP #229 | Our take on the best Dividend ETFs for European Investors? | & our Thoughts on Greggs Plc

59 min • 11 januari 2025

In this episode of Dividend Talk, we dive into the world of dividend-focused ETFs available to European investors.

In the News of the Week, we explore the recent sharp decline in Greggs' share price following its trading update, despite record sales. Is this an opportunity to buy, or should investors look elsewhere?

The Listener Questions segment tackles a range of intriguing topics:

  • How to prioritise investments when building a dividend portfolio.
  • Why many REITs show negative ROIC vs WACC differences.
  • Expectations for organic growth in diversified dividend portfolios.
  • A thought experiment involving a €50,000 inheritance and turnaround companies.

Finally, we wrap up with stock-specific discussions, including Schneider Electric, PepsiCo, and Eaton, while addressing questions on private equity, T. Rowe Price, and Sonoco Products.

🎙️ Tickers mentioned: TDIV, VHYL, GBDV, FUSD, GGRW, GGD.L, JNJ, PEP, NKE, UPS, PLD, MDLZ, GIS, HSY, TDIV, VHYL, GBDV, ETN, TROW, HASI, SON.

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