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Dividend Talk

Dividend Talk

By Dividend Talk
Dividend Talk is a weekly podcast where two Europeans discuss Dividend Growth Investing and related news about the stock market from within our community.
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EP #58 Q2 Earnings Season has started
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
45:56
July 24, 2021
EP #57 German perspective to dividend growth investing
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/
01:07:21
July 17, 2021
EP #56 Q2 2021 Portfolio Review
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!
51:52
July 10, 2021
EP #55 - A discussion about some lesser known European Stocks
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: Soitec - $EPA:SOI Teleperformance - $EPA:TEP Avast - $LON:AVST GN Store Nord - $CPH:GN Coloplast - $CPH:COLO-B EssilorLuxottica SA - $EPA:EL 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!
46:04
July 4, 2021
EP #54 - Fresenius SE dividend stock review
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!
42:41
June 26, 2021
Ep 53 Pay down your mortgage or invest your spare cash!
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. 
55:55
June 20, 2021
EP #52 Dividend Talk 1 year Anniversary
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
48:06
June 12, 2021
Ep #51 The wheel Options trading strategy
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!
52:18
June 5, 2021
EP #50 Has Bayer made the worst acquisition of the decade!
In this episode, we discuss Bayer and its acquisition of Monsanto. With the ongoing litigation, is this the worst acquisition of the decade?
55:13
May 28, 2021
Ep #49 | Are we buying or selling AT&T | And more: $CSCO $ABBV Listener questions
After the big news from AT&T, EMF and EDGI discuss the deal and why they are holding or selling their shares. We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure. We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at ciscos earnings. Main topic: We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling? We finish up the show with questions from the community Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done) Odysseus -> On annual meetings, you guys usually vote for or against the company reporting lobby activities on areas such as Climate Lobbying (Oil industry) or shareholders proposing reports on sugar and public health ($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
54:06
May 22, 2021
EP #48 - Growth investing with Wolf of Hardcourt Street
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!
01:06:02
May 15, 2021
Ep #47 | More Q1 Earnings 2021
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
47:47
May 8, 2021
EP #46 - Small Cap Dividend stocks with Russ from Dapper Dividends
A new episode in which we discuss investing in small cap dividend stocks. Special guest: Russ from Dapper Dividends
01:03:01
May 1, 2021
EP #45 | Q1 Earnings 2021 | $T $NESN $KO $BN $INTC $OR $IBM $KMB
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 Phil - Is there any company where you would love to see a spin-off or a bigger merger/acquisition in 2021? 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? 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? 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? 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? Taurus Invests -  Do you utilize your CGT allowance of 1270 every year? Tony- Imagine you are only allowed to invest in one single stock. Which one of your portfolios would you choose? 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
58:14
April 24, 2021
EP #44 | A conversation with Ian Lopuch about Dividend Growth Investing | Part 2
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: What Retail investors could be more aware about How PPC Ian developed his strategy over the years Whether he owns any Tech stocks and his thoughts about investing in Tech Philosophy regarding cash His thoughts about Danone vs Nestle How to avoid value traps How to engage kids with investing 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
01:04:24
April 16, 2021
EP #43 | A conversation about Dividend Growth Investing with Ian Lopuch | Part 1
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: Global Tax Credit Suisse How Ian got started in Dividend growth Investing Ian’s purpose from and Investment point of view 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
01:01:02
April 9, 2021
EP #42 - Q1 2021 Portfolio Review
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
57:30
April 3, 2021
EP #41 Are Intel a Classic Turnaround company
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
58:44
March 27, 2021
EP #40 Should Dividend Investors be worried about rising interest rates?
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 The Roblox IPO and if he is buying shares Nike Earnings Diageo’s Expansion in the US market 👉 EDGI Discusses Faber quits after investor pressure 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
55:55
March 20, 2021
EP #39 - Why did EMF sell his shares in Coca-Cola? [$KO $VZ $UL $BN $BATS $RDSA]
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  Verizon raising capital through the sale of bonds  Unilever Bans the word Normal from their beauty products  Football Index loses is gamblin licence in the UK  👉 EDGI Discusses British American Tobacco Takes 20% Stake in Organigram  Shell CEO takes large pay cut after bruising 2020  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! 
53:57
March 13, 2021
Our thoughts about popular valuation metrics | Dividend Talk | Eps 38
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/
59:56
March 6, 2021
Ep #37 - Its a marathon and not a sprint. Yet more earnings! | $O $BASF $REE $MUV2
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/
52:55
February 27, 2021
Ep #36 - 4 Consumer Staples reporting their earnings | what will we do after Danone dividend cut? (Danone $BN | Walmart $WMT | Ahold Delhaize $AD | Nestle $NESN)
In this episode, we are running through some of the consumer staples earnings reports ($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
56:06
February 20, 2021
Ep #35 | Earnings Season Continued | $PEP $CSCO $KO $HEIA $OR $RELX $HD
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/ 
01:06:40
February 13, 2021
2020 Annual Results from dividend stocks [$ABBV $RDSA $UNA $AFL $XOM] | Dividend Talk | Eps 34
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
01:00:43
February 6, 2021
Ep #33 What is a REIT and should you Invest in them
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
01:10:12
January 30, 2021
EP #32 - How to spot a company in decline
In this episode, We talk about earnings from $INTC and $IBM.  EDGI also talks about his learnings when trying to spot a company in Decline. As usual, we take questions from the community and EDGI gives his stock recommendation this week
44:16
January 23, 2021
EP #31 - Is Intel going down the swanny?
The main topic of this episode is a conversation about Intel Corp. We will look at their business, their fundamentals and their valuation. EMF is quite bullish on Intel whereas eDGI is rather bearish. Listen to this episode and let us know what you think!
44:53
January 16, 2021
Ep# 30 - 4 Interesting upcoming European dividend announcements
In this episode we look at the earnings results of $WBA and speculate on the upcoming announcements of 4 big European dividend companies
43:17
January 9, 2021
EP #29 2020 Q4 Portfolio Review
This week we reviewed both our portfolios in relation to its Q4 performance. EDGI and EMF look at their portfolios in relation to dividend growth and also to the growth of the S&P 500 EMF Shares his European aristocrat stock pick of the week
38:32
January 3, 2021
EP #28 Our Reflection on 2020
This is our final podcast of the year. We shared our reflection on 2020 on our portfolios, blogs and podcast. Thanks to everyone for your support.  Merry Christmas and we will see you in the New year
47:19
December 27, 2020
EP #27 - The ultimate dividend stock to buy our kids this Christmas
In this episode we are already getting in the mood for the upcoming Christmas holiday break. This episode we dedicated to the ultimate dividend stock we would buy for our kids right now. Off course, EMF and eDGI are who they are so there’s definitely a catch to it ;-) Having said that, we started with the news of the week. 👉 European Dividend Growth Investor shares his thoughts on the acquisition of Biotelemetry by Philips in a 2.3 bln Euro all-cash transaction. He just wrote a post about Philips as well: https://europeandgi.com/2020/12/18/philips-stock-analysis-is-now-a-good-time-to-buy/ He also reflects later on Unilever who decided to spend money on advertisements on Facebook again after an earlier ban. 👉 EMF shares his news about the FireEye hack and a potential state sponsored attack. They both reflect on the risk of being fully digital with your wealth. Main Topic: EMF and eDGI share their choice regarding the ultimate dividend stock to buy for their kids at Christmas Listener Questions: This week we received multiple questions from our loyal listeners. Phil - How much time do you normally spend before making an investment decision? Any "safety timer" so that you do not spend too much time reading more and more documents/news/reports? Dividend Dane - Do you have views on geographic allocation? US, Europe, Asia (incl. Australia/NZ), Emerging markets etc. Piotr - how to allocate different currencies and how to mitigate currency risk. Especially here I am curious how do you @European_DGI  handle this living with PLN and high fluctuations of it. Also Letus Compound asked this: How to incorporate the current rise of the euro vs the dollar in valuation models? Is this opportunity or not? Lets compound - How long do you have 'patience' with a stock? For example a company with strong and growing profits, but for some reason the stock price doesn't follow.(small stock, underfollowed,...) East_set - What do you think about market timing. I am unsure if investing right now is a wise decision as many people expect a downturn. On the other hand every study suggests that trying to time the market and staying out of it for longer leads to less returns ? Rafa Martinez Valera - I want to ask if you have reviewed Logista(LOG)seems like a DGI but very thin margins and 2020 free cash flow (very positive)affected by changes in IRFS 16 Kurt - Which techniques do you both use WHEN to write a call or put on your shares? Stock Pick Last but not least, EMF  shares his stock pick of the week. It’s a Sweedish REIT who are leading the way in sustainability. 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
48:44
December 20, 2020
EP #26 - Our top 5 Sector Allocation and Why?
In this episode we are reflecting on our Sector Allocations. These allocations can have a heavy impact on your portfolio if not considered properly. As an example, the Energy sector has been weakest performing sector Year To Date and being overweight in this sector could have had severe consequences in pursuit of your goals. We started with the news of the week 👉 European Dividend Growth Investor shares his thoughts about the recent IPO of AirBNB and the news about the first person being vaccinated in the UK. 👉 EMF shares his excitement about the upcoming Hurling final in which his hometown is one of the finalists. Main Topic EMF and eDGI share their top 5 Sector Allocations in their portfolio. They reflect both on their current top 5 and their desired top 5. They also share their rationale for having these target allocations and why it matters to them. Listener Questions This week we received multiple questions from our loyal listeners. 1️⃣ Phil - With regards to your favourite stocks: Do you want prices to go up or down? (Dividend Investors know the struggle :) 2️⃣ Sego Investor - Do you guys use the moving average to get the buying price? If yes which one? 3️⃣ Wolf of Hartcourt Street - Have you had a look at $IIPR yet? (More so for @EMF_01 but applies to you too @European_DGI ) 4️⃣ EasyMoney - Why $AD is the best retailer of Europe? 5️⃣ DividendMVP - How do you come up with a fair value of a stock? 6️⃣ Centrino - Hello, sometimes I see people making selling/buying decisions based on the RSI. Is this index a good starting point ? What other indicators could we use to make better decisions ? 7️⃣ Just Dividends - Now that the year is nearly over - did 2020 impact your strategy or allocation targets? 8️⃣ Kiing - Why has €ORA lost 3% this morning? 9️⃣ Dividend Dane - What are your views on diversification needs in a portfolio of 10K, 50K, +100K invested. Early accumulation phase vs. later stages when risk management and protecting the principal becomes more important I guess Stock Pick of the week Last but not least, eDGI shares his stock pick of the week. It’s a Spanish stock which is trying to be a front-runner to make the European Green Deal a reality. 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
01:03:19
December 12, 2020
EP #25 - Should you buy Siemens AG after a dividend cut?
In this episode, we review Siemens AG after their recent dividend cut. We also answer some questions from our community
49:38
December 5, 2020
EP #24 - Dividend Investing Tax
In this episode we have robin aka the secret investor as a guest to talk about dividend investing taxation.
49:27
November 28, 2020
EP #23 Berkshire Hathaway
In today's Episode we take a look at Berkshire Hathaway's recent 13 F We answer some questions from the community and EMF gives his stock pick of the week
46:02
November 21, 2020
EP #22 - Investing in Uncertain times
In this episode, we are discussing how we invest in uncertain times. What have we learnt from previous volatile markets and how has that shaped our behavior? We are not top notch professional investors. We are retail investors and we love to share our experiences with you so that you can learn from our mistakes and successes. Like always, today we also discuss the news of the week and European Dividend Growth Investor’s stock pick of the week (new style). ----- 0:00 - Intro & Welcome 2:48 - News of the Week 8:50 - Investing in Uncertain Times 33:50 - Listener Questions 44:08 - eDGI's Stock Pick of the Week ---- We start with the news of the week. 👉 Engineer my Freedom shares his thoughts on a football club in the premier league that pays dividends. Do you want to own a football club? 👉 EMF also reflects on the thoughts about what a Digital Euro might mean for us as European citizens. Will this be the end of money as we know it? Main topic: Investing in uncertain times. Listener Questions: This week we received multiple questions from our loyal listeners. 1️⃣ Phil- f not covered by the news of the week: $CSCO up 6...7% - did you expect that? 2️⃣ Phil - What are the last goals for your portfolio in 2020? 3️⃣ Dividend Dane - Noble 30 - Will Siemens be replaced in the index? Also - who will replace Sodexo? 4️⃣ Dividend wave - My question: $ABBV dividend on the 16th just reinvest at this price ? Or wait for a pullback? If pullback which price range would you look to add? 5️⃣ Io Charts - - My question on the European front is if either of you ever looked at $RR.L (Rolls-Royce). Stock Pick Last but not least, European DGI shares his stock pick of the week. This week he shares a Dutch supermarket chain as a dividend income stock. Final Thoughts: We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! At your service, - Engineer My Freedom -🕊 https://twitter.com/EMF_01 - European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI
51:57
November 14, 2020
EP #21 - Why the balance sheet of a company is so important to us
In this episode, we talk about Walgreen's new joint venture, Digital currency in Europe and we discuss why the balance sheet of a company is important to us. We talk through each part of the balance sheet and explain what Assets liabilities and shareholder equity is. We discuss why Goodwill can be both positive and negative and also what to look for with pensions. We answer some listener questions and this week EMF chose to analyse an Irish company for his stock pick of the week
01:07:58
November 7, 2020
EP #20 - Earnings from Microsoft, Novartis, Hasbro and many more
This week we are discussing the recent earnings announcements of Hasbro ($HAS), Microsoft ($MSFT), Royal Dutch Shell ($RDS), Sanofi ($SAN) and many more. This was again a very busy week for dividend growth portfolios, because some of these are typically foundational stocks for many dividend growth investors. ----- Did you know that we are ranked as the #1 Dividend Podcast? Check it out here: https://blog.feedspot.com/dividend_podcasts/ ----- News from the week: eDGI and EMF don’t really want to talk about COVID-19 and the lockdowns, so they shared some lighter news about Football (Liverpool, Barcelona, Juventus) Main Topic: The earnings from the aforementioned companies and companies like Apple ($AAPL), AMD ($AMD), Novartis ($NOVN), Chubb Limited ($CB), SAP SE ($SAP) After the main topic we addressed several listener questions: Anthony Lopes  - What do you both think of the Ant Group IPO? Centrino - Of course! What would be the best day to buy dividend stocks at the best prices next week, US election. Monday? Tuesday? Wednesday? Or better wait until the end of the week? Or the week after? And what sectors should benefit from each winner? Dividend Wave - Going on a the second frenetic week of earnings. So far which have stuck out the most to you (positive/negative/totally surprising/however you want to classify it) Phil - Given the choice of any business lady/man or famous investor in the world, whom would you want as a dinner guest? What do you prefer more - well known brand to the public or a hidden champion in a specific sector? 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
46:10
October 30, 2020
EP #19 - Earnings results from Dividend Day
In this episode, we discuss the Q3 Earnings results from AT&T ($T), INTEL ($INTC), UNILEVER ($UNA), DANONE ($BN), COCA COLA ($KO) and more. Stay tuned for our listener Questions and also our stock pick of the week
50:26
October 23, 2020
EP #18 - Our thoughts on Walgreens and Johnson & Johnson earnings
This week we are discussing the recent earnings announcements of Walgreens ($WBA) and Johnson & Johnson ($JNJ). We are both very excited that earnings season has really started now.  There are many great Dividend Aristocrats and European Noble 30 members reporting earnings in the upcoming week. Actually, we declared next week 22 October as #DividendDay.  Several great companies are reporting their earnings on that day: Unilever ($UL $UNA) Hermes International ($RMS), L’Oreal ($OR), AT&T ($T), Coca-Cola ($KO), Intel Corp. ($INTC), Kimberly-Clark ($KMB).  Just join us Thursday 22 October at 10.30 CET or 9.30 GMT and let’s share our thoughts on those earnings reports. Send EMF or European DGI a message on Twitter or via their blogs and we’ll make sure that you’ll get included.  News from the week: EMF shares his reflection of the recent decision from IBM ($IBM) to spin off a part of the company. https://arstechnica.com/information-technology/2020/10/ibm-to-split-into-two-companies-by-the-end-of-2021/  eDGI shares the news that Mexico put a ban on a dozen of global dairy brands. They seem to not live up to the standards that the Mexican government has described. https://www.reuters.com/article/mexico-dairy/mexico-bans-global-brands-dairy-products-for-breaching-standards-idINL1N2H50WE  Main Topic: EMF shares his reflection on the latest earning report of Walgreens. He is pretty happy with their earnings and feels that the company held up nicely during COVID-19. He also shares his thoughts about how he sees the company transforming very rapidly in a digital enterprise  eDGI shares his reflection about Johnson and Johnson in which he is very impressed with again a “Clock-work” quarter of earnings. He shares a bit more about the highlights of their sales and earnings which investors should be aware of.  After the main topic we addressed several listener questions:  Phil - Hypothetically, if the current CEO of a company stepped down, and you had the choice between the CFO or CTO to step up as next CEO - who would you choose, and why?  Danny - Any thoughts on space stocks such as Momentus thats meant to IPO start of 2021? Dividend Newbie - How long does it normally take to do a thorough analysis of a company before you feel ready to invest?  Dividend Wave - 1 growth stock you have on the watchlist or have bought. and why? Check out Christophers analysis here https://seifelcapital.substack.com/p/sea-limited-nyse-se-summary-research RepStones - You buying BP at this level? Last but not least, we both shared our stock pick of the week.  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
42:43
October 17, 2020
EP #17 - Munich RE. A dividend Stock Review
In this episode, we analyze Munich RE $MUV2 who have an impressive dividend-paying history.   We also answer 11 questions that were posted to us from our community. Hope you enjoy 
45:30
October 10, 2020
EP #16 - Q3 Dividend Portfolio review
this week we reviewed both our portfolios in relation to its Q3 performance.  We started the show with the news of the week  EMF asks European DGI about his opinion of Unilever's HQ move to the UK. eDGI shares his historical perspective for this move and why it makes sense to choose the UK. He does bring up the point though about its dividend reliability if Unilever starts to use the British Pound as their base currency. Will it mean that Euro investors will be exposed to additional currency risk? https://www.thisismoney.co.uk/money/m...  EMF also shares the recent news about Shell. Shell is planning to cut up to 9000 jobs and we talk about what it might mean for the company. https://edition.cnn.com/2020/09/30/bu... EDGI shares his thoughts about Bayer. Bayer just announced an adjusted performance outlook. It also gave a heads-up about upcoming impairment charges in its agriculture business. What to do with Bayer, that’s really the question. https://www.investor.bayer.com/en/nc/... Last but not least, EMF and eDGI also share their support for Beurswolf’s S&P500 major league. They find it a very interesting and competitive contest. They’re recommending everyone to join the contest via Twitter. https://beurswolf.com/2020/09/28/sp50... Main Topic: The main topic was about reviewing their portfolios and how it performed in Q3 2020. eDGI’s income from dividend was still growing strongly while his absolute portfolio value stayed flat. This was mainly due to a drag down in his Oil stocks and net new monthly contributions. EMF mentioned that Q3 was all about cleaning up his portfolio. He sold 15 positions and started to put strength back in his portfolio by focusing on high quality positions, Also EMF enjoyed a strong growth in his year-over-year dividend income. Listeners Questions: This week we answered the below questions: Andrew - I have been assessing Glaxosmithkline (GSK) and have opened a small position. What do you think of this as a good pharma purchase.  Danny - Thoughts on how Trump catching Covid might affect the presidential race along with the stock market ? Centrino - $XOM : buy now for its high divi (oil is still there for many years) ? Or run away, because future is electric and gaz? Letuscompound -  Thoughts on our favorite laggard Shell?    30 min rant from edgi please :) Phil -  Is taxation a reason for you not to invest in something  Gerry Farrel - Any thoughts on Neste Oyj?  Neste Oyj is a Finland-based company engaged in the refining and marketing of petroleum and petroleum products Last but not least, we both shared our stock pick of the week.  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
56:56
October 3, 2020
EP #15 - Diageo. Is it worth buying?
This week we discuss Diageo and comb through the financial reports to see if it is a buying opportunity for this dividend stock.
56:57
September 26, 2020
EP #14 - Portfolio Management
This week we had our Dividend Quiz Winner on the show to discuss portfolio management.. We started the show with Phil introducing himself and gave a brief background of his investment background We followed this with some quickfire questions to help us get to know our guest a little better. There was one really tricky question in there and EDGI would not give Phil a free pass. On the news of the week, EMF shared his thoughts on one of the Irish banks placing caps on savings and ponders what's to come down the road. will this be the catalyst for more people to get involved in investing? https://www.independent.ie/business/personal-finance/ebs-is-the-first-bank-to-impose-a-cap-on-savings-39543742.html eDGI shares his reflection on popcorn time with  Nikola and the fake it until you make it approach. As a passionate investor EDGI is keeping a keen eye on this story Our Guest talked about an article on Bloomberg where wealthy families are taking companies/equity from the stock market again. If the wealthy are cashing out, than what is left in the pond for the rest of us Main Topic: The main topic was about portfolio management. We discuss How many Companies we  hold in our portfolio? How we ensure Sector allocation within our portfolio? How we track our portfolio performance? We also discuss how we manage the feeling of adding shiny new stocks to our portfolio. Listener Questions: Andrew Driver  -  I have a question for the Podcast, what are the presenters view or opinion on Investment Trusts, such as The City of London Investment Trust. This trust specializes in income and has a Dividend Yield of 5.87%. It has management costs cumulatively from what I can make out of 0.72% per year. I have also included there top holding below. Stuart Hayes -  Considering the bearish direction of the market do you think more value will be got investing monthly or weekly? I'm currently putting 35 quid a week into a pie on Trading212. Thanks The Wolf of Harcourt Street - What portfolio management tools (websites or apps) do you use outside of Excel or G Sheets? RepStones - As the big fossil fuelers move into renewables, who do you favour to lead the pack? Also are there any straight renewable resource companies you'd invest in right now? Check out the article from danny below https://medium.com/@DansInvestments/vestas-wind-systems-a-s-big-renewables-why-i-m-buying-9d028d2e85c7 Investment Talk™- What disruptive trends are you most bullish on? Examples: Payments, E-Commerce, US gambling, etc Last but not least, we both shared our stock pick of the week. There was a REIT, a semiconductor company and a word of warning from EDGI 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
46:13
September 21, 2020
EP #13 - Why savings rates matter
This week we are discussing our savings rate and why saving rates matter. We started the show with a brief reflection on the news of the week. EMF shared his reflection on the news that Apple is making an update to the iOS 14 policy, which in practice will make it harder for game streaming services such as Google Stadia and Microsoft cloud to to upsell their services. This seems to be just another chapter in the “Epic” battles that Apple is fighting. https://www.cnbc.com/2020/09/11/apple-app-store-new-rules-will-affect-google-stadia-microsoft-xcloud.html eDGI share his reflection on Astrazeneca and the fact that they paused their clinical trial. The vaccine trial was paused because a woman in the United Kingdom experienced symptoms of a rare neurological disorder called transverse myelitis. https://finance.yahoo.com/news/astrazeneca-covid-19-vaccine-trial-015441346.html Main Topic: The main topic was about our savings rates. Why does the savings rate matter to us as dividend growth investors? What were the biggest changes in our investing life that increased your savings rate? What savings rate are we aiming for? How does the savings rate impact your financial independence topic? What’s the savings rate rule of thumb? What savings ideas do we still have to act on?
48:55
September 11, 2020
EP #12 - How to Value Growth Stocks with Investment Talk
This week we are joined by Investment talk who shares his knowledge on growth stocks. Investment talk shares tips on what is a growth stock, how  to value them, and what his exit strategy is.  We also discuss our stock picks of the week and also what Investment Talks' favorite stock is.
01:11:11
September 5, 2020
EP #11 - Our Top 5 Portfolio holdings
We started the show by sharing our news of the week.  European DGI shares his reflection on United Airlines which considers to lay-off 2850 pilots if the US government doesn’t provide additional aid. eDGI is quite explicit in his opinion on this topic and criticizes the lack of leadership from their board of directors. Are airline stocks the new bankers? https://cnb.cx/2D8xsBZ EMF shares his reflection on the fact that Exxon Mobil dropped from the Dow Jones Index after 92 years! He also briefly touches on the topic of ethical investing and what it means for a company like Exxon.  https://bit.ly/2EBKM2C Last but not least, EMF also shares his reflection on a recent blog post from Wealth Accumulated regarding inflation. What could this mean for our portfolio. Should we be in growth stocks, bonds or value stocks? https://bit.ly/3jigals Main Topic: EMF discusses his top 5 portfolio holdings. He was a bit surprised by the amount of AT&T in his portfolio compared to the other holdings. He has also a high dependency on their dividend when looking at the total portfolio dividend income. For now it’s actually fine, because he’s still in the accumulation phase. eDGI also discusses his portfolio holdings. His top 5 has both Microsoft and Apple in there. He didn’t invest a lot of capital into both stocks, but the recent tech rally just inflated his positions in both of them. It is also interesting to see that his top 5 of portfolio holdings by gross dividend income look almost entirely different. He briefly reflects on how he feels about it and he also shares his story about how he’s dealing with Omega Healthcare Investors. Listener Questions: We also addressed two listener questions. Michael Griffin - How to recoup taxes from the french government for Danone? You need to fill in a Form 5000 to confirm your residence status: http://www.ambafrance-uk.org/IMG/pdf_...  After that you can fill in the Form 5001 to get your withholding tax back: http://www.ambafrance-uk.org/IMG/pdf_...  Călin Ciurariu: what’s your thoughts on Inditex (parent of Zara/Bershka) and BMW? Last but not least, we both shared our stock pick of the week. eDGI suggested to start buying a few shares every week in the spirit of Ian Lopuch and Dapper Dividends. Enjoy the show and we're looking forward to your feedback in the comment section.  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 >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
40:59
August 29, 2020
EP #10 - When to Sell Stocks
In this episode we talk about when we will sell dividend growth stocks We have a brief look at the news where the focus is starting to turn on the American presidential election in November.  How will this affect your portfolio! Some Dividend Companies we talk about are Disney, Danone, Shell Apple, and Microsoft Enjoy the show and we're looking forward for your feedback in the comment section. While you're add 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 Links: eDGI’s Portfolio Allocation Strategy: https://europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/ A great series of articles about hedging your portfolio: https://seekingalpha.com/article/2177103-the-time-to-hedge-is-now-do-it-for-less-part-i
43:14
August 22, 2020
Ep #9 - How we perform fundamental analysis
In this episode, we talk about how we perform fundamental Analysis. We look at 6 key areas such as financial strength and valuation. Using Macrotrends.com we can gather the bulk of the data needed to complete financial analysis We have a brief look at the news where EMF chats about the UK and claims of a recession and EDGI speaks about the Champions League match between Barcelona and Bayern Munich Some Dividend Companies we talk about are Cisco, Heresy, British American Tobacco and FedEx Enjoy the show and we're looking forward to your feedback in the comment section. 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 Gsheet - https://docs.google.com/document/d/1uLW4XSYVMbfVSZBB43j6VoPBN61-2A9ihMLwD_1iVj8/edit?usp=sharing Yacktman Investing -  https://amgfunds.com/products/yacktman_fund_yackx.html Chowder rule - https://seekingalpha.com/article/3591016-using-chowder-number-to-select-dividend-growth-stocks-from-1995minus-2014 The single best investment- https://amzn.to/2Cyt1QQ
41:30
August 15, 2020
Ep #8 - Our Dividend Investment Mistakes
In today’s episode we discuss our Top Dividend investment mistakes and what we learned from these mistakes. Some of the companies included are Tanger Factory Outlet Centers (NYSE: SKT) ,  Tupperware (NYSE: TUP) and General Electric (NYSE:GE) We would love to learn from our community so please feel free to share some of the Dividend Investment mistakes you have made.
41:11
August 9, 2020
Ep #7 - Analyse Dividend Growth Stocks Earnings
Welcome back to another episode of Dividend Talk. Tune in to hear us analyze the recent earnings reports  this week from  Dividend Growth Companies in the Tech and healthcare industry. Enjoy the show and we are  looking forward to your feedback in the comment section. 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 Facebook Page -  https://www.facebook.com/Dividend-Talk-112158870588837/ Link to Danone Earnings Center: https://www.danone.com/investor-relations/results-center.html Links to ADP Earnings: https://s23.q4cdn.com/483669984/files/doc_financials/2020/q4/4Q20-Earnings-Release.pdf EMF ADP Review: https://www.engineermyfreedom.com/dividend-review-of-automatic-data-processing-adp/ Pfizer Earnings: https://investors.pfizer.com/events-and-presentations/event-details/2020/Pfizer-Quarterly-Corporate-Performance---Second-Quarter-2020/default.aspx Novartis Analysis: https://europeandgi.com/2020/02/15/stock-analysis-5-reasons-to-consider-novartis-ag/ Podcast relating to Gsheet Analysis: https://anchor.fm/dividend-talk/episodes/Ep-5---How-to-Find-Dividend-Growth-Stocks-egtjj5/a-a2nsfjk
45:25
July 30, 2020
Ep #6 - Lets Talk about Q2 Earnings 2020?
Welcome back to another episode of Dividend Talk. Our main topic for today's show is: Lets Talk about Q2 Earnings 2020? we are joined today with John aka The Money Persuit and we chat about some of the Q2 earnings from dividend growth companies this week. Enjoy the show and we're looking forward for your feedback in the comment section. 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
49:30
July 25, 2020
Ep #5 - How to Find Dividend Growth Stocks
Welcome back to another episode of Dividend Talk. Our main topic for today's show is How to find your next Dividend Growth stock? We both explain our approach in finding Dividend Growth stocks by using practical examples which we are also showing in this video. Examples discussed are the Dividend Champions, Contenders and Challengers list, Cultivator's new mobile app, ioCharts and our own personal Templates. Find a list to all the sources and the templates at the bottom of this description 👇 Credits for the content of this video go to Eric in Paris and Phillip Segler who asked questions in this direction after listening to one of our earlier episodes. Enjoy the show and we're looking forward for your feedback in the comment section. 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 ---------------- Links Referred to in this video: 1️⃣ The Dividend Investing Resource Center - 🔗 https://www.dripinvesting.org 2️⃣ Udemy Course - 🔗 https://www.udemy.com/course/build-a-passive-income-dividend-portfolio-in-12-easy-steps/learn/lecture/4802698?start=0#overview 3️⃣ The Noble 30 Index - 🔗 https://europeandgi.com/2020/04/20/30-european-dividend-stocks-the-noble-30/ 4️⃣ eDGI's Dividend Discount Model and Discounted Cash Flow template - 🔗 https://docs.google.com/spreadsheets/d/1pJfIMl5anTKZ6LNfYQAWXP6L3sSuBkktaC2dnxhNwXE/edit?usp=sharing 5️⃣ eDGI's Template for Stock Analysis - 🔗 https://docs.google.com/document/d/1uLW4XSYVMbfVSZBB43j6VoPBN61-2A9ihMLwD_1iVj8/https://www.udemy.com/course/build-a-passive-income-dividend-portfolio-in-12-easy-steps/learn/lecture/4802698?start=0#overviewedit?usp=sharing 6️⃣ ioCharts - 🔗 https://iocharts.io 7️⃣ Yacktman Investing - 🔗 https://amgfunds.com/products/yacktman_fund_yackx.html 8️⃣ The Single Best Investment (book) - 🔗 https://www.amazon.de/Single-Best-Investment-Creating-Dividend/dp/0965175081/ref=sr_1_1?dchild=1&keywords=the+single+best+investment&qid=1595072085&sr=8-1 And last but not least, pure magic is being delivered by =GOOGLEFINANCE()
47:38
July 18, 2020
Ep #4 - 2020 Q2 Dividend Growth Portfolio Review
In this episode, we chat about the price of gold, Technology Stocks and the Tech sector and review our portfolios for Q2. We also discuss growth stocks Stay tuned also for our stock pick of the week. Please drop a comment below with any questions you would like answered in next weeks show #dividendgrowthinvesting
42:56
July 11, 2020
Dividend Talk - Episode #3 - Guest: Daniel Horic - A Norwegian perspective to Dividend Investing
In this video, we Invite Daniel Horic, A Norwegian Investor to talk about his journey as a dividend growth investor. Daniel will give insights into Norwegian stocks as well as life inside the military.We also compare the Job Numbers from the EU and USA and give our thoughts on what this might mean to european investors.   Check out this link for further reading regarding the Job Numbers:  - https://www.cnbc.com/2020/07/02/euro-zone-unemployment-rate-climbs-to-7point4percent-in-may.html - https://www.nbcnews.com/business/economy/u-s-economy-gains-4-8-million-jobs-unemployment-rate-n1232746   We also discuss our stock picks for this week so stay tuned and let us know in the comment below if you agree with our choices.   We  take questions from our listeners so please drop a comment below with anything you would like us to talk about next week   Thanks for listening  Don't forget to like and subscribe :)    Follow us on Twitter   - https://twitter.com/EMF_01                       - https://twitter.com/European_DGI    Articles we referred to / further reading:  - https://europeandgi.com/2020/06/26/6-dividends-aristocrats-etf-s-which-is-the-best/ https://www.engineermyfreedom.com/dividend-review-of-omnicom-group-omc/
45:42
July 5, 2020
EP 02 - ETFs
In this episode we will talk about AT&T, KLM and ETFs from an European investor viewpoint
45:01
June 27, 2020
EP 01 - Portfolio Allocation
In this video, we will discuss European DGI's portfolio allocation as part of his dividend growth investing strategy. We will also look at one of our subscriber's portfolios and give our thoughts and feedback on what we like or what we would consider.  All that an more with a European flavor!  Don't forget to like and subscribe :)  
31:53
June 20, 2020
EP 00 - Introduction
Dividend Talk is a new weekly podcast in which we discuss dividend growth investing related news about the stock market and from within our community.
35:29
June 20, 2020