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Dividend Talk

Dividend Talk

By Dividend Talk

Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.
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EP #188 | 5 Dividend Growth Stocks from the Consumer Staples Sector | & the biggest dividend payer in the world?

Dividend TalkMar 17, 2024

00:00
57:58
EP #188 | 5 Dividend Growth Stocks from the Consumer Staples Sector | & the biggest dividend payer in the world?

EP #188 | 5 Dividend Growth Stocks from the Consumer Staples Sector | & the biggest dividend payer in the world?

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)
Mar 17, 202457:58
EP #187 | 3 High Yield Dividend Growth Stocks with a Safe Profile | & Our thoughts about the 3M Solventum spin-off

EP #187 | 3 High Yield Dividend Growth Stocks with a Safe Profile | & Our thoughts about the 3M Solventum spin-off

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:

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

Mar 09, 202401:14:59
EP #186 | Evolution Gaming - a Business Breakdown of this top Swedish Dividend Grower with Wolf of Harcourt Street | & multiple Dividend Hikes 🎉

EP #186 | Evolution Gaming - a Business Breakdown of this top Swedish Dividend Grower with Wolf of Harcourt Street | & multiple Dividend Hikes 🎉

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:

  • Jeronimo Martins (JMPTF)
    • 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)
    Mar 02, 202401:11:42
    EP #185 | Earnings from Danone, Vici, Bayer & Agree Realty | & our thoughts on whether you should pay attention to valuation

    EP #185 | Earnings from Danone, Vici, Bayer & Agree Realty | & our thoughts on whether you should pay attention to valuation

    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/

    Feb 26, 202401:08:11
    EP #184 | All about Investment Trusts & why they fit into a Dividend Growth Portfolio | Incl. many UK examples

    EP #184 | All about Investment Trusts & why they fit into a Dividend Growth Portfolio | Incl. many UK examples

    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

    Feb 17, 202401:20:43
    EP #183 | Earnings from 6 Popular Dividend Stocks | & our answer to 5 must have European Dividend Stocks

    EP #183 | Earnings from 6 Popular Dividend Stocks | & our answer to 5 must have European Dividend Stocks

    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!

    Feb 10, 202401:22:48
    EP #182 | An interview with Chuck Carnevale aka mr Valuation | & more: Meta Platforms declaring first Dividend
    Feb 03, 202401:24:32
    EP #181 | 2024 Earnings Season has Finally Started | + lot's of Dividend Hikes 🔥

    EP #181 | 2024 Earnings Season has Finally Started | + lot's of Dividend Hikes 🔥

    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:

  • LVMH (MC.PA)
    • 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)
    Jan 27, 202401:16:44
    EP #180 | Early Retirement & Living off Dividends by the Canadian Dividend Investor | & expected dividend growth in Europe
    Jan 20, 202401:37:47
    EP #179 | What to do when there seems nothing on sale and impatience kicks in? | & NN Group's settlement, approval Bitcoin ETFs

    EP #179 | What to do when there seems nothing on sale and impatience kicks in? | & NN Group's settlement, approval Bitcoin ETFs

    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/

    Jan 14, 202401:27:26
    EP #178 | Kickstart 2024 with Dividend Growth Investment Goals! & our thoughts on Walgreen's Dividend Cut

    EP #178 | Kickstart 2024 with Dividend Growth Investment Goals! & our thoughts on Walgreen's Dividend Cut

    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:

  • PepsiCo (PEP)
    • 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)



    Jan 07, 202401:24:34
    EP #177 | Our Q4 2023 Dividend Portfolio Performance | Including our buys & sells and live listener questions!

    EP #177 | Our Q4 2023 Dividend Portfolio Performance | Including our buys & sells and live listener questions!

    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!

    Dec 30, 202301:19:04
    EP #176 | A Fire Chat Conversation about Personal Finance and Dividend Growth Investing | Christmas Special 🎄🎅
    Dec 22, 202301:34:29
    EP #175 | 4 Dividend Stocks we consider Buying for Christmas | & our thoughts about British American Tobacco ($BTI)

    EP #175 | 4 Dividend Stocks we consider Buying for Christmas | & our thoughts about British American Tobacco ($BTI)

    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

    Dec 10, 202301:16:44
    EP #174 | Inspirational quotes by Charlie Munger and what we learned from it | & AbbVie's acquisition and Pfizer's withdrawal of weight-loss drug

    EP #174 | Inspirational quotes by Charlie Munger and what we learned from it | & AbbVie's acquisition and Pfizer's withdrawal of weight-loss drug

    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.


    Dec 02, 202301:11:28
    EP #173 | Learn more about the importance of Macro and Dividend Investing with Leo Nelissen | & our thoughts about Bayer's 1.5 billion court ruling

    EP #173 | Learn more about the importance of Macro and Dividend Investing with Leo Nelissen | & our thoughts about Bayer's 1.5 billion court ruling

    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

    Nov 25, 202301:22:09
    EP #172 | All we know about bonds and whether we should own them | & Germany's financial reforms, Siemens earnings

    EP #172 | All we know about bonds and whether we should own them | & Germany's financial reforms, Siemens earnings

    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

    Nov 18, 202301:24:58
    EP #171 | How to Spot a Bad Company - Our Red Flags | & our thoughts on Diageo and Ahold Delhaize

    EP #171 | How to Spot a Bad Company - Our Red Flags | & our thoughts on Diageo and Ahold Delhaize

    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!

    Nov 12, 202301:06:05
    EP #170 | Is a recovery on the horizon? | & More earnings (i.e. $OHI, $AAPL and $RACE)

    EP #170 | Is a recovery on the horizon? | & More earnings (i.e. $OHI, $AAPL and $RACE)

    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)
    Nov 04, 202301:13:54
    EP #169 | 3rd Quarter Earnings (TROW, TXN & more) | And is Sanofi's price drop an opportunity??
    Oct 28, 202301:23:42
    EP #168 | 3rd Quarter Earnings Season in Full Swing | & is Walgreen's dividend safe?

    EP #168 | 3rd Quarter Earnings Season in Full Swing | & is Walgreen's dividend safe?

    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
    Oct 21, 202301:12:04
    EP #167 | Why Dividends are better than Income from a 9-to-5 | & What about Walgreens and PepsiCo?

    EP #167 | Why Dividends are better than Income from a 9-to-5 | & What about Walgreens and PepsiCo?

    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.


    Oct 14, 202301:06:45
    EP #166 | Navigating the Current Market and Our Q3 Portfolio Performance | What about NN Group and ASR Netherlands?

    EP #166 | Navigating the Current Market and Our Q3 Portfolio Performance | What about NN Group and ASR Netherlands?

    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

    Oct 07, 202301:15:50
    EP #165 | Our Experience with High Yield Dividend Stocks | & Our Thoughts about WP Carey

    EP #165 | Our Experience with High Yield Dividend Stocks | & Our Thoughts about WP Carey

    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

    Sep 23, 202301:00:08
    EP #164 | Air Liquide Business Break Down | & our Answers to many community questions

    EP #164 | Air Liquide Business Break Down | & our Answers to many community questions

    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


    Sep 17, 202355:51
    EP #163 | Why Dividend Growth Investing is Better than working a 14-hour day | & Our thoughts on Apple's share price drop

    EP #163 | Why Dividend Growth Investing is Better than working a 14-hour day | & Our thoughts on Apple's share price drop

    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

    Sep 09, 202301:11:12
    EP #162 | Navigating the World of REITs with Brad Thomas, aka mr REIT

    EP #162 | Navigating the World of REITs with Brad Thomas, aka mr REIT

    Sep 02, 202301:12:06
    EP #161 | Our appetite to Risk while seeking financial freedom | + News about CVS and our thoughts on Medical Properties Trust

    EP #161 | Our appetite to Risk while seeking financial freedom | + News about CVS and our thoughts on Medical Properties Trust

    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

    Aug 26, 202301:04:46
    EP #160 | Dividend Investing on a Budget | Also news about Siemens, Novo-Nordisk and Kojamo

    EP #160 | Dividend Investing on a Budget | Also news about Siemens, Novo-Nordisk and Kojamo

    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

    Aug 19, 202301:00:37
    EP #159 | Macro numbers we follow & a few additional earnings

    EP #159 | Macro numbers we follow & a few additional earnings

    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!

    Aug 12, 202301:06:55
    EP #158 | Earnings Season is Still in Full Swing | & the Relevance of Monthly Contributions as a Portfolio Grows

    EP #158 | Earnings Season is Still in Full Swing | & the Relevance of Monthly Contributions as a Portfolio Grows

    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

    Aug 07, 202352:22
    Eps 157 - Texas Instruments Business Breakdown | Also: is Unilever finding its Mojo back?

    Eps 157 - Texas Instruments Business Breakdown | Also: is Unilever finding its Mojo back?

    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.


    Jul 29, 202301:06:33
    EP #156 | The latest about the Kenvue split-off from JNJ and quarter 2 in review

    EP #156 | The latest about the Kenvue split-off from JNJ and quarter 2 in review

    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

    Jul 22, 202301:10:45
    EP #155 | All we know about Dividend Taxation and how we Deal with it | & more: our Highlights of the Year so far!

    EP #155 | All we know about Dividend Taxation and how we Deal with it | & more: our Highlights of the Year so far!

    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/

    Jul 08, 202346:33
    EP #154 | Where investments fit within your personal finance with guest Tiago Dias | & his personal Stock Pick
    Jul 01, 202301:05:52
    EP #153 | Irregular Dividend Compounders with De Kleine Kapitalist | & news about how Ahold Delhaize found a new revenue stream

    EP #153 | Irregular Dividend Compounders with De Kleine Kapitalist | & news about how Ahold Delhaize found a new revenue stream

    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

    Jun 24, 202353:46
    EP #152 | 4 Stocks we are buying right now | & is it really Never Sell Shell?
    Jun 17, 202301:30:03
    EP #151 | How to invest 10.000 Euros for Solid Dividend Income? | & more: what France does to combat supermarket prices, dozens of questions from the community

    EP #151 | How to invest 10.000 Euros for Solid Dividend Income? | & more: what France does to combat supermarket prices, dozens of questions from the community

    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

    Jun 10, 202301:08:12
    EP 150 | What are we doing with 3M and is now the time to buy? A dive into the PFAS and Earplugs litigations | Also: our thoughts about Target ($TGT)

    EP 150 | What are we doing with 3M and is now the time to buy? A dive into the PFAS and Earplugs litigations | Also: our thoughts about Target ($TGT)

    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!


    Jun 03, 202301:22:17
    EP #149 | 5 Things we wish we knew when we started investing | + Medtronic Earnings Results & Listeners Questions

    EP #149 | 5 Things we wish we knew when we started investing | + Medtronic Earnings Results & Listeners Questions

    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/

    May 27, 202301:12:36
    EP #148 | Realty Income under $60 - a Business Breakdown and our thoughts about the stock | Also: an update on British American Tobacco

    EP #148 | Realty Income under $60 - a Business Breakdown and our thoughts about the stock | Also: an update on British American Tobacco

    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/


    May 21, 202301:23:50
    EP #147 - An interview with Jeremy Shirey about his Dividend Growth Investment journey

    EP #147 - An interview with Jeremy Shirey about his Dividend Growth Investment journey

    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

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    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/

    May 13, 202301:08:19
    EP #146 | Q1 Earnings from some Popular Dividend Stocks | JNJ / Kenvue IPO, Dividend Hikes, Many Listener Questions

    EP #146 | Q1 Earnings from some Popular Dividend Stocks | JNJ / Kenvue IPO, Dividend Hikes, Many Listener Questions

    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

    May 06, 202301:19:16
    EPS 145 -First Quarter Earnings 2023

    EPS 145 -First Quarter Earnings 2023

    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.

    Apr 23, 202301:17:02
    EP #144 | Why Dividend Growth Investing is the Single Best Investment Strategy!
    Apr 15, 202301:24:45
    EP #143 | Swedish Dividend Growth Stocks with strong track records! | $JNJ Settlement
    Apr 08, 202301:04:48
    EP #142 | Q1 2023 Dividend Portfolio Review - The only way is UP!! | $JNJ litigation | eDGI's stock pick for the next week

    EP #142 | Q1 2023 Dividend Portfolio Review - The only way is UP!! | $JNJ litigation | eDGI's stock pick for the next week

    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/

    Apr 01, 202345:45
    EPS 141 - Stocks we don’t feel comfortable about going into a potential recession
    Mar 26, 202301:08:05
    EPS 140 - how we decide what to buy when the market is under stress.

    EPS 140 - how we decide what to buy when the market is under stress.

    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

    Mar 18, 202359:08
    EP #139 | 5 Dividend Growth Stocks we Buy on the Dip | Reflections on $SIVB and a ton of Bankers Jokes
    Mar 11, 202301:06:33