EP #208 | The last bit of earnings and NN Group did it again!

Dividend Talk

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Action Academy | Replace The Job You Hate With A Life You Love

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How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

52 weeksที่แล้ว57:50

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ที่ถูกใจแล้ว

57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

ประมาณหนึ่งปีที่แล้ว 1:10:40

MP3•หน้าโฮมของตอน

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

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

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

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

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

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

246 ตอน

#Dividend Talk #Trading #Business

EP #208 | The last bit of earnings and NN Group did it again!

Dividend Talk

49 subscribers

published ประมาณหนึ่งปีที่แล้ว

แบ่งปัน

MP3•หน้าโฮมของตอน

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

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

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

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

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

246 ตอน

#Dividend Talk #Trading #Business

All episodes

Dividend Talk

1
EPS 244 | Earnings are in full swing | ASML,ULVR,PEP, SAP 1:00:22

9 hoursที่แล้ว1:00:22

1:00:22

In this episode, we discussed first-quarter earnings and analysed several companies, including Google (GOOGL), Unilever (UL), Texas Instruments (TXN), ASML (ASML), SAP (SAP), and PepsiCo (PEP). We also reviewed our podcast's success, analysed the H4ZA ETF, and talked about portfolio management, valuation methods, and more listener questions. see you on the inside! 📩 Want a sneak peek atour premium dividend newsletter? Get your free sample now and stay ahead with in-depth stock analysis: ⁠⁠https://dividendtalk.eu/download-your-free-samples/⁠⁠ 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔗 Stay Connected: 🐦 Twitter - ⁠⁠@DividendTalk_⁠⁠ 🐦 Twitter - ⁠⁠@European_DGI⁠⁠ 👥Join our ⁠⁠Facebook Community…

Dividend Talk

1
EPS 243 - Dividend Traps with Nathan from Dividend Watch 1:10:06

8 วันที่แล้ว1:10:06

1:10:06

This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more. Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watch LinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/ 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ 🔔 Stay Updated: 🐦 Twitter - @DividendTalk_ 🐦 Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk…

Dividend Talk

1
EP 242 | Five French Stocks that might fit in your portfolio 1:03:23

13 วันที่แล้ว1:03:23

1:03:23

This week we have a lively discussion on portfolio spring cleaning, tariffs and French dividend-paying companies. We chat about Procter & Gamble, Tangar, AON, Fastel, Rubis, Sanofi, L'Oreal, LVMH, TotalEnergies, BA Systems, Groupe SEB, Pernod Ricard, Sodexo, Fimalac Interactive, Shell, Texas Instruments, LYB, Violia, Hotamaki, and MSCI. We also answer listener questions on investment strategies, portfolio allocation, and more! 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/…

Dividend Talk

1
EPS 241| Q1 2025 Quarterly Review | Trumps Tariffs 1:06:52

21 วันที่แล้ว1:06:52

1:06:52

In episode 241 of the Dividend Talk podcast, we discuss our Quarter 1 2025 dividend portfolio performance, including dividend income growth and recent stock purchases. We also dive into SCHD ETF in Europe and the corporate response from Charles Schwab. The conversation then shifts to the impact of recent tariffs on various sectors, analysing which companies might be most affected and how to navigate the market volatility. We discuss strategies for long-term dividend growth investing amidst uncertainty, including the importance of staying disciplined and not panicking. Additionally, we answer listener questions on topics like dividend initiators, high-flying stocks, and individual stock picks. 📈 Stocks mentioned: ASRNL.AS, NN.AS, GLB.L, BA.L, LGEN.L, O, IBE.MC, RED,MC, HSY, SILA, TGT, UKW.L, HPQ, MKE, NOVO, SHELL, APPL, MMM, V, MSFT, LVMH, SWK, SIE.DE 🔔 Don’t forget to like and review us 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔔 Stay Updated: 🐦 Twitter -@DividendTalk_ 🐦Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk…

Dividend Talk

1
Eps 240: 5 Dividend Stocks We'd Buy If We Won the Lottery | Top blockbuster drugs 57:31

27 วันที่แล้ว57:31

57:31

Today, we share our five top stocks to buy if they won thelottery, including picks like Pernod Ricard, Visa, Ferrari, Microsoft, and LVMH. With no restrictions, such as yield, we look at key factors driving our choices, such as brand power, growth potential, and pricing strength. We also preview an upcoming newsletter on big pharma, with Derek focusing on Merck & Co. and the top-selling drug, Kuda. And as always, we finish with some excellent Listener questions 📈 Stocks mentioned: MRK, JNJ, BMY, SCD, SHEL, CSN, CRM, ARM, RI, V, RACE, OR, MSFT, MC, RMS, ASSA-B, GOOGL 📩 Want a sneak peek atour premium dividend newsletter? Get your free sample now and stay ahead with in-depth stock analysis: ⁠https://dividendtalk.eu/download-your-free-samples/⁠ 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔗 Stay Connected: 🐦 Twitter - ⁠@DividendTalk_⁠ 🐦 Twitter - ⁠@European_DGI⁠ 👥Join our ⁠Facebook Community…

Dividend Talk

1
EPS 239 | How we deal with our emotions | Nvidia a once in a lifetime oppurtunity 1:10:26

5 weeksที่แล้ว1:10:26

1:10:26

In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia’s game-changing AI innovations, Nike’s earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more! 📈 Stocks mentioned: NVDA, NKE, JPM, QCOM, WSM, UL, MMM, GLB, FDJ, KIND, ACN, SOLA, TGT, EVOLUTION AB 📩 Want a sneak peek at our premium dividend newsletter? Get your free sample now and stay ahead with in-depth stock analysis: https://dividendtalk.eu/download-your-free-samples/ 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔗 Stay Connected: 🐦 Twitter - @DividendTalk_ 🐦 Twitter - @European_DGI 👥 Join our Facebook Community…

Dividend Talk

1
EP 238 | Stock Market Correction | Are Legal & General a buy? 59:38

6 weeksที่แล้ว59:38

59:38

Hey everyone, and welcome back to Dividend Talk! In this episode, we look into the latest market corrections and explore exciting stock opportunities. We chat about Intel's new CEO, the football matches that had us on the edge of our seats, and some fantastic dividend announcements from companies like Legal and General and Henkel. Plus, we answer your insightful questions on portfolio strategy, handling market volatility, and killer criteria for your holdings. Tickers Mentioned: INTC, V, O, SHEL, ASR, EPI, MSFT, EVVTY, SBUX, PEP, V, LGEN, SPX, MMM, RHM, JNJ, XOM, TGT, HD, WMT, GLB, CILA, TRP, GOOG, ASML, BA, MUM. 🔔 Don’t forget to like, subscribe so you never miss an episode! 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔔 Stay Updated: 🐦 Twitter - @DividendTalk_ 🐦 Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk…

Dividend Talk

1
EP 237 | Surviving Currency risks | Are we buying US Dividend stocks? 1:11:09

7 weeksที่แล้ว1:11:09

1:11:09

In this episode of the Dividend Talk podcast, we look into the complexities of currency risks for European investors, particularly in the face of US market volatility. We also discuss a range of listener questions, touching on dividend tax, portfolio diversification, and specific stock analyses. Chapters: 00:00-00:05 Introduction and Market Discussion 00:05-00:10 Currency Risks and Euro Cost Averaging: 00:10-00:15 Dividend Announcements and Cuts: A rundown of recent dividend announcements from companies like Ricketts Benckiser (RKT) and Greggs (GRG). 00:15-00:20 Strategies for European investors to manage currency risk, including diversification and considering European stocks. Tickers mentioned LVMH (MC.PA), SAP (SAP.DE), and ASML (ASML.AS). 00:20-00:25 Portfolio Management and Currency Exchange. 00:25-00:30 Discussion of reclaiming foreign dividend tax, handling small positions, and decisions on selling stocks with high returns and low yields. 00:35-00:40 ESG and Sustainability Reports 00:40-00:45 Analysis of Greencoat UK Wind (UKW.L), T. Rowe Price (TROW) 00:45-00:50 Brookfield (BN) and Domino's (DPZ): Discussion of a Financial Times article on Brookfield and Domino's expansion in Europe. 💎 Become a Dividend Talk Premium Subscriber: ⁠ ⁠https://dividendtalk.eu/⁠⁠ ▶️ Follow us also on YouTube: ⁠ ⁠https://www.youtube.com/@DividendTalk⁠…

Dividend Talk

1
EP 236 | 5 Consumer Staples for your Consideration with our Guest Alberto | Unilever CEO is out!, Top 3 Spanish Dividend Stocks, Thoughts on Buybacks & Much More! 2:11:15

8 weeksที่แล้ว2:11:15

2:11:15

Today's episode focuses on investing in consumer staples, with a discussion on key metrics for evaluation and whether being a customer of the company is important. We zoom in on 5 consumer staples that our guest Alberto selected and he shares his in-depth insides on these classic dividend growers. Furthermore, we discuss many dividend announcements: a list of recent dividend announcements from various companies (Allianz, CB, Iberdrola, etc.) is provided. Last but not least, we discussed several listener questions. Important Links: 📱Follow Alberto on X: ⁠ https://x.com/Alb_dgi⁠ 💎 Become a Dividend Talk Premium Subscriber: ⁠ https://dividendtalk.eu/⁠ ▶️ Follow us also on YouTube: ⁠ https://www.youtube.com/@DividendTalk⁠ Google Ticker for Viscofan (3rd best Spanish dividend stock according to Alberto): $BME:VIS…

Dividend Talk

1
EP 235 | European Earnings are on Fire & Dutch pension funds investment strategy 1:25:37

9 weeksที่แล้ว1:25:37

1:25:37

In this episode of Dividend Talk, we break down the latest earnings from ASR, NN Group, Schneider Electric and VICI. We discuss the impact of pension funds shifting their investment strategies and analyse a flood of dividend hikes from top companies. We also dive into the recent turmoil at UnitedHealth Group ($UNH) and whether it's time to sell or buy the dip. Tickers discussed: $UNH, $ASRNL, $NN, $SCHN, $VICI, $BA.L, $SHELL, $KO, $WMT, $GPC, $RTX, $SAP, $BAM 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🐦 Twitter - @DividendTalk_ 🐦 Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk…

Dividend Talk

1
EP #234 | Top Earnings reports this week | AI investment in Europe 1:17:29

10 weeksที่แล้ว1:17:29

1:17:29

This week, we dive into the latest European earnings season, exciting dividend hikes, and what they mean for investors! From Siemens, British American Tobacco, Ahold Delhaize, Agree Realty, and Unilever. We break down The biggest dividend hikes and what they signal. Tickers mentioned: META, NSRGY, BTI, BATS, AD.AS, ADC, UL, CSCO, TMUS, RELX, ORKLY, DNB, ENX, HEIA, MAND, STO, DBS, ROCK-B, QSR, BAM, TROW, NVO, SHEL, MSFT 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with exclusive stock deep dives and analysis: https://dividendtalk.eu/download-your-free-samples/ 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔗 Stay Connected: 🐦 Twitter - @DividendTalk_ 🐦 Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk…

Dividend Talk

1
EP #233 | Dividend Growth Investing with Dividendology! 1:17:33

11 weeksที่แล้ว1:17:33

1:17:33

This week, we welcome Eli from Dividendology to the show! We will dive deep into dividend growth investing, discuss the latest dividend hikes, and gain insights into Eli's portfolio and strategy. 🔎 In this episode, we cover: 📈 Dividend hikes & market updates – L'Oréal, ADM, Total Energies, Novo Nordisk, PepsiCo, and more! 🧠 Dividend growth vs. high yield – What's the best approach for long-term success? 💡 How to analyze dividend stocks – Key metrics, fair value, and the impact of cash flow growth 📊 Eli’s portfolio strategy – What he's buying, what he’s avoiding, and his biggest investing lessons 🔄 Community Dividend Growth Portfolio Update – A new stock gets added! 📌 Chapters: 00:00 - Intro & market recap05:00 - Dividend hikes (L'Oréal, ADM, Novo Nordisk, etc.)15:00 - Eli’s investing journey25:00 - Key metrics for dividend investing35:00 - YouTube & building a brand45:00 - Eli’s top dividend growth stocks55:00 - Listener Q&A & ETF discussion01:10:00 - Community Portfolio Update 📈 Tickers mentioned: LGEN, L'Oreal (OR.PA), ADM, PEP, TTE, NVO, MMM, AAK, VINCY, CARL-B.CO, CON.DE, ASML, MSFT, V, LOW, VICI, MAIN, GOOGL, KO, BTI, SHEL, LVMH 🚀 Get a free sample of our premium dividend newsletter 👉 https://dividendtalk.eu/download-your-free-samples/ 📺 Follow Dividendology on YouTube: https://www.youtube.com/@Dividendology 📊 Check out TickerData for automated stock analysis: https://tickerdata.com 🌍 Join our community at DividendTalk.eu 🔔 Don’t forget to like, subscribe, and give a five star rating…

Dividend Talk

1
EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing? 1:09:48

12 weeksที่แล้ว1:09:48

1:09:48

In episode 232 of the Dividend Talk podcast, we discuss recent earnings reports, political developments in the US and Europe, and listener questions. We discuss UPS's decision to drop Amazon as a major customer, Donald Trump's first week in office and his tariff threats, and the EU's plan to boost competitiveness. We also cover recent dividend announcements from companies like Walgreens Boots Alliance, LVMH, Shell, and Evolution AB. Finally, we answer listener questions on topics such as AI tools for analyzing company finances, the impact of politics on investment decisions, and the attractiveness of Canadian insurance companies. Tickers mentioned - UPS, Amazon, DHL, FedEx, Phillips, Walgreens Boot Alliance, LVMH, Shell, Evolution AB, Axonobel, KPN, Novartis, Starbucks, Abbvie see you on the inside! Check out our Newsletter here - Download Your Free Samples – Dividend Talk…

Dividend Talk

1
EP #231 | Annual Earnings Season has Finally started! | & Earnings from JNJ , TXN and PG 39:48

13 weeksที่แล้ว39:48

39:48

Join the European Dividend Growth Investor (EDGI) and Derek as we dive into the latest financial news and dividend company earnings. In this episode, we analyse Signify's dividend hike, Johnson & Johnson's earnings, and Texas Instruments' financial struggles. We also talk about topics like the "Income Factory" investment strategy, currency diversification, and the risks of covered call ETFs. Finally, EDGI shared highlights from the Utrecht Dividend Day Mentioned Tickers: PHG, JNJ, PG, UL, TXN, QCOM, NKE…

Dividend Talk

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EP #230 | An interview with Ryne Williams | & JNJ acquisition, FDA on Nicotine Reduction 1:36:09

14 weeksที่แล้ว1:36:09

1:36:09

In this episode of Dividend Talk , we sit down with Ryne Williams, a passionate dividend investor and YouTube content creator, to discuss his investing journey. Ryne shares how he got started, lessons learned, and the strategies that have helped him build his portfolio over the years. Tune in for an interesting conversation filled with investing wisdom and a few laughs along the way! Topics Discussed: Ryne’s investing journey and how he got started Transition from growth stocks to dividend investing The role of patience and discipline in investing Balancing ETFs vs. individual stock picking The psychology of market trends and FOMO Interest rates and their impact on REITs and financial markets The future of consumer goods and snack companies Investing in tax-advantaged accounts Portfolio diversification strategies How social media and YouTube influence investing decisions Companies Discussed: Johnson & Johnson (JNJ), Bristol Myers Squibb (BMY), 3M (MMM), Bayer AG (BAYN.DE), Altria Group (MO), Realty Income (O),Main Street Capital (MAIN) ,Vici Properties (VICI) , PepsiCo (PEP) ,Coca-Cola (KO) ,Starbucks (SBUX) ,Visa (V) ,William Sonoma (WSM) ,Lowe’s (LOW) ,Medtronic (MDT) ,Nike (NKE) ,Old Dominion Freight Line (ODFL) ,Zoetis (ZTS) ,Rollins (ROL) ,Walgreens Boots Alliance (WBA) ,Procter & Gamble (PG) ,DHL Group (DHL.DE) ,Fuchs Petrolub (FPE3.DE) ,Ahold Delhaize (AD.AS) Link / Resource: Book - What i learned about investing from darwin Follow him here: https://www.youtube.com/@rynewilliams https://www.retirewithryne.com/…

Dividend Talk

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EP #229 | Our take on the best Dividend ETFs for European Investors? | & our Thoughts on Greggs Plc 59:20

15 weeksที่แล้ว59:20

59:20

In this episode of Dividend Talk, we dive into the world of dividend-focused ETFs available to European investors. In the News of the Week , we explore the recent sharp decline in Greggs' share price following its trading update, despite record sales. Is this an opportunity to buy, or should investors look elsewhere? The Listener Questions segment tackles a range of intriguing topics: How to prioritise investments when building a dividend portfolio. Why many REITs show negative ROIC vs WACC differences. Expectations for organic growth in diversified dividend portfolios. A thought experiment involving a €50,000 inheritance and turnaround companies. Finally, we wrap up with stock-specific discussions, including Schneider Electric, PepsiCo, and Eaton, while addressing questions on private equity, T. Rowe Price, and Sonoco Products. 🎙️ Tickers mentioned: TDIV, VHYL, GBDV, FUSD, GGRW, GGD.L, JNJ, PEP, NKE, UPS, PLD, MDLZ, GIS, HSY, TDIV, VHYL, GBDV, ETN, TROW, HASI, SON.…

Dividend Talk

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EP #228 | Q4 and 2024 Dividend Portfolio Performance Review 📊 | Our Take on Alcohol Stocks 🍷 1:04:08

16 weeksที่แล้ว1:04:08

1:04:08

Tune in to the first episode of the year, this time about our dividend portfolio performance in 2024. Derek will discuss his entire year performance and eDGI rather his 4th quarter as he's about to release his annual report. In the show we also discussed that we're organizing a Dividend Talk Meet Up on the 25th of January in Utrecht, the Netherlands. If you'd like to join, sign up here: https://docs.google.com/forms/d/e/1FAIpQLSftprFpF0ACA28PQUX4TC03L2iDnUcOZ1GYZ6MrzBYJhLoG5A/viewform?usp=sharing…

Dividend Talk

1
EP #227 | 2024 - The Year in Review | Guests, Dividend Initiators, Dividend Cutters, CEO changes & much more! 1:13:01

17 weeksที่แล้ว1:13:01

1:13:01

Join Derek and European Dividend Growth Investor as they reflect on the highlights and challenges of 2024. This year-end review covers podcast moments, key events, and lessons learned in dividend growth investing. Topics Covered: 00:05:00 : Guest Highlights – Insights from Chuck Carnevale, Canadian Investor, and more. 00:15:00 : Dividend Trends – Cuts from Walgreens ($WBA) and BASF ($BASFY), hikes from Shell ($SHEL), and Evolution Gaming ($EVO). 00:25:00 : Tech in Focus – Apple ($AAPL), Google ($GOOGL), and Meta ($META) begin dividend payments. Predictions for Amazon ($AMZN). 00:35:00 : Bitcoin’s Record High – Breaking $100K and its investment implications. 00:50:00 : Turnarounds & Value Traps – A critical look at Intel ($INTC), Starbucks ($SBUX), and Nike ($NKE). Follow us: 🐦 Twitter - @DividendTalk_ 🐦 Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk ✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/…

Dividend Talk

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EP #226 | (Some Wild) Stock Market Predictions for 2025 | & What we Think about the Current Market Volatility 1:08:33

18 weeksที่แล้ว1:08:33

1:08:33

In this episode, we share predictions for the stock market in 2025 (some are crazy!), reflect on this week's market turmoil following the Fed's latest decision, and respond to listener questions on topics ranging from REIT valuations to European dividend stocks and tax strategies. We also discuss notable company updates, including Hornbach’s steady guidance, Novo Nordisk’s surprising dip, and the latest insights on clean energy and healthcare stocks. Plus, hear our thoughts on some long-shot predictions, including wild M&A possibilities and industry disruptions. Tune in for a your weekly dose of dividend inspiration! Follow Us here: 🐦 Twitter - ⁠⁠⁠⁠@Dividendtalk_⁠ 🐦 Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠ 👥 Join our Facebook Community - ⁠⁠⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠⁠⁠ ✉️ Sign up for our Premium Newsletter - ⁠⁠⁠⁠https://europeandgi.com/sign-up/⁠…

Dividend Talk

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EP 225: Our Approach to Managing and Growing our Dividend Portfolio | & Broadcom's Impressive Surge 1:06:38

19 weeksที่แล้ว1:06:38

1:06:38

In this episode of Dividend Talk , Derek and the European Dividend Growth Investor share how they manage and grow their portfolios and how this has evolved over time Timestamps 1:19 - Broadcom Earnings (AVGO) 5.23 - Kroger Merger declined (KR) 7.30 - Dividend Hikes 10:17 -EDGI Strategy 33:00 - Derek's Strategy 46:00 - Listener Questions…

Dividend Talk

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EP #224 | 4 Top Dividend Stocks on Our Christmas Buy List 🎄 | & Would we go All-In on $SCHD if we Could? 1:10:17

20 weeksที่แล้ว1:10:17

1:10:17

In this festive episode of Dividend Talk , Derek and the European Dividend Growth Investor share their Christmas buy lists, discussing four standout dividend stocks, portfolio allocation strategies, and a mix of European and U.S. picks. They also tackle some big news, listener questions, and their thoughts on the upcoming year. Timestamps and Tickers 00:00 - Festive vibes, Fairytale of New York, and Mariah Carey’s annual takeover. 05:00 - UnitedHealth CEO tragedy, Intel leadership woes (INTC). 13:00 - Joey Agree on Dapper Dividends 15:00 - Christmas Buy Lists 40:00 - Listener Questions Links discussed in the show: Fairytale of New York: https://www.youtube.com/watch?v=j9jbdgZidu8 Russ' interview with Joey Agree: https://www.youtube.com/watch?v=sPCEypNsHYE Follow Us here:…

Dividend Talk

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EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth 1:03:07

21 weeksที่แล้ว1:03:07

1:03:07

In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing. Topics Covered: Building a portfolio allocation strategy Diversification: How much is enough? The role of high-yield stocks and closed-end funds Listener questions on companies, strategies, and tools Companies mentioned: $HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB Chapters: 0:00 - Welcome and weekly updates 4:30 - The evolution of portfolio allocation strategies 12:00 - Balancing diversification with conviction 20:45 - Listener questions: Capital recycling and holding winners 35:10 - High-yield midstream companies and utilities 45:00 - Tools, resources, and the role of fractional shares 55:00 - Discussion on JEPI and similar ETFs Follow Us here: 🐦 Twitter - ⁠⁠⁠⁠@Dividendtalk_⁠ 🐦 Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠ 👥 Join our Facebook Community - ⁠⁠⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠⁠⁠ ✉️ Sign up for our Premium Newsletter - ⁠⁠⁠⁠https://europeandgi.com/sign-up/⁠…

Dividend Talk

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EP #222 | What to do after a 20% price drop ⬇️ | & Our thoughts on Target Corp. 🎯 54:34

22 weeksที่แล้ว54:34

54:34

This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($TGT) and other companies, along with strategies to handle these volatile situations. Plus, they answer listener questions about stock lending, tariffs under a potential Trump presidency, and how to handle market noise. 👉 Companies Mentioned: Target ($TGT), Amazon ($AMZN), Walmart ($WMT), Walgreens ($WBA), CVS ($CVS), Nike ($NKE), Starbucks ($SBUX), AbbVie ($ABBV), LVMH ($LVMH), Microsoft ($MSFT), Shell ($SHEL) , ASML ($ASML) , Unilever ($ULVR) , Procter & Gamble ($PG) , PepsiCo ($PEP) , Alphabet/Google ($GOOGL) , Dollar General ($DG) , Realty Income ($O) 🔖 Chapters: 00:00 - Introduction: What to do after a 20% price drop? 02:00 - Market News: Target's ($TGT) challenges and reaction to guidance cuts. 07:00 - Stock Drops in Perspective: Strategies for navigating sudden price declines. 15:00 - Market Volatility: Understanding narratives versus fundamentals. 25:00 - Listener Questions: Stock lending, communication stocks, and pensions. 35:00 - US Tariffs and Macroeconomics: Thoughts on a potential Trump presidency. 40:00 - Currency Risks: The Euro's impact on investing in US stocks. 45:00 - PepsiCo and Sugar Taxes: Exploring the implications for dividend growth. 50:00 - Realty Income and Tenant Risks: Challenges from Dollar General ($DG). 💡 Don’t forget to like, comment, and subscribe! Follow Us here: 🐦 Twitter - ⁠⁠⁠@Dividendtalk_ 🐦 Twitter - ⁠⁠⁠@European_DGI⁠⁠⁠ 👥 Join our Facebook Community - ⁠⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠⁠ ✉️ Sign up for our Premium Newsletter - ⁠⁠⁠https://europeandgi.com/sign-up/⁠…

Dividend Talk

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EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension 1:24:29

23 weeksที่แล้ว1:24:29

1:24:29

In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis. Chapters : [00:00] Introduction and Work-Travel Realities [03:10] ASML Investor Day & Market Reactions [07:20] Siemens: Dividend Hikes, Electrification, and Automation [15:00] Spirax-Sarco: Steam Solutions and Cyclical Opportunities [21:12] Total Energies: Balancing Oil, Renewables, and Long-Term Strategy [32:30] BAE Systems: Defense Stocks, Morality, and Market Position [42:00] Sage Group: Small Business ERP Solutions & Cloud Transition [50:00] Listener Questions : Bitcoin, AI for Analysts, Pensions, and BDCs Companies Mentioned: ASML, Siemens, Spirax-Sarco, Total Energies, BAE Systems, Burberry, BP, Sage Group, and UK Wind. Follow Us: 🐦 Twitter - ⁠⁠@Dividendtalk_Twitter⁠⁠ 🐦 Twitter - ⁠⁠@European_DGI⁠⁠ 👥 Join our Facebook Community - ⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠ ✉️ Sign up for our Premium Newsletter - ⁠⁠https://europeandgi.com/sign-up/⁠…

Dividend Talk

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EP #220 | Q3 Earnings Roundup with Ahold, Hershey, DHL and Glanbia | & our thoughts on ADM's accounting issues. 57:40

24 weeksที่แล้ว57:40

57:40

Welcome to the latest episode of the Dividend Talk podcast! This week, we dive into the third and final week of the year focused on quarterly earnings, featuring a variety of European and US companies. Chapters: 00:00 Introduction 03:00 Market Sentiment and European Focus 06:45 Accounting Scandals: ADM’s Latest Update 12:00 Impact of China’s $1.4 Trillion Stimulus 18:30 LVMH and the Chinese Luxury Market 23:00 Snap-on’s 15% Dividend Hike (Ticker: SNA) 28:00 Glanbia’s Evolution and Growth (Ticker: GPN) 32:15 Analysis of Hershey's Recent Struggles (Ticker: HSY) 39:00 Deutsche Post Earnings Review (Ticker: DHL) 43:00 Listener Questions on Dividend Portfolios and US Retail Stocks 50:00 Closing Remarks Tickers Mentioned: ADM LVMH SNA GPN HSY DHL Don't forget to like, comment, and subscribe for more deep dives into dividend investing from a European perspective! Follow Us: 📘 Twitter - ⁠@Dividendtalk_Twitter⁠ 🐦 Twitter - ⁠@European_DGI⁠ 👥 Join our Facebook Community - ⁠https://www.facebook.com/groups/dividendtalk⁠ ✉️ Sign up for our Premium Newsletter - ⁠https://europeandgi.com/sign-up/⁠…

Dividend Talk

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EP #219 | More earnings from Dividend Growth Stocks! | & Estee Lauder, Sector Diversification and much more! 1:18:22

25 weeksที่แล้ว1:18:22

1:18:22

Welcome to the latest episode of the Dividend Talk podcast! In this episode, we review five companies’ quarterly earnings from the US. Chapters: 00:00 Introduction 02:15 Market Overview and Q3 Earnings 05:00 Discussion on Estee Lauder (Ticker: EL) 08:30 Impact of Chinese Market on Luxury Brands 12:00 Philip Morris Factory Closures (Ticker: PM) 15:00 Inflation Fears in the UK 18:30 Dividend Announcements: AbbVie (Ticker: ABBV) 22:00 Shell’s Financial Performance (Ticker: SHEL) 26:00 T. Rowe Price Earnings (Ticker: TROW) 30:00 Clorox Company Analysis (Ticker: CLX) 35:00 VICI Properties Update (Ticker: VICI) 40:00 Listener Questions and Diversification Strategies 45:00 Thoughts on Financial Independence 50:00 Closing Remarks Tickers Mentioned: EL PM ABBV SHEL TROW CLX VICI Don’t forget to like, comment, and subscribe for more updates on dividend investing with a European flavor Twitter - @Dividendtalk_ Twitter - @European_DGI Join our Facebook Community - https://www.facebook.com/groups/dividendtalk Show Notes will be available on - https://dividendtalkpodcast.com/category/podcast/Talk Premium Newsletter - https://europeandgi.com/sign-up/…

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EP #218 | Q3 Earnings in Full Swing 🙌 | IBKR buying Saxo?, $IBE, $SBUX 1:20:24

26 weeksที่แล้ว1:20:24

1:20:24

This week, we’re reviewing Q3 earnings for some of the world's top dividend stocks. Expect news, dividend hikes, and an honest take on where these companies are heading with a European flavour. Timestamps: 00:00 Quick Welcome! 00:10 News of the Week: Interactive Brokers and Saxo Bank 10:45 Big Dividend Hikes: Iberdrola (IBDRY) & Starbucks (SBUX) 12:15 Unilever (UL): New CEO, New Moves 26:05 Snap-on (SNA) Quarter Review 30:10 Assa Abloy (ASAZY) Updates & Partnerships 34:30 IBM (IBM) Numbers Explained 40:00 Listener Q&A: Time, AI, and Sustainable Investing Tickers Mentioned: IBE.MC, SBUX, UL, SNA, ASAZY, IBM That's it from us. We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group :…

Dividend Talk

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EP #217 | Q3 Dividend Portfolio Review | The only way is UP! 📈 1:13:04

27 weeksที่แล้ว1:13:04

1:13:04

Welcome to Episode 217 of the Dividend Talk Podcast! In this episode, Derek and the European Dividend Growth Investor (EDGI) discuss their third-quarter dividend portfolio performance, recent stock purchases, and some key earnings reports. Timestamps 00:00 - Intro & Quick Market Recap 02:00 - ECB Rate Cuts & Impact on Mortgages 07:00 - Derek’s €100K Milestone 10:30 - EDGI's Dividend Portfolio Grows by 29%! 16:00 - Recent Stock Purchases: Brookfield Asset Management (BAM) & BAE Systems (BA.L) 18:00 - Earnings Highlights: ASML (ASML), Johnson & Johnson (JNJ) 30:00 - Listener Questions - Trading 212 Debit Card: Good for Dividend Investors? - Taxes on Dividends in Belgium & Sweden - Paddleball & Pickleball: Growing Sports, Growing Industries? 50:00 - Target (TGT), Diageo (DGE.L), Pernod Ricard (RI) Discussion If you enjoy this episode, don't forget to like, subscribe, and hit the notification bell for more dividend growth investing content! --- Companies & Tickers Mentioned - ASR Nederland (ASRNL) - Paychex (PAYX) - Evolution Gaming (EVO) - Brookfield Asset Management (BAM) - BAE Systems (BA.L) - ASML Holding NV (ASML) - Johnson & Johnson (JNJ) - Target (TGT) - Diageo (DGE.L) - Pernod Ricard (RI) - Ahold Delhaize (AD.AS) Thanks for listening! Let us know your thoughts in the comments and feel free to ask any questions for future episode…

Dividend Talk

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EP #216 | Manny Mistry’s FIRE Journey: Unlocking Financial Independence with the Optimal Portfolio Composition 1:31:18

28 weeksที่แล้ว1:31:18

1:31:18

In this episode, we sit down with Manni Mistry to explore his path to Financial Independence Retire Early (FIRE) and how he has optimized his portfolio for long-term success. Manni shares his experience transitioning from traditional stock picking to a carefully curated dividend portfolio that will soon support his lifestyle and early retirement. We discuss the strategies that helped him along the way, as well as the balance between income and growth. Tune in as we cover: A reflection on an email received from CanadianDGI with his personal story on high-yield dividend investing Manni’s investing journey and his transition to a dividend-focused portfolio with less than 20 holdings How he structures his portfolio for financial independence Listener questions on investment strategies, stock picks, and more We also dive into a fun rapid-fire round and hear Manni's thoughts about a stock pick of the week! Be sure to join the conversation and share this episode with your community. As always, we appreciate your support in making Dividend Talk a part of your weekly routine.…

Dividend Talk

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EP #215 | FIRE Through High-Yield Dividend Stocks: Is it Sustainable? | $NKE earnings, Dinosaur Board Members 1:05:20

28 weeksที่แล้ว1:05:20

1:05:20

In this week’s episode of Dividend Talk, we dive into the sustainability of using high-yield dividend stocks as a path to financial independence, often referred to as FIRE. Is building a portfolio of 10% yielders a viable strategy, or is it a risky gamble? We explore the trade-off between high dividend yields and capital growth, the risk of dividend cuts during downturns, and how behavioral finance impacts retirees relying on high-yield stocks for income. We also discuss some of our favorite high-yield stocks and the long-term viability of such an approach. In addition to the main topic, we cover the latest earnings from Nike, along with some significant dividend hikes from RPM International ($RPM), Lockheed Martin ($LMT), and Colgate-Palmolive ($CL). As always, we answer listener questions on everything from voting for board members to dealing with financial independence in the workplace, and even share our thoughts on the current state of the automotive industry in Europe. Tune in for another insightful episode packed with dividend growth investing tips!…

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Dividend Talk « » EP #208 | The last bit of earnings and NN Group did it again!

EP #208 | The last bit of earnings and NN Group did it again!

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EP #208 | The last bit of earnings and NN Group did it again!