Dividend Talk

EP 91 | Dividend growth investing if we had to start all over again

Mar 26, 2022
The podcast discusses starting over with dividend growth investing, strategies for building a portfolio, the impact of a stronger dollar on dividends, and valuation models for stocks. They also touch on managing a portfolio, passing it on to family, and a stock pick with an option strategy.
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Episode notes
1
Introduction
00:00 • 2min
2
Intel's Investment in Europe and the Geopolitics of Semiconductor Industry
02:27 • 3min
3
ASML, AT&T Split, and Speculation on Future Strategies
05:07 • 2min
4
Starting Dividend Investing Again
06:54 • 21min
5
The Impact of a Stronger Dollar and Carlsberg's Dividend
27:44 • 9min
6
Dividend Growth Investing and Valuation Models
37:12 • 11min
7
Managing a Portfolio and Dividend Investing
47:48 • 10min