Dividend Talk

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

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

In this podcast, the hosts discuss the benefits of dividend growth investing and its potential for financial freedom. They cover news on prominent companies like Walgreens Boots Alliance, Philips, and Apple. They also analyze recent dividend hikes from VICI Properties, Verizon Communications, and KLA Corporation. The main topic dives into the struggles of a 14-hour workday and the pursuit of financial freedom through dividend investing. They answer questions from the audience and discuss specific stocks like LVMH, ASML, and more.

Brad Thomas, the most widely followed author on Seeking Alpha and author of 'REITs for Dummies,' talks about valuable advice for beginners in the field, identifying red flags in companies, and current industry trends.

This episode explores risk management in financial decisions, discusses NVIDIA's earnings report and CVS's entry into the biosimilar arena. The hosts delve into risk mitigation strategies, portfolio diversification, and asset allocation. They also answer questions from the community and provide insights into investment prospects. Tickers mentioned include NVDA, CVS, MO, MPW, AD.AS, UGI, ADYEN, NEE, TROW, BATS, and DIS.

Conversations on budgeting, investing, and achieving financial freedom, gradual savings rate increase, importance of realistic goals and informed investment choices, balance between frugality and enjoying life, Siemens' solar equipment manufacturing in the US, reflections on retiring early and aspiring for financial freedom, investing small amounts of money with addiction to dividends, investment strategies and portfolio returns, opinions on Enigas and Rio Tinto at current price levels, risks and rewards of investing in utility companies

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!

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

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.

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