Dividend Talk

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!

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 Investing regularly is not easy Have a plan and stick to it You cant borrow conviction Dividend Safety 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/

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). Why are we talking about Realty Income What makes them so special What concerns us about Realty Income How do we analyze a company like Realty Income  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/

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 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/

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

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.

In today's episode, we are both sharing our opinions on why dividend growth investing is the single best investment strategy. Of course, we do this in a fully objective manner and without any bias. Besides that, we have also amazing news, because we are launching our webshop full of merchandise with some of your favorite dividend talk and general investing quotes. Hence, check it out here and get your own hoodie or shirt to inspire the people around you: https://dividendtalk.myspreadshop.ie/ Disclaimer: we make a ~25% margin on sales and all is reinvested in our Dividend Talk ecosystem (podcast, blog, social media). Stocks discussed in the show today: $PG, $JNJ, $RMS, $4MC, $MBG, $AML, $RACE, $VLGEA, $ZIM, $CIB, $VOO, $RIG2, $SHELL, $RIO, $CSL, $SNA, $BALL Continue with us the discussion on FaceBook: https://www.facebook.com/groups/dividendtalk

In today's show, we are discussing some great dividend growth stocks from Sweden. Actually, there were enough Swedish dividend stocks to choose from and it shows that the Nordics produce very stable businesses. So, in today's show, we discussed the following topics: Johnson & Johnson's talc powder settlement and our thoughts about it 2 dividend hikes from $STZ and $FDX 7 Sweden dividend growth stocks: $AAK.ST, $ASSA-B.ST, $SWEC-B.ST, $WIHL.ST, $VIT-B.ST, $ABB.ST, $EVO.ST Your listener questions and some of the following stocks were mentioned: $ATCO.ST, $LOOMIS.ST, $AXFO.ST, $HPOL-B.ST, $FRE.DE, $CIBUS.ST, $JM.ST We hope you enjoyed today's show and feel free to join the discussion in the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

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/

In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession. News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream. Companies mentioned From EMF are HPQ, Danone, BASF, The companies mentioned by EDGI are Omega HealthCare and 3M. Reference Material - chowder rule Archives - European Dividend Growth Investor (europeandgi.com)