Dividend Talk

Dividend Talk
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Mar 18, 2023 • 59min

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
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Mar 11, 2023 • 1h 7min

EP #139 | 5 Dividend Growth Stocks we Buy on the Dip | Reflections on $SIVB and a ton of Bankers Jokes

In today's episode, we share 5 dividend growth stocks we are buying during the current market dip. Besides that we speak a bit about the turmoil in the market around $SVIB because we got several questions about this. We hope you enjoy this episode! Join the conversation: https://www.facebook.com/groups/dividendtalk
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Mar 4, 2023 • 1h 21min

EP #138 | Special Guest: Ian Lopuch - A conversation about Dividend Growth Investing. #HighYield #DividendSafety #Crypto

In today's episode, Ian Lopuch joins us again for a conversation about dividend growth investing.  This time we speak a lot about dividend investing strategy and why he spends some more focus on higher-yield dividend growth stocks right now. We also briefly discuss his thoughts on crypto and what he's currently doing with it.  These are just 2 very interesting topics where Ian has a lot to share. But that's definitely not all and this episode is jam-packed with topics.  Hence, grab yourself a cup of coffee (or 2!) and tune in for an amazing conversation about everything related to dividend growth investing and investing in general. Topics discussed: news of the week ($MMM, $MO $BX) the power of dividend growth and Ian's favorite recent dividend hikes Ian's thoughts on high-yield dividend investing Ian's thoughts on Crypto and how he's approaching this asset right now how to judge the dividend safety profile of a stock how far he is from being financially independent and how he approaches this topic Last but not least, you can find Ian Lopuch and some of his latest works on the following platforms: Subscribe to his YouTube channel: https://www.youtube.com/@ppcian Follow him on Twitter: https://twitter.com/ianlopuch Follow him on Instagram: https://www.instagram.com/ianlopuch/ 15 Dividend Stocks he is buying now: https://www.youtube.com/watch?v=1bdNfAh_gQY C U on the inside!
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Feb 26, 2023 • 56min

EP #137 | Intel CUT its dividend! What to do now? | And which famous investor bought lot's of shares in Heineken?

Intel Corp. reduced its dividend by 65% to 0,50 annually going forward. Hence, it should be no surprise that this is our main topic for today's episode. Both Engineer My Freedom and European Dividend Growth Investor will share their perspectives and what they've decided to do with their position. Besides that, expect a lot of dividend hikes again, some news about Heineken, and several answers to our listener's questions.  The link referenced in the show: eDGI's portfolio allocation strategy
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Feb 17, 2023 • 57min

EP #136 | All about Averaging Up and how to beat this difficulty | + Many Dividend Hikes 💪

In today's episode, we will discuss why averaging up is so hard for us and how we try to mitigate this so that we don't fall victim to this psychology. Besides that, we will be sharing our news of the week, lots of dividend hikes, and a portfolio review and we will answer several of your questions. Thanks for listening and we hope that you enjoy today's dividend talk episode 😍 Google Tickers mentioned in today's show: News of the week: $AMS:AD, $EPA:SU Dividend Hikes: $SWX:NESN, $AMS:NN, $LON:RELX, $EPA:TEP,  $AMS:VPK, $KO, $SWH, $AMS:HEIA, $O, $FIS
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Feb 11, 2023 • 1h 18min

EP #135 | Disney reinstating their dividend and 6 German dividend stocks on our watchlist

Welcome back to another episode of dividend talk! In today's show we start with discussing the news of the week, i.e. Disney's ($DIS) intention to reinstate the dividend, but also the Search-AI wars ($MSFT $GOOGL) and a mention of Ingredion ($INGR).  We then go on to discuss 6 German dividend stocks as the main theme of today ($BAS $DPW $HEI $HBM $COK $MUV2). Some of these are classic choices but we have also a few relatively small companies in there. Last but not least, we're reviewing someone's portfolio and answer several questions of yours. Tickers mentioned are $ENB, $TROW, $KMI, $ABBV, $TRP, $TLX, $HLAG, $CL, $FRE, $BAYN, $BRK, $ALV, $EIN3. Links referenced in the podcast: Dividend Talk YouTube channel: https://www.youtube.com/@DividendTalk  Divided Talk Facebook group: https://www.facebook.com/groups/dividendtalk
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Feb 4, 2023 • 1h 14min

EP #134 - Our thoughts about Johnson & Johnson, Shell's earnings (and several others) and lot's of dividend hikes!

This is a jam-packed episode in which we discuss several news items ($ULVR $PHIA $JNJ $INTC), several earnings ($SHEL $OHI $ABB $MO $NOVO $CB), lots of dividend hikes ($NXP $ASSA $NOVN $ROG $KPN $SAN $CHD $UPS $GILD), a portfolio review and several questions from the listeners ($LEVI $LYB $VON) Enjoy the show and C U on the inside! And join us on Facebook if you want to continue the conversation afterwards: https://www.facebook.com/groups/dividendtalk
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Jan 27, 2023 • 56min

EP #133 - Earnings Season has started! Includes several nice #DividendHikes 💪🏻

Welcome back, dividend investors! Today's episode is all about the first earnings releases that are dripping in. Hence, feel free to tune-in and hear our reflections on 3M ($MMM), Louis Vuitton ($LVMH), ASML ($ASML), Microsoft ($MSFT), and T Row Price Group ($TROW). This and more in our 133rd Dividend Talk podcast episode!  Link referenced: The dividend talk Facebook group: https://www.facebook.com/groups/dividendtalk
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Jan 21, 2023 • 1h 46min

EP #132 | A conversation about Dividend Growth Investing with Bob from Tawcan.com

In today's episode, we have Bob Lai from www.tawcan.com with us. Bob is living in Canada and he's been blogging for about a decade already. Most of you have probably stumbled upon his blog when doing some research about dividend investing. Hence, we're very happy that he found some time to chat with us about everything dividend growth investing-related. Having said that, in today's episode we discussed the following topics: The number of Tech layoffs and whether this is a bullish signal Billyboys in Davos are paying premium prices for wife-replacements How Bob started with dividend investing A discussion about high yield, low growth vs low yield, high growth How close he is to financial independence and what he will do when he reaches it His main struggles as a dividend growth investor, both in the past and right now What makes Canadian banks so special? If he owns Danish stocks Besides that, we've asked him all of your questions! So if you're curious, please tune in and we'll C U on the inside! Engineer My Freedom & European DGI ===== Some of the links referenced in the podcast: Bob's dividend portfolio Best Canadian dividend stocks Best Canadian monthly dividend stocks Should I invest in high-yield dividend stocks? A cast study of dividend yield & growth 5 lessons I've learned as an investor Last but not least, feel free to join the conversation at our Facebook Group to continue the conversation with like-minded people 🙌🏻
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Jan 13, 2023 • 1h 15min

EP #131 - Typical Dividend Stocks for an All-Weather Dividend Growth Portfolio (EMF & EDGI 1st Time Together!!)

Today's Dividend Talk show is a special one, because it's the first on that EMF and eDGI actually met each other in person. Hence, this is a special show in which you will hear them also reflect a bit on each other, what their plans are with the Dividend Talk podcast and much more. Curious? Tune-in and enjoy the show! Tickers discussed in this show: $NYSE:SCI, $WDFC, $AD $ROG $MSFT $DGE C U on the inside! Join the conversation in the Dividend Talk Facebook group

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