Dividend Talk

Dividend Talk
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Jul 16, 2022 • 1h 12min

EP #106 - A CEO Perspective | Matthias Schrade from DEFAMA

In today's show, we are honored to have Matthias Schrade, founder, and CEO of DEFAMA on the show. He shares his perspective on managing his company from an investor's point of view. Hence, tune in to get a unique CEO perspective on dividend investing and if you want to learn about DEFAMA as a company itself. It includes a lot of strategic topics, but we were even most impressed by his clear articulation and transparency on his business risk. DEFAMA ticker: $ETR:DEF Stocks mentioned by Matthias: $ETR:BIJ - Bijou Brigitte modische Accessoires AG $ETR:STO3 - STO SE & Co KGaA
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Jul 9, 2022 • 1h 20min

EP #105 | A conversation with Nathan Winklepleck, author of Dividend Growth Machine

In today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more! If you are interested in his book Dividend Growth Machine, you can buy it via Amazon: Amazon Germany Amazon USA You can also follow him on social media: YouTube channel Twitter We hope you enjoy the show just as much as we did while recording it.  Have a great week and C U on the inside!
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Jul 2, 2022 • 57min

EP #104 | Discussing our amazing Q2 Portfolio performances!

In this week's episode, we are sharing our performance results for the 2nd quarter of 2022. The S&P500 went into bear market theory, but it hasn't stopped us at all from firing on all cylinders to improve our projected annual dividend incomes. Hence, tune in and hear more about what we did and how we did it 👌 Referenced link to an article from De Kleine Kapitalist about BESI semiconductors: https://dekleinekapitalist.nl/dividend-aandeel-van-de-maand-be-semiconductors/
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Jun 25, 2022 • 56min

EP #103 | Our thoughts about the 11 different sectors in the stock market | Incl. $MO, $BAYN, $TGT

Dear DividendTalk listeners! In today's episode, we're having a chat about the 11 different stock market sectors. We're talking about their past performance and how we think they'll perform over the next decade. Besides that, we're also sharing our portfolio sector allocations, discuss Altria's recent setback and the news about Bayer. This and more, all in today's episode. C U on the inside!
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Jun 18, 2022 • 1h 17min

EP #102 | Dividend Investing with Eloy and Alberto from Cartas Dividendo

European DGI is back from his vacation and today we'll be having Eloy Snowball and Alberto from Cartas Dividendo on the show. In today's show, we will ask them about their journey and get some Spanish perspectives on dividend growth investing. Having said that, they are well known in Spain for their bi-weekly newsletter about dividend investing. Hence, we highly recommend you sign up via https://www.cartasdividendo.com. C U on the inside!
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Jun 4, 2022 • 1h 14min

EP #101 | Investing with Tiago Dias

EMF is joined by Tiago Dias who talks about his dividend growth investing. Check out Tiago's Sub stack below - https://tiagodias.substack.com/
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May 28, 2022 • 1h 5min

SPECIAL: EP #100 🥂🎉 | 10 European Dividend Growth Stocks each originating from a different European country

Episode 100 is a huge milestone for us! In this special episode we are discussing 10 European dividend growth stocks, each in our opinion one of the best from the given country. But it doesn't stop there, we're having a live audience and we're taking some of their questions directly in the podcast. Curious? Tune in and C U on the Inside!
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May 21, 2022 • 43min

EP #99 | What is happening to the consumer staples right now?

In this week's episode, we are having a look at the blood bath that happened in the consumer staple sector, especially when we're looking at supermarket chains like Walmart and Target. C U on the inside! 
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May 17, 2022 • 57min

EP #98 | The Battle: Starbucks ($SBUX) vs McDonald's ($MCD)

In this episode, we are comparing two fast-food giants with each other. Both Starbucks and McDonald's create a lot of excitement and at the same time worries for dividend growth investors so it was about time to compare them with each other. Tune in again to this week's episode to get your weekly juice of #dividends.
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May 7, 2022 • 55min

EPS #97 | Our thoughts on the Current Market conditions

The recent price action in the stock market raises many questions for our friends in the community. Hence, in this episode, we dig a bit deeper into our thoughts about the current market conditions. But hey, Episode 100 is almost coming up! Are you interested to join us LIVE? If so, then fill in the form below and we'll send you a calendar invite at our earliest convenience. See you on the 22nd of May at 21.00 CET? https://forms.gle/hp5oWuECkYnuWc8y7  C U on the inside!

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