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Dividend Talk

Latest episodes

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Jun 26, 2021 • 43min

EP #54 - Fresenius SE dividend stock review

In today's episode we analyze Fresenius SE, a German blue chip company in the Healthcare Sector.  As usual, you can expect from us: a brief reflection on the news Fresenius SE stock analysis listener questions our stock pick of the week Engineer My Freedom is on vacation this week, so eDGI is co-hosted by Phil Segler. Enjoy today's episode!
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Jun 20, 2021 • 56min

Ep 53 Pay down your mortgage or invest your spare cash!

In this episode we discuss our views on investing your spare cash or paying down your mortgage.  We take questions from the community and EMF gives his stock pick of the week. 
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Jun 12, 2021 • 48min

EP #52 Dividend Talk 1 year Anniversary

In this episode, we record live with members of the community where we all share our top moments from the last year.  We also answer questions live and European DGI chooses his stock pick of the week
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Jun 5, 2021 • 52min

Ep #51 The wheel Options trading strategy

In this episode, long-time listener Phil steps into co-host while European DGI takes a well-deserved vacation.  We talk about how we use options for our dividend portfolio and how we use the wheel strategy to generate extra income!
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May 28, 2021 • 55min

EP #50 Has Bayer made the worst acquisition of the decade!

In this episode, we discuss Bayer and its acquisition of Monsanto. With the ongoing litigation, is this the worst acquisition of the decade?
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May 22, 2021 • 54min

Ep #49 | Are we buying or selling AT&T | And more: $CSCO $ABBV Listener questions

After the big news from AT&T, EMF and EDGI discuss the deal and why they are holding or selling their shares. We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure. We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at ciscos earnings. Main topic: We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling? We finish up the show with questions from the community Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done) Odysseus -> On annual meetings, you guys usually vote for or against the company reporting lobby activities on areas such as Climate Lobbying (Oil industry) or shareholders proposing reports on sugar and public health ($KO) Forward dividends - In the wake of $T, do you think more companies should adopt the European approach of more closely linking period results with the dividend rather than borrowing to pay the dividend (e.g. $GE, $IBM, etc.)? Dapper Dividends - If you could interview any person, alive or dead, who would it be? EloySnowball - Where is  @European_DGI reinvesting $T’s money? And what are you going to do @EMF_01? Juan - Our Opinion on BABA and its future Dividend Day Clan - EDGI to give a closing rant on AT&T Final Thoughts: We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! At your service, - Engineer My Freedom -🕊 https://twitter.com/EMF_01 - European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI
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May 15, 2021 • 1h 6min

EP #48 - Growth investing with Wolf of Hardcourt Street

In this episode, we chat with the wolf of Harcourt street. Wohs is an Irish resident but has a different approach to investing from EMF. Find out about his journey and also questions from our community Wolf of Harcourt Streets website - https://www.wolfofharcourtstreet.com see you on the inside!
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May 8, 2021 • 48min

Ep #47 | More Q1 Earnings 2021

Earnings season is in full swing and we take a look at 5 more companies this week. 👉 European Dividend Growth Investor Chats about the performance of last years growth darlings 👉 EMF jokes that IBM are back as they share some positive news regarding 2nm chips Main topic: A brief look at the different companies reporting their Q2 2021 earnings. $CVS, ETR: MUV2, $ABBV, $O and AMS:DSM Listener Questions: This week we received several questions again from our loyal listeners Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done) Centrino - What are buybacks? And are they good news or bad news for investors? Tiago Dias - Have you gotten your 2020 tax return yet? What did you invest it on? Arrozdetom -  Q1: WHAT IS YOUR WORST PERFORMER (STOCK)? Q2: DID YOU SELL ANYTHING THAT WENT UP >200% AFTER YOU SOLD? IF YES, HOW BAD DOES THAT FEEL? Q3: DID YOU EVER BUY A STOCK JUST BC OF FOMO AND SOLD IT SHORTLY AFTER? Stubads - Interested in your perspective on the impact of inflation on your holdings. Kurt - Your opinion on vandevelde… Brady - When someone asked recently about only owning 3 stocks you mentioned Baba. Are you buying on the dip, or do you see more value elsewhere? Pieter Spruyt What do you think about the Unilever tea business that is likely to be split off via listing. Do you think this is a good idea? Or do you think they should split the entire food division and home/personal care division? Links: Munich RE - https://www.youtube.com/watch?v=AA_B8Lu8Jsw&t=1038s European DGI Video on inflation - https://www.youtube.com/watch?v=MXJAlFhaTwU Final Thoughts: We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! At your service, - Engineer My Freedom -🕊 https://twitter.com/EMF_01 - European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI
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May 1, 2021 • 1h 3min

EP #46 - Small Cap Dividend stocks with Russ from Dapper Dividends

A new episode in which we discuss investing in small cap dividend stocks. Special guest: Russ from Dapper Dividends
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Apr 24, 2021 • 58min

EP #45 | Q1 Earnings 2021 | $T $NESN $KO $BN $INTC $OR $IBM $KMB

It’s our favorite time of the year with earnings season just starting. This week we cover 8 companies with a mix of US-based and European based companies We started with the news of the week. 👉 European Dividend Growth Investor shares news on a potential merger with Chubb 👉 EMF shares his reflection on the European Superleague. Do you think it was a good Idea? Main topic: A brief look at the different companies reporting their Q2 2021 earnings. $T, SWX: NESN, $KO, $BN , $INTC , EPA: OR, $IBM and $KMB Listener Questions: This week we received several questions again from our loyal listeners Phil - Is there any company where you would love to see a spin-off or a bigger merger/acquisition in 2021? Centrino - My average price for $MO is 42$, back in October laser year. Last week, it reached 52$. I.e. the yield decreased. Would you keep making DCA monthly, after such an upside? Or temporarily pause buying, waiting that the price drops back? Sheep Stocks -  will Waterford win the All Ireland? And if Waterford GAA had a public company that paid out a dividend would you consider buying it? Tiago Dias -  Do you think we will see tax-advantaged accounts like Roth IRA and 401Ks  appear in Europe anytime soon? Or do you think the Pan-European Pension Products will remove the political will to implement such a solution, leaving us stuck to chronically underperforming products? Celtic Investor - If ye could only hold 3 stocks, 1 European, 1 US and 1 from the rest of the world, what would they be and why? Taurus Invests -  Do you utilize your CGT allowance of 1270 every year? Tony- Imagine you are only allowed to invest in one single stock. Which one of your portfolios would you choose? Forwards Dividends - What is the European reaction to Biden's cap gains tax plan?  Do you think Americans are just spoiled? Final Thoughts: We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! At your service, - Engineer My Freedom -🕊 https://twitter.com/EMF_01 - European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

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