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Dividend Talk

Latest episodes

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Nov 28, 2020 • 49min

EP #24 - Dividend Investing Tax

In this episode we have robin aka the secret investor as a guest to talk about dividend investing taxation.
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Nov 21, 2020 • 46min

EP #23 Berkshire Hathaway

In today's Episode we take a look at Berkshire Hathaway's recent 13 F We answer some questions from the community and EMF gives his stock pick of the week
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Nov 14, 2020 • 52min

EP #22 - Investing in Uncertain times

In this episode, we are discussing how we invest in uncertain times. What have we learnt from previous volatile markets and how has that shaped our behavior? We are not top notch professional investors. We are retail investors and we love to share our experiences with you so that you can learn from our mistakes and successes. Like always, today we also discuss the news of the week and European Dividend Growth Investor’s stock pick of the week (new style). ----- 0:00 - Intro & Welcome 2:48 - News of the Week 8:50 - Investing in Uncertain Times 33:50 - Listener Questions 44:08 - eDGI's Stock Pick of the Week ---- We start with the news of the week. 👉 Engineer my Freedom shares his thoughts on a football club in the premier league that pays dividends. Do you want to own a football club? 👉 EMF also reflects on the thoughts about what a Digital Euro might mean for us as European citizens. Will this be the end of money as we know it? Main topic: Investing in uncertain times. Listener Questions: This week we received multiple questions from our loyal listeners. 1️⃣ Phil- f not covered by the news of the week: $CSCO up 6...7% - did you expect that? 2️⃣ Phil - What are the last goals for your portfolio in 2020? 3️⃣ Dividend Dane - Noble 30 - Will Siemens be replaced in the index? Also - who will replace Sodexo? 4️⃣ Dividend wave - My question: $ABBV dividend on the 16th just reinvest at this price ? Or wait for a pullback? If pullback which price range would you look to add? 5️⃣ Io Charts - - My question on the European front is if either of you ever looked at $RR.L (Rolls-Royce). Stock Pick Last but not least, European DGI shares his stock pick of the week. This week he shares a Dutch supermarket chain as a dividend income stock. 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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Nov 7, 2020 • 1h 8min

EP #21 - Why the balance sheet of a company is so important to us

In this episode, we talk about Walgreen's new joint venture, Digital currency in Europe and we discuss why the balance sheet of a company is important to us. We talk through each part of the balance sheet and explain what Assets liabilities and shareholder equity is. We discuss why Goodwill can be both positive and negative and also what to look for with pensions. We answer some listener questions and this week EMF chose to analyse an Irish company for his stock pick of the week
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Oct 30, 2020 • 46min

EP #20 - Earnings from Microsoft, Novartis, Hasbro and many more

This week we are discussing the recent earnings announcements of Hasbro ($HAS), Microsoft ($MSFT), Royal Dutch Shell ($RDS), Sanofi ($SAN) and many more. This was again a very busy week for dividend growth portfolios, because some of these are typically foundational stocks for many dividend growth investors. ----- Did you know that we are ranked as the #1 Dividend Podcast? Check it out here: https://blog.feedspot.com/dividend_podcasts/ ----- News from the week: eDGI and EMF don’t really want to talk about COVID-19 and the lockdowns, so they shared some lighter news about Football (Liverpool, Barcelona, Juventus) Main Topic: The earnings from the aforementioned companies and companies like Apple ($AAPL), AMD ($AMD), Novartis ($NOVN), Chubb Limited ($CB), SAP SE ($SAP) After the main topic we addressed several listener questions: Anthony Lopes  - What do you both think of the Ant Group IPO? Centrino - Of course! What would be the best day to buy dividend stocks at the best prices next week, US election. Monday? Tuesday? Wednesday? Or better wait until the end of the week? Or the week after? And what sectors should benefit from each winner? Dividend Wave - Going on a the second frenetic week of earnings. So far which have stuck out the most to you (positive/negative/totally surprising/however you want to classify it) Phil - Given the choice of any business lady/man or famous investor in the world, whom would you want as a dinner guest? What do you prefer more - well known brand to the public or a hidden champion in a specific sector? 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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Oct 23, 2020 • 50min

EP #19 - Earnings results from Dividend Day

In this episode, we discuss the Q3 Earnings results from AT&T ($T), INTEL ($INTC), UNILEVER ($UNA), DANONE ($BN), COCA COLA ($KO) and more. Stay tuned for our listener Questions and also our stock pick of the week
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Oct 17, 2020 • 43min

EP #18 - Our thoughts on Walgreens and Johnson & Johnson earnings

This week we are discussing the recent earnings announcements of Walgreens ($WBA) and Johnson & Johnson ($JNJ). We are both very excited that earnings season has really started now.  There are many great Dividend Aristocrats and European Noble 30 members reporting earnings in the upcoming week. Actually, we declared next week 22 October as #DividendDay.  Several great companies are reporting their earnings on that day: Unilever ($UL $UNA) Hermes International ($RMS), L’Oreal ($OR), AT&T ($T), Coca-Cola ($KO), Intel Corp. ($INTC), Kimberly-Clark ($KMB).  Just join us Thursday 22 October at 10.30 CET or 9.30 GMT and let’s share our thoughts on those earnings reports. Send EMF or European DGI a message on Twitter or via their blogs and we’ll make sure that you’ll get included.  News from the week: EMF shares his reflection of the recent decision from IBM ($IBM) to spin off a part of the company. https://arstechnica.com/information-technology/2020/10/ibm-to-split-into-two-companies-by-the-end-of-2021/  eDGI shares the news that Mexico put a ban on a dozen of global dairy brands. They seem to not live up to the standards that the Mexican government has described. https://www.reuters.com/article/mexico-dairy/mexico-bans-global-brands-dairy-products-for-breaching-standards-idINL1N2H50WE  Main Topic: EMF shares his reflection on the latest earning report of Walgreens. He is pretty happy with their earnings and feels that the company held up nicely during COVID-19. He also shares his thoughts about how he sees the company transforming very rapidly in a digital enterprise  eDGI shares his reflection about Johnson and Johnson in which he is very impressed with again a “Clock-work” quarter of earnings. He shares a bit more about the highlights of their sales and earnings which investors should be aware of.  After the main topic we addressed several listener questions:  Phil - Hypothetically, if the current CEO of a company stepped down, and you had the choice between the CFO or CTO to step up as next CEO - who would you choose, and why?  Danny - Any thoughts on space stocks such as Momentus thats meant to IPO start of 2021? Dividend Newbie - How long does it normally take to do a thorough analysis of a company before you feel ready to invest?  Dividend Wave - 1 growth stock you have on the watchlist or have bought. and why? Check out Christophers analysis here https://seifelcapital.substack.com/p/sea-limited-nyse-se-summary-research RepStones - You buying BP at this level? Last but not least, we both shared our stock pick of the week.  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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Oct 10, 2020 • 45min

EP #17 - Munich RE. A dividend Stock Review

In this episode, we analyze Munich RE $MUV2 who have an impressive dividend-paying history.   We also answer 11 questions that were posted to us from our community. Hope you enjoy 
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Oct 3, 2020 • 57min

EP #16 - Q3 Dividend Portfolio review

this week we reviewed both our portfolios in relation to its Q3 performance.  We started the show with the news of the week  EMF asks European DGI about his opinion of Unilever's HQ move to the UK. eDGI shares his historical perspective for this move and why it makes sense to choose the UK. He does bring up the point though about its dividend reliability if Unilever starts to use the British Pound as their base currency. Will it mean that Euro investors will be exposed to additional currency risk? https://www.thisismoney.co.uk/money/m...  EMF also shares the recent news about Shell. Shell is planning to cut up to 9000 jobs and we talk about what it might mean for the company. https://edition.cnn.com/2020/09/30/bu... EDGI shares his thoughts about Bayer. Bayer just announced an adjusted performance outlook. It also gave a heads-up about upcoming impairment charges in its agriculture business. What to do with Bayer, that’s really the question. https://www.investor.bayer.com/en/nc/... Last but not least, EMF and eDGI also share their support for Beurswolf’s S&P500 major league. They find it a very interesting and competitive contest. They’re recommending everyone to join the contest via Twitter. https://beurswolf.com/2020/09/28/sp50... Main Topic: The main topic was about reviewing their portfolios and how it performed in Q3 2020. eDGI’s income from dividend was still growing strongly while his absolute portfolio value stayed flat. This was mainly due to a drag down in his Oil stocks and net new monthly contributions. EMF mentioned that Q3 was all about cleaning up his portfolio. He sold 15 positions and started to put strength back in his portfolio by focusing on high quality positions, Also EMF enjoyed a strong growth in his year-over-year dividend income. Listeners Questions: This week we answered the below questions: Andrew - I have been assessing Glaxosmithkline (GSK) and have opened a small position. What do you think of this as a good pharma purchase.  Danny - Thoughts on how Trump catching Covid might affect the presidential race along with the stock market ? Centrino - $XOM : buy now for its high divi (oil is still there for many years) ? Or run away, because future is electric and gaz? Letuscompound -  Thoughts on our favorite laggard Shell?    30 min rant from edgi please :) Phil -  Is taxation a reason for you not to invest in something  Gerry Farrel - Any thoughts on Neste Oyj?  Neste Oyj is a Finland-based company engaged in the refining and marketing of petroleum and petroleum products Last but not least, we both shared our stock pick of the week.  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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Sep 26, 2020 • 57min

EP #15 - Diageo. Is it worth buying?

This week we discuss Diageo and comb through the financial reports to see if it is a buying opportunity for this dividend stock.

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