Topics include Alphabet initiating a dividend, noteworthy comments from TotalEnergies' CEO, dividend hikes from 2 kings, earnings reports on Unilever, Bristol Myers, and more. Also discussed: Liverpool's potential new coach, energy transition challenges, European companies moving to the US, financial report analysis, investment strategies, and diversification options.

This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson. Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On. In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios. Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software

In this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends. Here's a list of companies mentioned along with any relevant tickers: 1. Shell - Ticker: SHL 2. Medical Properties Trust - Ticker: MPW 3. The Procter & Gamble Company - Ticker: PG 4. Agree Realty Corporation - Ticker: ADC 5. Zoetis - Ticker: ZTS 6. Starbucks - Ticker: SBUX 7. Greggs - Private company, not publicly traded 8. HSY (Hershey Company) - Ticker: HSY 9. NKE (Nike, Inc.) - Ticker: NKE 10. VICI Properties Inc. - Ticker: VICI 11. Nvidia Corporation - Ticker: NVDA 12. Crowdstrike Holdings, Inc. - Ticker: CRWD 13. Advanced Micro Devices, Inc. - Ticker: AMD 14. Marks & Spencer (M&S) - Private company, not publicly traded 15. Sainsbury's - Private company, not publicly traded 16. Global Water Resources - Ticker: GWRS 17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam)

Welcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions. In this episode titled "Our Portfolio Review for Q1," we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson's strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66. Our main topic centers around the performance of our dividend growth portfolio's, where we analyze the buys and sells of the quarter, discuss diversification strategies, and review dividend income. We then address listener questions ranging from European dividend companies with strong pricing power to the dilemma of investing in premium services with a limited budget. Additionally, we provide insights on tracking dividends, managing taxes, and handling stock price fluctuations, along with discussions on specific tickers like AVIVA, VLK, UNH, and Zoetis. Tune in as we share our expertise and insights on dividend investing, portfolio management, and navigating the complexities of the stock market. Join us for a deep dive into the world of dividends on Dividend Talk. 🎖️ Visit the following link to become a premium subscriber to our newsletter: https://europeandgi.com/sign-up/ 🗣️ Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk Tickers discussed: The TJX Companies ($TJX) Utz Brands ($UTZ) Phillips 66 ($PSX) AVIVA (AV.L) Van Lanschot Kempen NV (VLK.AS) UnitedHealth Group (UNH) BASF (BAS.DE) Zoetis (ZTS) Starbucks (SBUX) Nike (NKE) McDonald's (MCD) Agilent Technologies (A) STAG Industrial (STAG) AvalonBay Communities (AVB) Pernod Ricard (RI.PA) Booking Holdings (BKNG) Scanfil (SCANFL.HE)

In tis episode we discuss Unilever selling their Ice Cream Business, Apples lawsuit and Nikes cheeky bid to take over as supplier for Germanys national teams. In the main topic we discuss how we maintain our portfolios and some of the lessons we learned along the way. In the listeners questions we talk about  Reckitt Benckiser Group, SCHD, Dino Polska, Evolution AB, Wolters Kluwer, Kontron AG and United Health. Join us on facebook: https://www.facebook.com/groups/dividendtalk Become a premium member: https://europeandgi.com/sign-up/

Join us on the Dividend Talk Podcast as we delve into the stability and growth potential of the consumer staples sector. In this episode, we highlight five dividend growth stocks from this resilient sector. But firstly, we kick off with news updates, including Salesforce's initiation of a quarterly dividend and Aramco's impressive dividend increase despite a net profit decline. The main theme of today is to explore the consumer defensive sector's key characteristics and showcase 5 dividend growth companies that spot decades of dividend growth. Last but not least, we engage with listener questions on financial independence goals, diversification strategies, and identifying long-term mindset dividend growth companies. Hence, tune in for insightful discussions on dividend investing and navigating the dynamic world of consumer staples 🙌 Join us on facebook: https://www.facebook.com/groups/dividendtalk Become a premium member: https://europeandgi.com/sign-up/ Tickers discussed: Salesforce (CRM) Aramco (2222.SE) Ahold - Delhaize (AHODF) PepsiCo (PEP) Target Corporation (TGT) Coca-Cola (KO) Reckitt Benckiser Group plc (RBGLY)

In today's Dividend Talk episode, we dive into the latest news by discussing the implications of 3M's spinoff, followed by discussing three high-yield dividend stocks with a safe dividend profile. Why own a low dividend yielding stock if you can get a higher one with similar dividend growth prospects? After that, we discuss dividend investing related questions from the community. Tickers discussed today: British American Tobacco (BATS): BATS.L ASR Netherlands: ASRNL.AS Agree Realty Corp: ADC 3M: MMM Realty Income: O Essential Properties Trust: EPRT Chevron: CVX AVGO (Broadcom): AVGO JMT: JMT.L Kroger: KR Vinci: DG.PA SAAB: SAABB.ST Hershey: HSY Evolution AB: EVO.ST Coca-Cola Europacific Partners PLC: CCEP Qualcomm: QCOM Greencoat UK Wind: UKW.L Post NL: PNL.AS Become a premium Subscriber for 119 euro a year: https://europeandgi.com/sign-up/ Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk In today's Dividend Talk episode, we dive into the latest news by discussing the implications of 3M's spinoff, followed by discussing three high-yield dividend stocks with a safe dividend profile. Why own a low dividend-yielding stock if you can get a higher one with similar dividend growth prospects? After that, we will discuss questions related to dividend investing from the community. Tickers discussed today: • British American Tobacco (BATS): BATS.L • ASR Netherlands: ASRNL.AS • Agree Realty Corp: ADC • 3M: MMM • Realty Income: O • Essential Properties Trust: EPRT • Chevron: CVX • AVGO (Broadcom): AVGO • Vinci: DG.PA • SAAB: SAABB.ST • Hershey: HSY • Evolution AB: EVO.ST • Coca-Cola Europacific Partners PLC: CCEP • Qualcomm: QCOM • Greencoat UK Wind: UKW.L • Post NL: PNL.AS Become a premium Subscriber for 119 euro a year: https://europeandgi.com/sign-up/ Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk Chapters 00:00 Intro 03:09 - 3M Spin Off 11:00 3 undervalued Industries 19:20 BATS.L 29:00 ASRNL.AS 40:00: ADC 48:00 Listener Questions

In this episode we dive into Evolution AB (STO: EVO), a key player in the gaming industry. Beginning with an overview of Evolution AB's background and its pivotal role in the gaming sector, we discuss how the company has positioned itself over time to maintain competitiveness and deliver value to shareholders. As a dividend investor, understanding how Evolution AB manages this balance becomes crucial, especially against the backdrop of regulatory changes, market fluctuations, and technological advancements. Looking towards the future, we discuss the opportunities and challenges that lie ahead for Evolution AB. From potential risks associated with regulatory shifts and market dynamics to the company's growth prospects, we provide insights into what investors can anticipate from Evolution AB. As always, we address questions from our audience, covering topics such as Evolution AB's capital allocation strategies, comparisons with competitors like Betsson, potential valuation if listed in the US market, and potential negative aspects of their business that could hinder growth. Read more: https://www.thewolfofharcourtstreet.com/p/evolution-ab-investment-thesis https://www.thewolfofharcourtstreet.com/p/auto-partner-a-boring-business-with Follow Wolf of Harcourt Street on X: https://twitter.com/wolfofharcourt Other companies mentioned: Jeronimo Martins (JMPTF) Nextera Energy (NEE) Auto Partner (AUTOPARTN) Munich Re (MUV2.DE) NN Group (NN.AS) ASR NL (ASRNL.AS) Bunzl (BNZL.L) CRH plc (CRH) Defama (DFA.DE) Van de Velde (VEL.BR) Repsol (REP.MC) Ageas (AGS.BR) Aegon (AGN.AS) Linde (LIN) Eaton (ETN) Fidelity National Information Services (FIS) Cibus Nordic Real Estate (CIBUS.ST)

Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia's impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community. We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks. Our main topic features discussions on BASF's dividend decision and insights into Danone's financials, exploring the impact of the deconsolidation of their Russia business unit. As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola. Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming. Companies Discussed: Nvidia ($NVDA) Nestle ($NESN) Allianz ($ALV) Ferrari ($RACE) BIC ($XPAR: BB) Wolterskluwer ($WKL.AS) Danone ($BN) Home Depot ($HD) Walmart ($WMT) Chubb ($CB) Prologis ($PLD) Thermo Fisher Scientific ($TMO) Danaher ($DHR) Enagas ($ENG.MC) Bayer ($BAYN) BASF ($BASF.DE) ADC ($ADC) Agree Realty ($O) VICI Properties ($VICI) Iberdrola ($IBE.MC) Legal and General ($LGEN.L) HP Inc. ($HPQ) Gränges ($GRNG) Equinor ($EQNR) Don't miss out on the valuable insights and engaging discussions – tune in and enjoy the show! Continue the conversation at our lovely Facebook group: https://www.facebook.com/groups/dividendtalk Become a Premium member and sign-up now: https://europeandgi.com/sign-up/

In today's episode of Dividend Talk, where we jump into the world of investment trusts with our special guest, Andrew who is a member of the Limerick FI group in Ireland. We share some notable dividend hikes, including Ahold Delhaize, Coca-Cola, Schneider Electric, Royal Vopak, and Moody's. In this episode, Andrew shares his journey into the world of investing and simplifies the concept of investment trusts. Learn about the distinctions between closed-end and open-end trusts, as well as key terms like gearing, net asset value, and dividend heroes. Andrew shares the concept behind two dividend policies prevalent in investment trusts, including the traditional dividend growth model and the enhanced dividend approach exemplified by JP Morgan Global Growth & Income. Andrew shares his thoughts on what to look for when evaluating investment trusts, from compelling narratives and annual reports to metrics like z-scores, gearing, and dividend cover, not forgetting the consideration of fees and managerial expertise. Additionally, Andrew answers questions from our community, such as the comparison between investment funds and ETFs, and the potential impact of changes in investment strategy resulting from the elimination of deemed disposal.  Books Mentioned  John Barrons, Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret Jonathon Davis, The annual Investment Trust handbook 2024 Ed Conway, Material World Jonathon Davis - Templeton's Way with Money. Websites Mentioned The AIC,  Trustnet, The Money Makers podcast Companies Mentioned CT Private Equity Trust,  Allianz Technology Trust, City of London Investment Trust, Renewables Infrastructure Group, Greencoat Renewables, Aquila European Renewables, Finsbury Growth & Income Trust, Bankers Investment Trust, NextEnergy Solar Fund and BlackRock World Mining