Dividend Talk

Dividend Talk
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Jul 17, 2021 • 1h 7min

EP #57 German perspective to dividend growth investing

This week we have David who shares his experience as a dividend growth investor from a german perspective.  You can follow David via Twitter: https://twitter.com/junginrente Check out David's stock recommendation here https://www.junginrente.de/encavis-dividende-2021-06/
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Jul 10, 2021 • 52min

EP #56 Q2 2021 Portfolio Review

This week we share our Q2 portfolio review and give our thoughts on how we performed and some learnings that we made.   Our news of the week includes both Microsoft and Shell and we also announced the foundation of the European Investors Network. Edgi Chose his stock of the week which you can also read bout here->  https://europeandgi.com/stock-analysis/philips-stock-analysis-is-now-a-good-time-to-buy/ Hope you enjoy our show!
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Jul 4, 2021 • 46min

EP #55 - A discussion about some lesser known European Stocks

Welcome to Episode #55 of Dividend Talk. Your dividend investment podcast with a European Flavor! In today’s show we’re having De Kleine Kapitalist on who is an encyclopedia about European Stocks. Hence, today we are discussing 7 European stocks which you don’t hear so often being mentioned on social media. Some of these can be considered high growth companies while some others could be interesting for you from a dividend growth investment strategy. Having said that, and as promised in the podcast, hereby the 7 names including their tickers so that you can look them up to start your own analysis: Soitec - $EPA:SOI Teleperformance - $EPA:TEP Avast - $LON:AVST GN Store Nord - $CPH:GN Coloplast - $CPH:COLO-B EssilorLuxottica SA - $EPA:EL Orkla - $OSL:ORK Referenced links: De Kleine Kapitalist blog: www.dekleinekapitalist.nl De Kleine Kaptialist on twitter: https://twitter.com/dekleinekapita1 European Dividend Growth Investor dividend stock screener: https://europeandgi.com/how-to/dividend-stock-screener/ We hoped you enjoyed today’s show!
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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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