Dividend Talk

In this episode, We talk about earnings from $INTC and $IBM.  EDGI also talks about his learnings when trying to spot a company in Decline. As usual, we take questions from the community and EDGI gives his stock recommendation this week

The main topic of this episode is a conversation about Intel Corp. We will look at their business, their fundamentals and their valuation. EMF is quite bullish on Intel whereas eDGI is rather bearish. Listen to this episode and let us know what you think!

In this episode we look at the earnings results of $WBA and speculate on the upcoming announcements of 4 big European dividend companies

This week we reviewed both our portfolios in relation to its Q4 performance. EDGI and EMF look at their portfolios in relation to dividend growth and also to the growth of the S&P 500 EMF Shares his European aristocrat stock pick of the week

This is our final podcast of the year. We shared our reflection on 2020 on our portfolios, blogs and podcast. Thanks to everyone for your support.  Merry Christmas and we will see you in the New year

In this episode we are already getting in the mood for the upcoming Christmas holiday break. This episode we dedicated to the ultimate dividend stock we would buy for our kids right now. Off course, EMF and eDGI are who they are so there’s definitely a catch to it ;-) Having said that, we started with the news of the week. 👉 European Dividend Growth Investor shares his thoughts on the acquisition of Biotelemetry by Philips in a 2.3 bln Euro all-cash transaction. He just wrote a post about Philips as well: https://europeandgi.com/2020/12/18/philips-stock-analysis-is-now-a-good-time-to-buy/ He also reflects later on Unilever who decided to spend money on advertisements on Facebook again after an earlier ban. 👉 EMF shares his news about the FireEye hack and a potential state sponsored attack. They both reflect on the risk of being fully digital with your wealth. Main Topic: EMF and eDGI share their choice regarding the ultimate dividend stock to buy for their kids at Christmas Listener Questions: This week we received multiple questions from our loyal listeners. Phil - How much time do you normally spend before making an investment decision? Any "safety timer" so that you do not spend too much time reading more and more documents/news/reports? Dividend Dane - Do you have views on geographic allocation? US, Europe, Asia (incl. Australia/NZ), Emerging markets etc. Piotr - how to allocate different currencies and how to mitigate currency risk. Especially here I am curious how do you @European_DGI  handle this living with PLN and high fluctuations of it. Also Letus Compound asked this: How to incorporate the current rise of the euro vs the dollar in valuation models? Is this opportunity or not? Lets compound - How long do you have 'patience' with a stock? For example a company with strong and growing profits, but for some reason the stock price doesn't follow.(small stock, underfollowed,...) East_set - What do you think about market timing. I am unsure if investing right now is a wise decision as many people expect a downturn. On the other hand every study suggests that trying to time the market and staying out of it for longer leads to less returns ? Rafa Martinez Valera - I want to ask if you have reviewed Logista(LOG)seems like a DGI but very thin margins and 2020 free cash flow (very positive)affected by changes in IRFS 16 Kurt - Which techniques do you both use WHEN to write a call or put on your shares? Stock Pick Last but not least, EMF  shares his stock pick of the week. It’s a Sweedish REIT who are leading the way in sustainability. 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

In this episode we are reflecting on our Sector Allocations. These allocations can have a heavy impact on your portfolio if not considered properly. As an example, the Energy sector has been weakest performing sector Year To Date and being overweight in this sector could have had severe consequences in pursuit of your goals. We started with the news of the week 👉 European Dividend Growth Investor shares his thoughts about the recent IPO of AirBNB and the news about the first person being vaccinated in the UK. 👉 EMF shares his excitement about the upcoming Hurling final in which his hometown is one of the finalists. Main Topic EMF and eDGI share their top 5 Sector Allocations in their portfolio. They reflect both on their current top 5 and their desired top 5. They also share their rationale for having these target allocations and why it matters to them. Listener Questions This week we received multiple questions from our loyal listeners. 1️⃣ Phil - With regards to your favourite stocks: Do you want prices to go up or down? (Dividend Investors know the struggle :) 2️⃣ Sego Investor - Do you guys use the moving average to get the buying price? If yes which one? 3️⃣ Wolf of Hartcourt Street - Have you had a look at $IIPR yet? (More so for @EMF_01 but applies to you too @European_DGI ) 4️⃣ EasyMoney - Why $AD is the best retailer of Europe? 5️⃣ DividendMVP - How do you come up with a fair value of a stock? 6️⃣ Centrino - Hello, sometimes I see people making selling/buying decisions based on the RSI. Is this index a good starting point ? What other indicators could we use to make better decisions ? 7️⃣ Just Dividends - Now that the year is nearly over - did 2020 impact your strategy or allocation targets? 8️⃣ Kiing - Why has €ORA lost 3% this morning? 9️⃣ Dividend Dane - What are your views on diversification needs in a portfolio of 10K, 50K, +100K invested. Early accumulation phase vs. later stages when risk management and protecting the principal becomes more important I guess Stock Pick of the week Last but not least, eDGI shares his stock pick of the week. It’s a Spanish stock which is trying to be a front-runner to make the European Green Deal a reality. 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

In this episode, we review Siemens AG after their recent dividend cut. We also answer some questions from our community

In this episode we have robin aka the secret investor as a guest to talk about dividend investing taxation.

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