Dividend Talk

In this episode, we are running through some more earnings from Realty Income, BASF, Red Electrica and Munich RE and more! We started with the news of the week. 👉  AT&T made the headlines with DirecTV again. Check out our thoughts and maybe a mini rant from european dgi We discuss no fewer than 7 companies' earnings reports. It really is a marathon at this time of the year. But we love it! Listener Questions: This week we received several questions again from our loyal listeners Phil Segler - How did your risk tolerance develop over the years? How did the size of a "standard purchase order" develop? (Example for me in the beginning it was 1k, then for a bit rather 2...3k, now moving towards 4...5k per order) Dividend Dane - Question - “Falling in love” with certain stocks in both your portfolio and your watchlist is very common. Do you ever try to evaluate if there are better options out there? Piotr - Do you have any rules or hints for averaging down? Actually, I increased Unilever after first drop and now seeing further drops have no idea about further increases Tiago Dias - What do you think about using profit margins as a proxy to determine how high a companies PE ratio can be before it becomes a bad deal? i.e: $MSFT has around 36% profit margin, so a PE of 35 might be a better deal, compared to $ADM with margins around 5% and a PE of 17 Eduardo Garcia (aka Enzo):  HI DGI, questions for the next program AHOLD DEL... report some issues related to pension programs in USA and EU, this is good or bad? or maybe normal.  And why don’t European companies need to file something like a quarterly 10K? 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 ---- Useful links: EMF’s  Irish 5 including Glanbia https://www.engineermyfreedom.com/the-irish-5-the-five-best-irish-dividend-stocks/ Red Electrica Stock Analysis by European DGI: https://europeandgi.com/stock-analysis/red-electrica-a-juicy-dividend-yield-but-at-what-cost/

In this episode, we are running through some of the consumer staples earnings reports ($BN $WMT $AD $NESN ). The Big Question is - What will we both do with Danone after an 8% dividend cut? ---- We started with the news of the week. 👉 European Dividend Growth Investor shares an video on The RobinHood / GameStop hearings Check out the video: https://www.youtube.com/watch?v=7O0DiAJYReQ 👉 EMF shares FireHQ seminar. FIRE (Financial Independence Retire Early) is a lifestyle movement that is changing lives everywhere as it spreads throughout the world. Faced with the reality of a global pandemic so many people are looking for an alternative way to take control of their finances and in turn creating life freedom for themselves and their families. Check out the seminar here - https://www.firehq.ie Main topic: Consumer Staples reporting their earnings Few quick takes ($BATS $AMS:NN $ETR:ALV) Listener Questions: This week we received several questions again from our loyal listeners 1️⃣ Phil - Portfolio management: any sectors that are currently overweighted/underweighted that you want to adjust? 2️⃣ Dividend Dane 3F’s - Do you browse through a few selected? Like Berkshire Hathaways, to see what the big funds are doing? (I for one loved seeing Buffett buying +4 million shares of $ABBV) Link provided by dividend wave -  https://www.dataroma.com/m/home.php 3️⃣ DoctorInvesrsor - Someone as to ask...thoughts on Danone’s dividend cut? Will you guys keep it or sell it? 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 ---- Useful links: EMF’s top european dividend companies https://www.engineermyfreedom.com/top-10-european-dividend-growth-stocks-for-2021/ BATS by European DGI: https://europeandgi.com/2020/07/28/british-american-tobacco-will-it-help-you-in-building-a-better-tomorrow-bat-shares

In this episode, we are running through some or the earnings reports from this week ( $PEP $KO $CSCO $HEIA $RELX $OR ). It really feels like there isn’t coming an end to it, but this is also what we love so much. Great dividend growth companies reporting earnings and dividend increases. But before we go there, we will first introduce our guest Dividend Wave to you including some rapid FIRE questions. But like always, we also discuss the news of the week and a stock pick of the week.  We started with the news of the week.  👉 European Dividend Growth Investor shares an interesting fact about Bitcoin’s world wide energy consumption 👉 Dividend Wave shares the news about Tesla. The company started to buy bitcoin and he shared his thoughts about the accounting of it. 👉 EMF shares his reflection on the news that Tesla had to call back 12.000 cars to fix an issue Main topic: A brief look at the different companies reporting their FY 2020 earnings. Listener Questions: This week we received several questions again from our loyal listeners  1️⃣ Phil - Assume a market at ATH, what would you do: a) Stay with your key stocks, even if they are expensive b) Wait until markets cool down c) look for new companies on page 10 of google 2️⃣ Peter from Belgium (via email) Do you take into account double taxation of dividends when selecting a stock? For example: when I receive dividends from American stocks in Belgium it is taxed in the US at 15% and then again at 30% in Belgium. So almost half of the dividend is lost to taxes. 3️⃣ Rafa - Hi! I have a question, once you spotted a good company DGI, how do you assess when is the good moment to buy?do you trust only your CFdiscount model for valuation or do you look at PE forward, Shiller ratio, EV/EBITDA, FCF yield or FCF for Equity vs historical?  4️⃣ Richlan -  How do you develop a buying strategy. Like I'm having trouble deciding how big my positions in each stock should be? 5️⃣ Piotr - When starting to build a div portfolio would you go for high yield but low growing stocks to boost investing capital at the beginning or would you focus on lower yield but high div growth?what is your favorite austrian stock? Mine is "mayr melnhof" from a dividend growth point of view 6️⃣ Dividendencheck - What is your favorite Austrian stock? Mine is “Mayr Melnhof” from a dividend growth point of view. 7️⃣ Dapper Dividends - What is an underrated dividend analysis metric? Stock Pick Last but not least, Dividend Wave shares his stock pick of the week. This week he shares his thoughts about Home Depot   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 - Dividend Wave - 🕊 https://twitter.com/DividendWave  ----  Links mentioned in the show: EMF’s post about Cisco: https://www.engineermyfreedom.com/cisco-q2-2021-earnings-review/  As mentioned by Dividend Wave: http://yieldchart.com/  As mentioned by European DGI: https://europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/ 

In today's episode we're going through the fourth quarter (Q4) and 2020 annual reports of the following companies:   $ABBV - Abbvie  $RDSA - Royal Dutch Shell  $UNA - Unilever  $AFL - Aflac  $XOM - Exxon Mobil  $AMZN - Amazon  $GOOGL - Alphabet  $CB - Chubb  $ABB - ABB limited   We also answer several listener questions and EMF shares his stock pick of the week.   Link to MattMoney 50K loss video: https://youtu.be/sFfI3Xh9vLY Follow us via:  www.engineermyfreedom.com  www.europeandgi.com

In this episode, Our Guest Dividend Dane joins us to discuss REITs and if they make a good investment choice for dividend growth investors.  We also take a look a look at the earnings of $T $SAP $MSFT and $AAPL

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