Dividend Talk

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

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

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

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

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

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