Dividend Talk

This week we are joined by Investment talk who shares his knowledge on growth stocks. Investment talk shares tips on what is a growth stock, how  to value them, and what his exit strategy is.  We also discuss our stock picks of the week and also what Investment Talks' favorite stock is.

We started the show by sharing our news of the week.  European DGI shares his reflection on United Airlines which considers to lay-off 2850 pilots if the US government doesn’t provide additional aid. eDGI is quite explicit in his opinion on this topic and criticizes the lack of leadership from their board of directors. Are airline stocks the new bankers? https://cnb.cx/2D8xsBZ EMF shares his reflection on the fact that Exxon Mobil dropped from the Dow Jones Index after 92 years! He also briefly touches on the topic of ethical investing and what it means for a company like Exxon.  https://bit.ly/2EBKM2C Last but not least, EMF also shares his reflection on a recent blog post from Wealth Accumulated regarding inflation. What could this mean for our portfolio. Should we be in growth stocks, bonds or value stocks? https://bit.ly/3jigals Main Topic: EMF discusses his top 5 portfolio holdings. He was a bit surprised by the amount of AT&T in his portfolio compared to the other holdings. He has also a high dependency on their dividend when looking at the total portfolio dividend income. For now it’s actually fine, because he’s still in the accumulation phase. eDGI also discusses his portfolio holdings. His top 5 has both Microsoft and Apple in there. He didn’t invest a lot of capital into both stocks, but the recent tech rally just inflated his positions in both of them. It is also interesting to see that his top 5 of portfolio holdings by gross dividend income look almost entirely different. He briefly reflects on how he feels about it and he also shares his story about how he’s dealing with Omega Healthcare Investors. Listener Questions: We also addressed two listener questions. Michael Griffin - How to recoup taxes from the french government for Danone? You need to fill in a Form 5000 to confirm your residence status: http://www.ambafrance-uk.org/IMG/pdf_...  After that you can fill in the Form 5001 to get your withholding tax back: http://www.ambafrance-uk.org/IMG/pdf_...  Călin Ciurariu: what’s your thoughts on Inditex (parent of Zara/Bershka) and BMW? Last but not least, we both shared our stock pick of the week. eDGI suggested to start buying a few shares every week in the spirit of Ian Lopuch and Dapper Dividends. Enjoy the show and we're looking forward to your feedback in the comment section.  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 when we will sell dividend growth stocks We have a brief look at the news where the focus is starting to turn on the American presidential election in November.  How will this affect your portfolio! Some Dividend Companies we talk about are Disney, Danone, Shell Apple, and Microsoft Enjoy the show and we're looking forward for your feedback in the comment section. While you're add 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 Links: eDGI’s Portfolio Allocation Strategy: https://europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/ A great series of articles about hedging your portfolio: https://seekingalpha.com/article/2177103-the-time-to-hedge-is-now-do-it-for-less-part-i

In this episode, we talk about how we perform fundamental Analysis. We look at 6 key areas such as financial strength and valuation. Using Macrotrends.com we can gather the bulk of the data needed to complete financial analysis We have a brief look at the news where EMF chats about the UK and claims of a recession and EDGI speaks about the Champions League match between Barcelona and Bayern Munich Some Dividend Companies we talk about are Cisco, Heresy, British American Tobacco and FedEx Enjoy the show and we're looking forward to your feedback in the comment section. 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 Gsheet - https://docs.google.com/document/d/1uLW4XSYVMbfVSZBB43j6VoPBN61-2A9ihMLwD_1iVj8/edit?usp=sharing Yacktman Investing -  https://amgfunds.com/products/yacktman_fund_yackx.html Chowder rule - https://seekingalpha.com/article/3591016-using-chowder-number-to-select-dividend-growth-stocks-from-1995minus-2014 The single best investment- https://amzn.to/2Cyt1QQ

In today’s episode we discuss our Top Dividend investment mistakes and what we learned from these mistakes. Some of the companies included are Tanger Factory Outlet Centers (NYSE: SKT) ,  Tupperware (NYSE: TUP) and General Electric (NYSE:GE) We would love to learn from our community so please feel free to share some of the Dividend Investment mistakes you have made.

Welcome back to another episode of Dividend Talk. Tune in to hear us analyze the recent earnings reports  this week from  Dividend Growth Companies in the Tech and healthcare industry. Enjoy the show and we are  looking forward to your feedback in the comment section. 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 Facebook Page -  https://www.facebook.com/Dividend-Talk-112158870588837/ Link to Danone Earnings Center: https://www.danone.com/investor-relations/results-center.html Links to ADP Earnings: https://s23.q4cdn.com/483669984/files/doc_financials/2020/q4/4Q20-Earnings-Release.pdf EMF ADP Review: https://www.engineermyfreedom.com/dividend-review-of-automatic-data-processing-adp/ Pfizer Earnings: https://investors.pfizer.com/events-and-presentations/event-details/2020/Pfizer-Quarterly-Corporate-Performance---Second-Quarter-2020/default.aspx Novartis Analysis: https://europeandgi.com/2020/02/15/stock-analysis-5-reasons-to-consider-novartis-ag/ Podcast relating to Gsheet Analysis: https://anchor.fm/dividend-talk/episodes/Ep-5---How-to-Find-Dividend-Growth-Stocks-egtjj5/a-a2nsfjk

Welcome back to another episode of Dividend Talk. Our main topic for today's show is: Lets Talk about Q2 Earnings 2020? we are joined today with John aka The Money Persuit and we chat about some of the Q2 earnings from dividend growth companies this week. Enjoy the show and we're looking forward for your feedback in the comment section. 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

Welcome back to another episode of Dividend Talk. Our main topic for today's show is How to find your next Dividend Growth stock? We both explain our approach in finding Dividend Growth stocks by using practical examples which we are also showing in this video. Examples discussed are the Dividend Champions, Contenders and Challengers list, Cultivator's new mobile app, ioCharts and our own personal Templates. Find a list to all the sources and the templates at the bottom of this description 👇 Credits for the content of this video go to Eric in Paris and Phillip Segler who asked questions in this direction after listening to one of our earlier episodes. Enjoy the show and we're looking forward for your feedback in the comment section. 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 ---------------- Links Referred to in this video: 1️⃣ The Dividend Investing Resource Center - 🔗 https://www.dripinvesting.org 2️⃣ Udemy Course - 🔗 https://www.udemy.com/course/build-a-passive-income-dividend-portfolio-in-12-easy-steps/learn/lecture/4802698?start=0#overview 3️⃣ The Noble 30 Index - 🔗 https://europeandgi.com/2020/04/20/30-european-dividend-stocks-the-noble-30/ 4️⃣ eDGI's Dividend Discount Model and Discounted Cash Flow template - 🔗 https://docs.google.com/spreadsheets/d/1pJfIMl5anTKZ6LNfYQAWXP6L3sSuBkktaC2dnxhNwXE/edit?usp=sharing 5️⃣ eDGI's Template for Stock Analysis - 🔗 https://docs.google.com/document/d/1uLW4XSYVMbfVSZBB43j6VoPBN61-2A9ihMLwD_1iVj8/https://www.udemy.com/course/build-a-passive-income-dividend-portfolio-in-12-easy-steps/learn/lecture/4802698?start=0#overviewedit?usp=sharing 6️⃣ ioCharts - 🔗 https://iocharts.io 7️⃣ Yacktman Investing - 🔗 https://amgfunds.com/products/yacktman_fund_yackx.html 8️⃣ The Single Best Investment (book) - 🔗 https://www.amazon.de/Single-Best-Investment-Creating-Dividend/dp/0965175081/ref=sr_1_1?dchild=1&keywords=the+single+best+investment&qid=1595072085&sr=8-1 And last but not least, pure magic is being delivered by =GOOGLEFINANCE()

In this episode, we chat about the price of gold, Technology Stocks and the Tech sector and review our portfolios for Q2. We also discuss growth stocks Stay tuned also for our stock pick of the week. Please drop a comment below with any questions you would like answered in next weeks show #dividendgrowthinvesting

In this video, we Invite Daniel Horic, A Norwegian Investor to talk about his journey as a dividend growth investor. Daniel will give insights into Norwegian stocks as well as life inside the military.We also compare the Job Numbers from the EU and USA and give our thoughts on what this might mean to european investors.   Check out this link for further reading regarding the Job Numbers:  - https://www.cnbc.com/2020/07/02/euro-zone-unemployment-rate-climbs-to-7point4percent-in-may.html - https://www.nbcnews.com/business/economy/u-s-economy-gains-4-8-million-jobs-unemployment-rate-n1232746   We also discuss our stock picks for this week so stay tuned and let us know in the comment below if you agree with our choices.   We  take questions from our listeners so please drop a comment below with anything you would like us to talk about next week   Thanks for listening  Don't forget to like and subscribe :)    Follow us on Twitter   - https://twitter.com/EMF_01                       - https://twitter.com/European_DGI    Articles we referred to / further reading:  - https://europeandgi.com/2020/06/26/6-dividends-aristocrats-etf-s-which-is-the-best/ https://www.engineermyfreedom.com/dividend-review-of-omnicom-group-omc/