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Dividend Talk

Latest episodes

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Feb 10, 2024 • 1h 23min

EP #183 | Earnings from 6 Popular Dividend Stocks | & our answer to 5 must have European Dividend Stocks

Welcome to DividendTalk! In this episode, we cover Powell's stance on interest rates, European and US dividend hikes, and earnings from British L'Oreal, Snap-on, British American Tobacco, Unilever, Hershey, and PepsiCo. Dive into listener questions on tax benefits, building a dividend portfolio, and stock-related queries on Realty Income, CISCO Systems, and more. Join us for the latest insights, and answers to your burning questions on dividends and stocks. Subscribe to DividendTalk for your weekly dose of dividend dopamine!
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Feb 3, 2024 • 1h 25min

EP #182 | An interview with Chuck Carnevale aka mr Valuation | & more: Meta Platforms declaring first Dividend

Welcome back to another episode of Dividend Talk in which we discuss all kind of topics related to dividend growth investing. In today's show, we have the honor to interview Chuck Carnevale, co-founder of FastGraphs. He's a big time hero of our co-hosts and we were delighted to talk to him about topics like: how he got into dividend growth investing why he developed FastGraphs what keeps him going his philosophy to dividend investing and much more! He also mentioned all of the listeners questions so tune in and enjoy this episode 🙌 PS: feel free to give FastGraphs a try: https://fastgraphs.com/ (we don't have any affiliation) C U on the inside!
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Jan 27, 2024 • 1h 17min

EP #181 | 2024 Earnings Season has Finally Started | + lot's of Dividend Hikes 🔥

The podcast discusses the start of the 2024 earnings season and the anticipation of dividend hikes. They analyze recent dividend hikes from companies like LVMH and ASML. There is a discussion on financial performance and market response, as well as dividend payments, cash flow, and shareholder growth. They also talk about retirement strategies, investing in Chinese stocks, comparing high dividend versus low growth stocks, and evaluate Visa and ASML.
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Jan 20, 2024 • 1h 38min

EP #180 | Early Retirement & Living off Dividends by the Canadian Dividend Investor | & expected dividend growth in Europe

Guest, the Canadian Dividend Investor, achieved early retirement by living off dividend income. They discuss transitioning from real estate to dividend investing, composition of the investment portfolio including preferred Canadian banks, benefits of blogging for investors, strategies for reinvesting dividends, and thoughts on Manulife Financial Corporation's expansion in Asia.
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Jan 14, 2024 • 1h 27min

EP #179 | What to do when there seems nothing on sale and impatience kicks in? | & NN Group's settlement, approval Bitcoin ETFs

Podcast discusses impatience when there are no stocks on sale, NN Group's settlement and news on Bitcoin ETFs, challenges in valuation and finding good investment opportunities, importance of diversification, recommended book evaluation resource, credit card companies and peer-to-peer lending, European Dividend Growers ETF, Johnson & Johnson's performance and outlook, strategies for analyzing healthcare insurance industry
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Jan 7, 2024 • 1h 25min

EP #178 | Kickstart 2024 with Dividend Growth Investment Goals! & our thoughts on Walgreen's Dividend Cut

In this episode, the hosts discuss goal setting for 2024, with one host sharing a systematic approach and the other reflecting on past successes and challenges. They also analyze the implications of Walgreen's dividend cut. Other topics include ASML shipping lithography systems to Intel, the challenges of installing machines, and the importance of engineering in technology companies. They discuss time management, investing for financial security, and considering liquidity and popularity in investment decisions, along with analyzing specific stocks like OX boy and Texas Instruments. They also discuss the potential buying opportunities for Louis Vuitton and Starbucks stocks.
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Dec 30, 2023 • 1h 19min

EP #177 | Our Q4 2023 Dividend Portfolio Performance | Including our buys & sells and live listener questions!

The hosts reflect on the year, discuss portfolio performance, and announce a live Q&A session. They talk about stock market predictions, litigation for big companies, and favorite guests. They discuss the temptation to change investment strategies, challenges of transitioning to dividend growth investing, and their reading preferences.
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Dec 22, 2023 • 1h 34min

EP #176 | A Fire Chat Conversation about Personal Finance and Dividend Growth Investing | Christmas Special 🎄🎅

Engaging fire chat on Personal Finance and Dividend Growth Investing. Reflections on success, balancing savings with holiday joy. Live show announcement and holiday season anecdotes. Importance of learning from financial mistakes. Conviction in dividend investing. Christmas celebrations and cost-effective dinner traditions. Premium newsletter and fair value analysis. Impact of AI on society. European data and valuation considerations. Investment strategies and stock evaluation. Evaluation of CEOs and subsidy in compensation packages.
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Dec 10, 2023 • 1h 17min

EP #175 | 4 Dividend Stocks we consider Buying for Christmas | & our thoughts about British American Tobacco ($BTI)

Get ready for a festive episode of Dividend Talk, where we dive into the holiday spirit by discussing four stocks we are considering buying for Christmas. But before we get there, we first discuss the news of the week, including JEPI's global equivalent ETF UCITS launch and BATS' substantial write-down as it shifts away from combustibles. Read eDGI's take on $JEPI UCITS JGPI here: https://www.europeandgi.com/etf/jepg-etf/ After that, we cover the week's dividend hikes and unfortunate dividend cuts. For our main topic, we discuss Siemens, Coca-Cola, Iberdrola, and Agree Realty in a bit more detail by exploring their businesses, growth prospects, dividend safety, and key risks. Those are our main picks for the Christmas holidays. After that, we finish of with the listener questions about: Recommended books on macroeconomics Strategies for investing in the pharmaceutical industry Thoughts on Singapore dividend stocks Preferred investment platforms Opinions on Steven Bavaria's strategy and book, "The Income Factory" Exit strategies for dividends in jeopardy Use of EU version tax-efficient pension plans Insights into the last stock purchased that changed negatively Opinions on PUT and CALL options in investment strategies Best time to buy oil companies: Exxon, Chevron, or Shell? Opinions on Taylor Wimpy (£TW) Thoughts on $PEP FCF payout ratio and its dividend safety Opinions on GSK Extremely promising dividend stock under the radar of most investors. Stocks Discussed: Siemens (SIE) Coca-Cola (KO) Iberdrola (IBE) Agree Realty (ADC) Mastercard (MA) Broadcom (AVGO) Eli Lilly and Company (LLY) CVS Health (CVS) Bristol Myers Squibb (BMY) Deere & Company (DE) Fresenius (FRE) W. P. Carey Inc (WPC) Link to best European Brokers: https://www.europeandgi.com/best-european-broker-online-in-2023/ Link to the best Dividend Investing Facebook group: https://www.facebook.com/groups/dividendtalk
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Dec 2, 2023 • 1h 11min

EP #174 | Inspirational quotes by Charlie Munger and what we learned from it | & AbbVie's acquisition and Pfizer's withdrawal of weight-loss drug

In this podcast, the hosts explore the wisdom of Charlie Munger and its relevance to dividend investing and wealth-building strategies. They discuss AbbVie's acquisition of ImmunoGen and Pfizer's withdrawal of a weight-loss drug. The main topics include continuous learning, patience in investing, humility, and the power of reading. Listener questions cover potential disagreements between the hosts, initiating positions with slightly down share prices, and the future of Berkshire Hathaway. The podcast also touches on positive mindset, learning from others' mistakes, the future of Berkshire Hathaway, and Chevron's correction.

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