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Dividend Talk

Latest episodes

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Jun 8, 2024 • 1h 24min

EP #199 | 10 Dividend Stocks we Never Want to Own | & Using Limit Orders, Impact of F* U money, Intel to Buy Now?

Discover the 10 companies that are best avoided in your investment portfolio and why they made the list—from high debt to poor management. Dive into the buzz surrounding Roaring Kitty's GameStop losses and ASML's latest chip machine. Explore substantial dividend hikes from multiple firms and the implications of 3M's removal from the Dividend Aristocrats Index. Address listener questions about investment strategies and the volatility of dividend models, all while gaining valuable insights into the current market landscape.
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Jun 2, 2024 • 1h 27min

EP #198 | GrandPa's Rules for Wealth Building | Special Guest: Ex-Berliner

Join us for another exciting episode of the Dividend Talk podcast! This week, we welcome Ex-Berliner, a seasoned SAP developer turned freelance project manager, who you can also follow on Twitter: https://x.com/DaBraX33 In this episode, we dive deep into "GrandPa’s Rules," exploring the wealth-building wisdom passed down from Ex-Berliner's grandfather. We discuss the inspiring journey of wealth creation, key lessons learned, and the evolution of investment strategies over time. From dividend investing to portfolio management, Ex-Berliner shares invaluable insights and personal anecdotes. We also cover the latest news in the investment world, including Nelson Peltz's sale of his Disney stake and HP Inc's significant price increase post-earnings. Tune in for a casual yet informative conversation, listener questions, and a thought-provoking discussion on the future of biotech and AI developments. Don't miss it!
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May 25, 2024 • 1h 5min

EP #197 | Our 5 Favorite Dividend Kings 👑 | & a 150% Dividend Hike!

Discover top 5 favorite Dividend Kings and their performance, navigating dividend growth investing realities, exploring dividend hikes and quality investing, financial stability of prominent healthcare company, comparing Sopel Bros to Starbucks, analyzing vaping risks and investment strategies, and discussing T-Rowe Price, CVS Pharmacy, and HPQ stocks.
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May 18, 2024 • 1h 37min

EP #196 | A Guide to Dividend Growth Investing 📈 | & more, i.e. $BRK's latest new investment

In this episode, we dive deep into the world of dividend growth investing. We cover the latest news, including Iberdrola's acquisition of Avangrid and Berkshire Hathaway's new stake in Chubb. We discuss recent dividend hikes from Realty Income and Chubb Limited, and a significant cut from 3M. Our main topic offers a comprehensive guide to dividend growth investing, covering essential books, foundational concepts like compound interest and reinvesting dividends, and practical steps for getting started. We also highlight the importance of dividend safety, avoiding high-yield traps, and creating a solid investment plan. Listener questions tackle topics like portfolio management, stock picks, and sector opportunities. Tune in for insights and tips to enhance your dividend investing journey! Last but not least, we also offer a premium subscription focusing on dividend safety for many European and US dividend growth stocks. Not a member yet? Join now for just 119 Euro per year: https://europeandgi.com/sign-up/ ---- References to sources discussed during the podcast: ✅ Open an account to InteractiveBrokers here: https://www.interactivebrokers.ie/mkt/?src=edgiw2&url=%2FUniversal%2FApplication 👑 30 European Dividend Aristocrats: https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/ 👑US Dividend Champions: https://www.portfolio-insight.com/dividend-radar 🔍 Dividend Stock Screener: https://europeandgi.com/how-to/dividend-stock-screener/ 🧮 Stock Dividend Reinvestment Calculator: https://europeandgi.com/resources-templates/ 📃 International Dividend Portfolio Tracker: https://europeandgi.com/grab-your-own-international-dividend-portfolio-tracker/
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May 11, 2024 • 1h 10min

EPS 195 - Stock Picks from every sector

In this podcast episode, We discuss the news around OpenAI as it is set to unveil its AI-powered search product, intensifying its rivalry with Google. Meanwhile, Intel faces sales setbacks as the U.S. revokes export licenses for a Chinese customer, impacting its revenue. Solventum decides against paying dividends, and McDonald's introduces a $5 value meal, challenging competitors. The episode's primary focus is discussing favourite stocks from all 11 sectors classified by the GCIS system. Enjoy today's show and C U on the inside! Tickers mentioned - AbbVie: ABBV Sanofi: SNY BHP: BHP Shell: RDS.A or RDS.B L’Oreal: LRLCY Inter Parfums: IPAR Hershey: HSY British American Tobacco: BTI Siemens: SIEGY Iberdrola: IBE Munich Re: MUV2 Blackrock: BLK Microsoft: MSFT Evolution Gaming: EVO.ST Cognent Communication CCOI VICI Properties: VICI
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May 4, 2024 • 1h 6min

EP #194 | Fireworks in the Stock Market! | Our thoughts on Starbucks, 2 Settlements, 2 Dividend Cuts and much more

Discussions on recent stock market fireworks, from litigations and settlements to dividend cuts and hikes. Analysis of Starbucks' decline, earnings calls, and CEO scrutiny. Insights on BioNTech and Pfizer documentary, market updates, broker safety, diverse investment talks, and company evaluations. Listener questions on retirement expenses and portfolio insights also addressed.
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Apr 27, 2024 • 1h 16min

EP #193 | Alphabet initiating a Dividend 🎉 | & Lot's of Earnings 📈

Topics include Alphabet initiating a dividend, noteworthy comments from TotalEnergies' CEO, dividend hikes from 2 kings, earnings reports on Unilever, Bristol Myers, and more. Also discussed: Liverpool's potential new coach, energy transition challenges, European companies moving to the US, financial report analysis, investment strategies, and diversification options.
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Apr 21, 2024 • 1h 4min

EPS # 192 - Earnings Season has started again and sectors we want to own

This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson. Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On. In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios. Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software
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Apr 15, 2024 • 1h 27min

eps #191 - Investing During Uncertain Times

In this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends. Here's a list of companies mentioned along with any relevant tickers: 1. Shell - Ticker: SHL 2. Medical Properties Trust - Ticker: MPW 3. The Procter & Gamble Company - Ticker: PG 4. Agree Realty Corporation - Ticker: ADC 5. Zoetis - Ticker: ZTS 6. Starbucks - Ticker: SBUX 7. Greggs - Private company, not publicly traded 8. HSY (Hershey Company) - Ticker: HSY 9. NKE (Nike, Inc.) - Ticker: NKE 10. VICI Properties Inc. - Ticker: VICI 11. Nvidia Corporation - Ticker: NVDA 12. Crowdstrike Holdings, Inc. - Ticker: CRWD 13. Advanced Micro Devices, Inc. - Ticker: AMD 14. Marks & Spencer (M&S) - Private company, not publicly traded 15. Sainsbury's - Private company, not publicly traded 16. Global Water Resources - Ticker: GWRS 17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam)
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Apr 6, 2024 • 1h 13min

EP #190 | Our Q1 2024 Dividend Growth Portfolio performance | & JNJ's acquisition, $NKE and more!

Welcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions. In this episode titled "Our Portfolio Review for Q1," we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson's strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66. Our main topic centers around the performance of our dividend growth portfolio's, where we analyze the buys and sells of the quarter, discuss diversification strategies, and review dividend income. We then address listener questions ranging from European dividend companies with strong pricing power to the dilemma of investing in premium services with a limited budget. Additionally, we provide insights on tracking dividends, managing taxes, and handling stock price fluctuations, along with discussions on specific tickers like AVIVA, VLK, UNH, and Zoetis. Tune in as we share our expertise and insights on dividend investing, portfolio management, and navigating the complexities of the stock market. Join us for a deep dive into the world of dividends on Dividend Talk. 🎖️ Visit the following link to become a premium subscriber to our newsletter: https://europeandgi.com/sign-up/ 🗣️ Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk Tickers discussed: The TJX Companies ($TJX) Utz Brands ($UTZ) Phillips 66 ($PSX) AVIVA (AV.L) Van Lanschot Kempen NV (VLK.AS) UnitedHealth Group (UNH) BASF (BAS.DE) Zoetis (ZTS) Starbucks (SBUX) Nike (NKE) McDonald's (MCD) Agilent Technologies (A) STAG Industrial (STAG) AvalonBay Communities (AVB) Pernod Ricard (RI.PA) Booking Holdings (BKNG) Scanfil (SCANFL.HE)

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