Dividend Talk

In this week’s episode of Dividend Talk, we dive into the sustainability of using high-yield dividend stocks as a path to financial independence, often referred to as FIRE. Is building a portfolio of 10% yielders a viable strategy, or is it a risky gamble? We explore the trade-off between high dividend yields and capital growth, the risk of dividend cuts during downturns, and how behavioral finance impacts retirees relying on high-yield stocks for income. We also discuss some of our favorite high-yield stocks and the long-term viability of such an approach. In addition to the main topic, we cover the latest earnings from Nike, along with some significant dividend hikes from RPM International ($RPM), Lockheed Martin ($LMT), and Colgate-Palmolive ($CL). As always, we answer listener questions on everything from voting for board members to dealing with financial independence in the workplace, and even share our thoughts on the current state of the automotive industry in Europe. Tune in for another insightful episode packed with dividend growth investing tips!

In this episode of Dividend Talk, we explore a few dividend stocks that stand to benefit from China’s economic revival as the country enacts stimulus measures aimed at boosting growth. With efforts to reignite infrastructure and consumer spending, these stocks are well-positioned to capitalize on the recovery. We also dive into BASF’s recent decision to reduce its dividend and whether it's time to sell, especially considering China's rebound. Additionally, we review dividend hikes from Honeywell and McDonald’s, which continue to build on their long-term dividend growth success. We answer listener questions on Alibaba’s recent performance and China’s stimulus news, Siemens’ presence in China’s industrial sector, and whether oil and gas companies remain attractive for long-term investors. Other topics include the role of Amdocs in the telecom sector and how China’s economic rebound might reshape your dividend portfolio. With China reducing interest rates and injecting liquidity into its banking system, it’s an exciting time for dividend investors to reassess their strategies. Stocks mentioned in this episode: BASF (BASFY) Honeywell (HON) McDonald’s (MCD) Siemens (SIEGY) Alibaba (BABA) Procter & Gamble (PG) Unilever (UL) LVMH (LVMUY) Starbucks (SBUX) Amdocs (DOX) Microsoft (MSFT) Apple (AAPL) KLA Corp (KLAC) American Express (AXP) Broadcom (AVGO) UnitedHealth Group (UNH) Alphabet (GOOG) CME Group (CME) Visa (V) Join us for an in-depth look at how these companies could benefit from China’s resurgence and what it means for your investment decisions. Continue the conversation on Facebook: 🔗💬 https://www.facebook.com/groups/dividendtalk Become a Premium member: 🚀✨ https://europeandgi.com/sign-up #ChinaRevival #DividendStocks #BASF #Alibaba #Siemens #Amdocs #Investing

Welcome to Dividend Talk Podcast Episode 213! 🎙️ In this episode, we discuss sectors benefiting from interest rate cuts, with insights into how various industries may respond to changing economic conditions. We also cover recent financial news, including Tupperware's bankruptcy, Nike's CEO shakeup, and several major dividend hikes by industry giants like Procter & Gamble, Microsoft, and Johnson & Johnson. 👉 If you're interested in dividend investing, stock market insights, or financial independence, this episode is packed with European-focused dividend growth strategies. We also dive into listeners’ questions, offering tips on managing windfalls, and analysing potential takeovers in the tech industry. Whether you're looking for a steady passive income or simply want to stay updated on dividend growth investing, Dividend Talk has something for everyone! Chapters: 0:00 – Introduction1:32 – Weekly Catch-up: Work Travel and Long Days3:02 – News of the Week: Tupperware’s Bankruptcy7:13 – News of the Week: Nike’s CEO Change12:35 – News of the Week: Dividend Increases (Procter & Gamble, Texas Instruments, Microsoft)15:08 – Main Topic: Sectors Benefiting from Interest Rate Cuts18:11 – Real Estate Sector: How Interest Rates Impact Real Estate22:03 – Utilities Sector: Capital-Intensive Businesses and Interest Rates25:08 – Consumer Discretionary: Increased Disposable Income27:04 – Financial Sector: Impact on Insurance and Asset Managers29:17 – Industrials: Cyclical Businesses Benefiting from Lower Costs34:28 – Listener Questions: Inheritance and Investment Strategies41:02 – How to Invest a Windfall: DCA vs. Lump Sum46:01 – Takeover Offer for Intel: Qualcomm’s Move50:00 – Chevron vs. Shell: Dividend Cuts During the Pandemic52:27 – Estee Lauder vs. LVMH: Growth and Competition56:14 – Closing Remarks 💡 Subscribe for more content on dividend growth investing, European stock markets, and personal finance! Here’s a list of the stock tickers mentioned in the podcast: LVMH (Moët Hennessy Louis Vuitton) – Euronext: MC, Siemens – ETR: SIE ,BASF – ETR: BAS, Tupperware – NYSE: TUP, Nike – NYSE: NKE , Procter & Gamble – NYSE: PG ,Texas Instruments – NASDAQ: TXN , Johnson & Johnson – NYSE: JNJ , T-Mobile US – NASDAQ: TMUS , Microsoft – NASDAQ: MSFT, Realty Income – NYSE: O, Agree Realty – NYSE: ADC, Omega Healthcare – NYSE: OHI, Vonovia – ETR: VNA, Iberdrola – BME: IBE, Enagás – BME: ENG, Chevron – NYSE: CVX, Shell – LON: SHEL, BP – LON: BP. Qualcomm – NASDAQ: QCOM , Intel – NASDAQ: INTC , Estee Lauder – NYSE: EL , L’Oréal – EPA: OR, Nestlé – SWX: NESN, Genuine Parts Company – NYSE: GPC PS: How would you invest a 1 million inheritance? Continue the conversation on FaceBook: https://www.facebook.com/groups/dividendtalk Become a Premium Dividend Talk subscriber: https://europeandgi.com/sign-up/

In episode 212 of Dividend Talk, we explore the resilience of companies that cut their dividends. Did they later recover or did they muddle along? We discuss high-profile examples like Shell, which slashed its dividend by 66% in 2020 but managed to rebound due to strong oil prices and strategic deleveraging. We also touch on the struggles faced by companies like General Electric and 3M. In addition to this main topic, we provide updates on Starbucks' new CEO, T. Rowe Price's latest AUM report, and recent dividend hikes from Philip Morris International and Realty Income. Tune in for listener questions and market insights as we discuss the risks and opportunities surrounding dividend cuts. Tickers discussed in the show: Shell (SHEL) General Electric (GE) 3M (MMM) Starbucks (SBUX) T. Rowe Price (TROW) Philip Morris International (PM) Realty Income (O) Broadcom (AVGO) BASF (BASFY) Murray Income Trust (MUT.L) Royalty Pharma (RPRX) American Express (AXP) ExxonMobil (XOM) Chevron (CVX) Yancoal Australia (YAL.AX) Helia Group (HLI.AX) Coca-Cola (KO) Coca-Cola FEMSA (KOF) LVMH (MC.PA) L'Oréal (OR.PA) That's it from us. We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group: https://www.facebook.com/groups/dividendtalk

In Episode 211 of the Dividend Talk podcast, we highlight four European dividend stocks known for their stability and reliable returns, but they are not too often talked about. If you're looking for dependable investments with solid dividends, this episode is might be for you. We kick off with the news of the week in which we discuss OnlyFans because it has paid $630 million in dividends to its owner, Leonid Radvinsky, since the start of last year. After that, we address concerns about estate taxes for Europeans holding US stocks, particularly with brokers like Interactive Brokers (IBRK). Recent dividend hikes are also on our radar. VICI Properties has increased its dividend by 4% to $0.4325 per share, while Brady Corporation has raised its dividend by 2.1% to $0.24 per share. Broadcom announced a 1% hike in its dividend, and Verizon achieved its 18th consecutive dividend increase with a 1.9% rise, resulting in a 6.2% yield. Our main focus is on four European stocks with safe dividends. Mensch und Maschine (MUM.DE) stands out for its strong growth and high safety rating. Carlsberg (CARL-B.CO) is recognized for its clear dividend policy and reliable payouts. Hornbach (HBH.DE) continues to offer consistent dividends, and Evolution AB (EVO.ST) is noted for its stable dividends and strong market presence. Tune in to Episode 211 to explore these safe European dividend stocks and gain valuable insights into enhancing your investment strategy. 🗣️ Join the discussion on Facebook: https://www.facebook.com/groups/dividendtalk 🎖️Become a Premium Subscriber: https://europeandgi.com/sign-up/ ----- Stocks mentioned in this episode: Mensch und Maschine (MUM.DE) - MUM.DE Carlsberg (CARL-B.CO) - CARL-B.CO Hornbach (HBH.DE) - HBH.DE Evolution AB (EVO.ST) - EVO.ST VICI Properties (VICI) - VICI Brady Corporation (BRC) - BRC Broadcom (AVGO) - AVGO Verizon (VZ) - VZ Aker BP (AKRBF) - AKRBF LVMH (LVMUY) - MC Rio Tinto (RIO) - RIO Microsoft (MSFT) - MSFT Cake Box Holdings (CBOX.L) - CBOX.L

In this episode of Dividend Talk, we sit down with Lara, better known as "Green Pepper," for an insightful conversation on dividend investing. Lara shares her journey into the world of finance, discussing how she discovered dividend growth investing and why it became her strategy of choice. We explore her personal investment philosophy, the reactions of friends and family to her financial goals, and her thoughts on why the investing community is predominantly male. We also dive into the practical side of investing as Lara reveals her top five dividend growth stocks and the companies she’s eyeing for future investments. Whether you're a seasoned investor or just starting out, you'll find valuable takeaways in Lara’s experiences and learnings. Additionally, we tackle listener questions, covering topics like stock-based compensation, market volatility, and the safety of dividends in specialized sectors. Lara even shares her stock pick of the week. Tune in to hear Lara's unique perspective, learn from her successes and mistakes, and get inspired to take your own dividend investing journey to the next level! 🚨Follow Lara on X: https://x.com/peppershares🙏🙏 Join the #DividendTalk conversation on Facebook: https://www.facebook.com/groups/dividendtalk

Discover the secrets of dividend investing as a solid strategy for retirement, helping to build your own pension. Delve into the shocking departure of Nestlé's CEO and its implications amidst rising competitive pressures. Get the latest on significant dividend hikes from companies like ASR Nederland and Altria, promising returns for investors. Explore the complexities of personal finance, emphasizing the importance of proactive retirement planning. Plus, uncover high-growth opportunities with Diploma PLC and the challenges of luxury yacht stock investments.

Bill Ackman, a prominent investor known for his strategic prowess, discusses the latest earnings and big headlines, including his significant investment in Nike. He offers insights into NN Group's impressive 7%+ yield and substantial dividends, while also analyzing market dynamics with reference to companies like Bayer, John Deere, and Home Depot. The conversation touches on the leadership shake-up at Starbucks and the implications of Coca-Cola's tax battle, all while answering listener questions about investment strategies and market efficiency.

The hosts dive into the latest earnings reports from six key European companies, revealing surprising insights and their impact on the market. They discuss Intel's staggering $32 billion loss and the ripple effects on shareholders. Notable dividend increases from firms like Cogent Communications are highlighted, as well as the promising growth of Ahold Delhaize in Europe. The episode also covers the intricacies of dividend taxation in various countries and strategies for managing brokerage risks while diversifying one's investment portfolio.

Welcome to the latest episode of Dividend Talk! First, we’d like to extend our heartfelt thanks to our diligent moderators on Facebook - Aleks, Tim, Jeremy, and Matthias. Your efforts to keep our community free from spammers are greatly appreciated! Not part of the community yet? Join us here: https://www.facebook.com/groups/dividendtalk News of the Week This week, Intel has announced a major workforce reduction, cutting 15% of its employees and suspending its dividend starting in Q4. Hence, what is eDGI doing with this development? Additionally, the market showed signs of cooling on Friday due to growing recession concerns. On a brighter note, S&P Global Ratings upgraded Agree Realty Corporation ($ADC) to BBB+, highlighting its highly occupied portfolio and leading investment-grade tenant base. Recent Dividend Announcements After the news, we discuss several prominent companies that announced dividend hikes, i.e. Unilever and Greggs Plc Main Topic The main topic of the day is our reflection on the earnings. Of course, we have to talk about Shell and its significant shareholder return via buybacks. Is the stock still worth initiating a position in? Listener Questions We address various listener questions, ranging from portfolio strategies to individual stock picks. C U on the inside!