Dividend Talk

Explore the fascinating world of L'Oréal, a beauty giant that combines iconic branding with impressive dividend growth. Delve into its strategic positioning and market opportunities, especially in emerging economies and the rise of premium products. The discussion contrasts L'Oréal's robust performance with its competitors and highlights the importance of maintaining strong investment strategies. Plus, get insights into navigating personal finance conversations amidst parenthood, and enjoy some light-hearted anecdotes about investing quirks.

In Episode 204 of Dividend Talk, titled "How Our Savings Rate Evolved Over Time," we dive deep into the journey of personal savings rates. We begin by reflecting on our initial savings rates and how they have shaped our investment strategies over the years. From managing lifestyle inflation to grappling with the concept of not living like students anymore, we discuss the practical challenges of maintaining a healthy savings discipline amidst life's changing financial demands. Our discussion extends to the assumptions we make about future expenses and how these impact our long-term financial planning. We share our experiences with income fluctuations and how they have influenced our ability to save consistently. In our Portfolio Review segment, we discuss a portfolio submitted by Markus. It is an interesting one, especially due to his number 1 holding of 20% Last but not least, we discuss several listeners questions ranging from how to deal with takeover offers to whether Wallgreens will find a path back to growth again. Overall, Episode 204 of Dividend Talk is packed with information again and we wish you all a lovely summer!

In our latest Dividend Talk episode, we share our favorite retirement destinations for living of dividends. We discuss the appeal of the countries of our choice, known for their favorable tax climates and quality of life. The episode also covers essential financial news, including the Fed's decision on interest rates and significant corporate updates from Shell. Additionally, we review recent dividend announcements and answer listener questions on maximizing dividend income and building a diversified portfolio. Ready? C U on the inside!

This podcast delves into the recent stock market shifts, spotlighting Walgreens' alarming decline and Nike's significant post-earnings drop. The hosts unpack the potential investment opportunities these changes present. They highlight impressive dividend increases from companies like Kroger and Goldman Sachs. Listener questions lead to discussions on portfolio strategies, maintaining dividend growth during downturns, and evaluating insurance stocks. Insights also cover the performance of French stocks and liquor investments, underscoring the value of careful research in uncertain times.

On this podcast, they discuss 3 European companies with high ROIC, NN Group's move into banking, and the importance of ROIC for investors. They also compare ROIC with other financial metrics, answer listener questions, and analyze the impact of interest rates on dividend shares.

Celebrating the 200th episode, the hosts emphasize consistent dividend growth investing with lessons on balance sheets and conviction. They reflect on their journey and community engagement, empower women in investing, provide stock recommendations, discuss debt management, diversification, and explore loyalty dividends and growth forecasts.

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.

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!

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.

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/