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Dividend Talk

Latest episodes

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Oct 28, 2023 • 1h 24min

EP #169 | 3rd Quarter Earnings (TROW, TXN & more) | And is Sanofi's price drop an opportunity??

Welcome to Episode 169 of our podcast, your number-one podcast for all things dividend investing and stock market-related, with a European flavor. In this episode, we continue to discuss the 3rd Quarter Earnings of T Rowe Price, Texas Instruments, LyondellBasell Industries, Sagax, Assa Abloy, and Unilever. News of the Week: What is going on with Sanofi: We give our take on why the company dropped 19% and if this now presents a buying opportunity Main Topic: earnings from T Rowe price Texas Instruments LyondellBasell Industries, Sagax Assa Abloy Unilever Listener Questions: We also tackle a lot of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide our insights. Companies Mentioned: Lockheed Martin Intel, Realty Income Cibus and Supermarket Income REIT Walgreens Boots Alliance Automatic Data Processing GSK Archer-Daniels-Midlands VICI Links mentioned in the Show How to pick Pharma Stocks - https://www.youtube.com/watch?v=2Iktk-o94Bg Texas instruments business breakdown - https://dividendtalkpodcast.com/eps-157-texas-instruments-business-breakdown-also-is-unilever-finding-its-mojo-back/ 3 Halloween Dividend Growth Stocks including Service Corp International. https://www.europeandgi.com/5-bullet-sunday/5-bullet-sunday-44/
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Oct 21, 2023 • 1h 12min

EP #168 | 3rd Quarter Earnings Season in Full Swing | & is Walgreen's dividend safe?

Explore the 3rd Quarter Earnings Season and Walgreens' settlement with Rite Aid investors. Discover Amazon's drone delivery expansion plans. Delve into the sales update and growth strategy of L'Oreal. Discuss the usefulness of smart glasses and the importance of innovation in various industries. Highlight Snap-on's growth and strong business performance. Learn about managing expenses and budgeting for investing. Understand Home Depot's growth rates and the impact of COVID-19 on other companies' earnings.
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5 snips
Oct 14, 2023 • 1h 7min

EP #167 | Why Dividends are better than Income from a 9-to-5 | & What about Walgreens and PepsiCo?

In this episode, the hosts discuss the benefits of dividend income versus traditional job income, highlighting less stress, more financial success, and job security. They also cover news on Microsoft's Activision deal and Walgreens' earnings report. Listener questions about preferred CEFs, exit strategies, and stocks like Coca-Cola and Pepsi are addressed. Tune in to learn about the advantages of dividends and gain insights into the world of financial independence.
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Oct 7, 2023 • 1h 16min

EP #166 | Navigating the Current Market and Our Q3 Portfolio Performance | What about NN Group and ASR Netherlands?

In this podcast, the hosts discuss the NN Group court ruling and its potential impact on dividends. They also analyze the challenges faced by Walmart and consumer staple stocks due to weight-loss drug concerns. The FDA's scrutiny of Philips' respiratory devices is explored, along with the rumors of Exxon's acquisition of Pioneer Natural Resources. The hosts dissect current market conditions and strategies for navigating them. They review their Q3 portfolio performance and discuss the importance of balance sheets and dollar-cost averaging. Insider buying and selling, price to book value, and following famous investors are dismissed as factors in investment decisions. McDonald's long-term potential, Agio, and Pernod Ricard are also discussed. The hosts analyze various dividend-paying companies, their reliability, and potential investments like American Express, American Tower, and UPS. The challenges of obtaining a residence certificate and tax paperwork are explored, and an apology is made for missing a week.
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Sep 23, 2023 • 1h

EP #165 | Our Experience with High Yield Dividend Stocks | & Our Thoughts about WP Carey

In this episode, we delve into the world of high-yield dividend investments. We discuss our strategies for incorporating high-yield stocks into portfolios, the importance of dividend safety analysis, and the role of compound interest in long-term wealth accumulation. We also share our experiences with specific high-yield stocks and the factors we consider when evaluating these investments. Tickers discussed are WPC, TXN, MSFT, SBUX, OHI, LGEN MUV2, BTI, MSFT, TXN, SBUX, AMT, KDP, CSN, NN, ENG, MO, NCYF, BPCR, TROAX, GAW, PH We hope you enjoyed this episode and feel free to join the discussion on our Dividend Talk Facebook Group: https://www.facebook.com/groups/dividendtalk
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Sep 17, 2023 • 56min

EP #164 | Air Liquide Business Break Down | & our Answers to many community questions

In this episode we give a business breakdown and share our thoughts about Air Liquide (AI.PA).  Air Liquide plays a crucial role in various industries, including healthcare, manufacturing, and energy. With a global presence spanning over 80 countries, it boasts an extensive network of facilities and research centers. The company's diverse portfolio includes industrial gases, healthcare solutions, hydrogen energy, electronics materials, industrial services, and environmental technologies, aligning with its commitment to sustainability and environmental responsibility through investments in cleaner energy alternatives.  We also look at some of the news of the week around Apple and Mercedes-Benz before answering questions from the community. Lastly, we are thrilled to release our second newsletter where we do a deep dive on British American Tobacco.  Over 30 pages of research so we hope you like it. You can download the newsletter here: https://www.europeandgi.com/inspiration/a-deep-dive-into-british-american-tobacco-newsletter-002/ See you on the inside! Tickers discussed: $AI.PA, $AAPL, $1MBG, $SHELL, $ITX, $LON:SKG, $LON:GLB, $LON:KYGA, $CRH, $NKE, $RTX, $SJM, $K, $PEP
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Sep 9, 2023 • 1h 11min

EP #163 | Why Dividend Growth Investing is Better than working a 14-hour day | & Our thoughts on Apple's share price drop

In this podcast, the hosts discuss the benefits of dividend growth investing and its potential for financial freedom. They cover news on prominent companies like Walgreens Boots Alliance, Philips, and Apple. They also analyze recent dividend hikes from VICI Properties, Verizon Communications, and KLA Corporation. The main topic dives into the struggles of a 14-hour workday and the pursuit of financial freedom through dividend investing. They answer questions from the audience and discuss specific stocks like LVMH, ASML, and more.
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10 snips
Sep 2, 2023 • 1h 12min

EP #162 | Navigating the World of REITs with Brad Thomas, aka mr REIT

Brad Thomas, the most widely followed author on Seeking Alpha and author of 'REITs for Dummies,' talks about valuable advice for beginners in the field, identifying red flags in companies, and current industry trends.
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Aug 26, 2023 • 1h 5min

EP #161 | Our appetite to Risk while seeking financial freedom | + News about CVS and our thoughts on Medical Properties Trust

This episode explores risk management in financial decisions, discusses NVIDIA's earnings report and CVS's entry into the biosimilar arena. The hosts delve into risk mitigation strategies, portfolio diversification, and asset allocation. They also answer questions from the community and provide insights into investment prospects. Tickers mentioned include NVDA, CVS, MO, MPW, AD.AS, UGI, ADYEN, NEE, TROW, BATS, and DIS.
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Aug 19, 2023 • 1h 1min

EP #160 | Dividend Investing on a Budget | Also news about Siemens, Novo-Nordisk and Kojamo

Conversations on budgeting, investing, and achieving financial freedom, gradual savings rate increase, importance of realistic goals and informed investment choices, balance between frugality and enjoying life, Siemens' solar equipment manufacturing in the US, reflections on retiring early and aspiring for financial freedom, investing small amounts of money with addiction to dividends, investment strategies and portfolio returns, opinions on Enigas and Rio Tinto at current price levels, risks and rewards of investing in utility companies

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