Dividend Talk cover image

Dividend Talk

Latest episodes

undefined
Apr 8, 2023 • 1h 5min

EP #143 | Swedish Dividend Growth Stocks with strong track records! | $JNJ Settlement

In today's show, we are discussing some great dividend growth stocks from Sweden. Actually, there were enough Swedish dividend stocks to choose from and it shows that the Nordics produce very stable businesses. So, in today's show, we discussed the following topics: Johnson & Johnson's talc powder settlement and our thoughts about it 2 dividend hikes from $STZ and $FDX 7 Sweden dividend growth stocks: $AAK.ST, $ASSA-B.ST, $SWEC-B.ST, $WIHL.ST, $VIT-B.ST, $ABB.ST, $EVO.ST Your listener questions and some of the following stocks were mentioned: $ATCO.ST, $LOOMIS.ST, $AXFO.ST, $HPOL-B.ST, $FRE.DE, $CIBUS.ST, $JM.ST We hope you enjoyed today's show and feel free to join the discussion in the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk
undefined
Apr 1, 2023 • 46min

EP #142 | Q1 2023 Dividend Portfolio Review - The only way is UP!! | $JNJ litigation | eDGI's stock pick for the next week

In today's episode, we are sharing our dividend growth portfolio performance for the first quarter of the year. Are we on target? Are we satisfied? What did we buy and did we sell anything? This and more in today's episode. Some tickers discussed: $JNJ $BABA $WKL $AOS $TROW Link to eDGI's dividend portfolio allocation strategy: https://www.europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/
undefined
Mar 26, 2023 • 1h 8min

EPS 141 - Stocks we don’t feel comfortable about going into a potential recession

In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession. News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream. Companies mentioned From EMF are HPQ, Danone, BASF, The companies mentioned by EDGI are Omega HealthCare and 3M. Reference Material - chowder rule Archives - European Dividend Growth Investor (europeandgi.com)
undefined
Mar 18, 2023 • 59min

EPS 140 - how we decide what to buy when the market is under stress.

In this episode, we share our thoughts on how we decide what to buy when the market is under stress. At the beginning of the episode, we discuss the news of the week surrounding ECB rate hike and how this has caused some fear for Irish residents due to the eviction ban being lifted at the end of the month. We also discuss Pfizer ($PFE) and their decision to spend $43 billion to acquire Seagen.  Is this cash-rich company squandering money?   Dividend Updates this week include Inditex, WP Carey and Vonovia. In the main topic, we discuss how the current situation in the financial sector is influencing what we buy. EDGI key takeaways include:  Avoid the blast zone at all times! You don’t need to be a hero  Look for high-quality stocks unrelated to the blast zone. However, often they hardly correct. Point in case: Texas Instruments, LVMH  However, insurance companies might still be worth considering. However, why are they dropping so much then? Ideally, I would buy for instance Pharma stocks right now, or consumer staples Energy is usually neither really a good idea because it’s very sensitive to consumer demand and expectations around that. This is your time to gobble up some high-quality stocks. As an example, JNJ doesn’t look too bad at these prices.   Derek’s key takeaways include: Try and stick to your core holdings Forget about price and yield. Focus on fundamentals and what can change them         Feels like a candy store but blocking out all the noise is important   As always we finish the episode with listener questions. Tickers discussed in this Podcast are NN.AS, TROW, AD.AS , WU, GEBN Join the conversation: https://www.facebook.com/groups/dividendtalk
undefined
Mar 11, 2023 • 1h 7min

EP #139 | 5 Dividend Growth Stocks we Buy on the Dip | Reflections on $SIVB and a ton of Bankers Jokes

In today's episode, we share 5 dividend growth stocks we are buying during the current market dip. Besides that we speak a bit about the turmoil in the market around $SVIB because we got several questions about this. We hope you enjoy this episode! Join the conversation: https://www.facebook.com/groups/dividendtalk
undefined
Mar 4, 2023 • 1h 21min

EP #138 | Special Guest: Ian Lopuch - A conversation about Dividend Growth Investing. #HighYield #DividendSafety #Crypto

In today's episode, Ian Lopuch joins us again for a conversation about dividend growth investing.  This time we speak a lot about dividend investing strategy and why he spends some more focus on higher-yield dividend growth stocks right now. We also briefly discuss his thoughts on crypto and what he's currently doing with it.  These are just 2 very interesting topics where Ian has a lot to share. But that's definitely not all and this episode is jam-packed with topics.  Hence, grab yourself a cup of coffee (or 2!) and tune in for an amazing conversation about everything related to dividend growth investing and investing in general. Topics discussed: news of the week ($MMM, $MO $BX) the power of dividend growth and Ian's favorite recent dividend hikes Ian's thoughts on high-yield dividend investing Ian's thoughts on Crypto and how he's approaching this asset right now how to judge the dividend safety profile of a stock how far he is from being financially independent and how he approaches this topic Last but not least, you can find Ian Lopuch and some of his latest works on the following platforms: Subscribe to his YouTube channel: https://www.youtube.com/@ppcian Follow him on Twitter: https://twitter.com/ianlopuch Follow him on Instagram: https://www.instagram.com/ianlopuch/ 15 Dividend Stocks he is buying now: https://www.youtube.com/watch?v=1bdNfAh_gQY C U on the inside!
undefined
Feb 26, 2023 • 56min

EP #137 | Intel CUT its dividend! What to do now? | And which famous investor bought lot's of shares in Heineken?

Intel Corp. reduced its dividend by 65% to 0,50 annually going forward. Hence, it should be no surprise that this is our main topic for today's episode. Both Engineer My Freedom and European Dividend Growth Investor will share their perspectives and what they've decided to do with their position. Besides that, expect a lot of dividend hikes again, some news about Heineken, and several answers to our listener's questions.  The link referenced in the show: eDGI's portfolio allocation strategy
undefined
Feb 17, 2023 • 57min

EP #136 | All about Averaging Up and how to beat this difficulty | + Many Dividend Hikes 💪

In today's episode, we will discuss why averaging up is so hard for us and how we try to mitigate this so that we don't fall victim to this psychology. Besides that, we will be sharing our news of the week, lots of dividend hikes, and a portfolio review and we will answer several of your questions. Thanks for listening and we hope that you enjoy today's dividend talk episode 😍 Google Tickers mentioned in today's show: News of the week: $AMS:AD, $EPA:SU Dividend Hikes: $SWX:NESN, $AMS:NN, $LON:RELX, $EPA:TEP,  $AMS:VPK, $KO, $SWH, $AMS:HEIA, $O, $FIS
undefined
Feb 11, 2023 • 1h 18min

EP #135 | Disney reinstating their dividend and 6 German dividend stocks on our watchlist

Welcome back to another episode of dividend talk! In today's show we start with discussing the news of the week, i.e. Disney's ($DIS) intention to reinstate the dividend, but also the Search-AI wars ($MSFT $GOOGL) and a mention of Ingredion ($INGR).  We then go on to discuss 6 German dividend stocks as the main theme of today ($BAS $DPW $HEI $HBM $COK $MUV2). Some of these are classic choices but we have also a few relatively small companies in there. Last but not least, we're reviewing someone's portfolio and answer several questions of yours. Tickers mentioned are $ENB, $TROW, $KMI, $ABBV, $TRP, $TLX, $HLAG, $CL, $FRE, $BAYN, $BRK, $ALV, $EIN3. Links referenced in the podcast: Dividend Talk YouTube channel: https://www.youtube.com/@DividendTalk  Divided Talk Facebook group: https://www.facebook.com/groups/dividendtalk
undefined
Feb 4, 2023 • 1h 14min

EP #134 - Our thoughts about Johnson & Johnson, Shell's earnings (and several others) and lot's of dividend hikes!

This is a jam-packed episode in which we discuss several news items ($ULVR $PHIA $JNJ $INTC), several earnings ($SHEL $OHI $ABB $MO $NOVO $CB), lots of dividend hikes ($NXP $ASSA $NOVN $ROG $KPN $SAN $CHD $UPS $GILD), a portfolio review and several questions from the listeners ($LEVI $LYB $VON) Enjoy the show and C U on the inside! And join us on Facebook if you want to continue the conversation afterwards: https://www.facebook.com/groups/dividendtalk

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode