Dividend Talk

Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia's impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community. We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks. Our main topic features discussions on BASF's dividend decision and insights into Danone's financials, exploring the impact of the deconsolidation of their Russia business unit. As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola. Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming. Companies Discussed: Nvidia ($NVDA) Nestle ($NESN) Allianz ($ALV) Ferrari ($RACE) BIC ($XPAR: BB) Wolterskluwer ($WKL.AS) Danone ($BN) Home Depot ($HD) Walmart ($WMT) Chubb ($CB) Prologis ($PLD) Thermo Fisher Scientific ($TMO) Danaher ($DHR) Enagas ($ENG.MC) Bayer ($BAYN) BASF ($BASF.DE) ADC ($ADC) Agree Realty ($O) VICI Properties ($VICI) Iberdrola ($IBE.MC) Legal and General ($LGEN.L) HP Inc. ($HPQ) Gränges ($GRNG) Equinor ($EQNR) Don't miss out on the valuable insights and engaging discussions – tune in and enjoy the show! Continue the conversation at our lovely Facebook group: https://www.facebook.com/groups/dividendtalk Become a Premium member and sign-up now: https://europeandgi.com/sign-up/

In today's episode of Dividend Talk, where we jump into the world of investment trusts with our special guest, Andrew who is a member of the Limerick FI group in Ireland. We share some notable dividend hikes, including Ahold Delhaize, Coca-Cola, Schneider Electric, Royal Vopak, and Moody's. In this episode, Andrew shares his journey into the world of investing and simplifies the concept of investment trusts. Learn about the distinctions between closed-end and open-end trusts, as well as key terms like gearing, net asset value, and dividend heroes. Andrew shares the concept behind two dividend policies prevalent in investment trusts, including the traditional dividend growth model and the enhanced dividend approach exemplified by JP Morgan Global Growth & Income. Andrew shares his thoughts on what to look for when evaluating investment trusts, from compelling narratives and annual reports to metrics like z-scores, gearing, and dividend cover, not forgetting the consideration of fees and managerial expertise. Additionally, Andrew answers questions from our community, such as the comparison between investment funds and ETFs, and the potential impact of changes in investment strategy resulting from the elimination of deemed disposal.  Books Mentioned  John Barrons, Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret Jonathon Davis, The annual Investment Trust handbook 2024 Ed Conway, Material World Jonathon Davis - Templeton's Way with Money. Websites Mentioned The AIC,  Trustnet, The Money Makers podcast Companies Mentioned CT Private Equity Trust,  Allianz Technology Trust, City of London Investment Trust, Renewables Infrastructure Group, Greencoat Renewables, Aquila European Renewables, Finsbury Growth & Income Trust, Bankers Investment Trust, NextEnergy Solar Fund and BlackRock World Mining

Welcome to DividendTalk! In this episode, we cover Powell's stance on interest rates, European and US dividend hikes, and earnings from British L'Oreal, Snap-on, British American Tobacco, Unilever, Hershey, and PepsiCo. Dive into listener questions on tax benefits, building a dividend portfolio, and stock-related queries on Realty Income, CISCO Systems, and more. Join us for the latest insights, and answers to your burning questions on dividends and stocks. Subscribe to DividendTalk for your weekly dose of dividend dopamine!

Welcome back to another episode of Dividend Talk in which we discuss all kind of topics related to dividend growth investing. In today's show, we have the honor to interview Chuck Carnevale, co-founder of FastGraphs. He's a big time hero of our co-hosts and we were delighted to talk to him about topics like: how he got into dividend growth investing why he developed FastGraphs what keeps him going his philosophy to dividend investing and much more! He also mentioned all of the listeners questions so tune in and enjoy this episode 🙌 PS: feel free to give FastGraphs a try: https://fastgraphs.com/ (we don't have any affiliation) C U on the inside!

The podcast discusses the start of the 2024 earnings season and the anticipation of dividend hikes. They analyze recent dividend hikes from companies like LVMH and ASML. There is a discussion on financial performance and market response, as well as dividend payments, cash flow, and shareholder growth. They also talk about retirement strategies, investing in Chinese stocks, comparing high dividend versus low growth stocks, and evaluate Visa and ASML.

Guest, the Canadian Dividend Investor, achieved early retirement by living off dividend income. They discuss transitioning from real estate to dividend investing, composition of the investment portfolio including preferred Canadian banks, benefits of blogging for investors, strategies for reinvesting dividends, and thoughts on Manulife Financial Corporation's expansion in Asia.

Podcast discusses impatience when there are no stocks on sale, NN Group's settlement and news on Bitcoin ETFs, challenges in valuation and finding good investment opportunities, importance of diversification, recommended book evaluation resource, credit card companies and peer-to-peer lending, European Dividend Growers ETF, Johnson & Johnson's performance and outlook, strategies for analyzing healthcare insurance industry

In this episode, the hosts discuss goal setting for 2024, with one host sharing a systematic approach and the other reflecting on past successes and challenges. They also analyze the implications of Walgreen's dividend cut. Other topics include ASML shipping lithography systems to Intel, the challenges of installing machines, and the importance of engineering in technology companies. They discuss time management, investing for financial security, and considering liquidity and popularity in investment decisions, along with analyzing specific stocks like OX boy and Texas Instruments. They also discuss the potential buying opportunities for Louis Vuitton and Starbucks stocks.

The hosts reflect on the year, discuss portfolio performance, and announce a live Q&A session. They talk about stock market predictions, litigation for big companies, and favorite guests. They discuss the temptation to change investment strategies, challenges of transitioning to dividend growth investing, and their reading preferences.

Engaging fire chat on Personal Finance and Dividend Growth Investing. Reflections on success, balancing savings with holiday joy. Live show announcement and holiday season anecdotes. Importance of learning from financial mistakes. Conviction in dividend investing. Christmas celebrations and cost-effective dinner traditions. Premium newsletter and fair value analysis. Impact of AI on society. European data and valuation considerations. Investment strategies and stock evaluation. Evaluation of CEOs and subsidy in compensation packages.