Dividend Talk

Get ready for a festive episode of Dividend Talk, where we dive into the holiday spirit by discussing four stocks we are considering buying for Christmas. But before we get there, we first discuss the news of the week, including JEPI's global equivalent ETF UCITS launch and BATS' substantial write-down as it shifts away from combustibles. Read eDGI's take on $JEPI UCITS JGPI here: https://www.europeandgi.com/etf/jepg-etf/ After that, we cover the week's dividend hikes and unfortunate dividend cuts. For our main topic, we discuss Siemens, Coca-Cola, Iberdrola, and Agree Realty in a bit more detail by exploring their businesses, growth prospects, dividend safety, and key risks. Those are our main picks for the Christmas holidays. After that, we finish of with the listener questions about: Recommended books on macroeconomics Strategies for investing in the pharmaceutical industry Thoughts on Singapore dividend stocks Preferred investment platforms Opinions on Steven Bavaria's strategy and book, "The Income Factory" Exit strategies for dividends in jeopardy Use of EU version tax-efficient pension plans Insights into the last stock purchased that changed negatively Opinions on PUT and CALL options in investment strategies Best time to buy oil companies: Exxon, Chevron, or Shell? Opinions on Taylor Wimpy (£TW) Thoughts on $PEP FCF payout ratio and its dividend safety Opinions on GSK Extremely promising dividend stock under the radar of most investors. Stocks Discussed: Siemens (SIE) Coca-Cola (KO) Iberdrola (IBE) Agree Realty (ADC) Mastercard (MA) Broadcom (AVGO) Eli Lilly and Company (LLY) CVS Health (CVS) Bristol Myers Squibb (BMY) Deere & Company (DE) Fresenius (FRE) W. P. Carey Inc (WPC) Link to best European Brokers: https://www.europeandgi.com/best-european-broker-online-in-2023/ Link to the best Dividend Investing Facebook group: https://www.facebook.com/groups/dividendtalk

In this podcast, the hosts explore the wisdom of Charlie Munger and its relevance to dividend investing and wealth-building strategies. They discuss AbbVie's acquisition of ImmunoGen and Pfizer's withdrawal of a weight-loss drug. The main topics include continuous learning, patience in investing, humility, and the power of reading. Listener questions cover potential disagreements between the hosts, initiating positions with slightly down share prices, and the future of Berkshire Hathaway. The podcast also touches on positive mindset, learning from others' mistakes, the future of Berkshire Hathaway, and Chevron's correction.

In this episode, special guest Leo Nelissen, a leading Author on Seeking Alpha, discusses the importance of macro and dividend investing. Topics include financial news, consumer sentiment, and manufacturing PMIs, as well as Bayer's $1.5 billion court ruling. Leo shares his story around dividend investing, his strategy, opportunities in the market, and his stock pick of the week. The hosts also touch on pronunciation and accents, rapid-fire questions, investment preferences, compounding, renewable energy, closed-end funds, and management fees.

Welcome to Episode 172 of DividendTalk, where we delve into the intriguing world of bonds and ask the burning question: should we own some? We kick off with the latest financial news, including Germany's reforms to boost its tech industry and Alibaba's historic introduction of dividends. Siemens, a powerhouse in the corporate landscape, reports record-breaking earnings, paving the way for a discussion on the pros and cons of owning bonds. At the heart of the episode, we break down the fundamentals of bonds—what they are, the different types (including government, municipal, and corporate bonds), and their inherent risks and rewards. Derek and eDGI explore the stability and predictable income bonds offer, contrasting it with the risks, including the dreaded duration risk and the potential lack of income growth compared to dividend hikes. The main question lingers: Should we own bonds? We share our perspectives, with Derek emphasizing his current focus on growth and eDGI considering bonds as part of a savings plan for future investment. Asset allocation strategies, such as the classic 60/40 portfolio and age-based allocations, are dissected to provide listeners with practical insights. Wondering where to buy bonds? We've got you covered, discussing options like brokers, ETFs, and even buying directly from the U.S. government. Armed with this knowledge, the hosts reflect on whether owning bonds aligns with their investment strategies at this stage. But that's not all! The episode is rounded off with engaging listener questions covering topics like stock screening, sector preferences, and intriguing hypothetical scenarios. Tune in to hear the hosts' takes on various tickers, from Roche's dip to eDGI's frustration with Bayer Whether you're a seasoned investor or just starting your financial journey, this episode of DividendTalk offers valuable insights and answers to your burning questions. Join us for a deep dive into the world of bonds and financial strategies that could shape your investment decisions. Stock Screener article: https://www.europeandgi.com/how-to/dividend-stock-screener/ Join us on Facebook: https://www.facebook.com/groups/dividendtalk

Welcome to another episode of Dividend Talk, where we dissect the latest financial news, share insights, and answer your burning questions about the world of dividend growth investing. In this episode, we delve into the art of identifying warning signs in companies and explore red flags that could save your investments from potential pitfalls. In our News of the Week segment, we discuss the recent profit warning from Diageo and the investor day announcement scheduled for Wednesday. Ahold's reported earnings also take center stage, affecting its share price, which now stands at 26.75 euros. We also share our thoughts on Ahold's earnings and the subsequent sell-off. Next up, we cover the latest dividend hikes, including Becton Dickinson's 4.4% increase ($BDX), Roper Technologies' 10% boost ($ROP), and ADP's impressive 12% rise ($ADP). In our main topic, we dissect the anatomy of a bad company. eDGI shares insights inspired by the Medtronic case, shedding light on red flags like adjusted earnings masking true financial health, declining sales, and poor acquisitions. EMF emphasizes the importance of identifying companies losing their competitive edge and the signs of impending trouble in cash flow and balance sheets. Listener questions are always at the heart of our discussions. This week, we tackle topics ranging from checking Glassdoor ratings for stock management quality to strategies for setting stock orders and even daring to ask tough financial questions to your own company's executive team. We also address specific stock inquiries, including thoughts on Prudential Financial ($PRU), insights on AIRBUS's recent earnings call, and rumors regarding ENAGAS's dividend safety. Tune in as we provide our thoughts on MPC container ships ($MPCC), and the cyclical dividend grower Whirlpool Corporation ($WHR), yielding an impressive 6.36%. That's it for this week's show. Subscribe, share, and stay tuned to Dividend Talk for your weekly dose of dividend growth investment news and insights!

In this episode, we dive into the latest financial updates and market news, exploring the world of earnings, dividend hikes, and the recovery of the stock market. We start by discussing notable dividend hikes from companies like SNAP ON, EOG, AFLAC, and CNQ. We then turn our attention to the news of the week, particularly the market's recovery following the FED notes. The main topic of the episode focuses on BASF, where we examine their recent financial performance, challenges, and potential for growth. Additionally, we delve into Omega healthcare Investors, Fresenius, and their respective transformations and changes. As we explore various listener questions, we discuss our thoughts about stocks like Sika, Nvidia, Innovative Industrial Properties (IIPR), Canadian Tire, and Smiths News. Plus, we address portfolio strategies, ETFs vs. individual stocks, and offer our insights to what we would tell ourselves if we were novice investors. Join us as we unravel the latest dividend stocks insights and market trends in this episode, helping you make informed investment decisions. Companies Mentioned: SNAP ON (Ticker: SNA) EOG (Ticker: EOG) AFLAC (Ticker: AFL) CNQ (Ticker: CNQ) BASF (BAS) OMEGA HEALTHCARE (OHI) Fresenius (FRE) Ferrari (RACE) Apple (Ticker: AAPL) Sika (Ticker: Sika.ZU) Nvidia (Ticker: NVDA) Innovative Industrial Properties (IIPR) Canadian Tire (YAAA) Smiths News (SNWS) SCHD (ETF) VIG (ETF)

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/

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.

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.

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.