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Dividend Talk

Latest episodes

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Nov 19, 2022 • 1h

EP 123 | Dividend Cuts are part of the Game - We are sharing our story and it includes our learnings and observations

In today's episode, we are reflecting on our past dividend cuts. Both European DGI and EMF experienced several dividend cuts over the last few years. Not every dividend cut is the same and they'll share with you why. Needless to say, a big part of this episode is also dedicated to the dividend cut by Castellum. Enjoy this episode and C U on the inside!
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Nov 13, 2022 • 1h 6min

EP 122 | How we avoid the Fear of Missing Out (FOMO) & the impact of Social Media

Welcome back, dear listeners! Today's episode is fully packed because there's so much going on. For example, today will discuss the news of the week ($VTRS, $AD), recent dividend hikes ($ADP, $BDX, $AFL), a portfolio review, and many of your questions. But most and for all, our main topic is the Fear of Missing Out. This is a real thing; if you don't watch out, it can lead to lots of shareholder destruction. Hence, join us in today's episode and C U on the inside! Link referenced: Dividend Talk Facebook Group CIBUS listed in new eDGI's blogpost about quarterly paying European dividend stocks Best Dividend UCITS ETFs by eDGI
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Nov 5, 2022 • 1h 5min

EP 121 | More Earnings from Dividend Growth Stocks discussed & What's going on at Castellum?

In this week's episode, we are discussing the news of the week ($CAST, $TUP), recent dividend hikes ($CCOI, $CGNX, $EOG, $SPG, $VFC, $SNA), several Q3 earnings announcements from well known dividend growth stocks ($MDLZ, $O, $VNA, $FRE, $SBUX, $WKL) and some very nice questions from you, our listeners 🙏 C U on the inside! PS: join the conversation about dividend growth investing on our Facebook group: https://www.facebook.com/groups/dividendtalk
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Oct 29, 2022 • 53min

EP 120 | The busiest Q3 earnings week with several nice dividend hikes

In today's episode, we will share several of the latest dividend hikes and walk through quite some earnings. There were many companies reporting their earnings, so this is a full-packed episode. Join us on Facebook and C U on the inside!
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Oct 22, 2022 • 1h 11min

EP 119 | Q3 Earnings from $JNJ $ASML $CAST & many more!

In this episode, we discuss a head of lettuce outlasting Liz Truss, Elon Musks' plans for his Twitter employees, and the Earnings of the following companies: Johnson & Johnson (JNJ) ASML Holding (ASML) ABB (SWX: ABBN) Castellum (STO:CAST) Roche (SWX: ROG) Snap-On  (SNA) L’Oreal (EPA:OR) Philip Morris  (PM) If you want to join our Dividend day on Thursday, 27th Oct @ 21:00 CET then reach out to either of us, and we can send you the link. Join us on Facebook: https://www.facebook.com/groups/dividendtalk
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Oct 15, 2022 • 52min

EP 118 | Are Dividends Irrelevant?

In this week's episode, we will share our thoughts about the dividend irrelevance theory. It's a challenge we often get as dividend growth investors from people around us, so we would like to clarify this. Hopefully once and for all! Are you a fan of the show and would you like to show your support? Then don't hesitate to buy European Dividend Growth Investor a Coffee. We are fundraising for his trip to Ireland so that we can meet face-2-face for the first time ever.  You can buy him a coffee via: https://www.buymeacoffee.com/edgi
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Oct 10, 2022 • 42min

EP 117 | How did our dividend growth portfolios perform in the 3rd quarter?

In today's show, we're sharing the performance of our portfolio in the 3rd quarter of 2022. Are we on track according to our plans? How did our passive income develop? This and more, in today's episode.
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Oct 1, 2022 • 1h 14min

EP 116 | A cheap Pound: Five UK Dividend Stocks to Consider

In this week's episode, we are discussing 5 UK dividend Stocks to consider. The British pound is historically considered cheap right now, so some European investors are taking a sneak peek into the FTSE 100. Hence, we've got your back, tune in and hear us talking about 5 UK dividend stocks we could own under the right circumstances. Referenced in the podcast: 20 of the best UK dividend stocks Tickers discussed in the podcast: LON:RB LON:BTI LON:DGE LON:LGEN LON:SN $TXN $QCOM $TROW $O $DLR $LYB $MBR.WA Greetings and good luck investing! EMF & eDGI
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Sep 26, 2022 • 1h 6min

EP 115 | Invest in high-quality stocks during a recession, these are our 3 picks

In today's show we are discussing some high-quality dividend growth stocks we would like to focus on during a recession. These kind of topics are in our minds right now as it feels like we'll be longer for lower. On the other hand, some of those high quality dividend growth stocks have yet to come significantly down to lower multiples. Hence, it might not be easy and our chances might be limited. That's why doing your homework upfront is so important! Having said that, we hope you enjoy your episode and see you on the inside! Links referenced in the show: Registration link Intel Innovation Day eDGI's latest video about Corporate Credit Ratings
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Sep 17, 2022 • 1h 9min

Afraid of a Market Crash? Sleep well at night with solid balance sheets!

In this week's episode, we are having a conversation about the importance of a strong balance sheet. Especially now that we are in a bear market and with a potential economic recession ahead of us. It's not easy investing in such a market where we have mainly red days, and that's why we thought it's important to share our approach to it. Referenced links in this episode: 💰 Look up the credit rating of a company: https://www.moodys.com/ (sign up to be able to view the credit ratings) ✈️🍵 Support European Dividend Growth Investor in his goal to meet Engineer my Freedom for the first time in person by buying him a coffee: https://www.buymeacoffee.com/edgi

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