Dividend Talk
212 episodes - English - Latest episode: 3 days ago -Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
EP #204 | How our savings rate evolved over time? | & Unilever firing people
July 13, 2024 19:49 - 1 hour - 141 MBIn Episode 204 of Dividend Talk, titled "How Our Savings Rate Evolved Over Time," we dive deep into the journey of personal savings rates. We begin by reflecting on our initial savings rates and how they have shaped our investment strategies over the years. From managing lifestyle inflation to grappling with the concept of not living like students anymore, we discuss the practical challenges of maintaining a healthy savings discipline amidst life's changing financial demands. Our discussion...
EP #203 | Our Favorite Retirement Destinations for Living off Dividends | & Our thoughts on Buy Backs
July 08, 2024 07:00 - 1 hour - 141 MBIn our latest Dividend Talk episode, we share our favorite retirement destinations for living of dividends. We discuss the appeal of the countries of our choice, known for their favorable tax climates and quality of life. The episode also covers essential financial news, including the Fed's decision on interest rates and significant corporate updates from Shell. Additionally, we review recent dividend announcements and answer listener questions on maximizing dividend income and building a di...
EP #202 | Quarterly Dividend Portfolio Roundup | & What about Nike?!
June 29, 2024 15:51 - 1 hour - 150 MBWelcome to the latest episode of DividendTalk! In this Quarterly Dividend Roundup, we dive into the most significant dividend news and stock movements of the past quarter. We discuss Walgreens and Nike. Nike's recent 19% drop post-earnings raises questions about whether it presents a potential entry point for long-term investors, while Walgreens faces tough times with stock prices at their lowest since 1997, prompting EMF to explain why he sold out. We also cover the Agnelli family's increas...
EP #201 | 3 European Companies with high ROIC | & NN Group becoming a Bank?
June 22, 2024 16:14 - 56 minutes - 130 MBWelcome to DividendTalk, where we dive into the latest news, strategies, and tips for dividend investors. In Episode 201, we're exploring three European companies boasting impressive Return on Invested Capital (ROIC). News of the week: - **Nationale-Nederlanden's New Venture**: Dutch insurer Nationale-Nederlanden is set to launch a digital bank next year. Joris from DGI shares his thoughts on this strategic move. Main Topic: Warren Buffett once said, "Leaving the question of price aside,...
EP #200 - The Power of Consistent Dividend Growth Investing
June 14, 2024 22:24 - 1 hour - 69.3 MBWelcome to the 200th episode of Dividend Talk! Join us as we celebrate this incredible milestone and reflect on the journey that has brought us here. We owe it all to our loyal listeners. Thank you for your unwavering support! This episode's main topic is the power of consistent dividend growth investing. From the importance of investing in companies with strong balance sheets to the mantra of sticking to dividends, Derek and eDGI share a wealth of valuable lessons learned over 200 episodes...
EPS 200 - The Power of Consistent Dividend Growth Investing
June 14, 2024 22:24 - 1 hour - 69.3 MBWelcome to the 200th episode of Dividend Talk! Join us as we celebrate this incredible milestone and reflect on the journey that has brought us here. We owe it all to our loyal listeners. Thank you for your unwavering support! This episode's main topic is the power of consistent dividend growth investing. From the importance of investing in companies with strong balance sheets to the mantra of sticking to dividends, Derek and eDGI share a wealth of valuable lessons learned over 200 episodes...
EP #199 | 10 Dividend Stocks we Never Want to Own | & Using Limit Orders, Impact of F* U money, Intel to Buy Now?
June 08, 2024 18:11 - 1 hour - 192 MBIn Episode 199 of DividendTalk, titled "10 Stocks We Never Want to Own," we explore the companies that we believe are best avoided in any investment portfolio. As usual, we kick off with the week's news, discussing Roaring Kitty's massive $235 million loss on GME in a single day and the buzz around ASML's $380 million chip machine set to ship to TSMC, which Intel has already started using. We then highlight recent dividend announcements, including substantial hikes from United Health, Alex...
EP #198 | GrandPa's Rules for Wealth Building | Special Guest: Ex-Berliner
June 02, 2024 07:08 - 1 hour - 200 MBJoin us for another exciting episode of the Dividend Talk podcast! This week, we welcome Ex-Berliner, a seasoned SAP developer turned freelance project manager, who you can also follow on Twitter: https://x.com/DaBraX33 In this episode, we dive deep into "GrandPa’s Rules," exploring the wealth-building wisdom passed down from Ex-Berliner's grandfather. We discuss the inspiring journey of wealth creation, key lessons learned, and the evolution of investment strategies over time. From dividen...
EP #197 | Our 5 Favorite Dividend Kings 👑 | & a 150% Dividend Hike!
May 25, 2024 19:25 - 1 hour - 148 MBWelcome to Dividend Talk, your go-to podcast for all things dividend investing. Join us as we dive deep into the world of Dividend Kings, those elite companies with a track record of 50+ years of consecutive dividend increases. Whether you're a seasoned investor or just getting started, our episodes offer valuable insights, strategies, and tips to help you build a reliable income stream through smart dividend growth investing. Tune in to stay updated on dividend news, discover top Divide...
EP #196 | A Guide to Dividend Growth Investing 📈 | & more, i.e. $BRK's latest new investment
May 18, 2024 10:58 - 1 hour - 222 MBIn this episode, we dive deep into the world of dividend growth investing. We cover the latest news, including Iberdrola's acquisition of Avangrid and Berkshire Hathaway's new stake in Chubb. We discuss recent dividend hikes from Realty Income and Chubb Limited, and a significant cut from 3M. Our main topic offers a comprehensive guide to dividend growth investing, covering essential books, foundational concepts like compound interest and reinvesting dividends, and practical steps for getti...
EPS 195 - Stock Picks from every sector
May 11, 2024 09:16 - 1 hour - 63.8 MBIn this podcast episode, We discuss the news around OpenAI as it is set to unveil its AI-powered search product, intensifying its rivalry with Google. Meanwhile, Intel faces sales setbacks as the U.S. revokes export licenses for a Chinese customer, impacting its revenue. Solventum decides against paying dividends, and McDonald's introduces a $5 value meal, challenging competitors. The episode's primary focus is discussing favourite stocks from all 11 sectors classified by the GCIS syste...
EP #194 | Fireworks in the Stock Market! | Our thoughts on Starbucks, 2 Settlements, 2 Dividend Cuts and much more
May 04, 2024 07:29 - 1 hour - 152 MBJoin our premium membership for 119 Euros per year: https://europeandgi.com/sign-up/ Todays episode is jam-packed after a crazy week in the stock market. We're discussing the litigation settlements of Philips and Johnson & Johnson, several dividend hikes, but also dividend cuts from iconic dividend kings 3M and Leggett & Platt. After that we delve into several earnings that were reported this week, most notably Starbucks which saw a 16% decline after reporting bad numbers. Last but not leas...
EP #193 | Alphabet initiating a Dividend 🎉 | & Lot's of Earnings 📈
April 27, 2024 10:59 - 1 hour - 174 MBWelcome to today's podcast episode of Dividend Talk. This time we start with Alphabet's new dividend policy, followed by some noteworthy comments from TotalEnergies' CEO. After the news we share several dividend hikes with you, most notably those from 2 dividend kings. The main topic of the show consists of several earnings reports discussions which where suggested by our listeners: Unilever, Bristol Myers, Agree Realty, Evolution AB, T Rowe Price, Signify and Cibus. As always, we close ...
EPS # 192 - Earnings Season has started again and sectors we want to own
April 21, 2024 08:50 - 1 hour - 58.6 MBThis episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson. Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On. In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios. Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhai...
eps #191 - Investing During Uncertain Times
April 15, 2024 07:17 - 1 hour - 80 MBIn this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluati...
EP #190 | Our Q1 2024 Dividend Growth Portfolio performance | & JNJ's acquisition, $NKE and more!
April 06, 2024 17:54 - 1 hour - 167 MBWelcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions. In this episode titled "Our Portfolio Review for Q1," we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson's strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66. Our main topic centers a...
EPS 189 - Maintaining our dividend portfolio
March 30, 2024 18:46 - 1 hour - 190 MBIn tis episode we discuss Unilever selling their Ice Cream Business, Apples lawsuit and Nikes cheeky bid to take over as supplier for Germanys national teams. In the main topic we discuss how we maintain our portfolios and some of the lessons we learned along the way. In the listeners questions we talk about Reckitt Benckiser Group, SCHD, Dino Polska, Evolution AB, Wolters Kluwer, Kontron AG and United Health. Join us on facebook: https://www.facebook.com/groups/dividendtalk Become a p...
EP #188 | 5 Dividend Growth Stocks from the Consumer Staples Sector | & the biggest dividend payer in the world?
March 17, 2024 06:00 - 57 minutes - 133 MBJoin us on the Dividend Talk Podcast as we delve into the stability and growth potential of the consumer staples sector. In this episode, we highlight five dividend growth stocks from this resilient sector. But firstly, we kick off with news updates, including Salesforce's initiation of a quarterly dividend and Aramco's impressive dividend increase despite a net profit decline. The main theme of today is to explore the consumer defensive sector's key characteristics and showcase 5 divide...
EP #187 | 3 High Yield Dividend Growth Stocks with a Safe Profile | & Our thoughts about the 3M Solventum spin-off
March 09, 2024 16:28 - 1 hour - 172 MBIn today's Dividend Talk episode, we dive into the latest news by discussing the implications of 3M's spinoff, followed by discussing three high-yield dividend stocks with a safe dividend profile. Why own a low dividend yielding stock if you can get a higher one with similar dividend growth prospects? After that, we discuss dividend investing related questions from the community. Tickers discussed today: British American Tobacco (BATS): BATS.L ASR Netherlands: ASRNL.AS Agree Realty Corp:...
EP #186 | Evolution Gaming - a Business Breakdown of this top Swedish Dividend Grower with Wolf of Harcourt Street | & multiple Dividend Hikes 🎉
March 02, 2024 13:07 - 1 hour - 164 MBIn this episode we dive into Evolution AB (STO: EVO), a key player in the gaming industry. Beginning with an overview of Evolution AB's background and its pivotal role in the gaming sector, we discuss how the company has positioned itself over time to maintain competitiveness and deliver value to shareholders. As a dividend investor, understanding how Evolution AB manages this balance becomes crucial, especially against the backdrop of regulatory changes, market fluctuations, and technologi...
EP #185 | Earnings from Danone, Vici, Bayer & Agree Realty | & our thoughts on whether you should pay attention to valuation
February 26, 2024 12:02 - 1 hour - 156 MBWelcome 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...
EP #184 | All about Investment Trusts & why they fit into a Dividend Growth Portfolio | Incl. many UK examples
February 17, 2024 09:43 - 1 hour - 185 MBIn 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...
EP #183 | Earnings from 6 Popular Dividend Stocks | & our answer to 5 must have European Dividend Stocks
February 10, 2024 11:50 - 1 hour - 190 MBWelcome 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...
EP #182 | An interview with Chuck Carnevale aka mr Valuation | & more: Meta Platforms declaring first Dividend
February 03, 2024 11:15 - 1 hour - 193 MBWelcome 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 listener...
EP #181 | 2024 Earnings Season has Finally Started | + lot's of Dividend Hikes 🔥
January 27, 2024 13:35 - 1 hour - 176 MBEnjoy our latest Dividend Talk episode in which we discuss the 2023 earnings of some of the highest quality dividend growth stocks in the world today. Earnings season has really started now, so we are very excited to also see all those dividend hikes starting to come in. Earnings discussed today: ASML Texas Instruments Johnson & Johnson LVMH Visa Besides that, we also answered all of your questions. C U on the inside 🙌 Stocks mentioned: LVMH (MC.PA) ASML (ASML.AS) Investor AB (IV...
EP #180 | Early Retirement & Living off Dividends by the Canadian Dividend Investor | & expected dividend growth in Europe
January 20, 2024 11:05 - 1 hour - 224 MBWelcome back to another episode where we discuss everything about dividend growth investing with a European flavour. In today's show, we have the Canadian Dividend Investor as a guest who achieved a year ago what many of us are aiming for: early retirement by living off the dividend income. Hence, this was a very engaging show, because he was the first guest that actually did early retire, so we had a lot of curiosity on how that all went. Having said that, if you want to connect with him,...
EP #179 | What to do when there seems nothing on sale and impatience kicks in? | & NN Group's settlement, approval Bitcoin ETFs
January 14, 2024 10:11 - 1 hour - 200 MBIn today's episode, we are discussing those moments when there seems not really anything on sale, while you're eager to invest. Why do we feel sometimes like this and how to deal with this situation? It seems to be more psychology than anything else! Beyond this main topic, we also reflect on the news of the week which covers NN Group's settlement, the launch of Bitcoin ETFs and Microsoft briefly becoming the most valuable company in the world. We also address a lot of listener questions, ...
EP #178 | Kickstart 2024 with Dividend Growth Investment Goals! & our thoughts on Walgreen's Dividend Cut
January 07, 2024 16:05 - 1 hour - 194 MBIn our latest episode, we're diving into 2024 with a focus on practical goal-setting to make this year your best one yet. We kick things off with news, including the PepsiCo Carrefour ban and ASML's groundbreaking shipment of its "High NA" lithography system to Intel. We Discussed Walgreens' unsurprising move to cut its dividend before moving to our main topic – "How do we set goals?" eDGI shares his systematic approach, evaluating last year's learnings, identifying areas for improvement, ...
EP #177 | Our Q4 2023 Dividend Portfolio Performance | Including our buys & sells and live listener questions!
December 30, 2023 21:36 - 1 hour - 181 MBWelcome to the last episode of the year, number 177. This time we start with some reflections on the year, followed by our Q4 2023 performance results and in the end up we wrap up with listener questions from some of our most loyal followers. We hope you enjoy the show and see you on the inside!
EP #176 | A Fire Chat Conversation about Personal Finance and Dividend Growth Investing | Christmas Special 🎄🎅
December 22, 2023 19:13 - 1 hour - 216 MBJoin us for an engaging fire chat conversation on the intersection of Personal Finance and Dividend Growth Investing! In this episode, we delve into key reflections on the journey, how we defined success throughout the years, and the challenges of balancing future savings with holiday season joys. 🎙 Besides that, we answer several of our listeners' Questions. 📅 Live Show Announcement: Saturday, December 30, 11 AM CET / 10 AM GMT. Sign up here: https://forms.gle/VNX5e1waB6gZRN8s5 Join the...
EP #175 | 4 Dividend Stocks we consider Buying for Christmas | & our thoughts about British American Tobacco ($BTI)
December 10, 2023 16:56 - 1 hour - 176 MBGet 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 divi...
EP #174 | Inspirational quotes by Charlie Munger and what we learned from it | & AbbVie's acquisition and Pfizer's withdrawal of weight-loss drug
December 02, 2023 21:44 - 1 hour - 164 MBWelcome to Episode 174 of the Dividend Talk Podcast! In this episode, titled "The Best of Charlie Munger Quotes," your hosts EMF and European DGI explore the timeless wisdom of Charlie Munger. They delve into Munger's insightful quotes, discussing their relevance to dividend investing and wealth-building strategies and what it personally meant to them. In the news segment, EMF shares his thoughts on AbbVie's $10.1 billion deal to acquire ImmunoGen, including the cancer drug ELAHERE. The acq...
EP #173 | Learn more about the importance of Macro and Dividend Investing with Leo Nelissen | & our thoughts about Bayer's 1.5 billion court ruling
November 25, 2023 09:28 - 1 hour - 188 MBWelcome to Episode 173 of Dividend Talk, where Leo Nielssen join us who is a leading Author on Seeking Alpha (https://seekingalpha.com/author/leo-nelissen) We kick off with the latest financial news, consumer sentiment, and manufacturing PMIs. We also discuss Bayer and their recent order to pay $1,5 billion to 3 claimants. After some quick fire questions with Leo, we dive into Leos's story around dividend investing where we touched on topics such as macroeconomics and dividend investing, ...
EP #172 | All we know about bonds and whether we should own them | & Germany's financial reforms, Siemens earnings
November 18, 2023 11:09 - 1 hour - 194 MBWelcome 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 fun...
EP #171 | How to Spot a Bad Company - Our Red Flags | & our thoughts on Diageo and Ahold Delhaize
November 12, 2023 10:44 - 1 hour - 151 MBWelcome 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 ...
EP #170 | Is a recovery on the horizon? | & More earnings (i.e. $OHI, $AAPL and $RACE)
November 04, 2023 10:25 - 1 hour - 169 MBIn 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 potentia...
EP #169 | 3rd Quarter Earnings (TROW, TXN & more) | And is Sanofi's price drop an opportunity??
October 28, 2023 11:31 - 1 hour - 76.5 MBWelcome 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...
EP #168 | 3rd Quarter Earnings Season in Full Swing | & is Walgreen's dividend safe?
October 21, 2023 17:15 - 1 hour - 165 MBWelcome to Episode 168 of our podcast, where we dive into the latest developments in the world of dividend investing. In this episode, we explore the exciting landscape of the 3rd Quarter Earnings Season, delving into the financial performances and strategic moves of major companies. But first, we pose a critical question to our listeners in our Podcast Question of the Week: "Do you read/listen to some of the earnings of the companies in your portfolio?" Share your insights with us by vot...
EP #167 | Why Dividends are better than Income from a 9-to-5 | & What about Walgreens and PepsiCo?
October 14, 2023 09:05 - 1 hour - 153 MBWelcome to Episode 167 of Dividend Talk, where we dive deep into the world of dividends, financial freedom, and stock market strategies. This week, we're exploring a fundamental question: Are dividends better than income from a job? In the News of the Week, we discuss Microsoft's recent $69 billion Activision deal and how it overcame regulatory obstacles in Britain. Plus, we break down Walgreens' earnings report, highlighting the impact of COVID-19 on their financial performance. Our Main ...
EP #166 | Navigating the Current Market and Our Q3 Portfolio Performance | What about NN Group and ASR Netherlands?
October 07, 2023 09:49 - 1 hour - 174 MBIn today's episode, we dive into the latest developments in the financial world and take a closer look at our Q3 portfolio performance. In the "News of the week" segment, we discuss the NN Group court ruling and its impact on usury unit-linked policies. We also explore the implications for NN Group and ASR, including their ability to cover litigation provisions without affecting dividends. should you buy the dip or hold tight until the dust settles? We also address the concerns surrounding...
EP #165 | Our Experience with High Yield Dividend Stocks | & Our Thoughts about WP Carey
September 23, 2023 08:28 - 1 hour - 138 MBIn 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,...
EP #164 | Air Liquide Business Break Down | & our Answers to many community questions
September 17, 2023 11:15 - 55 minutes - 128 MBIn 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, a...
EP #163 | Why Dividend Growth Investing is Better than working a 14-hour day | & Our thoughts on Apple's share price drop
September 09, 2023 09:00 - 1 hour - 163 MBWelcome to Episode 163 of Dividend Talk, where we dive deep into the world of dividend growth investing and explore the benefits of this strategy compared to the grind of a 14-hour workday. In our news segment, we cover the latest updates on prominent companies like Walgreens Boots Alliance, Philips, and Apple, shedding light on significant developments that may impact the market. Then, we turn our attention to the world of dividends, discussing exciting increases from companies like VICI...
EP #162 | Navigating the World of REITs with Brad Thomas, aka mr REIT
September 02, 2023 17:59 - 1 hour - 165 MBIn this episode, we are delighted to welcome "Mr. REIT" Brad Thomas, the most widely followed author on Seeking Alpha and the author of the upcoming book "REITs for Dummies," which is available for pre-order at this link: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359 Our discussion kicks off with a review of the week's top news, with a particular focus on Realty Income's investment in Bellagio. Brad provides his insights on why this could prove to be a lucrati...
EP #161 | Our appetite to Risk while seeking financial freedom | + News about CVS and our thoughts on Medical Properties Trust
August 26, 2023 09:04 - 1 hour - 148 MBWelcome to this episode, where we explore the details of risk management and its pivotal role in financial decisions. Starting off, we examine NVIDIA's recent earnings report and its far-reaching implications for the semiconductor industry. Our news of the week extends to CVS's strategic entry into the biosimilar arena, exploring how it could reshape its role in the healthcare sector. Our main topic revolves around the critical subject of risk and its management in the quest for financial i...
EP #160 | Dividend Investing on a Budget | Also news about Siemens, Novo-Nordisk and Kojamo
August 19, 2023 13:04 - 1 hour - 139 MBIn this podcast episode, we engage in a conversation about budgeting, investing, and achieving financial freedom. We explored the mindset shift I needed to transition from the early retirement movement to the concept of financial freedom. Rather than focusing solely on retiring early, our discussion centers around building a solid financial foundation and escaping the need for a traditional 9-to-5 job. The conversation we had moved into the gradual increase in savings rates as we become mor...
EP #159 | Macro numbers we follow & a few additional earnings
August 12, 2023 08:58 - 1 hour - 153 MBIn today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts. Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions. Enjoy the pod and C U on the inside!
EP #158 | Earnings Season is Still in Full Swing | & the Relevance of Monthly Contributions as a Portfolio Grows
August 07, 2023 23:27 - 52 minutes - 120 MBJoin us in this episode of Dividend Talk as Derek and the European Dividend Growth Investor dive into the world of European companies and their recent earnings updates. We discuss and share our thoughts on well-known companies like Starbucks (SBUX), LyondellBasell Industries(LYB), Legrand (LR), Vonovia (VNA) In the latter part of the show, we dive into a wide array of topics and answer questions from our community. From managing increasing local tax liabilities as dividend income rises to d...
Eps 157 - Texas Instruments Business Breakdown | Also: is Unilever finding its Mojo back?
July 29, 2023 06:34 - 1 hour - 60.8 MBIn this podcast episode, Derek and the European Dividend Growth Investor discuss two main topics: Unilever's performance and potential dividend outlook, as well as Texas Instruments' business breakdown and their thoughts on the stock. For Unilever, they acknowledge the recent changes with a new CEO and how the company seems to be turning things around after a period of underperformance. The recent earnings report shows positive signs in sales volume and margins. However, they caution agains...
EP #156 | The latest about the Kenvue split-off from JNJ and quarter 2 in review
July 22, 2023 11:49 - 1 hour - 162 MBThis is our last episode of Season 3, and it is a jam-packed show. The week's news involved the earnings from both $JNJ and $KVEU. EDGI gave his opinion on both and explained the upcoming Split off and what this means. This is completely different than the standard spin-off that most investors are used to. The main topic centered around our Q2 portfolio reviews which have seen some impressive results year over year. We rounded up the main topic with our European flavor by looking at the ...