Dividend Talk
199 episodes - English - Latest episode: 5 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.
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Episodes
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 ...
EP #155 | All we know about Dividend Taxation and how we Deal with it | & more: our Highlights of the Year so far!
July 08, 2023 06:00 - 46 minutes - 107 MBIn today's show, we discuss our knowledge about dividend taxation and our own practical experiences. It's not an easy topic, but one that got requested by you for quite some time. Besides the main topic of the show, we also discuss our highlights of the year so far and will address several listener questions. Needless to say, we can't stress enough the importance of consulting your own tax advisor in case of doubt. Information shared in this show may not be accurate, although we did our be...
EP #154 | Where investments fit within your personal finance with guest Tiago Dias | & his personal Stock Pick
July 01, 2023 06:00 - 1 hour - 151 MBIn today's show, we are discussing the importance of personal finance and where investments fit into it. We don't often discuss these kinds of topics on the show, because we somehow take it for granted. However, I'm glad that we could discuss this topic today with Tiago because he is very well-literate in everything related to personal finance. But before we get started with that topic, we first discuss the new EU proposal which was announced to promote fairer taxation, fight tax fraud, and...
EP #153 | Irregular Dividend Compounders with De Kleine Kapitalist | & news about how Ahold Delhaize found a new revenue stream
June 24, 2023 06:00 - 53 minutes - 123 MBIn this week's episode, we have special guest De Kleine Kapitalist (DKK) with us. DKK is passionate about high-quality compounders that pay growing dividends. That's why he's joining us today to talk a bit more about Irregular Dividend Compounders. But before we get to that, we will first discuss the news of the week which is about Ahold Delhaize ($AMS:AD). After that, we'll jump right into our main topic of the day. DKK will introduce us to the Irregular Dividend Compounders term followed...
EP #152 | 4 Stocks we are buying right now | & is it really Never Sell Shell?
June 17, 2023 17:20 - 1 hour - 206 MBWe started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios. Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT For the main topic, we discuss both two companies we are currently buying. Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ. We finish, as always, by answering ques...
EP #151 | How to invest 10.000 Euros for Solid Dividend Income? | & more: what France does to combat supermarket prices, dozens of questions from the community
June 10, 2023 10:29 - 1 hour - 63.1 MBWe started today's episode with Apple’s ($AAPL) exciting news around its launch of “Vision Pro” - VR / AR glasses with a whopping 3500 USD price tag. In part two of the news of the week, EDGI talks about the French finance minister who helped to strong-arm big food companies into cutting prices. The companies, which together make 80% of what the French people eat, could face financial sanctions if they don't follow through. Unilever (LON: ULVR) is one company in our portfolio who are affect...
EP 150 | What are we doing with 3M and is now the time to buy? A dive into the PFAS and Earplugs litigations | Also: our thoughts about Target ($TGT)
June 03, 2023 18:40 - 1 hour - 188 MB3M had a big run-up at the end of the week due to some news regarding a first settlement of at least 10 billion. Is now the time to buy? We do a bit of a deeper dive into those litigations to really understand if the path is clear for 3M's recovery. What's more in this episode: our thoughts about Target and their #GoWokeGoBroke failure. Does this provide an attractive buying opportunity? Last but not least, many listeners questions ranging from our thoughts about stocks like $LOTB, $JNJ,...
EP #149 | 5 Things we wish we knew when we started investing | + Medtronic Earnings Results & Listeners Questions
May 27, 2023 12:39 - 1 hour - 166 MBFor the News of the Week, we started the show by talking about Germany which has now officially entered into a technical recession. As the biggest market in the EU, the market did not overreact to this news. Was it already priced in? Medtronic ($MDT) released full-year results and EDGI gives a brief rundown on the results. The Share price has dropped to 81.50 USD while the company hiked its dividend by 1.5%. Derek questions the dividend safety of the company. Dividend Increases: Lowe's C...
EP #148 | Realty Income under $60 - a Business Breakdown and our thoughts about the stock | Also: an update on British American Tobacco
May 21, 2023 06:10 - 1 hour - 192 MBThis week we have a jam-packed show. We start by discussing British American Tobacco ($BTI, $LON:BATS) who replaced its CEO Jack Bowles after the company received a fine of $635 for doing business with North Korea. EDGI talks about the number of intangibles on the company and we give our thoughts on the amount of goodwill the company holds on its balance sheet. Intangibles make up ~70% of the balance sheet. Goodwill is approximately 25% which is a lot. Combustibles is declining rapidly how...
EP #147 - An interview with Jeremy Shirey about his Dividend Growth Investment journey
May 13, 2023 12:12 - 1 hour - 156 MBThis week we are joined by Jeremy Shirey from www.Dividendstockpile.com In the News of the Week, we discuss how the shareholders of Philips (NYSE: PHG) sent a clear message that they are unhappy with the board. EDGI discusses the recent price drop around castellum (CAST.STO) and Jeremy discusses inflation and the debt ceiling in the US We also discuss with Jeremy how he started in Dividend growth investing over 10 years ago. How close he and his wife are from retirement and living off div...
EP #146 | Q1 Earnings from some Popular Dividend Stocks | JNJ / Kenvue IPO, Dividend Hikes, Many Listener Questions
May 06, 2023 09:48 - 1 hour - 181 MBIn today's show, we're discussing first-quarter earnings results from some of our favorite dividend growth stocks. No surprise, but Microsoft and Novo-Nordisk just had to be in there! Tickers discussed: $WBD, $JNJ, $LEG, $CCOI, $SPG, $PEP, $AAPL, $MSFT, $TROW, $EMR, $RACE, $SHELL, $NOVN, $TYO:7974, $CVS Interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the dividend talk podcast? Then check out or Dividend Talk shop: https://dividendtalk.myspreadshop.ie/ J...
EPS 145 -First Quarter Earnings 2023
April 23, 2023 20:18 - 1 hour - 70.4 MBIn this episode, we discuss dividend hikes and cuts from Johnson & Johnson ($JNJ), Costco ($COST), Sonoco ($SON) and Blackstone ($BX) We also discuss the recent earnings results from 1. Johnson & Johnson 2. ASML 3. Blackstone 4. Snap on and European DGIs favourite IBM We check out the portfolio of a fellow Facebook member before answering questions from the community.
EP #144 | Why Dividend Growth Investing is the Single Best Investment Strategy!
April 15, 2023 10:04 - 1 hour - 194 MBIn today's episode, we are both sharing our opinions on why dividend growth investing is the single best investment strategy. Of course, we do this in a fully objective manner and without any bias. Besides that, we have also amazing news, because we are launching our webshop full of merchandise with some of your favorite dividend talk and general investing quotes. Hence, check it out here and get your own hoodie or shirt to inspire the people around you: https://dividendtalk.myspreadshop....
EP #143 | Swedish Dividend Growth Stocks with strong track records! | $JNJ Settlement
April 08, 2023 16:25 - 1 hour - 148 MBIn 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 ...