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.
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Episodes
EP #105 | A conversation with Nathan Winklepleck, author of Dividend Growth Machine
July 09, 2022 08:11 - 1 hour - 184 MBIn today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more! If you are interested in his book Dividend Growth Machine, you can buy it via Amazon: Amazon Germany Amazon USA You can also follow him on social media: YouTube channel Twitter We hope you enjoy ...
EP #104 | Discussing our amazing Q2 Portfolio performances!
July 02, 2022 18:31 - 57 minutes - 131 MBIn this week's episode, we are sharing our performance results for the 2nd quarter of 2022. The S&P500 went into bear market theory, but it hasn't stopped us at all from firing on all cylinders to improve our projected annual dividend incomes. Hence, tune in and hear more about what we did and how we did it 👌 Referenced link to an article from De Kleine Kapitalist about BESI semiconductors: https://dekleinekapitalist.nl/dividend-aandeel-van-de-maand-be-semiconductors/
EP #103 | Our thoughts about the 11 different sectors in the stock market | Incl. $MO, $BAYN, $TGT
June 25, 2022 08:40 - 56 minutes - 129 MBDear DividendTalk listeners! In today's episode, we're having a chat about the 11 different stock market sectors. We're talking about their past performance and how we think they'll perform over the next decade. Besides that, we're also sharing our portfolio sector allocations, discuss Altria's recent setback and the news about Bayer. This and more, all in today's episode. C U on the inside!
EP #102 | Dividend Investing with Eloy and Alberto from Cartas Dividendo
June 18, 2022 17:59 - 1 hour - 176 MBEuropean DGI is back from his vacation and today we'll be having Eloy Snowball and Alberto from Cartas Dividendo on the show. In today's show, we will ask them about their journey and get some Spanish perspectives on dividend growth investing. Having said that, they are well known in Spain for their bi-weekly newsletter about dividend investing. Hence, we highly recommend you sign up via https://www.cartasdividendo.com. C U on the inside!
EP #101 | Investing with Tiago Dias
June 04, 2022 07:32 - 1 hour - 68.8 MBEMF is joined by Tiago Dias who talks about his dividend growth investing. Check out Tiago's Sub stack below - https://tiagodias.substack.com/
SPECIAL: EP #100 🥂🎉 | 10 European Dividend Growth Stocks each originating from a different European country
May 28, 2022 06:00 - 1 hour - 148 MBEpisode 100 is a huge milestone for us! In this special episode we are discussing 10 European dividend growth stocks, each in our opinion one of the best from the given country. But it doesn't stop there, we're having a live audience and we're taking some of their questions directly in the podcast. Curious? Tune in and C U on the Inside!
EP #99 | What is happening to the consumer staples right now?
May 21, 2022 12:04 - 42 minutes - 97.4 MBIn this week's episode, we are having a look at the blood bath that happened in the consumer staple sector, especially when we're looking at supermarket chains like Walmart and Target. C U on the inside!
EP #98 | The Battle: Starbucks ($SBUX) vs McDonald's ($MCD)
May 17, 2022 11:30 - 57 minutes - 131 MBIn this episode, we are comparing two fast-food giants with each other. Both Starbucks and McDonald's create a lot of excitement and at the same time worries for dividend growth investors so it was about time to compare them with each other. Tune in again to this week's episode to get your weekly juice of #dividends.
EPS #97 | Our thoughts on the Current Market conditions
May 07, 2022 18:40 - 55 minutes - 127 MBThe recent price action in the stock market raises many questions for our friends in the community. Hence, in this episode, we dig a bit deeper into our thoughts about the current market conditions. But hey, Episode 100 is almost coming up! Are you interested to join us LIVE? If so, then fill in the form below and we'll send you a calendar invite at our earliest convenience. See you on the 22nd of May at 21.00 CET? https://forms.gle/hp5oWuECkYnuWc8y7 C U on the inside!
EP #96 | Crazy Earnings Week! $ABBV $ULVR $MMM $TXN $XOM $CAST & More
May 02, 2022 08:23 - 1 hour - 139 MBIn this episode, we touch on several earnings reports that caught our attention the most. Hence, tune-in to hear about our thoughts and also our answers to the questions from you, the listener. Have a great week ahead!
EP 95 | Week one of Earnings Q1 2022 | $JNJ, $PG, Danone, Blackstone, Nestle
April 23, 2022 09:10 - 58 minutes - 133 MBIn today's episode, we are talking about some of this week's earnings. It's been a good week including a nice dividend hike by $JNJ. Having said that, tune in and C U on the inside!
EP 94 | Which is the best to buy right now: Unilever or Procter & Gamble?
April 16, 2022 10:20 - 57 minutes - 131 MBIn today's episode, we are talking about Unilever and Procter & Gamble. We compare the two companies and then give our judgments on which company we like more if we had to make an investment decision today. In the podcast we also referenced the following article about Admiral Group Plc: https://www.ukdividendstocks.com/blog/admiral-7-5-dividend-yield?fbclid=IwAR2BSoUbcaL71L5uZJzoSJ-Onb3WGP4DdvZiZrC_QQe93WnmHqNTpD-eHDk
EP 93 | Dividend Talk with Aleks from Lithuania
April 11, 2022 19:28 - 1 hour - 171 MBIn this episode, we talk with Aleks from Lithuania about his dividend growth investing journey from an Eastern European perspective. We ask him loads of questions, but he also takes some time to share his view about investing in dividend stocks from emerging markets. Tune In and enjoy this extra long episode!
EP #92 - Our Q1 2022 portfolio performance
April 04, 2022 09:30 - 1 hour - 150 MBNews of the Week includes the Energy Market, Chesnara, the Yield Curve, and Dutch Inflation. We also discuss a potential new system in Europe to avoid double taxation you can make your voice heard in the link below https://ec.europa.eu/info/law/better-regulation/have-your-say/initiatives/13031-Withholding-taxes-new-EU-system-to-avoid-double-taxation_en The main topic focus is on our dividend performance is Q1 2022 See you on the inside
EP 91 | Dividend growth investing if we had to start all over again
March 26, 2022 10:57 - 57 minutes - 133 MBWe often get the question of how to get started with dividend growth investing? We are of course a bit further on the journey already, but we thought it would be a good idea to share our thoughts on what we would do right now if we had to start all over again. So that's the topic of today's show, but as always, we'll be also answering all your questions and EMF will share an interesting stock at the end of the show. Hence, stick with us and have a great weekend! Investment Talk Substack - h...
EP 90 | 3 Stocks we'd like to own, but don't own yet!
March 14, 2022 15:41 - 1 hour - 176 MBThis is a full packed episode related to our main topic about stocks we'd like to own, but don't own yet. On top of that we also got a lot of questions from the community which we will carefully answer today. C U on the inside!
EP 89 - All about Dividend Safety
March 05, 2022 21:04 - 1 hour - 149 MBToday's episode is dedicated to dividend safety. We find this a timely topic due to all what's going on in the Eastern of Europe.
EP 88 | Another leg of European Earnings | Danone, MunichRe, BASF, ASR, Wolters Kluwer, Fresenius, Henkel, Iberdrola
February 26, 2022 09:13 - 58 minutes - 133 MBEnjoy our latest podcast about European earnings. There are many dividend hikes being discussed in this episode! Join on us in the discussion on Facebook: https://www.facebook.com/groups/dividendtalk
EP 87 | Lot's of European Earnings to be discussed | Orange, Allianz, NN Group, Ahold-Delhaize, Schneider Electric, Castellum
February 19, 2022 10:07 - 59 minutes - 135 MBIn this episode we will first discuss the latest news around Intel related to it's recent price drop. But afterwards we will go straight into multiple earnings announcements from some of our favorite European dividend stocks. Last but not least, we will also answer all the received listeners questions. C U on the inside!
EP 86 - More Earnings and Dividend Hikes 👌 | $ULVR $OR $BATS $SIE $KO $PEP $ORKLY $MMM
February 12, 2022 08:59 - 53 minutes - 122 MBIn this episode we are diving into the earnings results that were reported this week and we address several listeners questions. Ultimately European DGI provides his stock pick of the week. #StockMarket #DividendInvesting #PassiveIncome #FIRE
EP 85 - Earnings Season Continued 💪 $ABBV $SHELL $BMY $ABB $OHI $ROG
February 05, 2022 14:43 - 54 minutes - 125 MBIn this episode we are discussing a dozen of companies which reported earnings this week. Tune-in and get to know our thoughts about those companies 👍
EP 84 - The Start of Earnings Season 💪
January 29, 2022 16:14 - 57 minutes - 131 MBEarnings season has started with many top notch dividend stocks announcing their earnings. In today's episode we will discuss several of them (i.e. INTC, MSFT, ELISA, SAP). Tune in and see you on the inside!
Ep #83 An interview with the Dividend Guy
January 22, 2022 12:51 - 1 hour - 202 MBThis week we chat with Mike AKA the dividend guy a Canadian dividend investor. In this episode, we talk about $UL and $MSFT and some of your typical Canadian stocks Check out Mike on Blog and Podcast -> https://www.thedividendguyblog.com/podcast/ Youtube -> https://www.youtube.com/channel/UC8aD-2lWvqnkxKiGH91X1WQ His Online Business, Dividend Stocks Rock: https://www.dividendstocksrock.com/
EP #82 Value Investing with Cameron Stewart
January 15, 2022 08:26 - 1 hour - 165 MBThis week we chat with Cameron Stewart about Value investing. You can find Cameron on youtube or check out his website "cashflow investing" https://www.youtube.com/c/CameronStewartCFA/videos https://www.cashflowinvestingpro.com Our News of the week covers Philips and Some popular growth stocks and we also answer questions from the community and finally, we have the stock pick of the week enjoy
EP #81 | A conversation about dividend investing with Javier (Spanish)
January 08, 2022 12:53 - 54 minutes - 126 MBIn today's episode we talk about Javier's experience as a dividend growth investor and which online brokers he uses for investing (mainly eToro).
EP #80 | Our 2021 Portfolio Reviews
January 02, 2022 14:21 - 50 minutes - 116 MBHappy new year everybody! Today we're discussing our 2021 performance. See you on the inside 👍
EP #79 | Our 2021 reflections & learnings | Christmas edition 🎅
December 24, 2021 13:18 - 46 minutes - 106 MBIn this show we discuss the news of the year, our learnings and reflections based on 2021 and we share some feedback we received from the community. Merry Christmas everybody! EMF & eDGI --- This show has been dedicated to our friend, Sir Dividend Dane ✞
#EP 78 - Our 2022 wish-list with high quality stocks
December 19, 2021 22:39 - 53 minutes - 121 MBHi All, we are almost nearing the end of the year. Hence, in this episode we took some time to look forward to 2022 and discuss which stocks we'd love to buy next year. Enjoy the show and C U next week again!
EP #77 - Does Inflation even matter
December 11, 2021 13:09 - 53 minutes - 124 MBIn today's episode we share news from Shell, and CVS and we discuss our thoughts on Inflation
EP #76 - How our early retirement plans look like and where we are on the journey
December 04, 2021 10:37 - 54 minutes - 125 MBWelcome back to another episode of dividend talk. This time less talk about dividend stocks, but more talk about our journey towards financial independence. We hope you enjoy this show!
EP #75 - What we do when the stock market tanks
November 27, 2021 10:42 - 49 minutes - 112 MBStocks discussed in this show: Philips NV ($PHIA), Fresenius ($FRE) Links referred to: Fresenius analysis during Episode 54: https://anchor.fm/dividend-talk/episodes/EP-54---Fresenius-SE-dividend-stock-review-e13fot4 eDGI analysing Fresenius on YouTube: https://europeandgi.com/stock-analysis/video-fresenius-stock-analysis-a-true-european-dividend-aristocrat/
Eps 74 dividend news of the week
November 20, 2021 14:29 - 51 minutes - 117 MBThis week we chat about ahold, shell, Alibaba and Novo Nordisk along with the latest news from degiro.
EP #73 Spin offs and Earnings
November 13, 2021 18:25 - 59 minutes - 136 MBThis week we talk about the spin offs relating to Johnson & Johnson ($JNJ) and GE ($GE). We also talk about the last of the earnings from ETR:SIE, AMS: AD, ETR: ALV Related Links When to Buy JNJ - https://www.youtube.com/watch?v=WJ9lpAghMxs Drip Investing - https://www.dripinvesting.org Allianz - https://europeandgi.com/review/allianz-share-price-drop-explained/
Another set of popular Q3 earnings (guest: Dividend Wave)
November 06, 2021 15:44 - 56 minutes - 130 MBIn this week's episode we are discussing another set of earnings Fresenius - $ETR:FRE Abbvie - $ABBV Pfizer - $PFE Vonovia - $ETR:VNA Besides that we are answering several listener questions and we discuss Dennis' portfolio. You can follow Dividend Wave via Twitter: https://twitter.com/DividendWave
EP #72 | Another set of popular Q3 earnings (guest: Dividend Wave)
November 06, 2021 15:44 - 56 minutes - 130 MBIn this week's episode we are discussing another set of earnings Fresenius - $ETR:FRE Abbvie - $ABBV Pfizer - $PFE Vonovia - $ETR:VNA Besides that we are answering several listener questions and we discuss Dennis' portfolio. You can follow Dividend Wave via Twitter: https://twitter.com/DividendWave
Ep #71 Q3 Earnings Continued
October 29, 2021 15:36 - 56 minutes - 130 MBHey guys, Q3 2021 earnings season is in full swing ! In this show we briefly discuss the results of 5 dividend growth stocks. Besides that we're also providing our thoughts on a top 5 portfolio and we answer several questions from the community. Last but not least, EDGI shared his stock pick of the week. Enjoy this week's show! AMS: RDSA, ETR:BAS , NASDAQ: TXN , BME: ENG , NASDAQ: MSFT
EPs 70 - Q3 2021 Earnings has started! (incl. $ABB, $UL $ROG $OR)
October 24, 2021 21:21 - 43 minutes - 98.5 MBHey guys, Q3 2021 earnings season has started! In this show we briefly discuss the results of 4 iconic European dividend growth stocks. Besides that we're also providing our thoughts on a top 5 portfolio and we answer several questions from the community. Last but not least, EMF shared his stock pick of the week. Enjoy this week's show!
EP #70 - Q3 2021 Earnings has started! (incl. $ABB, $UL $ROG $OR)
October 24, 2021 21:21 - 43 minutes - 98.5 MBHey guys, Q3 2021 earnings season has started! In this show we briefly discuss the results of 4 iconic European dividend growth stocks. Besides that we're also providing our thoughts on a top 5 portfolio and we answer several questions from the community. Last but not least, EMF shared his stock pick of the week. Enjoy this week's show!
EP #69 | How we read the cash flow statement
October 16, 2021 16:39 - 44 minutes - 103 MBIn this episode we discuss how we read the cash flow statement. It's one of those 3 important financial statements which provides insight into the financial health in the company. Reading it doesn't need to be too difficult and in this episode we discuss both our ways of using it. We hope you enjoy it! Check also episode 21 in case you want to hear our thoughts about the balance sheet: https://anchor.fm/dividend-talk/episodes/EP-21---Why-the-balance-sheet-of-a-company-is-so-important-to-us...
Ep #68 | Our Q3 2021 Portfolio Review
October 09, 2021 08:03 - 54 minutes - 125 MBHi there! Welcome back to another episode. September has already finished which means we were able to analyse our Q3 results. Have a listen to it and let us know what you think! At the same time we're also addressing lot's of questions in this episode. It means that the podcast takes a bit longer, but on the other hand we have a lot of joy answering them. Enjoy the show and see you on the inside!
EP #67 | A conversation about Real Estate Investment Trusts with Dividend Dane
October 02, 2021 11:35 - 49 minutes - 112 MBWelcome back to another show of dividend talk. In today's episode we're talking to Dividend Dane, aka mr REIT. As usual, we start with discussing the news of the week and this week it's related to the soaring energy prices. What's going on there? After that we have a conversation about REITs in which Dividend Dane explains the basics and we discuss several popular REITs like Vonovia, Pauw, IIPR. Subsequently we discuss someone's portfolio followed by several listener questions. We hope ...
EP #66 September Dividend Hikes
September 25, 2021 09:23 - 53 minutes - 123 MBNews of the Week -> More troubles in China Main Topic -> $MCD , $LMT, $TXN, $MSFT and $MO Portfolio Review-> Mark Van Essen submitted his portfolio for review We also take Questions from the community
EP #65 | A stock review of ABB Ltd | A Swiss Power House and Dividend Payer
September 18, 2021 15:09 - 45 minutes - 103 MBIn this episode we take a look at ABB. It's really the perfect stock to discuss with an engineer like EMF, because he knows this business very well. We look into the company's business, financials and dividend safety. We think it's an interesting conversation with few interesting facts. At the same time we are curious to hear from you as well! Besides this we are also zooming in on the news of the week, reviewing the portfolio from Martijn Hoek, address quite some listener questions and ult...
EP #64 Dividend Aristocrats who no one talks about
September 11, 2021 09:44 - 53 minutes - 122 MBNews of the Week - Apple Lawsuit with Epic Games Main Topic - 4 Dividend Aristocrats that no one really talks about. Listener Questions, Portfolio Review and EDGI shares what he has been buying this week.
EP #63 Our September watchlist
September 04, 2021 15:22 - 54 minutes - 124 MBBoth EMF and European DGI give 3 stocks each that are on their watchlist for the upcoming month Stocks covered in this episode are $ABBV, $BX, $LMT, $CARR, $KR, LON:ULVR, ALV.DE Don't forget to follow us on Twitter and Facebook
Ep #62 Knowledge from famous investors that have shaped the core of our investing philosophy
August 28, 2021 14:16 - 50 minutes - 116 MBThis week European DGI and EMF have a deeper conversation around famous Investing quotes and how they shape their core investing philosophy. the format of the show News of the Week - The Fed and their stance on interest hikes Main topic Portfolio review for one of our listeners Listener Questions Stock Pick European DGI choses a stock pick that surprisingly does not pay a dividend Resources -> https://europeandgi.com/inspiration/20-investment-quotes-from-legendary-stock-market-inves...
EP #61 | Part 2 | Why Athletes make bad financial decisions | Guest: Dividend Athlete
August 21, 2021 07:28 - 30 minutes - 28 MBThis week we are releasing part 2 of our conversation with Henrik from Dividend Athlete. We started with a little introduction from Henrik before moving onto the news of the week where we discuss Lionel Messi and his move to PSG. Messi signed a two-year deal with PSG, with an option for a third, that will net him an annual salary of $41 million-plus bonuses and a reported $30 million signing fee. Imagine if he put all of this into a dividend portfolio, he could earn 35k a month in dividend...
EP #61 | Part 1 | Why Athletes make bad financial decisions | Guest: Dividend Athlete
August 14, 2021 16:50 - 34 minutes - 79.7 MBThis week we welcomed Henrik from Dividend Athlete onto the show to discuss why Athletes make poor decisions. We started with a little introduction from Henrik before moving onto the news of the week where we discuss Lionel Messi and his move to PSG. Messi signed a two-year deal with PSG, with an option for a third, that will net him an annual salary of $41 million-plus bonuses and a reported $30 million signing fee. Imagine if he put all of this into a dividend portfolio, he could earn 35...
Ep#60 European companies showing signs of recovery
August 07, 2021 07:39 - 51 minutes - 118 MBIn this episode, we discuss mandatory vaccines within the workplace. We give our views on H1 earnings results from Bayer (ETR: BAYN) , Vonovia (ETR: VNA) Wolters Kluwer(AMS: WKL), and Novo Nordisk (CPH: NOVO-B). Lastly, this week's stock pick falls to EMF who chooses an American ingredient company.
EP # 59 - Earnings Season Continued | Includes Shell's whopping earnings and dividend hike 💪
July 30, 2021 16:11 - 41 minutes - 75.5 MBIn todays show we discuss the news of the week and run through 5 different earnings results. We also address few listener questions and eDGI's shares his stock pick of the week (spoiler alert: from the insurance sector)