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 #58 Q2 Earnings Season has started
July 24, 2021 14:52 - 45 minutes - 105 MBThis week we discuss Ben & Jerrys controversial CEO's announcement. We look at LON: ULVR, $KO , SWX: RO , $INTC, $KMB and ABB Stock Pick of the week 2020 Bulkers Ticker 2020.OL Important links : https://europeandgi.com/5-bullet-sunday/inflation-is-coming-how-it-impacts-kimberly-clark-eps-4/ https://www.bookdepository.com/Warren-Buffett-and-the-Interpretation-of-Financial-Statements-Mary-Buffett
EP #57 German perspective to dividend growth investing
July 17, 2021 08:16 - 1 hour - 154 MBThis week we have David who shares his experience as a dividend growth investor from a german perspective. You can follow David via Twitter: https://twitter.com/junginrente Check out David's stock recommendation here https://www.junginrente.de/encavis-dividende-2021-06/
EP #56 Q2 2021 Portfolio Review
July 10, 2021 09:27 - 51 minutes - 119 MBThis week we share our Q2 portfolio review and give our thoughts on how we performed and some learnings that we made. Our news of the week includes both Microsoft and Shell and we also announced the foundation of the European Investors Network. Edgi Chose his stock of the week which you can also read bout here-> https://europeandgi.com/stock-analysis/philips-stock-analysis-is-now-a-good-time-to-buy/ Hope you enjoy our show!
EP #55 - A discussion about some lesser known European Stocks
July 04, 2021 10:39 - 46 minutes - 105 MBWelcome to Episode #55 of Dividend Talk. Your dividend investment podcast with a European Flavor! In today’s show we’re having De Kleine Kapitalist on who is an encyclopedia about European Stocks. Hence, today we are discussing 7 European stocks which you don’t hear so often being mentioned on social media. Some of these can be considered high growth companies while some others could be interesting for you from a dividend growth investment strategy. Having said that, and as promised in ...
EP #54 - Fresenius SE dividend stock review
June 26, 2021 15:14 - 42 minutes - 97.7 MBIn today's episode we analyze Fresenius SE, a German blue chip company in the Healthcare Sector. As usual, you can expect from us: a brief reflection on the news Fresenius SE stock analysis listener questions our stock pick of the week Engineer My Freedom is on vacation this week, so eDGI is co-hosted by Phil Segler. Enjoy today's episode!
Ep 53 Pay down your mortgage or invest your spare cash!
June 20, 2021 21:41 - 55 minutes - 128 MBIn this episode we discuss our views on investing your spare cash or paying down your mortgage. We take questions from the community and EMF gives his stock pick of the week.
EP #52 Dividend Talk 1 year Anniversary
June 12, 2021 16:47 - 48 minutes - 110 MBIn this episode, we record live with members of the community where we all share our top moments from the last year. We also answer questions live and European DGI chooses his stock pick of the week
Ep #51 The wheel Options trading strategy
June 05, 2021 09:23 - 52 minutes - 95.8 MBIn this episode, long-time listener Phil steps into co-host while European DGI takes a well-deserved vacation. We talk about how we use options for our dividend portfolio and how we use the wheel strategy to generate extra income!
EP #50 Has Bayer made the worst acquisition of the decade!
May 28, 2021 23:08 - 55 minutes - 126 MBIn this episode, we discuss Bayer and its acquisition of Monsanto. With the ongoing litigation, is this the worst acquisition of the decade?
Ep #49 | Are we buying or selling AT&T | And more: $CSCO $ABBV Listener questions
May 22, 2021 10:56 - 54 minutes - 124 MBAfter the big news from AT&T, EMF and EDGI discuss the deal and why they are holding or selling their shares. We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure. We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at ciscos earnings. Main topic: We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling? We finish...
EP #48 - Growth investing with Wolf of Hardcourt Street
May 15, 2021 13:02 - 1 hour - 121 MBIn this episode, we chat with the wolf of Harcourt street. Wohs is an Irish resident but has a different approach to investing from EMF. Find out about his journey and also questions from our community Wolf of Harcourt Streets website - https://www.wolfofharcourtstreet.com see you on the inside!
Ep #47 | More Q1 Earnings 2021
May 08, 2021 18:21 - 47 minutes - 87.5 MBEarnings season is in full swing and we take a look at 5 more companies this week. 👉 European Dividend Growth Investor Chats about the performance of last years growth darlings 👉 EMF jokes that IBM are back as they share some positive news regarding 2nm chips Main topic: A brief look at the different companies reporting their Q2 2021 earnings. $CVS, ETR: MUV2, $ABBV, $O and AMS:DSM Listener Questions: This week we received several questions again from our loyal listeners Phil -How are...
EP #46 - Small Cap Dividend stocks with Russ from Dapper Dividends
May 01, 2021 10:02 - 1 hour - 115 MBA new episode in which we discuss investing in small cap dividend stocks. Special guest: Russ from Dapper Dividends
EP #45 | Q1 Earnings 2021 | $T $NESN $KO $BN $INTC $OR $IBM $KMB
April 24, 2021 10:57 - 58 minutes - 107 MBIt’s our favorite time of the year with earnings season just starting. This week we cover 8 companies with a mix of US-based and European based companies We started with the news of the week. 👉 European Dividend Growth Investor shares news on a potential merger with Chubb 👉 EMF shares his reflection on the European Superleague. Do you think it was a good Idea? Main topic: A brief look at the different companies reporting their Q2 2021 earnings. $T, SWX: NESN, $KO, $BN , $INTC , EPA: OR,...
EP #44 | A conversation with Ian Lopuch about Dividend Growth Investing | Part 2
April 16, 2021 16:45 - 1 hour - 147 MBThis is part 2 of our conversation with the legendary PPC Ian (Ian Lopuch) about dividend growth Investing. In part 2 of this series we chatted about the following topics which were mainly driven by the listener questions: What Retail investors could be more aware about How PPC Ian developed his strategy over the years Whether he owns any Tech stocks and his thoughts about investing in Tech Philosophy regarding cash His thoughts about Danone vs Nestle How to avoid value traps How to ...
EP #43 | A conversation about Dividend Growth Investing with Ian Lopuch | Part 1
April 09, 2021 16:22 - 1 hour - 140 MBIn today's episode we chat to the legendary Ian Lopuch about dividend growth Investing. This is Part 1 of a 2 part series where we chatted about a wide range of topics including: Global Tax Credit Suisse How Ian got started in Dividend growth Investing Ian’s purpose from and Investment point of view Some European Stocks that Ian owns Disclaimer - Ian is a guest on our show for entertainment purposes. He is sharing his journey and is not providing financial advice. Throughout the show ...
EP #42 - Q1 2021 Portfolio Review
April 03, 2021 09:18 - 57 minutes - 105 MBIn Episode 42 we discuss our Q1 2021 dividend portfolio results. But first some news 👉 EMF Discusses WBA Earnings Microsoft army contract . 👉 EDGI Discusses TMSC $1oo Billion Dollar Investment For the main Topic, both hosts discuss their purchases and sales over the last 3 months, who the top performers are, and also how far to financial freedom they are Listener Questions: This week we received several questions again from our loyal listeners Phil Segler - Not related to the top...
EP #41 Are Intel a Classic Turnaround company
March 27, 2021 07:36 - 58 minutes - 108 MBEpisode 41 sees us return to discuss Intel after the recent update from their new CEO. In Episode 31 European DGI was unsure about the direction and leadership of the company. Has his sentiment changed? 👉 EMF Discusses Suez Canal European companies at loggerheads with China 👉 EDGI Discusses Siemens Healthineers acquisition For the main topic, We discuss our latest thoughts on Intel Listener Questions: This week we received several questions again from our loyal listeners Phil Se...
EP #40 Should Dividend Investors be worried about rising interest rates?
March 20, 2021 10:58 - 55 minutes - 102 MBEpisode 40 is another Jam Packed Episode with news on some of our favorite companies such as Danone and Nike. Our Main topic addresses investor sentiment regarding rising interest rates. And Finally, we answer Questions from the Community. 👉 EMF Discusses The Roblox IPO and if he is buying shares Nike Earnings Diageo’s Expansion in the US market 👉 EDGI Discusses Faber quits after investor pressure Starbux and the “rejected” $50 million reward proposal For the main topic, We discuss t...
EP #39 - Why did EMF sell his shares in Coca-Cola? [$KO $VZ $UL $BN $BATS $RDSA]
March 13, 2021 09:41 - 53 minutes - 98.8 MBWe have a Jam packed episode this week. We had news on some of our popular companies such as Danone, Unilever, Shell and British American Tobacco. EMF discusses why he sold Coca Cola as part of a friendly debate with a regular listener and we take questions from the community. 👉 EMF Discusses Verizon raising capital through the sale of bonds Unilever Bans the word Normal from their beauty products Football Index loses is gamblin licence in the UK 👉 EDGI Discusses British America...
Our thoughts about popular valuation metrics | Dividend Talk | Eps 38
March 06, 2021 14:10 - 59 minutes - 137 MBIn this episode, we discuss some of the most popular methods to value a company. --- 0:00 - Intro 3:06 - News of the week 14:47 - Our thoughts on the different valuation metrics 35:11 - Listener questions 53:30 - Stock pick of the week --- We started with the news of the week: 👉 EuropeanDGI strikes again as we discuss Emanuel Fabel stepping down as CEO of Danone 👉 We discuss Chamath Palihapitiya and why virgin galactic dropped 18% 👉 finally we discuss the US treasury ...
Ep #37 - Its a marathon and not a sprint. Yet more earnings! | $O $BASF $REE $MUV2
February 27, 2021 12:19 - 52 minutes - 121 MBIn this episode, we are running through some more earnings from Realty Income, BASF, Red Electrica and Munich RE and more! We started with the news of the week. 👉 AT&T made the headlines with DirecTV again. Check out our thoughts and maybe a mini rant from european dgi We discuss no fewer than 7 companies' earnings reports. It really is a marathon at this time of the year. But we love it! Listener Questions: This week we received several questions again from our loyal listeners Phil S...
Ep #36 - 4 Consumer Staples reporting their earnings | what will we do after Danone dividend cut? (Danone $BN | Walmart $WMT | Ahold Delhaize $AD | Nestle $NESN)
February 20, 2021 12:55 - 56 minutes - 103 MBIn this episode, we are running through some of the consumer staples earnings reports ($BN $WMT $AD $NESN ). The Big Question is - What will we both do with Danone after an 8% dividend cut? ---- We started with the news of the week. 👉 European Dividend Growth Investor shares an video on The RobinHood / GameStop hearings Check out the video: https://www.youtube.com/watch?v=7O0DiAJYReQ 👉 EMF shares FireHQ seminar. FIRE (Financial Independence Retire Early) is a lifestyle movement that is ...
Ep #35 | Earnings Season Continued | $PEP $CSCO $KO $HEIA $OR $RELX $HD
February 13, 2021 13:03 - 1 hour - 153 MBIn this episode, we are running through some or the earnings reports from this week ( $PEP $KO $CSCO $HEIA $RELX $OR ). It really feels like there isn’t coming an end to it, but this is also what we love so much. Great dividend growth companies reporting earnings and dividend increases. But before we go there, we will first introduce our guest Dividend Wave to you including some rapid FIRE questions. But like always, we also discuss the news of the week and a stock pick of the week. We st...
2020 Annual Results from dividend stocks [$ABBV $RDSA $UNA $AFL $XOM] | Dividend Talk | Eps 34
February 06, 2021 20:41 - 1 hour - 139 MBIn today's episode we're going through the fourth quarter (Q4) and 2020 annual reports of the following companies: $ABBV - Abbvie $RDSA - Royal Dutch Shell $UNA - Unilever $AFL - Aflac $XOM - Exxon Mobil $AMZN - Amazon $GOOGL - Alphabet $CB - Chubb $ABB - ABB limited We also answer several listener questions and EMF shares his stock pick of the week. Link to MattMoney 50K loss video: https://youtu.be/sFfI3Xh9vLY Follow us via: www.engineermyfreedom.com www.europ...
Ep #33 What is a REIT and should you Invest in them
January 30, 2021 13:47 - 1 hour - 161 MBIn this episode, Our Guest Dividend Dane joins us to discuss REITs and if they make a good investment choice for dividend growth investors. We also take a look a look at the earnings of $T $SAP $MSFT and $AAPL
EP #32 - How to spot a company in decline
January 23, 2021 11:03 - 44 minutes - 101 MBIn this episode, We talk about earnings from $INTC and $IBM. EDGI also talks about his learnings when trying to spot a company in Decline. As usual, we take questions from the community and EDGI gives his stock recommendation this week
EP #31 - Is Intel going down the swanny?
January 16, 2021 10:03 - 44 minutes - 41 MBThe main topic of this episode is a conversation about Intel Corp. We will look at their business, their fundamentals and their valuation. EMF is quite bullish on Intel whereas eDGI is rather bearish. Listen to this episode and let us know what you think!
Ep# 30 - 4 Interesting upcoming European dividend announcements
January 09, 2021 12:18 - 43 minutes - 79.2 MBIn this episode we look at the earnings results of $WBA and speculate on the upcoming announcements of 4 big European dividend companies
Ep# 30 Interesting upcoming European dividend announcements
January 09, 2021 12:18 - 43 minutes - 79.2 MBIn this episode we look at the earnings results of $WBA and speculate on the upcoming announcements of 4 big European dividend companies
EP #29 2020 Q4 Portfolio Review
January 03, 2021 08:50 - 38 minutes - 88.2 MBThis week we reviewed both our portfolios in relation to its Q4 performance. EDGI and EMF look at their portfolios in relation to dividend growth and also to the growth of the S&P 500 EMF Shares his European aristocrat stock pick of the week
EP #28 Our Reflection on 2020
December 27, 2020 15:04 - 47 minutes - 108 MBThis is our final podcast of the year. We shared our reflection on 2020 on our portfolios, blogs and podcast. Thanks to everyone for your support. Merry Christmas and we will see you in the New year
EP #27 - The ultimate dividend stock to buy our kids this Christmas
December 20, 2020 22:48 - 48 minutes - 111 MBIn this episode we are already getting in the mood for the upcoming Christmas holiday break. This episode we dedicated to the ultimate dividend stock we would buy for our kids right now. Off course, EMF and eDGI are who they are so there’s definitely a catch to it ;-) Having said that, we started with the news of the week. 👉 European Dividend Growth Investor shares his thoughts on the acquisition of Biotelemetry by Philips in a 2.3 bln Euro all-cash transaction. He just wrote a post about ...
EP #26 - Our top 5 Sector Allocation and Why?
December 12, 2020 16:16 - 1 hour - 145 MBIn this episode we are reflecting on our Sector Allocations. These allocations can have a heavy impact on your portfolio if not considered properly. As an example, the Energy sector has been weakest performing sector Year To Date and being overweight in this sector could have had severe consequences in pursuit of your goals. We started with the news of the week 👉 European Dividend Growth Investor shares his thoughts about the recent IPO of AirBNB and the news about the first person being v...
EP #25 - Should you buy Siemens AG after a dividend cut?
December 05, 2020 11:26 - 49 minutes - 114 MBIn this episode, we review Siemens AG after their recent dividend cut. We also answer some questions from our community
EP #24 - Dividend Investing Tax
November 28, 2020 09:50 - 49 minutes - 45.8 MBIn this episode we have robin aka the secret investor as a guest to talk about dividend investing taxation.
EP #23 Berkshire Hathaway
November 21, 2020 09:23 - 46 minutes - 105 MBIn today's Episode we take a look at Berkshire Hathaway's recent 13 F We answer some questions from the community and EMF gives his stock pick of the week
EP #22 - Investing in Uncertain times
November 14, 2020 14:00 - 51 minutes - 119 MBIn this episode, we are discussing how we invest in uncertain times. What have we learnt from previous volatile markets and how has that shaped our behavior? We are not top notch professional investors. We are retail investors and we love to share our experiences with you so that you can learn from our mistakes and successes. Like always, today we also discuss the news of the week and European Dividend Growth Investor’s stock pick of the week (new style). ----- 0:00 - Intro & Welcome 2:4...
EP #21 - Why the balance sheet of a company is so important to us
November 07, 2020 09:12 - 1 hour - 155 MBIn this episode, we talk about Walgreen's new joint venture, Digital currency in Europe and we discuss why the balance sheet of a company is important to us. We talk through each part of the balance sheet and explain what Assets liabilities and shareholder equity is. We discuss why Goodwill can be both positive and negative and also what to look for with pensions. We answer some listener questions and this week EMF chose to analyse an Irish company for his stock pick of the week
EP #20 - Earnings from Microsoft, Novartis, Hasbro and many more
October 30, 2020 15:40 - 46 minutes - 42.2 MBThis week we are discussing the recent earnings announcements of Hasbro ($HAS), Microsoft ($MSFT), Royal Dutch Shell ($RDS), Sanofi ($SAN) and many more. This was again a very busy week for dividend growth portfolios, because some of these are typically foundational stocks for many dividend growth investors. ----- Did you know that we are ranked as the #1 Dividend Podcast? Check it out here: https://blog.feedspot.com/dividend_podcasts/ ----- News from the week: eDGI and EMF don’t reall...
EP #19 - Earnings results from Dividend Day
October 23, 2020 22:18 - 50 minutes - 92.2 MBIn this episode, we discuss the Q3 Earnings results from AT&T ($T), INTEL ($INTC), UNILEVER ($UNA), DANONE ($BN), COCA COLA ($KO) and more. Stay tuned for our listener Questions and also our stock pick of the week
EP #18 - Our thoughts on Walgreens and Johnson & Johnson earnings
October 17, 2020 09:58 - 42 minutes - 78.1 MBThis week we are discussing the recent earnings announcements of Walgreens ($WBA) and Johnson & Johnson ($JNJ). We are both very excited that earnings season has really started now. There are many great Dividend Aristocrats and European Noble 30 members reporting earnings in the upcoming week. Actually, we declared next week 22 October as #DividendDay. Several great companies are reporting their earnings on that day: Unilever ($UL $UNA) Hermes International ($RMS), L’Oreal ($OR), AT&T (...
EP #17 - Munich RE. A dividend Stock Review
October 10, 2020 15:59 - 45 minutes - 83.2 MBIn this episode, we analyze Munich RE $MUV2 who have an impressive dividend-paying history. We also answer 11 questions that were posted to us from our community. Hope you enjoy
EP #16 - Q3 Dividend Portfolio review
October 03, 2020 08:18 - 56 minutes - 104 MBthis week we reviewed both our portfolios in relation to its Q3 performance. We started the show with the news of the week EMF asks European DGI about his opinion of Unilever's HQ move to the UK. eDGI shares his historical perspective for this move and why it makes sense to choose the UK. He does bring up the point though about its dividend reliability if Unilever starts to use the British Pound as their base currency. Will it mean that Euro investors will be exposed to additional curren...
EP #15 - Diageo. Is it worth buying?
September 26, 2020 08:15 - 56 minutes - 52 MBThis week we discuss Diageo and comb through the financial reports to see if it is a buying opportunity for this dividend stock.
EP #14 - Portfolio Management
September 21, 2020 20:55 - 46 minutes - 42.2 MBThis week we had our Dividend Quiz Winner on the show to discuss portfolio management.. We started the show with Phil introducing himself and gave a brief background of his investment background We followed this with some quickfire questions to help us get to know our guest a little better. There was one really tricky question in there and EDGI would not give Phil a free pass. On the news of the week, EMF shared his thoughts on one of the Irish banks placing caps on savings and ponders wh...
EP #13 - Why savings rates matter
September 11, 2020 22:29 - 48 minutes - 44.7 MBThis week we are discussing our savings rate and why saving rates matter. We started the show with a brief reflection on the news of the week. EMF shared his reflection on the news that Apple is making an update to the iOS 14 policy, which in practice will make it harder for game streaming services such as Google Stadia and Microsoft cloud to to upsell their services. This seems to be just another chapter in the “Epic” battles that Apple is fighting. https://www.cnbc.com/2020/09/11/apple-...
EP #12 - How to Value Growth Stocks with Investment Talk
September 05, 2020 18:59 - 1 hour - 65 MBThis week we are joined by Investment talk who shares his knowledge on growth stocks. Investment talk shares tips on what is a growth stock, how to value them, and what his exit strategy is. We also discuss our stock picks of the week and also what Investment Talks' favorite stock is.
EP #11 - Our Top 5 Portfolio holdings
August 29, 2020 11:24 - 40 minutes - 37.4 MBWe started the show by sharing our news of the week. European DGI shares his reflection on United Airlines which considers to lay-off 2850 pilots if the US government doesn’t provide additional aid. eDGI is quite explicit in his opinion on this topic and criticizes the lack of leadership from their board of directors. Are airline stocks the new bankers? https://cnb.cx/2D8xsBZ EMF shares his reflection on the fact that Exxon Mobil dropped from the Dow Jones Index after 92 years! He also b...
EP #10 - When to Sell Stocks
August 22, 2020 08:58 - 43 minutes - 39.5 MBIn this episode we talk about when we will sell dividend growth stocks We have a brief look at the news where the focus is starting to turn on the American presidential election in November. How will this affect your portfolio! Some Dividend Companies we talk about are Disney, Danone, Shell Apple, and Microsoft Enjoy the show and we're looking forward for your feedback in the comment section. While you're add it, don't forget to hit the Subscribe and Like button 👍. It means a million to...