Dividend Talk Dividend Talk
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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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EP #193 | Alphabet initiating a Dividend 🎉 | & Lot's of Earnings 📈
Welcome 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 out with several of your listeners questions.
We hope you will enjoy the show and C U next week!
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It gives you access to our unique dividend growth compass newsletter, 50 dividend stock cards and deep dives, eLearning course about the 3 financial statements and our Beta dividend safety dashboard (~200 dividend growth stocks)
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EPS # 192 - Earnings Season has started again and sectors we want to own
This 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 Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software -
eps #191 - Investing During Uncertain Times
In 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 evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends.
Here's a list of companies mentioned along with any relevant tickers:
1. Shell - Ticker: SHL
2. Medical Properties Trust - Ticker: MPW
3. The Procter & Gamble Company - Ticker: PG
4. Agree Realty Corporation - Ticker: ADC
5. Zoetis - Ticker: ZTS
6. Starbucks - Ticker: SBUX
7. Greggs - Private company, not publicly traded
8. HSY (Hershey Company) - Ticker: HSY
9. NKE (Nike, Inc.) - Ticker: NKE
10. VICI Properties Inc. - Ticker: VICI
11. Nvidia Corporation - Ticker: NVDA
12. Crowdstrike Holdings, Inc. - Ticker: CRWD
13. Advanced Micro Devices, Inc. - Ticker: AMD
14. Marks & Spencer (M&S) - Private company, not publicly traded
15. Sainsbury's - Private company, not publicly traded
16. Global Water Resources - Ticker: GWRS
17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam) -
EP #190 | Our Q1 2024 Dividend Growth Portfolio performance | & JNJ's acquisition, $NKE and more!
Welcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions.
In this episode titled "Our Portfolio Review for Q1," we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson's strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66.
Our main topic centers around the performance of our dividend growth portfolio's, where we analyze the buys and sells of the quarter, discuss diversification strategies, and review dividend income.
We then address listener questions ranging from European dividend companies with strong pricing power to the dilemma of investing in premium services with a limited budget.
Additionally, we provide insights on tracking dividends, managing taxes, and handling stock price fluctuations, along with discussions on specific tickers like AVIVA, VLK, UNH, and Zoetis.
Tune in as we share our expertise and insights on dividend investing, portfolio management, and navigating the complexities of the stock market. Join us for a deep dive into the world of dividends on Dividend Talk.
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Tickers discussed:
The TJX Companies ($TJX)
Utz Brands ($UTZ)
Phillips 66 ($PSX)
AVIVA (AV.L)
Van Lanschot Kempen NV (VLK.AS)
UnitedHealth Group (UNH)
BASF (BAS.DE)
Zoetis (ZTS)
Starbucks (SBUX)
Nike (NKE)
McDonald's (MCD)
Agilent Technologies (A)
STAG Industrial (STAG)
AvalonBay Communities (AVB)
Pernod Ricard (RI.PA)
Booking Holdings (BKNG)
Scanfil (SCANFL.HE) -
EPS 189 - Maintaining our dividend portfolio
In 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.
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EP #188 | 5 Dividend Growth Stocks from the Consumer Staples Sector | & the biggest dividend payer in the world?
Join 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 dividend growth companies that spot decades of dividend growth.
Last but not least, we engage with listener questions on financial independence goals, diversification strategies, and identifying long-term mindset dividend growth companies.
Hence, tune in for insightful discussions on dividend investing and navigating the dynamic world of consumer staples 🙌
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Become a premium member: https://europeandgi.com/sign-up/
Tickers discussed:
Salesforce (CRM)
Aramco (2222.SE)
Ahold - Delhaize (AHODF)
PepsiCo (PEP)
Target Corporation (TGT)
Coca-Cola (KO)
Reckitt Benckiser Group plc (RBGLY)
Customer Reviews
Informative and Very Inspiring
I really enjoy listening to the weekly podcast. It has become part of my routine and I found myself going back and listening to older podcast. In the older podcast, obviously the numbers mentioned are outdated, but the message/content is very informative and thorough and is full of great information. Your podcast has inspired me to further explore European stocks and has significantly helped with my diversification. Please keep it going.
Thank you
KW
Perspective from US
Really enjoy the relax pace and conversational style of this podcast. Lots of good learning here. It’s helpful to get the European investors perspective. Fundamentals and dividend growth strategies work the same, whatever side of the Atlantic you are on.
Great dividend podcast
They cover interesting topics and are regular folks. They cover issues and concerns of normal folks while having good commentary about stocks. Well worth listening to weekly.