EP #196 | A Guide to Dividend Growth Investing ? | & more, i.e. $BRK's latest new investment
Dividend Talk
by Dividend Talk
6d ago
In 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 getting started. We also highlight the importance of dividend safety, avoiding high-yield traps, and creating ..read more
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EPS 195 - Stock Picks from every sector
Dividend Talk
by Dividend Talk
1w ago
In 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 system. Enjoy today's show and C U on the inside! Tickers mentioned - AbbVie: ABBV Sanofi: SNY BHP: BHP Shell ..read more
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EP #194 | Fireworks in the Stock Market! | Our thoughts on Starbucks, 2 Settlements, 2 Dividend Cuts and much more
Dividend Talk
by Dividend Talk
3w ago
Join 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 least, we answer many of the listener's questions. Enjoy today's show and C U on the inside! Tickers ..read more
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Eps #191 - Investing During Uncertain Times
Dividend Talk
by Dividend Talk
1M ago
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 m ..read more
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EP #190 | Our Q1 2024 Dividend Growth Portfolio performance | & JNJ's acquisition, $NKE and more!
Dividend Talk
by Dividend Talk
1M ago
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 q ..read more
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EPS 189 - Maintaining our dividend portfolio
Dividend Talk
by Dividend Talk
1M ago
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. Join us on facebook: https://www.facebook.com/groups/dividendtalk Become a premium member: https://europeandgi.com/sign-up ..read more
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EP #188 | 5 Dividend Growth Stocks from the Consumer Staples Sector | & the biggest dividend payer in the world?
Dividend Talk
by Dividend Talk
2M ago
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 questi ..read more
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EP #187 | 3 High Yield Dividend Growth Stocks with a Safe Profile | & Our thoughts about the 3M Solventum spin-off
Dividend Talk
by Dividend Talk
2M ago
In 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: ADC 3M: MMM Realty Income: O Essential Properties Trust: EPRT Chevron: CVX AVGO (Broadcom): AVGO JMT: JMT ..read more
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EP #186 | Evolution Gaming - a Business Breakdown of this top Swedish Dividend Grower with Wolf of Harcourt Street | & multiple Dividend Hikes ?
Dividend Talk
by Dividend Talk
2M ago
In 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 technological advancements. Looking towards the future, we discuss the opportunities and challenges that lie a ..read more
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EP #185 | Earnings from Danone, Vici, Bayer & Agree Realty | & our thoughts on whether you should pay attention to valuation
Dividend Talk
by Dividend Talk
3M ago
Welcome 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. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions fr ..read more
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