About Dividend Talk
Welcome 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, the basis of his strategy, ETFs and where are the opportunities at the moment. We finish with some listener questions along with Leos's stock pick of the week Companies mentioned, are Nvidia, Walgreens, Vici, Realty Income, Caterpillar, Apple, Public Storage You can follow Leo Nelissen on X: https://twitter.com/LeoNelissen
Welcome 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 fundamentals of bonds—what they are, the different types (including government, municipal, and corporate bonds), and their inherent risks and rewards. Derek and eDGI explore the stability and predictable income bonds offer, contrasting it with the risks, including the dreaded duration risk and the potential lack of income growth compared to dividend hikes. The main question lingers: Should we own bonds? We share our perspectives, with Derek emphasizing his current focus on growth and eDGI considering bonds as part of a savings plan for future investment. Asset allocation strategies, such as the classic 60/40 portfolio and age-based allocations, are dissected to provide listeners with practical insights. Wondering where to buy bonds? We've got you covered, discussing options like brokers, ETFs, and even buying directly from the U.S. government. Armed with this knowledge, the hosts reflect on whether owning bonds aligns with their investment strategies at this stage. But that's not all! The episode is rounded off with engaging listener questions covering topics like stock screening, sector preferences, and intriguing hypothetical scenarios. Tune in to hear the hosts' takes on various tickers, from Roche's dip to eDGI's frustration with Bayer Whether you're a seasoned investor or just starting your financial journey, this episode of DividendTalk offers valuable insights and answers to your burning questions. Join us for a deep dive into the world of bonds and financial strategies that could shape your investment decisions. Stock Screener article:https://www.europeandgi.com/how-to/dividend-stock-screener/ Join us on Facebook: https://www.facebook.com/groups/dividendtalk
Welcome 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 reported earnings also take center stage, affecting its share price, which now stands at 26.75 euros. We also share our thoughts on Ahold's earnings and the subsequent sell-off. Next up, we cover the latest dividend hikes, including Becton Dickinson's 4.4% increase ($BDX), Roper Technologies' 10% boost ($ROP), and ADP's impressive 12% rise ($ADP). In our main topic, we dissect the anatomy of a bad company. eDGI shares insights inspired by the Medtronic case, shedding light on red flags like adjusted earnings masking true financial health, declining sales, and poor acquisitions. EMF emphasizes the importance of identifying companies losing their competitive edge and the signs of impending trouble in cash flow and balance sheets. Listener questions are always at the heart of our discussions. This week, we tackle topics ranging from checking Glassdoor ratings for stock management quality to strategies for setting stock orders and even daring to ask tough financial questions to your own company's executive team. We also address specific stock inquiries, including thoughts on Prudential Financial ($PRU), insights on AIRBUS's recent earnings call, and rumors regarding ENAGAS's dividend safety. Tune in as we provide our thoughts on MPC container ships ($MPCC), and the cyclical dividend grower Whirlpool Corporation ($WHR), yielding an impressive 6.36%. That's it for this week's show. Subscribe, share, and stay tuned to Dividend Talk for your weekly dose of dividend growth investment news and insights!
In 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 potential for growth. Additionally, we delve into Omega healthcare Investors, Fresenius, and their respective transformations and changes. As we explore various listener questions, we discuss our thoughts about stocks like Sika, Nvidia, Innovative Industrial Properties (IIPR), Canadian Tire, and Smiths News. Plus, we address portfolio strategies, ETFs vs. individual stocks, and offer our insights to what we would tell ourselves if we were novice investors. Join us as we unravel the latest dividend stocks insights and market trends in this episode, helping you make informed investment decisions. Companies Mentioned: SNAP ON (Ticker: SNA) EOG (Ticker: EOG) AFLAC (Ticker: AFL) CNQ (Ticker: CNQ) BASF (BAS) OMEGA HEALTHCARE (OHI) Fresenius (FRE) Ferrari (RACE) Apple (Ticker: AAPL) Sika (Ticker: Sika.ZU) Nvidia (Ticker: NVDA) Innovative Industrial Properties (IIPR) Canadian Tire (YAAA) Smiths News (SNWS) SCHD (ETF) VIG (ETF)
Welcome 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 Texas Instruments LyondellBasell Industries, Sagax Assa Abloy Unilever Listener Questions: We also tackle a lot of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide our insights. Companies Mentioned: Lockheed Martin Intel, Realty Income Cibus and Supermarket Income REIT Walgreens Boots Alliance Automatic Data Processing GSK Archer-Daniels-Midlands VICI Links mentioned in the Show How to pick Pharma Stocks - https://www.youtube.com/watch?v=2Iktk-o94Bg Texas instruments business breakdown - https://dividendtalkpodcast.com/eps-157-texas-instruments-business-breakdown-also-is-unilever-finding-its-mojo-back/ 3 Halloween Dividend Growth Stocks including Service Corp International. https://www.europeandgi.com/5-bullet-sunday/5-bullet-sunday-44/
Welcome 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 voting "Yes" or "No." in the poll related to this episode. News of the Week: Walgreens Boots Alliance (WBA) Settles Rite Aid Investors' Merger Claims: Discover the details of Walgreens' $192.5 million settlement to resolve a class action lawsuit involving Rite Aid investors. Learn how this legal dispute originated from allegations of misleading information regarding a pending merger and the subsequent impact on both companies. Amazon's Drone Delivery Expansion: Amazon is taking delivery services to new heights by announcing its plans to launch drone deliveries in Italy, the UK, and another location in the United States starting in late 2024. Understand how this expansion will revolutionize the delivery landscape and integrate with Amazon's existing network. Main Topic: earnings from L'Oreal EssilorLuxottica (Ticker: ESLOF) - Insights into their Real Internal Growth (RIG) measurement. Nestlé (Ticker: NSRGF) - A deep dive into Nestlé's CEO's perspective and their commitment to responsible marketing and product improvement. Johnson & Johnson (Ticker: JNJ) - Analyzing J&J's 2023 Third-Quarter reported sales growth and earnings. ASML (Ticker: ASML) - Updates on ASML's expectations for 2023. SAP - Stay tuned for insights into SAP's latest developments. Snap-On - An overview of Snap-On's net sales growth, segmented into different groups, and their CEO's insights on the company's performance. Listener Questions: We also tackle a variety of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide expert insights. Stay informed and engaged in the world of finance and investing with our latest episode. Don't forget to cast your vote in our Podcast Question of the Week. Thank you for tuning in, and remember to stay updated with the latest financial news and insights. Happy investing! Companies Mentioned: Walgreens Boots Alliance (Ticker: WBA) Amazon $AMZN L'Oréal $OR.PA EssilorLuxottica (Ticker: ESLOF) Nestlé (Ticker: NSRGF) Johnson & Johnson (Ticker: JNJ) ASML (Ticker: ASML) SAP $SAP Snap-On $SNA
Welcome 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 Topic explores the benefits of dividend income versus traditional job income. We discuss how dividends can lead to less stress, more financial success, and even offer a degree of job security. Learn why dividends can be a powerful wealth-building tool that grows faster than your salary. We also tackle listener questions, covering topics like preferred Closed-End Funds (CEFs), exit strategies, and the potential of stocks like Coca-Cola and Pepsi. Plus, we answer questions about oversold stocks, frugality, and dividend growth prospects. Join us as we share insights, tackle listener questions, and help you navigate the world of dividends and financial independence. If you're looking to escape the 9-to-5 grind and secure your financial future, this episode is a must-listen. Tune in and discover whether dividends are your ticket to a more financially secure future. Remember to subscribe, rate, and share Dividend Talk for more financial wisdom and insights. PS: Don't forget to participate in this week's podcast poll: Do you sell directly after a dividend cut? Cast your vote with "Yes" or "No." In the podcast episode, the following stocks are mentioned along with their ticker symbols: Microsoft - Ticker symbol: MSFT Activision - (Acquired by Microsoft) Walgreens - Ticker symbol: WBA PepsiCo - Ticker symbol: PEP Coca-Cola - Ticker symbol: KO Lilly (Eli Lilly and Company) - Ticker symbol: LLY Novo (Novo Nordisk) - Ticker symbol: NVO Viatris - Ticker symbol: VTRS Aalberts - Ticker symbol: AALB Illinois Tool Works - Ticker symbol: ITW Roche - Ticker symbol: ROG (Genussscheine - Profit participation certificates) CRH - Ticker symbol: CRH McDonald's - Ticker symbol: MCD Sika - Ticker symbol: SIKA Estee Lauder Companies - Ticker symbol: EL These stocks are discussed in the context of various questions, news, and topics throughout the podcast episode.
In 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 Walmart and consumer staple stocks, as they face challenges related to weight-loss drug concerns. We analyze the implications of changing consumer purchasing behavior and its impact on the retail giant. In the corporate world, Philips finds itself under scrutiny from the FDA regarding its respiratory devices. We delve into the details of the FDA's response and its potential consequences for the company. And in a potentially groundbreaking move, Exxon is reportedly considering a $60 billion acquisition of Pioneer Natural Resources. We explore the long-standing rumors surrounding this deal and what it could mean for the energy industry. In our main topic, we dissect the current market conditions, including rising interest rates, oil prices, and a stronger dollar. We discuss strategies for navigating these challenging waters, such as dollar-cost averaging (DCA) and a focus on high-quality investments. We review the performance of our portfolio for the third quarter, examining dividends received and recent stock purchases. We also reveal our top holdings and the dominant sector within the portfolio. Last but not least we answered all the questions from our community See you on the inside Tickers mentioned AMS.NN, AMS.ASR, WMT, AMS.PHI, XOM, Shell, KO, LON.UN,TROW, BASF, MO, LON.LGEN, BTI, VICI, BME.ENG TXN, MCD, LON:IGG, TGT, AXT, AMT, TGT
In 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, ENG, MO, NCYF, BPCR, TROAX, GAW, PH We hope you enjoyed this episode and feel free to join the discussion on our Dividend Talk Facebook Group: https://www.facebook.com/groups/dividendtalk
In 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, aligning with its commitment to sustainability and environmental responsibility through investments in cleaner energy alternatives. We also look at some of the news of the week around Apple and Mercedes-Benz before answering questions from the community. Lastly, we are thrilled to release our second newsletter where we do a deep dive on British American Tobacco. Over 30 pages of research so we hope you like it. You can download the newsletter here: https://www.europeandgi.com/inspiration/a-deep-dive-into-british-american-tobacco-newsletter-002/ See you on the inside! Tickers discussed: $AI.PA, $AAPL, $1MBG, $SHELL, $ITX, $LON:SKG, $LON:GLB, $LON:KYGA, $CRH, $NKE, $RTX, $SJM, $K, $PEP
Welcome to Episode 163 of Dividend Talk, where we dive deep into the world of dividend growth investing and explore the benefits of this strategy compared to the grind of a 14-hour workday. In our news segment, we cover the latest updates on prominent companies like Walgreens Boots Alliance, Philips, and Apple, shedding light on significant developments that may impact the market. Then, we turn our attention to the world of dividends, discussing exciting increases from companies like VICI Properties Inc. ($VICI), Verizon Communications Inc. ($VZ), and KLA Corporation. We also delve into T-Mobile US's initiation of dividends and their ambitious plans for dividend growth. Our main topic for this episode delves into the life of our co-host Derek, an engineer for a high-volume manufacturing plant. We explore the pressures of the job, work-life balance challenges, and the pursuit of financial freedom. We contemplate the value of hard work and how dividend investing fits into the picture, offering a way to grow wealth without constant portfolio management. As we navigate through these topics, we also answer questions from our audience, touching on various aspects of dividend growth investing and discussing specific stocks like LVMH ($LMVH), ASML, and more. Summary with Tickers: $WBA (Walgreens Boots Alliance) $PHIA (Philips) $AAPL (Apple) $VICI (VICI Properties Inc.) $VZ (Verizon Communications Inc.) $TMUS (T-Mobile US) $KLA (KLA Corporation) $LMVH (LVMH) $BATS (British American Tobacco) $ASML (ASML) $PHNX (Phoenix Group Holdings) Join us in this episode to gain insights into dividend growth investing and discover how it can change your financial journey. Feel free to also join the discussion at our Facebook group: https://www.facebook.com/groups/dividendtalk
In 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 lucrative deal for the monthly dividend company. Following the news segment and a lively round of rapid-fire questions, we delve into various topics, including: Brad's journey into the world of real estate. Evolution in Brad's investment approach. Valuable advice for beginners in the field. Identifying red flags in companies. Brad's perspective on current industry trends, sectors to favor, and sectors to approach with caution. We hope you enjoy the show as much as we did. Do you want to learn more about Brad? Follow him on SeekingAlpha: https://seekingalpha.com/author/brad-thomas Follow him on Twitter: https://twitter.com/rbradthomas Buy his book The Intelligent REIT Investor: https://www.amazon.com/Intelligent-REIT-Investor-Guide-Investment/dp/111975030X Pre-order his book, REITs for Dummies: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359 Interested in more? Join the conversation on the Dividend Talk Facebook Group: Dividend Talk group (facebook.com)
Welcome 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 independence. We navigate through the strategies of risk mitigation, examining portfolio diversification, asset allocation, and the balance between stability and returns. Complex concepts such as risk appetite and tolerance find their place in our discussion. Wrapping up, we answer questions from our community, providing insights into investment prospects and market dynamics. Key tickers include NVDA, CVS, MO, MPW, AD.AS, UGI, ADYEN, NEE, TROW, BATS, and DIS
In 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 more conscious of our spending habits and find ways to allocate more of our income towards investing. We highlighted the potential for individuals, especially younger ones, to start with lower savings rates and gradually work their way up as their financial mindset evolves. Throughout the episode, we emphasized the importance of staying realistic about goals and expectations in our investing journey. We discussed the pitfalls of ignoring fees and the need to make informed investment choices, particularly when starting with smaller amounts. Our conversation also touched on the role of fractional shares and the pros and cons of different investment platforms, such as Interactive Brokers and Trading 212. One key theme we consistently stressed was finding a balance between frugality and enjoying life's experiences. We encouraged listeners to challenge societal norms and question the necessity of certain expenses, all while maintaining a focus on creating memorable moments without overspending. Our ultimate message centered around the long-term nature of investing and the potential for financial freedom as a means to dictate our work-life balance. In summary, our podcast episode offers a valuable discussion on the journey of budgeting, investing, and achieving financial independence. We provide insights and practical advice for listeners at various stages of their financial endeavors, emphasizing the importance of a mindful approach to building a secure financial future. Companies mentioned -> Koyjamo, Novo Nordisk, General Mills, Enagas , Rio Tinto and Verizon
In 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!
Join 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 discussing the relevance of monthly contributions as a portfolio grows. We also answer questions on companies like Corning $GLW, Securitas AB (STO:SECU-B), and Automatic Data Processing (ADP) Hope you enjoy the show Join us on Facebook to continue the discussion after this show: https://www.facebook.com/groups/dividendtalk
In 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 against expecting an immediate dividend hike as the new CEO may focus on stabilizing the company's financials first. Both participants have Unilever as a significant position in their portfolios and are not overly concerned about dividend cuts, given the company's historical practice of keeping dividends flat during challenging times and gradually raising them when performance improves. Regarding Texas Instruments, they compare it to high-end companies like Nvidia, emphasizing that TI is known for its quality and reliability, akin to Siemens. They discuss the cyclical nature of the semiconductor industry and how TI is making substantial investments in its business, particularly in the development of three hundred-millimeter chips, to secure future revenue streams and stay competitive in the tech landscape. They highlight challenges in the industry, such as recent chip shortages and weakening demand. Despite these challenges, they also recognize the vast opportunities TI has in growing technology trends like AI, IoT, and 5G. When valuing TI, the discussion suggests using the dividend discount model (DDM) due to the variable cash flows resulting from heavy investments. Overall, they view Texas Instruments as a strong business with growth potential. However, they urge caution with the entry point given the current risks. The European Dividend Growth Investor considers TI a top 10 stock in his portfolio and encourages the community to share their thoughts on Texas Instruments and any aspects they may have missed in the analysis.
This 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 earning of ABB, Novartis, Evolution AB, and Assa Abloy. We finished off the show by answering questions from our community. Hope you enjoy it. Tickers mentioned are SIX:ABBN, SIX:NOVN, STO:EVO, ASSA.B , STO:CIBUS, UKW
In 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 best to do so. Also, local differences may apply which we simply aren't aware of. --- Did you enjoy this show? Then join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk eDGI's early retirement calculator: https://www.europeandgi.com/resources-templates/
In 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 support cross-border investment across the EU. We then discuss the main topic in which you both hear about our takes on this matter. After that, and as usual, we address several listeners' questions. Last but not least, Tiago will share his stock pick with us. Google Tickers mentioned in this show: CPH:NOVO-B, INTC, SIE, SMG, IUKD, VEUR, SEDY, CE --- Follow Tiago on Twitter: https://twitter.com/TiagoDias_VC Subscribe to his blog: https://tiagodias.substack.com/ Read his last article about Air Products & Chemicals: https://tiagodias.substack.com/p/a-look-back-at-air-products-and-chemicals --- Link to article about UCITS Dividend ETFs: https://www.europeandgi.com/dividend-etf/15-dividend-ucits-etf-s-for-european-investors-in-2023/ Join us on Facebook to continue the discussion after this show: https://www.facebook.com/groups/dividendtalk