Om Dividend Talk
In today's episode of Dividend Talk, where we jump into the world of investment trusts with our special guest, Andrew who is a member of the Limerick FI group in Ireland. We share some notable dividend hikes, including Ahold Delhaize, Coca-Cola, Schneider Electric, Royal Vopak, and Moody's. In this episode, Andrew shares his journey into the world of investing and simplifies the concept of investment trusts. Learn about the distinctions between closed-end and open-end trusts, as well as key terms like gearing, net asset value, and dividend heroes. Andrew shares the concept behind two dividend policies prevalent in investment trusts, including the traditional dividend growth model and the enhanced dividend approach exemplified by JP Morgan Global Growth & Income. Andrew shares his thoughts on what to look for when evaluating investment trusts, from compelling narratives and annual reports to metrics like z-scores, gearing, and dividend cover, not forgetting the consideration of fees and managerial expertise. Additionally, Andrew answers questions from our community, such as the comparison between investment funds and ETFs, and the potential impact of changes in investment strategy resulting from the elimination of deemed disposal. Books Mentioned John Barrons, Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret Jonathon Davis, The annual Investment Trust handbook 2024 Ed Conway, Material World Jonathon Davis - Templeton's Way with Money. Websites Mentioned The AIC, Trustnet, The Money Makers podcast Companies Mentioned CT Private Equity Trust, Allianz Technology Trust, City of London Investment Trust, Renewables Infrastructure Group, Greencoat Renewables, Aquila European Renewables, Finsbury Growth & Income Trust, Bankers Investment Trust, NextEnergy Solar Fund and BlackRock World Mining
Welcome to DividendTalk! In this episode, we cover Powell's stance on interest rates, European and US dividend hikes, and earnings from British L'Oreal, Snap-on, British American Tobacco, Unilever, Hershey, and PepsiCo. Dive into listener questions on tax benefits, building a dividend portfolio, and stock-related queries on Realty Income, CISCO Systems, and more. Join us for the latest insights, and answers to your burning questions on dividends and stocks. Subscribe to DividendTalk for your weekly dose of dividend dopamine!
Welcome back to another episode of Dividend Talk in which we discuss all kind of topics related to dividend growth investing. In today's show, we have the honor to interview Chuck Carnevale, co-founder of FastGraphs. He's a big time hero of our co-hosts and we were delighted to talk to him about topics like: how he got into dividend growth investing why he developed FastGraphs what keeps him going his philosophy to dividend investing and much more! He also mentioned all of the listeners questions so tune in and enjoy this episode 🙌 PS: feel free to give FastGraphs a try: https://fastgraphs.com/ (we don't have any affiliation) C U on the inside!
Enjoy our latest Dividend Talk episode in which we discuss the 2023 earnings of some of the highest quality dividend growth stocks in the world today. Earnings season has really started now, so we are very excited to also see all those dividend hikes starting to come in. Earnings discussed today: ASML Texas Instruments Johnson & Johnson LVMH Visa Besides that, we also answered all of your questions. C U on the inside 🙌 Stocks mentioned: LVMH (MC.PA) ASML (ASML.AS) Investor AB (IVSBF) Signify (LIGHT.AS) American Express (AXP) Kimberly Clark (KMB) Cincinnati Financial (CINF) ADM (ADM) Yum! Brands (YUM) Air Products (APD) Johnson & Johnson (JNJ) Visa (V) Texas Instruments (TXN) Prologis (PLD) Kering (KE.PA)
Welcome back to another episode where we discuss everything about dividend growth investing with a European flavour. In today's show, we have the Canadian Dividend Investor as a guest who achieved a year ago what many of us are aiming for: early retirement by living off the dividend income. Hence, this was a very engaging show, because he was the first guest that actually did early retire, so we had a lot of curiosity on how that all went. Having said that, if you want to connect with him, then feel free to reach out to him on Twitter: https://twitter.com/CDInewsletter or via his website: https://canadiandividendinvesting.com/ Books he recommended: The four pillars of investing One up on Wall Street Beating the Street We hope you enjoyed this show and we're wishing you a lovely week ahead. C U on the inside!
In today's episode, we are discussing those moments when there seems not really anything on sale, while you're eager to invest. Why do we feel sometimes like this and how to deal with this situation? It seems to be more psychology than anything else! Beyond this main topic, we also reflect on the news of the week which covers NN Group's settlement, the launch of Bitcoin ETFs and Microsoft briefly becoming the most valuable company in the world. We also address a lot of listener questions, for instance about dividend portfolio concentration and which companies we feel do ESG well. Last but not least, we were notified of a nice Spanish ETF focused on European and US Dividend Aristocrats. We can't really read spanish, but if you got interested, then feel free to check out more information about them: https://baelopatrimonio.com/baelo-dividendo-creciente/?fbclid=IwAR16LT8Z-S9qRcBLJSlmQ4i3fRio2t9pl9H-8DAXPU4PCcSc6afftQsabHM ISIN: ES0137768018 Companies discussed: NN Group (NN.AS) Microsoft (MSFT) Enterprise Products Partners L.P. (EPD) ASML (ASML) Waste Management (WM) Republic Services (RSG) Tomra Systems (TOM) Lassila and Tikanoja Plc (LAT1V) Chevron (CVX) Exxon Mobil (XOM) Johnson & Johnson (JNJ) Eli Lilly and Company (LLY) UnitedHealth Group (UNH) LVMH Moët Hennessy Louis Vuitton SE (LVMH.PA) Bristol Myers Squibb (BMY) Unilever (UNA) Enjoy the show! Podcast mentioned in the show is https://money-makers.co/money-maker-podcasts/
In our latest episode, we're diving into 2024 with a focus on practical goal-setting to make this year your best one yet. We kick things off with news, including the PepsiCo Carrefour ban and ASML's groundbreaking shipment of its "High NA" lithography system to Intel. We Discussed Walgreens' unsurprising move to cut its dividend before moving to our main topic – "How do we set goals?" eDGI shares his systematic approach, evaluating last year's learnings, identifying areas for improvement, and crafting SMART goals. For instance, investing 1000 euros monthly in dividend growth stocks with a 3% average yield while adhering to a set plan. On the other hand, Derek reflects on his successes and challenges from the past year, categorizing goals and prioritizing measurable outcomes. Learning from our 2023 experiences, Derek emphasizes the importance of following your instincts and staying with market shifts. All that and more See you on the inside! Tickers discussed: PepsiCo (PEP) Carrefour (CAR.PA) ASML Holding NV (ASML.AS) Intel Corporation (INTC) Walgreens Boots Alliance, Inc. (WBA) OXY TXN (Texas Instruments) Cembre S.p.A. (BIT:CMB) Whirlpool Corporation (WHR) Aflac Incorporated (AFL) Games Workshop Group PLC (GAW.L) Enagas S.A. (ENG) Starbucks Corporation (SBUX) LVMH Moet Hennessy Louis Vuitton SE (MC.PA)
Welcome to the last episode of the year, number 177. This time we start with some reflections on the year, followed by our Q4 2023 performance results and in the end up we wrap up with listener questions from some of our most loyal followers. We hope you enjoy the show and see you on the inside!
Join us for an engaging fire chat conversation on the intersection of Personal Finance and Dividend Growth Investing! In this episode, we delve into key reflections on the journey, how we defined success throughout the years, and the challenges of balancing future savings with holiday season joys. 🎙 Besides that, we answer several of our listeners' Questions. 📅 Live Show Announcement: Saturday, December 30, 11 AM CET / 10 AM GMT. Sign up here: https://forms.gle/VNX5e1waB6gZRN8s5 Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk
Get ready for a festive episode of Dividend Talk, where we dive into the holiday spirit by discussing four stocks we are considering buying for Christmas. But before we get there, we first discuss the news of the week, including JEPI's global equivalent ETF UCITS launch and BATS' substantial write-down as it shifts away from combustibles. Read eDGI's take on $JEPI UCITS JGPI here: https://www.europeandgi.com/etf/jepg-etf/ After that, we cover the week's dividend hikes and unfortunate dividend cuts. For our main topic, we discuss Siemens, Coca-Cola, Iberdrola, and Agree Realty in a bit more detail by exploring their businesses, growth prospects, dividend safety, and key risks. Those are our main picks for the Christmas holidays. After that, we finish of with the listener questions about: Recommended books on macroeconomics Strategies for investing in the pharmaceutical industry Thoughts on Singapore dividend stocks Preferred investment platforms Opinions on Steven Bavaria's strategy and book, "The Income Factory" Exit strategies for dividends in jeopardy Use of EU version tax-efficient pension plans Insights into the last stock purchased that changed negatively Opinions on PUT and CALL options in investment strategies Best time to buy oil companies: Exxon, Chevron, or Shell? Opinions on Taylor Wimpy (£TW) Thoughts on $PEP FCF payout ratio and its dividend safety Opinions on GSK Extremely promising dividend stock under the radar of most investors. Stocks Discussed: Siemens (SIE) Coca-Cola (KO) Iberdrola (IBE) Agree Realty (ADC) Mastercard (MA) Broadcom (AVGO) Eli Lilly and Company (LLY) CVS Health (CVS) Bristol Myers Squibb (BMY) Deere & Company (DE) Fresenius (FRE) W. P. Carey Inc (WPC) Link to best European Brokers: https://www.europeandgi.com/best-european-broker-online-in-2023/ Link to the best Dividend Investing Facebook group: https://www.facebook.com/groups/dividendtalk
Welcome to Episode 174 of the Dividend Talk Podcast! In this episode, titled "The Best of Charlie Munger Quotes," your hosts EMF and European DGI explore the timeless wisdom of Charlie Munger. They delve into Munger's insightful quotes, discussing their relevance to dividend investing and wealth-building strategies and what it personally meant to them. In the news segment, EMF shares his thoughts on AbbVie's $10.1 billion deal to acquire ImmunoGen, including the cancer drug ELAHERE. The acquisition is set to strengthen AbbVie's position in treating ovarian cancer and solid tumors, with the deal expected to finalize in mid-2024. eDGI discusses Pfizer and shares his thoughts on when it may finally become attractive, considering its $30 billion additional debt due to the Seagen acquisition and the recent withdrawal of its weight-loss drug. The main topic centers on Charlie Munger's quotes, exploring concepts such as the value of continuous learning, patience in investing, the importance of humility, and the power of reading to generate ideas. In the listener questions segment, Simon Stott asks about potential disagreements between EMF and EDGI, and speculates on the future of Berkshire Hathaway's share price and dividend policy after the passing of its iconic leaders. Andrew Stoddart inquires about initiating starting positions with companies when their share prices are slightly down, especially in the context of dividend kings/aristocrats. The Dividend Growth Quest features a discussion on the consideration of fees in dividend investing, while MH79 raises questions about the WisdomTree Global Quality Dividend Growth UCITS ETF - USD. The hosts tackle questions about the Federal Reserve's dovish stance, the sustainability of dividend growth, the significance of free cash flow yield in valuation, and the post-correction outlook for Chevron. Adrian Fastinger also shares his opinion on Scorpio Tankers (STNG), a company engaged in aggressive debt reduction and buybacks, with a growing dividend. Join the Dividend Talk community as they explore these intriguing topics and share valuable insights for dividend investors.
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