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In episode 212 of Dividend Talk, we explore the resilience of companies that cut their dividends. Did they later recover or did they muddle along?
We discuss high-profile examples like Shell, which slashed its dividend by 66% in 2020 but managed to rebound due to strong oil prices and strategic deleveraging. We also touch on the struggles faced by companies like General Electric and 3M.
In addition to this main topic, we provide updates on Starbucks' new CEO, T. Rowe Price's latest AUM report, and recent dividend hikes from Philip Morris International and Realty Income.
Tune in for listener questions and market insights as we discuss the risks and opportunities surrounding dividend cuts.
Tickers discussed in the show:
Shell (SHEL) General Electric (GE) 3M (MMM) Starbucks (SBUX) T. Rowe Price (TROW) Philip Morris International (PM) Realty Income (O) Broadcom (AVGO) BASF (BASFY) Murray Income Trust (MUT.L) Royalty Pharma (RPRX) American Express (AXP) ExxonMobil (XOM) Chevron (CVX) Yancoal Australia (YAL.AX) Helia Group (HLI.AX) Coca-Cola (KO) Coca-Cola FEMSA (KOF) LVMH (MC.PA) L'Oréal (OR.PA)That's it from us. We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group:
https://www.facebook.com/groups/dividendtalk
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In Episode 211 of the Dividend Talk podcast, we highlight four European dividend stocks known for their stability and reliable returns, but they are not too often talked about. If you're looking for dependable investments with solid dividends, this episode is might be for you.
We kick off with the news of the week in which we discuss OnlyFans because it has paid $630 million in dividends to its owner, Leonid Radvinsky, since the start of last year.
After that, we address concerns about estate taxes for Europeans holding US stocks, particularly with brokers like Interactive Brokers (IBRK).
Recent dividend hikes are also on our radar. VICI Properties has increased its dividend by 4% to $0.4325 per share, while Brady Corporation has raised its dividend by 2.1% to $0.24 per share. Broadcom announced a 1% hike in its dividend, and Verizon achieved its 18th consecutive dividend increase with a 1.9% rise, resulting in a 6.2% yield.
Our main focus is on four European stocks with safe dividends. Mensch und Maschine (MUM.DE) stands out for its strong growth and high safety rating. Carlsberg (CARL-B.CO) is recognized for its clear dividend policy and reliable payouts. Hornbach (HBH.DE) continues to offer consistent dividends, and Evolution AB (EVO.ST) is noted for its stable dividends and strong market presence.
Tune in to Episode 211 to explore these safe European dividend stocks and gain valuable insights into enhancing your investment strategy.
🗣️ Join the discussion on Facebook: https://www.facebook.com/groups/dividendtalk
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-----Stocks mentioned in this episode:
Mensch und Maschine (MUM.DE) - MUM.DE Carlsberg (CARL-B.CO) - CARL-B.CO Hornbach (HBH.DE) - HBH.DE Evolution AB (EVO.ST) - EVO.ST VICI Properties (VICI) - VICI Brady Corporation (BRC) - BRC Broadcom (AVGO) - AVGO Verizon (VZ) - VZ Aker BP (AKRBF) - AKRBF LVMH (LVMUY) - MC Rio Tinto (RIO) - RIO Microsoft (MSFT) - MSFT Cake Box Holdings (CBOX.L) - CBOX.L -
Fehlende Folgen?
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In this episode of Dividend Talk, we sit down with Lara, better known as "Green Pepper," for an insightful conversation on dividend investing. Lara shares her journey into the world of finance, discussing how she discovered dividend growth investing and why it became her strategy of choice. We explore her personal investment philosophy, the reactions of friends and family to her financial goals, and her thoughts on why the investing community is predominantly male.
We also dive into the practical side of investing as Lara reveals her top five dividend growth stocks and the companies she’s eyeing for future investments. Whether you're a seasoned investor or just starting out, you'll find valuable takeaways in Lara’s experiences and learnings.
Additionally, we tackle listener questions, covering topics like stock-based compensation, market volatility, and the safety of dividends in specialized sectors. Lara even shares her stock pick of the week.
Tune in to hear Lara's unique perspective, learn from her successes and mistakes, and get inspired to take your own dividend investing journey to the next level!
🚨Follow Lara on X: https://x.com/peppershares🙏🙏Join the #DividendTalk conversation on Facebook: https://www.facebook.com/groups/dividendtalk
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Welcome to Dividend Talk Episode 209, where we dive into the world of dividend investing to help you build a stable financial future. This episode, titled "Dividend Investing for Retirement: Building Your Own Pension," focuses on how dividend investing can be a cornerstone of your retirement strategy, offering both stability and growth during your golden years.
We begin with the News of the Week, where the recent shake-up at Nestlé takes center stage. The sudden departure of the CEO has raised eyebrows, with limited information provided by the company. The abruptness of the move suggests it may not have been entirely voluntary. We discuss whether this could be tied to the competitive pressures Nestlé faces, particularly in contrast to Unilever’s recent successes. Additionally, we explore Jerome Powell’s speech at Jackson Hole, where he highlighted significant progress on inflation. Inflation is nearing the Federal Reserve’s 2% target, and while the labor market has cooled, the economy remains resilient. Powell’s cautious tone suggests potential policy adjustments on the horizon as the Fed seeks to balance inflation control with employment support.
The episode continues with a review of Recent Dividend Hikes, which brought good news for dividend investors. ASR Nederland raised its interim 2024 dividend by 7.4%, pushing its forward yield to a substantial 6.55%. Altria increased its quarterly dividend by 4.1%, offering shareholders $1.02 per share, while Cboe Global Markets impressed with a 14.5% increase in its quarterly dividend, now at $0.63 per share.
The Main Topic for this episode is "Dividend Investing for Retirement: Building Your Own Pension." We explore how dividend investing can serve as an effective retirement strategy. Traditional pensions offer tax benefits, but they vary significantly across Europe. For instance, in Ireland, pension fees can be high, and access to certain investment vehicles is limited. For those looking to retire early, building a personal dividend portfolio offers greater control and flexibility. In Poland, accounts like IKE and IKZE provide tax advantages, making them attractive for retirement savings. However, there’s growing concern about whether future retirees will enjoy the same benefits as current retirees, given that pension funds are struggling to keep pace with inflation and increasing life expectancy.
Dividend investing offers several key advantages for retirement. Dividends are often taxed more favorably than regular income, and they have the potential to grow faster than inflation, helping to preserve purchasing power. Additionally, dividends can provide a steady income stream, offering a cushion during economic downturns. We also discuss the importance of not relying solely on dividends in retirement. We consider the roles that bonds, life insurance, and real estate might play in a diversified retirement plan. Our hosts share their strategies, emphasizing the importance of sector and geographic diversification to ensure your portfolio can withstand different market conditions.
As always, we wrap up the episode with Listener Questions. This week’s questions are particularly insightful. One listener, Wolf of Harcourt Street, asks about the performance of his son’s portfolio, which had previously been outperforming his own. It’s a great example of how starting early in investing can lead to significant gains. Tim Ainley wonders how to weigh the opportunity cost of selling a stock against the benefits of compounding. Mike Nash, a beginner investor, asks for advice on how to choose which shares to monitor, a crucial step for anyone starting out. Hns de Jong shares his experience with preferred stocks like $GOODO, which offer a 7% yield, and asks if we hold any preferred stocks ourselves. Jack Jones discusses how buying Hershey stock influenced his shopping habits and asks if we’ve experienced similar shifts in brand loyalty after investing.
We also touch on a few ticker-related questions. We look into Diploma plc, a British company with a solid dividend history, and Avnet, which some see as a strong mix of tech growth and dividends. We even explore the potential of luxury yacht stocks, like Italian Sea Group and San Lorenzo—an interesting niche within the luxury sector.
Dividend Talk Episode 209 is packed with insights for both seasoned investors and those just starting out. Whether you’re building your own pension, considering the impact of inflation, or simply looking for the next great dividend stock, this episode has something for everyone.
C U on the inside!
Tickers mentioned:
ASR Nederland [ASRNL.AS] Altria [MO] Cboe Global Markets [CBOE] Nestlé [NSRGY] Unilever [UL] Hershey [HSY] Mondelez [MDLZ] Diploma plc [DPLM.L] Avnet [AVT] GOODO Preferred Stock [GOODO] Kone [KNYJF] Otis [OTIS] Italian Sea Group [TISG.MI] San Lorenzo [SL.MI] Vinci [DG.PA] Snap-on [SNA]Want to chat with us? Join the discussion on FaceBook:
https://www.facebook.com/groups/dividendtalk
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In this episode of Dividend Talk, we cover the latest earnings and big news from NN Group, which continues to impress with its dividend performance.
We dive into the week's headlines, including the firing of Starbucks CEO and Bayer's favorable verdict on Roundup. We also discuss Bill Ackman's significant investment in Nike.
Our main topic focuses on NN Group’s earnings, highlighting its impressive 7%+ yield and substantial annual dividend payouts. Additionally, we review recent performances of John Deere, Home Depot, and Henkel.
We then address listener questions on market efficiency, sector cycles, and investment strategies.
Tune in for unique dividend investing related insights with a European flavour.
Join us also on facebook if you want to continue the discussion: https://www.facebook.com/groups/dividendtalk
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In this episode of the Dividend Talk podcast, we discuss the latest earnings reports from six prominent European dividend growth stocks, offering insights and analysis to help you stay informed.
We kick things off with a quick overview of the recent market turmoil, including Intel's $32 billion loss and the resulting shareholder lawsuit. We also highlight some notable dividend increases from companies like Cogent Communications and Simon Property.
The main focus of the episode centers around the recent earnings of companies such as Ahold Delhaize, Siemens, Schneider Electric, and more. We break down the key metrics, and any other insights we got from them.
As always, we wrap up with thoughtful responses to listener questions, covering a range of topics from dividend taxes to REIT exposure in a portfolio.
Companies Discussed:
Ahold Delhaize (AD.AS) Siemens (SIE.DE) Schneider Electric (SU.PA) Allianz (ALV.DE) CRH Plc (CRH.L) Spirax-Sarco Engineering (SPX.L)Join the conversation on our Facebook group: https://www.facebook.com/groups/dividendtalk
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Welcome to the latest episode of Dividend Talk! First, we’d like to extend our heartfelt thanks to our diligent moderators on Facebook - Aleks, Tim, Jeremy, and Matthias. Your efforts to keep our community free from spammers are greatly appreciated!
Not part of the community yet? Join us here: https://www.facebook.com/groups/dividendtalk
News of the Week
This week, Intel has announced a major workforce reduction, cutting 15% of its employees and suspending its dividend starting in Q4. Hence, what is eDGI doing with this development?
Additionally, the market showed signs of cooling on Friday due to growing recession concerns. On a brighter note, S&P Global Ratings upgraded Agree Realty Corporation ($ADC) to BBB+, highlighting its highly occupied portfolio and leading investment-grade tenant base.
Recent Dividend Announcements
After the news, we discuss several prominent companies that announced dividend hikes, i.e. Unilever and Greggs Plc
Main Topic
The main topic of the day is our reflection on the earnings. Of course, we have to talk about Shell and its significant shareholder return via buybacks. Is the stock still worth initiating a position in?
Listener Questions
We address various listener questions, ranging from portfolio strategies to individual stock picks.
C U on the inside!
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In this episode, we dive deep into one of Europe's most iconic companies, L'Oréal. We explore why L'Oréal has maintained a strong presence in the cosmetics and beauty industry for over 60 years, boasting an impressive annual dividend growth rate of 11.3% over the past quarter-century.
Tune in to hear about L'Oréal's financial performance, market segments, and catalysts for future growth, including the rising demand for premium products and the expansion of digital strategies.
Plus, we answer listener questions on personal finance, investing quirks, and dividend stock recommendations.
Join us for an insightful discussion on whether L'Oréal is a worthy addition to your portfolio.
Read the premium newsletter about L'Oréal here: https://europeandgi.com/uncategorized/launch-%f0%9f%8e%89-dividend-growth-compass-newsletter-001/
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In Episode 204 of Dividend Talk, titled "How Our Savings Rate Evolved Over Time," we dive deep into the journey of personal savings rates. We begin by reflecting on our initial savings rates and how they have shaped our investment strategies over the years. From managing lifestyle inflation to grappling with the concept of not living like students anymore, we discuss the practical challenges of maintaining a healthy savings discipline amidst life's changing financial demands.
Our discussion extends to the assumptions we make about future expenses and how these impact our long-term financial planning. We share our experiences with income fluctuations and how they have influenced our ability to save consistently.
In our Portfolio Review segment, we discuss a portfolio submitted by Markus. It is an interesting one, especially due to his number 1 holding of 20%
Last but not least, we discuss several listeners questions ranging from how to deal with takeover offers to whether Wallgreens will find a path back to growth again.
Overall, Episode 204 of Dividend Talk is packed with information again and we wish you all a lovely summer!
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In our latest Dividend Talk episode, we share our favorite retirement destinations for living of dividends. We discuss the appeal of the countries of our choice, known for their favorable tax climates and quality of life. The episode also covers essential financial news, including the Fed's decision on interest rates and significant corporate updates from Shell. Additionally, we review recent dividend announcements and answer listener questions on maximizing dividend income and building a diversified portfolio.
Ready? C U on the inside!
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Welcome to the latest episode of DividendTalk! In this Quarterly Dividend Roundup, we dive into the most significant dividend news and stock movements of the past quarter. We discuss Walgreens and Nike. Nike's recent 19% drop post-earnings raises questions about whether it presents a potential entry point for long-term investors, while Walgreens faces tough times with stock prices at their lowest since 1997, prompting EMF to explain why he sold out. We also cover the Agnelli family's increased stake in Philips to 17.51%, making them the largest shareholder of the group.
Additionally, we highlight several dividend announcements: Kroger's 10.3% hike, General Mills' 1.7% increase, JP Morgan's 8.7% boost, Morgan Stanley's 8.8% rise, and Goldman Sachs' 9.09% increase. In our main topic, EMF & eDGI share their quarterly buys, along with their dividend income growth, portfolio performance and other relevant statistics.
We also address listener questions about portfolio allocation during the accumulation phase, strategies for maintaining dividend growth during a market downturn, metrics for evaluating insurance companies, and the balance between conviction and pragmatism in investing. Finally, we provide stock analysis and insights on Kroger, French stocks post-election, Chesnara plc, liquor stocks, and Brenntag.
Join us for an in-depth analysis and discussion on these topics and more in this episode of DividendTalk!
Stocks discussed during the show:
Walgreens Boots Alliance ($WBA) Nike ($NKE) Philips ($PHG) Kroger ($KR) General Mills ($GIS) JP Morgan Chase ($JPM) Morgan Stanley ($MS) Goldman Sachs ($GS) Evolution Gaming (EVO.ST) Greggs (GRG.L) Iberdrola (IBE.MC) JP Morgan Global Growth and Income (JGGI.L) Mensch Und Maschine (MUM.DE) VICI Properties ($VICI) Chesnara plc (CSN.L) Diageo (DGE.L) Pernod Ricard (RI.PA) Remy Cointreau (RCO.PA) Brenntag (BNR.DE)Join the discussion on Facebook: https://www.facebook.com/groups/dividendtalk
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Welcome to DividendTalk, where we dive into the latest news, strategies, and tips for dividend investors. In Episode 201, we're exploring three European companies boasting impressive Return on Invested Capital (ROIC).
News of the week:
- **Nationale-Nederlanden's New Venture**: Dutch insurer Nationale-Nederlanden is set to launch a digital bank next year. Joris from DGI shares his thoughts on this strategic move.
Main Topic:
Warren Buffett once said, "Leaving the question of price aside, the best business to own is one that can employ large amounts of incremental capital over an extended period at very high rates of return." In this episode, we break down what ROIC is, why it's crucial for investors, and how it's calculated. We also compare ROIC with other financial metrics like ROI and ROCE, and discuss the significance of comparing ROIC with a company's Weighted Average Cost of Capital (WACC).
We then discuss 3 European examples after the theoretical introduction.
Last but not least, we also discuss several of our listeners questions.
Tune in for insightful discussions and expert analysis on these topics and more in Episode 201 of DividendTalk!
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Welcome to the 200th episode of Dividend Talk! Join us as we celebrate this incredible milestone and reflect on the journey that has brought us here. We owe it all to our loyal listeners. Thank you for your unwavering support!
This episode's main topic is the power of consistent dividend growth investing. From the importance of investing in companies with strong balance sheets to the mantra of sticking to dividends, Derek and eDGI share a wealth of valuable lessons learned over 200 episodes. Discover the key to success: consistency, conviction, and doing.
Tune In and C U on the inside!
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Join us on FaceBook:
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In Episode 199 of DividendTalk, titled "10 Stocks We Never Want to Own," we explore the companies that we believe are best avoided in any investment portfolio.
As usual, we kick off with the week's news, discussing Roaring Kitty's massive $235 million loss on GME in a single day and the buzz around ASML's $380 million chip machine set to ship to TSMC, which Intel has already started using. We then highlight recent dividend announcements, including substantial hikes from United Health, Alexandria Real Estate Equities, Essential Properties Realty Trust, and Lowe's, while noting 3M's removal from the Dividend Aristocrats Index.
Diving into the main topic, we detail why those 10 companies we never want to own make our list of stocks to avoid, citing issues ranging from financial engineering and poor management to economic sensitivity and high debt.
We also address listener questions on diverse topics such as the volatility in dividend discount models, ETF voting rights, investment strategy adjustments near retirement, and opinions on specific stocks like TR Property Investment Trust and Intel post-dividend cut.
This episode is packed with valuable insights and analysis to inspire you on your dividend growth journey.
Tune In and C U on the inside!
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Become a premium member:
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Join us on FaceBook:
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Join us for another exciting episode of the Dividend Talk podcast! This week, we welcome Ex-Berliner, a seasoned SAP developer turned freelance project manager, who you can also follow on Twitter: https://x.com/DaBraX33
In this episode, we dive deep into "GrandPa’s Rules," exploring the wealth-building wisdom passed down from Ex-Berliner's grandfather. We discuss the inspiring journey of wealth creation, key lessons learned, and the evolution of investment strategies over time. From dividend investing to portfolio management, Ex-Berliner shares invaluable insights and personal anecdotes.
We also cover the latest news in the investment world, including Nelson Peltz's sale of his Disney stake and HP Inc's significant price increase post-earnings.
Tune in for a casual yet informative conversation, listener questions, and a thought-provoking discussion on the future of biotech and AI developments.
Don't miss it!
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Welcome to Dividend Talk, your go-to podcast for all things dividend investing. Join us as we dive deep into the world of Dividend Kings, those elite companies with a track record of 50+ years of consecutive dividend increases.
Whether you're a seasoned investor or just getting started, our episodes offer valuable insights, strategies, and tips to help you build a reliable income stream through smart dividend growth investing.
Tune in to stay updated on dividend news, discover top Dividend Kings, and learn how to achieve financial freedom through consistent, long-term investments.
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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 a solid investment plan.
Listener questions tackle topics like portfolio management, stock picks, and sector opportunities. Tune in for insights and tips to enhance your dividend investing journey!
Last but not least, we also offer a premium subscription focusing on dividend safety for many European and US dividend growth stocks.
Not a member yet?
Join now for just 119 Euro per year: https://europeandgi.com/sign-up/
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References to sources discussed during the podcast:
✅ Open an account to InteractiveBrokers here: https://www.interactivebrokers.ie/mkt/?src=edgiw2&url=%2FUniversal%2FApplication
👑 30 European Dividend Aristocrats: https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/
👑US Dividend Champions: https://www.portfolio-insight.com/dividend-radar
🔍 Dividend Stock Screener: https://europeandgi.com/how-to/dividend-stock-screener/
🧮 Stock Dividend Reinvestment Calculator: https://europeandgi.com/resources-templates/
📃 International Dividend Portfolio Tracker: https://europeandgi.com/grab-your-own-international-dividend-portfolio-tracker/
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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: RDS.A or RDS.B L’Oreal: LRLCY Inter Parfums: IPAR Hershey: HSY British American Tobacco: BTI Siemens: SIEGY Iberdrola: IBE Munich Re: MUV2 Blackrock: BLK Microsoft: MSFT Evolution Gaming: EVO.ST Cognent Communication CCOI VICI Properties: VICI -
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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 mentioned today:
Johnson & Johnson (JNJ) Apple (AAPL) Raytheon Technologies Corporation (RTX) American Water Works Company Inc. (AWK) International Business Machines Corporation (IBM) Leggett & Platt, Incorporated (LEG) 3M Company (MMM) Shell (RDS-A) Starbucks Corporation (SBUX) VICI Properties Inc. (VICI) Pfizer Inc. (PFE) Novo Nordisk A/S (NVO) Hershey Company (HSY) Jeronimo Martins SGPS SA (JMT) Semapa - Sociedade de Investimento e Gestão, SGPS, S.A. (SEM) CTT Correios de Portugal, S.A. (CTT) -
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!
Not a Premium Subscriber yet? Get access here:
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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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