エピソード
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Welcome to the latest episode of the Dividend Talk podcast! This week, we dive into the third and final week of the year focused on quarterly earnings, featuring a variety of European and US companies.
Chapters:
00:00 Introduction
03:00 Market Sentiment and European Focus
06:45 Accounting Scandals: ADM’s Latest Update
12:00 Impact of China’s $1.4 Trillion Stimulus
18:30 LVMH and the Chinese Luxury Market
23:00 Snap-on’s 15% Dividend Hike (Ticker: SNA)
28:00 Glanbia’s Evolution and Growth (Ticker: GPN)
32:15 Analysis of Hershey's Recent Struggles (Ticker: HSY)
39:00 Deutsche Post Earnings Review (Ticker: DHL)
43:00 Listener Questions on Dividend Portfolios and US Retail Stocks
50:00 Closing Remarks
Tickers Mentioned:
ADM LVMH SNA GPN HSY DHLDon't forget to like, comment, and subscribe for more deep dives into dividend investing from a European perspective!
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📘 Twitter - @Dividendtalk_Twitter🐦 Twitter - @European_DGI👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
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Welcome to the latest episode of the Dividend Talk podcast! In this episode, we review five companies’ quarterly earnings from the US.
Chapters:
00:00 Introduction
02:15 Market Overview and Q3 Earnings
05:00 Discussion on Estee Lauder (Ticker: EL)
08:30 Impact of Chinese Market on Luxury Brands
12:00 Philip Morris Factory Closures (Ticker: PM)
15:00 Inflation Fears in the UK
18:30 Dividend Announcements: AbbVie (Ticker: ABBV)
22:00 Shell’s Financial Performance (Ticker: SHEL)
26:00 T. Rowe Price Earnings (Ticker: TROW)
30:00 Clorox Company Analysis (Ticker: CLX)
35:00 VICI Properties Update (Ticker: VICI)
40:00 Listener Questions and Diversification Strategies
45:00 Thoughts on Financial Independence
50:00 Closing Remarks
Tickers Mentioned:
EL
PM
ABBV
SHEL
TROW
CLX
VICI
Don’t forget to like, comment, and subscribe for more updates on dividend investing with a European flavor
Twitter - @Dividendtalk_
Twitter - @European_DGI
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Show Notes will be available on - https://dividendtalkpodcast.com/category/podcast/Talk
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エピソードを見逃しましたか？
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This week, we’re reviewing Q3 earnings for some of the world's top dividend stocks. Expect news, dividend hikes, and an honest take on where these companies are heading with a European flavour.
Timestamps:
00:00 Quick Welcome!
00:10 News of the Week: Interactive Brokers and Saxo Bank
10:45 Big Dividend Hikes: Iberdrola (IBDRY) & Starbucks (SBUX)
12:15 Unilever (UL): New CEO, New Moves
26:05 Snap-on (SNA) Quarter Review
30:10 Assa Abloy (ASAZY) Updates & Partnerships
34:30 IBM (IBM) Numbers Explained
40:00 Listener Q&A: Time, AI, and Sustainable Investing
Tickers Mentioned: IBE.MC, SBUX, UL, SNA, ASAZY, IBM
That's it from us.
We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group:
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Welcome to Episode 217 of the Dividend Talk Podcast! In this episode, Derek and the European Dividend Growth Investor (EDGI) discuss their third-quarter dividend portfolio performance, recent stock purchases, and some key earnings reports.
Timestamps
00:00 - Intro & Quick Market Recap
02:00 - ECB Rate Cuts & Impact on Mortgages
07:00 - Derek’s €100K Milestone
10:30 - EDGI's Dividend Portfolio Grows by 29%!
16:00 - Recent Stock Purchases: Brookfield Asset Management (BAM) & BAE Systems (BA.L)
18:00 - Earnings Highlights: ASML (ASML), Johnson & Johnson (JNJ)
30:00 - Listener Questions
- Trading 212 Debit Card: Good for Dividend Investors?
- Taxes on Dividends in Belgium & Sweden
- Paddleball & Pickleball: Growing Sports, Growing Industries?
50:00 - Target (TGT), Diageo (DGE.L), Pernod Ricard (RI) Discussion
If you enjoy this episode, don't forget to like, subscribe, and hit the notification bell for more dividend growth investing content!
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Companies & Tickers Mentioned
- ASR Nederland (ASRNL)
- Paychex (PAYX)
- Evolution Gaming (EVO)
- Brookfield Asset Management (BAM)
- BAE Systems (BA.L)
- ASML Holding NV (ASML)
- Johnson & Johnson (JNJ)
- Target (TGT)
- Diageo (DGE.L)
- Pernod Ricard (RI)
- Ahold Delhaize (AD.AS)
Thanks for listening! Let us know your thoughts in the comments and feel free to ask any questions for future episode
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In this episode, we sit down with Manni Mistry to explore his path to Financial Independence Retire Early (FIRE) and how he has optimized his portfolio for long-term success. Manni shares his experience transitioning from traditional stock picking to a carefully curated dividend portfolio that will soon support his lifestyle and early retirement. We discuss the strategies that helped him along the way, as well as the balance between income and growth.
Tune in as we cover:
A reflection on an email received from CanadianDGI with his personal story on high-yield dividend investing Manni’s investing journey and his transition to a dividend-focused portfolio with less than 20 holdings How he structures his portfolio for financial independence Listener questions on investment strategies, stock picks, and moreWe also dive into a fun rapid-fire round and hear Manni's thoughts about a stock pick of the week!
Be sure to join the conversation and share this episode with your community. As always, we appreciate your support in making Dividend Talk a part of your weekly routine.
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In this week’s episode of Dividend Talk, we dive into the sustainability of using high-yield dividend stocks as a path to financial independence, often referred to as FIRE. Is building a portfolio of 10% yielders a viable strategy, or is it a risky gamble? We explore the trade-off between high dividend yields and capital growth, the risk of dividend cuts during downturns, and how behavioral finance impacts retirees relying on high-yield stocks for income. We also discuss some of our favorite high-yield stocks and the long-term viability of such an approach.
In addition to the main topic, we cover the latest earnings from Nike, along with some significant dividend hikes from RPM International ($RPM), Lockheed Martin ($LMT), and Colgate-Palmolive ($CL).
As always, we answer listener questions on everything from voting for board members to dealing with financial independence in the workplace, and even share our thoughts on the current state of the automotive industry in Europe. Tune in for another insightful episode packed with dividend growth investing tips!
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In this episode of Dividend Talk, we explore a few dividend stocks that stand to benefit from China’s economic revival as the country enacts stimulus measures aimed at boosting growth. With efforts to reignite infrastructure and consumer spending, these stocks are well-positioned to capitalize on the recovery. We also dive into BASF’s recent decision to reduce its dividend and whether it's time to sell, especially considering China's rebound. Additionally, we review dividend hikes from Honeywell and McDonald’s, which continue to build on their long-term dividend growth success.
We answer listener questions on Alibaba’s recent performance and China’s stimulus news, Siemens’ presence in China’s industrial sector, and whether oil and gas companies remain attractive for long-term investors. Other topics include the role of Amdocs in the telecom sector and how China’s economic rebound might reshape your dividend portfolio. With China reducing interest rates and injecting liquidity into its banking system, it’s an exciting time for dividend investors to reassess their strategies.
Stocks mentioned in this episode:
BASF (BASFY) Honeywell (HON) McDonald’s (MCD) Siemens (SIEGY) Alibaba (BABA) Procter & Gamble (PG) Unilever (UL) LVMH (LVMUY) Starbucks (SBUX) Amdocs (DOX) Microsoft (MSFT) Apple (AAPL) KLA Corp (KLAC) American Express (AXP) Broadcom (AVGO) UnitedHealth Group (UNH) Alphabet (GOOG) CME Group (CME) Visa (V)Join us for an in-depth look at how these companies could benefit from China’s resurgence and what it means for your investment decisions.
Continue the conversation on Facebook: 🔗💬
https://www.facebook.com/groups/dividendtalk
Become a Premium member: 🚀✨
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#ChinaRevival #DividendStocks #BASF #Alibaba #Siemens #Amdocs #Investing
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Welcome to Dividend Talk Podcast Episode 213! 🎙️
In this episode, we discuss sectors benefiting from interest rate cuts, with insights into how various industries may respond to changing economic conditions. We also cover recent financial news, including Tupperware's bankruptcy, Nike's CEO shakeup, and several major dividend hikes by industry giants like Procter & Gamble, Microsoft, and Johnson & Johnson.
👉 If you're interested in dividend investing, stock market insights, or financial independence, this episode is packed with European-focused dividend growth strategies.
We also dive into listeners’ questions, offering tips on managing windfalls, and analysing potential takeovers in the tech industry. Whether you're looking for a steady passive income or simply want to stay updated on dividend growth investing, Dividend Talk has something for everyone!
Chapters:0:00 – Introduction
1:32 – Weekly Catch-up: Work Travel and Long Days
3:02 – News of the Week: Tupperware’s Bankruptcy
7:13 – News of the Week: Nike’s CEO Change
12:35 – News of the Week: Dividend Increases (Procter & Gamble, Texas Instruments, Microsoft)
15:08 – Main Topic: Sectors Benefiting from Interest Rate Cuts
18:11 – Real Estate Sector: How Interest Rates Impact Real Estate
22:03 – Utilities Sector: Capital-Intensive Businesses and Interest Rates
25:08 – Consumer Discretionary: Increased Disposable Income
27:04 – Financial Sector: Impact on Insurance and Asset Managers
29:17 – Industrials: Cyclical Businesses Benefiting from Lower Costs
34:28 – Listener Questions: Inheritance and Investment Strategies
41:02 – How to Invest a Windfall: DCA vs. Lump Sum
46:01 – Takeover Offer for Intel: Qualcomm’s Move
50:00 – Chevron vs. Shell: Dividend Cuts During the Pandemic
52:27 – Estee Lauder vs. LVMH: Growth and Competition
56:14 – Closing Remarks💡 Subscribe for more content on dividend growth investing, European stock markets, and personal finance!
Here’s a list of the stock tickers mentioned in the podcast:
LVMH (Moët Hennessy Louis Vuitton) – Euronext: MC, Siemens – ETR: SIE ,BASF – ETR: BAS, Tupperware – NYSE: TUP, Nike – NYSE: NKE , Procter & Gamble – NYSE: PG ,Texas Instruments – NASDAQ: TXN , Johnson & Johnson – NYSE: JNJ , T-Mobile US – NASDAQ: TMUS , Microsoft – NASDAQ: MSFT, Realty Income – NYSE: O, Agree Realty – NYSE: ADC, Omega Healthcare – NYSE: OHI, Vonovia – ETR: VNA, Iberdrola – BME: IBE, Enagás – BME: ENG, Chevron – NYSE: CVX, Shell – LON: SHEL, BP – LON: BP. Qualcomm – NASDAQ: QCOM , Intel – NASDAQ: INTC , Estee Lauder – NYSE: EL , L’Oréal – EPA: OR, Nestlé – SWX: NESN, Genuine Parts Company – NYSE: GPC
PS: How would you invest a 1 million inheritance? Continue the conversation on FaceBook: https://www.facebook.com/groups/dividendtalk
Become a Premium Dividend Talk subscriber: https://europeandgi.com/sign-up/
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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
🎖️Become a Premium Subscriber: https://europeandgi.com/sign-up/
-----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 -
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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