Bölümler
-
This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson.
Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On.
In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios.
Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software
-
In this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends.
Here's a list of companies mentioned along with any relevant tickers:
1. Shell - Ticker: SHL
2. Medical Properties Trust - Ticker: MPW
3. The Procter & Gamble Company - Ticker: PG
4. Agree Realty Corporation - Ticker: ADC
5. Zoetis - Ticker: ZTS
6. Starbucks - Ticker: SBUX
7. Greggs - Private company, not publicly traded
8. HSY (Hershey Company) - Ticker: HSY
9. NKE (Nike, Inc.) - Ticker: NKE
10. VICI Properties Inc. - Ticker: VICI
11. Nvidia Corporation - Ticker: NVDA
12. Crowdstrike Holdings, Inc. - Ticker: CRWD
13. Advanced Micro Devices, Inc. - Ticker: AMD
14. Marks & Spencer (M&S) - Private company, not publicly traded
15. Sainsbury's - Private company, not publicly traded
16. Global Water Resources - Ticker: GWRS
17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam)
-
Eksik bölüm mü var?
-
Welcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions.
In this episode titled "Our Portfolio Review for Q1," we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson's strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66.
Our main topic centers around the performance of our dividend growth portfolio's, where we analyze the buys and sells of the quarter, discuss diversification strategies, and review dividend income.
We then address listener questions ranging from European dividend companies with strong pricing power to the dilemma of investing in premium services with a limited budget.
Additionally, we provide insights on tracking dividends, managing taxes, and handling stock price fluctuations, along with discussions on specific tickers like AVIVA, VLK, UNH, and Zoetis.
Tune in as we share our expertise and insights on dividend investing, portfolio management, and navigating the complexities of the stock market. Join us for a deep dive into the world of dividends on Dividend Talk.
🎖️ Visit the following link to become a premium subscriber to our newsletter:
https://europeandgi.com/sign-up/
🗣️ Join the conversation on Facebook:
https://www.facebook.com/groups/dividendtalk
Tickers discussed:
The TJX Companies ($TJX) Utz Brands ($UTZ) Phillips 66 ($PSX) AVIVA (AV.L) Van Lanschot Kempen NV (VLK.AS) UnitedHealth Group (UNH) BASF (BAS.DE) Zoetis (ZTS) Starbucks (SBUX) Nike (NKE) McDonald's (MCD) Agilent Technologies (A) STAG Industrial (STAG) AvalonBay Communities (AVB) Pernod Ricard (RI.PA) Booking Holdings (BKNG) Scanfil (SCANFL.HE) -
In tis episode we discuss Unilever selling their Ice Cream Business, Apples lawsuit and Nikes cheeky bid to take over as supplier for Germanys national teams.
In the main topic we discuss how we maintain our portfolios and some of the lessons we learned along the way.
In the listeners questions we talk about Reckitt Benckiser Group, SCHD, Dino Polska, Evolution AB, Wolters Kluwer,Kontron AG and United Health.
Join us on facebook: https://www.facebook.com/groups/dividendtalk
Become a premium member: https://europeandgi.com/sign-up/
-
Join us on the Dividend Talk Podcast as we delve into the stability and growth potential of the consumer staples sector. In this episode, we highlight five dividend growth stocks from this resilient sector.
But firstly, we kick off with news updates, including Salesforce's initiation of a quarterly dividend and Aramco's impressive dividend increase despite a net profit decline.
The main theme of today is to explore the consumer defensive sector's key characteristics and showcase 5 dividend growth companies that spot decades of dividend growth.
Last but not least, we engage with listener questions on financial independence goals, diversification strategies, and identifying long-term mindset dividend growth companies.
Hence, tune in for insightful discussions on dividend investing and navigating the dynamic world of consumer staples 🙌
Join us on facebook: https://www.facebook.com/groups/dividendtalk
Become a premium member: https://europeandgi.com/sign-up/
Tickers discussed:
Salesforce (CRM) Aramco (2222.SE) Ahold - Delhaize (AHODF) PepsiCo (PEP) Target Corporation (TGT) Coca-Cola (KO) Reckitt Benckiser Group plc (RBGLY) -
In today's Dividend Talk episode, we dive into the latest news by discussing the implications of 3M's spinoff, followed by discussing three high-yield dividend stocks with a safe dividend profile. Why own a low dividend yielding stock if you can get a higher one with similar dividend growth prospects? After that, we discuss dividend investing related questions from the community.
Tickers discussed today:
British American Tobacco (BATS): BATS.L ASR Netherlands: ASRNL.AS Agree Realty Corp: ADC 3M: MMM Realty Income: O Essential Properties Trust: EPRT Chevron: CVX AVGO (Broadcom): AVGO JMT: JMT.L Kroger: KR Vinci: DG.PA SAAB: SAABB.ST Hershey: HSY Evolution AB: EVO.ST Coca-Cola Europacific Partners PLC: CCEP Qualcomm: QCOM Greencoat UK Wind: UKW.L Post NL: PNL.ASBecome a premium Subscriber for 119 euro a year: https://europeandgi.com/sign-up/
Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk
In today's Dividend Talk episode, we dive into the latest news by discussing the implications of 3M's spinoff, followed by discussing three high-yield dividend stocks with a safe dividend profile. Why own a low dividend-yielding stock if you can get a higher one with similar dividend growth prospects? After that, we will discuss questions related to dividend investing from the community.Tickers discussed today: • British American Tobacco (BATS): BATS.L • ASR Netherlands: ASRNL.AS • Agree Realty Corp: ADC • 3M: MMM • Realty Income: O • Essential Properties Trust: EPRT • Chevron: CVX • AVGO (Broadcom): AVGO • Vinci: DG.PA • SAAB: SAABB.ST • Hershey: HSY • Evolution AB: EVO.ST • Coca-Cola Europacific Partners PLC: CCEP • Qualcomm: QCOM • Greencoat UK Wind: UKW.L • Post NL: PNL.AS Become a premium Subscriber for 119 euro a year: https://europeandgi.com/sign-up/Join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk
Chapters
00:00 Intro
03:09 - 3M Spin Off
11:00 3 undervalued Industries
19:20 BATS.L
29:00 ASRNL.AS
40:00: ADC
48:00 Listener Questions
-
In this episode we dive into Evolution AB (STO: EVO), a key player in the gaming industry. Beginning with an overview of Evolution AB's background and its pivotal role in the gaming sector, we discuss how the company has positioned itself over time to maintain competitiveness and deliver value to shareholders.
As a dividend investor, understanding how Evolution AB manages this balance becomes crucial, especially against the backdrop of regulatory changes, market fluctuations, and technological advancements.
Looking towards the future, we discuss the opportunities and challenges that lie ahead for Evolution AB. From potential risks associated with regulatory shifts and market dynamics to the company's growth prospects, we provide insights into what investors can anticipate from Evolution AB.
As always, we address questions from our audience, covering topics such as Evolution AB's capital allocation strategies, comparisons with competitors like Betsson, potential valuation if listed in the US market, and potential negative aspects of their business that could hinder growth.
Read more: https://www.thewolfofharcourtstreet.com/p/evolution-ab-investment-thesis
https://www.thewolfofharcourtstreet.com/p/auto-partner-a-boring-business-with
Follow Wolf of Harcourt Street on X: https://twitter.com/wolfofharcourt
Other companies mentioned:
Jeronimo Martins (JMPTF) Nextera Energy (NEE) Auto Partner (AUTOPARTN) Munich Re (MUV2.DE) NN Group (NN.AS) ASR NL (ASRNL.AS) Bunzl (BNZL.L) CRH plc (CRH) Defama (DFA.DE) Van de Velde (VEL.BR) Repsol (REP.MC) Ageas (AGS.BR) Aegon (AGN.AS) Linde (LIN) Eaton (ETN) Fidelity National Information Services (FIS) Cibus Nordic Real Estate (CIBUS.ST) -
Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia's impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community.
We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks.
Our main topic features discussions on BASF's dividend decision and insights into Danone's financials, exploring the impact of the deconsolidation of their Russia business unit.
As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola.
Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming.
Companies Discussed:
Nvidia ($NVDA) Nestle ($NESN) Allianz ($ALV) Ferrari ($RACE) BIC ($XPAR: BB) Wolterskluwer ($WKL.AS) Danone ($BN) Home Depot ($HD) Walmart ($WMT) Chubb ($CB) Prologis ($PLD) Thermo Fisher Scientific ($TMO) Danaher ($DHR) Enagas ($ENG.MC) Bayer ($BAYN) BASF ($BASF.DE) ADC ($ADC) Agree Realty ($O) VICI Properties ($VICI) Iberdrola ($IBE.MC) Legal and General ($LGEN.L) HP Inc. ($HPQ) Gränges ($GRNG) Equinor ($EQNR)Don't miss out on the valuable insights and engaging discussions – tune in and enjoy the show!
Continue the conversation at our lovely Facebook group: https://www.facebook.com/groups/dividendtalk
Become a Premium member and sign-up now:
https://europeandgi.com/sign-up/
-
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 VisaBesides 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 StreetWe 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: ES0137768018Companies 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) -
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
- Daha fazla göster