Dividend Talk

In this podcast episode, Derek and the European Dividend Growth Investor discuss two main topics: Unilever's performance and potential dividend outlook, as well as Texas Instruments' business breakdown and their thoughts on the stock. For Unilever, they acknowledge the recent changes with a new CEO and how the company seems to be turning things around after a period of underperformance. The recent earnings report shows positive signs in sales volume and margins. However, they caution against expecting an immediate dividend hike as the new CEO may focus on stabilizing the company's financials first. Both participants have Unilever as a significant position in their portfolios and are not overly concerned about dividend cuts, given the company's historical practice of keeping dividends flat during challenging times and gradually raising them when performance improves. Regarding Texas Instruments, they compare it to high-end companies like Nvidia, emphasizing that TI is known for its quality and reliability, akin to Siemens. They discuss the cyclical nature of the semiconductor industry and how TI is making substantial investments in its business, particularly in the development of three hundred-millimeter chips, to secure future revenue streams and stay competitive in the tech landscape. They highlight challenges in the industry, such as recent chip shortages and weakening demand. Despite these challenges, they also recognize the vast opportunities TI has in growing technology trends like AI, IoT, and 5G. When valuing TI, the discussion suggests using the dividend discount model (DDM) due to the variable cash flows resulting from heavy investments. Overall, they view Texas Instruments as a strong business with growth potential. However, they urge caution with the entry point given the current risks. The European Dividend Growth Investor considers TI a top 10 stock in his portfolio and encourages the community to share their thoughts on Texas Instruments and any aspects they may have missed in the analysis.

In today's show, we are honored to have Matthias Schrade, founder, and CEO of DEFAMA on the show. He shares his perspective on managing his company from an investor's point of view. Hence, tune in to get a unique CEO perspective on dividend investing and if you want to learn about DEFAMA as a company itself. It includes a lot of strategic topics, but we were even most impressed by his clear articulation and transparency on his business risk. DEFAMA ticker: $ETR:DEF Stocks mentioned by Matthias: $ETR:BIJ - Bijou Brigitte modische Accessoires AG $ETR:STO3 - STO SE & Co KGaA

News of the Week - Apple Lawsuit with Epic Games Main Topic - 4 Dividend Aristocrats that no one really talks about.  Listener Questions, Portfolio Review and EDGI shares what he has been buying this week.

Join our premium membership for 119 Euros per year: https://europeandgi.com/sign-up/ 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: https://europeandgi.com/sign-up/ 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) Feel also free to join the conversation on our DividendTalk Facebook group: https://www.facebook.com/groups/dividendtalk

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)

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.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 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 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)