Dividend Talk

In this episode of the Dividend Talk Podcast, we celebrate our 250th episode by reflecting on our journey and the growth of our dividend investing strategies. We discuss the implications of recent U.S. legislation on European investors, the importance of dividend hikes, and the balance between starting yields and growth rates in investments. The conversation also touches on lifestyle choices that impact financial independence and the significance of savings rates in achieving investment goals. In this conversation, We discuss various aspects of personal finance, including meal preparation, vacation choices, car ownership, and strategies for achieving financial independence. We explore the importance of savings rates, the impact of lifestyle inflation, and the nuances of investing in different markets. The dialogue emphasises practical approaches to managing expenses and making informed investment decisions.00:00 Introduction to Episode 25001:59 Reflections on Podcast Journey and Growth03:57 Impact of U.S. Legislation on European Investors10:00 Dividend Hikes and Market Reactions13:56 Exploring Minimum Starting Dividend Yields22:01 Balancing Yield and Growth in Investments28:11 Lifestyle Choices and Financial Independence30:01 Balancing Work and Meal Prep32:56 Frugal Family Vacations36:00 The Cost of Car Ownership39:11 Navigating Financial Independence39:59 Investing Strategies and Market InsightsLink to EDGIs calculator - https://docs.google.com/spreadsheets/d/1PyRyX9CdctkmNuAxagocIFD37NiWETUXj2i_noL3FVk/edit?usp=sharing

In this episode of the Dividend Talk Podcast, we discuss three asset-light businesses with growing dividends. We explore the characteristics of asset-light companies, focusing on Visa, Walter's Kluwer, and Relix. The conversation highlights the advantages of asset-light models, such as scalability and higher profit margins, while also addressing potential risks and market reactions. Chapters00:00 Introduction to Dividend Talk Podcast09:47 Understanding Asset Light Businesses12:35 Exploring Visa as an Asset Light Company16:27 European Asset Light Companies: A Closer Look26:35 Relex PLC: An Information-Based Analytics Company32:26 Exploring Hidden Gems in Investment Portfolios32:54 Top Picks from Each Other's Portfolios35:08 Dividend Insights and Payment Patterns35:59 Stock Reinvestment Options39:59 The Right Cake for Investor Meetings43:59 Impact of Company News on Investment Decisions44:59 Share Options and Portfolio Management47:59 Future Focus: Growth vs. Income Investing

This week on Dividend Talk, Derek is joined by fellow Dutch investor DazZMikey as European DGI enjoys a well-earned holiday. Together, we go on a unique “Stock Safari,” exploring dividend gems far from our usual American and Western European terrain.Along the way, they reflect on macro news, dividend hikes and cuts, and how to handle markets you don't fully trust. Hope you enjoy

In this episode of Dividend Talk, we dive into the drama at UnitedHealth Group (UNH) from earnings disappointments to fraud allegations and a sudden CEO exit. Is it a buying opportunity or a classic falling knife?We also break down strong earnings from two European giants: Siemens (SIE.DE) and Allianz (ALV.DE). Both companies delivered rock-solid results, reminding us why Europe is a fertile ground for dividend growth investors.Along the way, we reflect on what we'd do differently if we started our investing journeys today, why conviction matters more than share price, and whether preferred stocks or spin-offs like Magnum are worth a look.

In this episode, we dive into Warren Buffett's succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel. We also break down recent dividend news, from Apple's modest hike to Wendy's surprising cut, and share our own May dividend income.We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Legrand, plus explore the intriguing possibility of Shell acquiring BP. Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.

In this episode of Dividend Talk, we sat down with Ned Flanders (@Nedflanders290) , a well-known and respected dividend investor based in Germany.We briefly discussed recent earnings on Shell (SHEL), Evolution AB (EVO), before discussing Neds dividend journeyTickers mentionedShell, EVO,RTX, GD , TDIV ,SSD AVGO, MUV2.DE, CVX, XOM, LEI, see you on the inside!

In this episode, we discussed first-quarter earnings and analysed several companies, including Google (GOOGL), Unilever (UL), Texas Instruments (TXN), ASML (ASML), SAP (SAP), and PepsiCo (PEP). We also reviewed our podcast's success, analysed the H4ZA ETF, and talked about portfolio management, valuation methods, and more listener questions.see you on the inside!

This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more.Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watchLinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/

This week we have a lively discussion on portfolio spring cleaning, tariffs and French dividend-paying companies.We chat about Procter & Gamble, Tangar, AON, Fastel, Rubis, Sanofi, L'Oreal, LVMH, TotalEnergies, BA Systems, Groupe SEB, Pernod Ricard, Sodexo, Fimalac Interactive, Shell, Texas Instruments, LYB, Violia, Hotamaki, and MSCI.We also answer listener questions on investment strategies, portfolio allocation, and more!

In episode 241 of the Dividend Talk podcast, we discuss our Quarter 1 2025 dividend portfolio performance, including dividend income growth and recent stock purchases. We also dive into SCHD ETF in Europe and the corporate response from Charles Schwab.The conversation then shifts to the impact of recent tariffs on various sectors, analysing which companies might be most affected and how to navigate the market volatility. We discuss strategies for long-term dividend growth investing amidst uncertainty, including the importance of staying disciplined and not panicking.Additionally, we answer listener questions on topics like dividend initiators, high-flying stocks, and individual stock picks.

Today, we share our five top stocks to buy if they won thelottery, including picks like Pernod Ricard, Visa, Ferrari, Microsoft, and LVMH. With no restrictions, such as yield, we look at key factors driving our choices, such as brand power, growth potential, and pricing strength.We also preview an upcoming newsletter on big pharma, with Derek focusing on Merck & Co. and the top-selling drug, Kuda.And as always, we finish with some excellent Listener questions

In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia's game-changing AI innovations, Nike's earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more!

Hey everyone, and welcome back to Dividend Talk! In this episode, we look into the latest market corrections and explore exciting stock opportunities. We chat about Intel's new CEO, the football matches that had us on the edge of our seats, and some fantastic dividend announcements from companies like Legal and General and Henkel. Plus, we answer your insightful questions on portfolio strategy, handling market volatility, and killer criteria for your holdings. Tickers Mentioned: INTC, V, O, SHEL, ASR, EPI, MSFT, EVVTY, SBUX, PEP, V, LGEN, SPX, MMM, RHM, JNJ, XOM, TGT, HD, WMT, GLB, CILA, TRP, GOOG, ASML, BA, MUM.

In this episode of the Dividend Talk podcast, we look into the complexities of currency risks for European investors, particularly in the face of US market volatility. We also discuss a range of listener questions, touching on dividend tax, portfolio diversification, and specific stock analyses. Chapters:00:00-00:05 Introduction and Market Discussion00:05-00:10 Currency Risks and Euro Cost Averaging: 00:10-00:15 Dividend Announcements and Cuts: A rundown of recent dividend announcements from companies like Ricketts Benckiser (RKT) and Greggs (GRG).00:15-00:20 Strategies for European investors to manage currency risk, including diversification and considering European stocks. Tickers mentioned LVMH (MC.PA), SAP (SAP.DE), and ASML (ASML.AS).00:20-00:25 Portfolio Management and Currency Exchange.00:25-00:30 Discussion of reclaiming foreign dividend tax, handling small positions, and decisions on selling stocks with high returns and low yields.00:35-00:40 ESG and Sustainability Reports00:40-00:45 Analysis of Greencoat UK Wind (UKW.L), T. Rowe Price (TROW)00:45-00:50 Brookfield (BN) and Domino's (DPZ): Discussion of a Financial Times article on Brookfield and Domino's expansion in Europe.

Today's episode focuses on investing in consumer staples, with a discussion on key metrics for evaluation and whether being a customer of the company is important. We zoom in on 5 consumer staples that our guest Alberto selected and he shares his in-depth insides on these classic dividend growers.Furthermore, we discuss many dividend announcements: a list of recent dividend announcements from various companies (Allianz, CB, Iberdrola, etc.) is provided.Last but not least, we discussed several listener questions.Important Links:

In this episode of Dividend Talk, we break down the latest earnings from ASR, NN Group, Schneider Electric and VICI.We discuss the impact of pension funds shifting their investment strategies and analyse a flood of dividend hikes from top companies.We also dive into the recent turmoil at UnitedHealth Group ($UNH) and whether it's time to sell or buy the dip.Tickers discussed: $UNH, $ASRNL, $NN, $SCHN, $VICI, $BA.L, $SHELL, $KO, $WMT, $GPC, $RTX, $SAP, $BAM

This week, we dive into the latest European earnings season, exciting dividend hikes, and what they mean for investors! From Siemens, British American Tobacco, Ahold Delhaize, Agree Realty, and Unilever. We break down The biggest dividend hikes and what they signal.Tickers mentioned: META, NSRGY, BTI, BATS, AD.AS, ADC, UL, CSCO, TMUS, RELX, ORKLY, DNB, ENX, HEIA, MAND, STO, DBS, ROCK-B, QSR, BAM, TROW, NVO, SHEL, MSFT

This week, we welcome Eli fromDividendology to the show! We will dive deep into dividend growth investing, discuss the latest dividend hikes, and gain insights into Eli's portfolio and strategy.

In episode 232 of the Dividend Talk podcast, we discuss recent earnings reports, political developments in the US and Europe, and listener questions. We discuss UPS's decision to drop Amazon as a major customer, Donald Trump's first week in office and his tariff threats, and the EU's plan to boost competitiveness. We also cover recent dividend announcements from companies like Walgreens Boots Alliance, LVMH, Shell, and Evolution AB. Finally, we answer listener questions on topics such as AI tools for analyzing company finances, the impact of politics on investment decisions, and the attractiveness of Canadian insurance companies. Tickers mentioned - UPS, Amazon, DHL, FedEx, Phillips, Walgreens Boot Alliance, LVMH, Shell, Evolution AB, Axonobel, KPN, Novartis, Starbucks, Abbvie see you on the inside! Check out our Newsletter here - Download Your Free Samples – Dividend Talk

Join the European Dividend Growth Investor (EDGI) and Derek as we dive into the latest financial news and dividend company earnings. In this episode, we analyse Signify's dividend hike, Johnson & Johnson's earnings, and Texas Instruments' financial struggles. We also talk about topics like the "Income Factory" investment strategy, currency diversification, and the risks of covered call ETFs. Finally, EDGI shared highlights from the Utrecht Dividend Day Mentioned Tickers:PHG, JNJ, PG, UL, TXN, QCOM, NKE

In this episode of Dividend Talk, we sit down with Ryne Williams, a passionate dividend investor and YouTube content creator, to discuss his investing journey. Ryne shares how he got started, lessons learned, and the strategies that have helped him build his portfolio over the years. Tune in for an interesting conversation filled with investing wisdom and a few laughs along the way! Topics Discussed: Ryne's investing journey and how he got started Transition from growth stocks to dividend investing The role of patience and discipline in investing Balancing ETFs vs. individual stock picking The psychology of market trends and FOMO Interest rates and their impact on REITs and financial markets The future of consumer goods and snack companies Investing in tax-advantaged accounts Portfolio diversification strategies How social media and YouTube influence investing decisions Companies Discussed: Johnson & Johnson (JNJ), Bristol Myers Squibb (BMY), 3M (MMM), Bayer AG (BAYN.DE), Altria Group (MO), Realty Income (O),Main Street Capital (MAIN) ,Vici Properties (VICI) , PepsiCo (PEP) ,Coca-Cola (KO) ,Starbucks (SBUX) ,Visa (V) ,William Sonoma (WSM) ,Lowe's (LOW) ,Medtronic (MDT) ,Nike (NKE) ,Old Dominion Freight Line (ODFL) ,Zoetis (ZTS) ,Rollins (ROL) ,Walgreens Boots Alliance (WBA) ,Procter & Gamble (PG) ,DHL Group (DHL.DE) ,Fuchs Petrolub (FPE3.DE) ,Ahold Delhaize (AD.AS) Link / Resource: Book - What i learned about investing from darwin  Follow him here: https://www.youtube.com/@rynewilliams https://www.retirewithryne.com/

In this episode of Dividend Talk, we dive into the world of dividend-focused ETFs available to European investors. In the News of the Week, we explore the recent sharp decline in Greggs' share price following its trading update, despite record sales. Is this an opportunity to buy, or should investors look elsewhere? The Listener Questions segment tackles a range of intriguing topics: How to prioritise investments when building a dividend portfolio. Why many REITs show negative ROIC vs WACC differences. Expectations for organic growth in diversified dividend portfolios. A thought experiment involving a €50,000 inheritance and turnaround companies. Finally, we wrap up with stock-specific discussions, including Schneider Electric, PepsiCo, and Eaton, while addressing questions on private equity, T. Rowe Price, and Sonoco Products.

Tune in to the first episode of the year, this time about our dividend portfolio performance in 2024. Derek will discuss his entire year performance and eDGI rather his 4th quarter as he's about to release his annual report. In the show we also discussed that we're organizing a Dividend Talk Meet Up on the 25th of January in Utrecht, the Netherlands. If you'd like to join, sign up here: https://docs.google.com/forms/d/e/1FAIpQLSftprFpF0ACA28PQUX4TC03L2iDnUcOZ1GYZ6MrzBYJhLoG5A/viewform?usp=sharing

Join Derek and European Dividend Growth Investor as they reflect on the highlights and challenges of 2024. This year-end review covers podcast moments, key events, and lessons learned in dividend growth investing. Topics Covered: 00:05:00: Guest Highlights – Insights from Chuck Carnevale, Canadian Investor, and more. 00:15:00: Dividend Trends – Cuts from Walgreens ($WBA) and BASF ($BASFY), hikes from Shell ($SHEL), and Evolution Gaming ($EVO). 00:25:00: Tech in Focus – Apple ($AAPL), Google ($GOOGL), and Meta ($META) begin dividend payments. Predictions for Amazon ($AMZN). 00:35:00: Bitcoin's Record High – Breaking $100K and its investment implications. 00:50:00: Turnarounds & Value Traps – A critical look at Intel ($INTC), Starbucks ($SBUX), and Nike ($NKE). Follow us:

In this episode, we share predictions for the stock market in 2025 (some are crazy!), reflect on this week's market turmoil following the Fed's latest decision, and respond to listener questions on topics ranging from REIT valuations to European dividend stocks and tax strategies. We also discuss notable company updates, including Hornbach's steady guidance, Novo Nordisk's surprising dip, and the latest insights on clean energy and healthcare stocks. Plus, hear our thoughts on some long-shot predictions, including wild M&A possibilities and industry disruptions. Tune in for a your weekly dose of dividend inspiration! Follow Us here:

In this episode of Dividend Talk, Derek and the European Dividend Growth Investor share how they manage and grow their portfolios and how this has evolved over time Timestamps  1:19 - Broadcom Earnings (AVGO) 5.23 - Kroger Merger declined (KR) 7.30 - Dividend Hikes 10:17 -EDGI Strategy 33:00 - Derek's Strategy 46:00 - Listener Questions

In this festive episode of Dividend Talk, Derek and the European Dividend Growth Investor share their Christmas buy lists, discussing four standout dividend stocks, portfolio allocation strategies, and a mix of European and U.S. picks. They also tackle some big news, listener questions, and their thoughts on the upcoming year.  Timestamps and Tickers 00:00 - Festive vibes, Fairytale of New York, and Mariah Carey's annual takeover. 05:00 - UnitedHealth CEO tragedy, Intel leadership woes (INTC). 13:00 - Joey Agree on Dapper Dividends 15:00 - Christmas Buy Lists 40:00 - Listener Questions Links discussed in the show: Fairytale of New York: https://www.youtube.com/watch?v=j9jbdgZidu8 Russ' interview with Joey Agree: https://www.youtube.com/watch?v=sPCEypNsHYE Follow Us here:

In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing. Topics Covered: Building a portfolio allocation strategy Diversification: How much is enough? The role of high-yield stocks and closed-end funds Listener questions on companies, strategies, and tools Companies mentioned:$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB Chapters: 0:00 - Welcome and weekly updates4:30 - The evolution of portfolio allocation strategies12:00 - Balancing diversification with conviction20:45 - Listener questions: Capital recycling and holding winners35:10 - High-yield midstream companies and utilities45:00 - Tools, resources, and the role of fractional shares55:00 - Discussion on JEPI and similar ETFs Follow Us here:

This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($TGT) and other companies, along with strategies to handle these volatile situations. Plus, they answer listener questions about stock lending, tariffs under a potential Trump presidency, and how to handle market noise.

In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis. Chapters: [00:00] Introduction and Work-Travel Realities [03:10] ASML Investor Day & Market Reactions [07:20] Siemens: Dividend Hikes, Electrification, and Automation [15:00] Spirax-Sarco: Steam Solutions and Cyclical Opportunities [21:12] Total Energies: Balancing Oil, Renewables, and Long-Term Strategy [32:30] BAE Systems: Defense Stocks, Morality, and Market Position [42:00] Sage Group: Small Business ERP Solutions & Cloud Transition [50:00] Listener Questions: Bitcoin, AI for Analysts, Pensions, and BDCs Companies Mentioned: ASML, Siemens, Spirax-Sarco, Total Energies, BAE Systems, Burberry, BP, Sage Group, and UK Wind. Follow Us:

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 DHL Don't forget to like, comment, and subscribe for more deep dives into dividend investing from a European perspective! Follow Us:

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 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk Show Notes will be available on  - https://dividendtalkpodcast.com/category/podcast/Talk Premium Newsletter - https://europeandgi.com/sign-up/

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:

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! --- 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

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 more We 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.

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!

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:

Welcome to Dividend Talk Podcast Episode 213!

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

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.

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!

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

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

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

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!

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/

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!

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!

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

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!

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! ---- Become a premium member: ⁠https://www.europeandgi.com/sign-up⁠ Join us on FaceBook: ⁠https://www.facebook.com/groups/dividendtalk