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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.💎 Become a Dividend Talk Premium Subscriber: https://dividendtalk.eu/
▶️ Follow us also on YouTube: https://www.youtube.com/@DividendTalk
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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:
📱Follow Alberto on X: https://x.com/Alb_dgi
💎 Become a Dividend Talk Premium Subscriber: https://dividendtalk.eu/
▶️ Follow us also on YouTube: https://www.youtube.com/@DividendTalk
Google Ticker for Viscofan (3rd best Spanish dividend stock according to Alberto): $BME:VIS
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In this episode of Dividend Talk, we break down the latest earnings from ASR, NN Group, Schneider Electric and VICI.
We discuss the impact of pension funds shifting their investment strategies and analyse a flood of dividend hikes from top companies.
We also dive into the recent turmoil at UnitedHealth Group ($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
📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/
🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode!
💬 Got questions? Drop them in the comments—we’ll cover them in future episodes!
🐦 Twitter - @DividendTalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk -
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
📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with exclusive stock deep dives and analysis: https://dividendtalk.eu/download-your-free-samples/
🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode!
💬 Got questions? Drop them in the comments—we’ll cover them in future episodes!
🔗 Stay Connected:
🐦 Twitter - @DividendTalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk -
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 this episode, we cover:
📈Dividend hikes & market updates – L'Oréal, ADM, Total Energies, Novo Nordisk, PepsiCo, and more!
🧠Dividend growth vs. high yield – What's the best approach for long-term success?
💡How to analyze dividend stocks – Key metrics, fair value, and the impact of cash flow growth
📊Eli’s portfolio strategy – What he's buying, what he’s avoiding, and his biggest investing lessons
🔄Community Dividend Growth Portfolio Update – A new stock gets added!📌Chapters:
00:00 - Intro & market recap05:00 - Dividend hikes (L'Oréal, ADM, Novo Nordisk, etc.)15:00 - Eli’s investing journey25:00 - Key metrics for dividend investing35:00 - YouTube & building a brand45:00 - Eli’s top dividend growth stocks55:00 - Listener Q&A & ETF discussion01:10:00 - Community Portfolio Update📈Tickers mentioned: LGEN, L'Oreal (OR.PA), ADM, PEP, TTE, NVO, MMM, AAK, VINCY, CARL-B.CO, CON.DE, ASML, MSFT, V, LOW, VICI, MAIN, GOOGL, KO, BTI, SHEL, LVMH
🚀Get a free sample of our premium dividend newsletter👉https://dividendtalk.eu/download-your-free-samples/
📺Follow Dividendology on YouTube:https://www.youtube.com/@Dividendology
📊Check out TickerData for automated stock analysis:https://tickerdata.com
🌍Join our community at DividendTalk.eu🔔 Don’t forget to like, subscribe, and give a five star rating
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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, Abbviesee you on the inside!
Check out our Newsletter here - Download Your Free Samples – Dividend Talk
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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/
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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.
🎙️ Tickers mentioned: TDIV, VHYL, GBDV, FUSD, GGRW, GGD.L, JNJ, PEP, NKE, UPS, PLD, MDLZ, GIS, HSY, TDIV, VHYL, GBDV, ETN, TROW, HASI, SON.
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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
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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:
🐦 Twitter - @DividendTalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk
✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
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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:
🐦 Twitter - @Dividendtalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk
✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
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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
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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 Tickers00:00 - 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:
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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 toolsCompanies mentioned:
$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYBChapters:0:00 - Welcome and weekly updates
4:30 - The evolution of portfolio allocation strategies
12:00 - Balancing diversification with conviction
20:45 - Listener questions: Capital recycling and holding winners
35:10 - High-yield midstream companies and utilities
45:00 - Tools, resources, and the role of fractional shares
55:00 - Discussion on JEPI and similar ETFsFollow Us here:
🐦 Twitter - @Dividendtalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk
✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
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This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($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.
👉 Companies Mentioned:
Target ($TGT), Amazon ($AMZN), Walmart ($WMT), Walgreens ($WBA), CVS ($CVS), Nike ($NKE), Starbucks ($SBUX), AbbVie ($ABBV), LVMH ($LVMH), Microsoft ($MSFT), Shell ($SHEL) , ASML ($ASML) , Unilever ($ULVR) , Procter & Gamble ($PG) , PepsiCo ($PEP) , Alphabet/Google ($GOOGL) , Dollar General ($DG) , Realty Income ($O)
🔖 Chapters:
00:00 - Introduction: What to do after a 20% price drop?
02:00 - Market News: Target's ($TGT) challenges and reaction to guidance cuts.
07:00 - Stock Drops in Perspective: Strategies for navigating sudden price declines.
15:00 - Market Volatility: Understanding narratives versus fundamentals.
25:00 - Listener Questions: Stock lending, communication stocks, and pensions.
35:00 - US Tariffs and Macroeconomics: Thoughts on a potential Trump presidency.
40:00 - Currency Risks: The Euro's impact on investing in US stocks.
45:00 - PepsiCo and Sugar Taxes: Exploring the implications for dividend growth.
50:00 - Realty Income and Tenant Risks: Challenges from Dollar General ($DG).
💡 Don’t forget to like, comment, and subscribe!
Follow Us here:
🐦 Twitter - @Dividendtalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk
✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
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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:
🐦 Twitter - @Dividendtalk_Twitter
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk
✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
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Welcome to the latest episode of the Dividend Talk podcast! This week, we dive into the third and final week of the year focused on quarterly earnings, featuring a variety of European and US companies.
Chapters:
00:00 Introduction
03:00 Market Sentiment and European Focus
06:45 Accounting Scandals: ADM’s Latest Update
12:00 Impact of China’s $1.4 Trillion Stimulus
18:30 LVMH and the Chinese Luxury Market
23:00 Snap-on’s 15% Dividend Hike (Ticker: SNA)
28:00 Glanbia’s Evolution and Growth (Ticker: GPN)
32:15 Analysis of Hershey's Recent Struggles (Ticker: HSY)
39:00 Deutsche Post Earnings Review (Ticker: DHL)
43:00 Listener Questions on Dividend Portfolios and US Retail Stocks
50:00 Closing Remarks
Tickers Mentioned:
ADM LVMH SNA GPN HSY DHLDon't forget to like, comment, and subscribe for more deep dives into dividend investing from a European perspective!
Follow Us:
📘 Twitter - @Dividendtalk_Twitter🐦 Twitter - @European_DGI👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
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Welcome to the latest episode of the Dividend Talk podcast! In this episode, we review five companies’ quarterly earnings from the US.
Chapters:
00:00 Introduction
02:15 Market Overview and Q3 Earnings
05:00 Discussion on Estee Lauder (Ticker: EL)
08:30 Impact of Chinese Market on Luxury Brands
12:00 Philip Morris Factory Closures (Ticker: PM)
15:00 Inflation Fears in the UK
18:30 Dividend Announcements: AbbVie (Ticker: ABBV)
22:00 Shell’s Financial Performance (Ticker: SHEL)
26:00 T. Rowe Price Earnings (Ticker: TROW)
30:00 Clorox Company Analysis (Ticker: CLX)
35:00 VICI Properties Update (Ticker: VICI)
40:00 Listener Questions and Diversification Strategies
45:00 Thoughts on Financial Independence
50:00 Closing Remarks
Tickers Mentioned:
EL
PM
ABBV
SHEL
TROW
CLX
VICI
Don’t forget to like, comment, and subscribe for more updates on dividend investing with a European flavor
Twitter - @Dividendtalk_
Twitter - @European_DGI
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/
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This week, we’re reviewing Q3 earnings for some of the world's top dividend stocks. Expect news, dividend hikes, and an honest take on where these companies are heading with a European flavour.
Timestamps:
00:00 Quick Welcome!
00:10 News of the Week: Interactive Brokers and Saxo Bank
10:45 Big Dividend Hikes: Iberdrola (IBDRY) & Starbucks (SBUX)
12:15 Unilever (UL): New CEO, New Moves
26:05 Snap-on (SNA) Quarter Review
30:10 Assa Abloy (ASAZY) Updates & Partnerships
34:30 IBM (IBM) Numbers Explained
40:00 Listener Q&A: Time, AI, and Sustainable Investing
Tickers Mentioned: IBE.MC, SBUX, UL, SNA, ASAZY, IBM
That's it from us.
We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group:
- Visa fler
