Dividend Talk

Episode 40 is another Jam Packed Episode with news on some of our favorite companies such as Danone and Nike. Our Main topic addresses investor sentiment regarding rising interest rates. And Finally, we answer Questions from the Community. 👉 EMF Discusses The Roblox IPO and if he is buying shares Nike Earnings Diageo’s Expansion in the US market 👉 EDGI Discusses Faber quits after investor pressu...

We have a Jam packed episode this week.  We had news on some of our popular companies such as Danone, Unilever, Shell and British American Tobacco. EMF discusses why he sold Coca Cola as part of a friendly debate with a regular listener and we take questions from the community.  👉 EMF Discusses  Verizon raising capital through the sale of bonds  Unilever Bans the word Normal f...

In this episode, we discuss some of the most popular methods to value a company.  --- 0:00 - Intro 3:06 - News of the week 14:47 - Our thoughts on the different valuation metrics 35:11 - Listener questions 53:30 - Stock pick of the week ---   We started with the news of the week: 👉  EuropeanDGI strikes again as we discuss Emanuel Fabel stepping down as CEO of Danone 👉 We discuss C...

In this episode, we are running through some more earnings from Realty Income, BASF, Red Electrica and Munich RE and more! We started with the news of the week. 👉  AT&T made the headlines with DirecTV again. Check out our thoughts and maybe a mini rant from european dgi We discuss no fewer than 7 companies' earnings reports. It really is a marathon at this time of the year. But we love i...

In this episode, we are running through some of the consumer staples earnings reports ($BN $WMT $AD $NESN ). The Big Question is - What will we both do with Danone after an 8% dividend cut? ---- We started with the news of the week. 👉 European Dividend Growth Investor shares an video on The RobinHood / GameStop hearings Check out the video: https://www.youtube.com/watch?v=7O0DiAJYReQ 👉 EMF share...

In this episode, we are running through some or the earnings reports from this week ( $PEP $KO $CSCO $HEIA $RELX $OR ). It really feels like there isn’t coming an end to it, but this is also what we love so much. Great dividend growth companies reporting earnings and dividend increases. But before we go there, we will first introduce our guest Dividend Wave to you including some rapid FIRE questio...

In today's episode we're going through the fourth quarter (Q4) and 2020 annual reports of the following companies:   $ABBV - Abbvie  $RDSA - Royal Dutch Shell  $UNA - Unilever  $AFL - Aflac  $XOM - Exxon Mobil  $AMZN - Amazon  $GOOGL - Alphabet  $CB - Chubb  $ABB - ABB limited   We also answer several listener questions and EMF shares his stock pic...

In this episode, Our Guest Dividend Dane joins us to discuss REITs and if they make a good investment choice for dividend growth investors.  We also take a look a look at the earnings of $T $SAP $MSFT and $AAPL

In this episode, We talk about earnings from $INTC and $IBM.  EDGI also talks about his learnings when trying to spot a company in Decline. As usual, we take questions from the community and EDGI gives his stock recommendation this week

The main topic of this episode is a conversation about Intel Corp. We will look at their business, their fundamentals and their valuation. EMF is quite bullish on Intel whereas eDGI is rather bearish. Listen to this episode and let us know what you think!

In this episode we look at the earnings results of $WBA and speculate on the upcoming announcements of 4 big European dividend companies

This week we reviewed both our portfolios in relation to its Q4 performance. EDGI and EMF look at their portfolios in relation to dividend growth and also to the growth of the S&P 500 EMF Shares his European aristocrat stock pick of the week

This is our final podcast of the year. We shared our reflection on 2020 on our portfolios, blogs and podcast. Thanks to everyone for your support.  Merry Christmas and we will see you in the New year

In this episode we are already getting in the mood for the upcoming Christmas holiday break. This episode we dedicated to the ultimate dividend stock we would buy for our kids right now . Off course, EMF and eDGI are who they are so there’s definitely a catch to it ;-) Having said that, we started with the news of the week. 👉 European Dividend Growth Investor shares his thoughts on the acquisitio...

In this episode we are reflecting on our Sector Allocations . These allocations can have a heavy impact on your portfolio if not considered properly. As an example, the Energy sector has been weakest performing sector Year To Date and being overweight in this sector could have had severe consequences in pursuit of your goals. We started with the news of the week 👉 European Dividend Growth Investo...

In this episode, we review Siemens AG after their recent dividend cut. We also answer some questions from our community

In this episode we have robin aka the secret investor as a guest to talk about dividend investing taxation.

In today's Episode we take a look at Berkshire Hathaway's recent 13 F We answer some questions from the community and EMF gives his stock pick of the week

In this episode, we are discussing how we invest in uncertain times. What have we learnt from previous volatile markets and how has that shaped our behavior? We are not top notch professional investors. We are retail investors and we love to share our experiences with you so that you can learn from our mistakes and successes. Like always, today we also discuss the news of the week and European Div...

In this episode, we talk about Walgreen's new joint venture, Digital currency in Europe and we discuss why the balance sheet of a company is important to us. We talk through each part of the balance sheet and explain what Assets liabilities and shareholder equity is. We discuss why Goodwill can be both positive and negative and also what to look for with pensions. We answer some listener questions...

This week we are discussing the recent earnings announcements of Hasbro ($HAS), Microsoft ($MSFT), Royal Dutch Shell ($RDS), Sanofi ($SAN) and many more. This was again a very busy week for dividend growth portfolios, because some of these are typically foundational stocks for many dividend growth investors. ----- Did you know that we are ranked as the #1 Dividend Podcast? Check it out here: https...

In this episode, we discuss the Q3 Earnings results from AT&T ($T), INTEL ($INTC), UNILEVER ($UNA), DANONE ($BN), COCA COLA ($KO) and more. Stay tuned for our listener Questions and also our stock pick of the week

This week we are discussing the recent earnings announcements of Walgreens ($WBA) and Johnson & Johnson ($JNJ). We are both very excited that earnings season has really started now.  There are many great Dividend Aristocrats and European Noble 30 members reporting earnings in the upcoming week. Actually, we declared next week 22 October as #DividendDay.  Several great companies are r...

In this episode, we analyze Munich RE $MUV2 who have an impressive dividend-paying history.   We also answer 11 questions that were posted to us from our community. Hope you enjoy 

this week we reviewed both our portfolios in relation to its Q3 performance.  We started the show with the news of the week  EMF asks European DGI about his opinion of Unilever's HQ move to the UK. eDGI shares his historical perspective for this move and why it makes sense to choose the UK. He does bring up the point though about its dividend reliability if Unilever starts to use the Bri...