Dividend Talk

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...

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...

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,...

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-en...

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 (...

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...

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 Luxur...

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 Announc...

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 Sn...

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 Portf...

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...

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 financ...

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...

Welcome to Dividend Talk Podcast Episode 213 ! 🎙️ In this episode, we discuss sectors benefiting from interest rate cuts , with insights into how various industries may respond to changing economic conditions. We also cover recent financial news, including Tupperware's bankruptcy, Nike's CEO shakeup, and several major dividend hikes by industry giants like Procter & Gamble, Microsoft,...

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 additio...

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 it...

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 financi...

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...

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 it...

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 c...

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 work...

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 futu...

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 challe...

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...