Dividend Talk

In this episode we give a business breakdown and share our thoughts about Air Liquide (AI.PA).  Air Liquide plays a crucial role in various industries, including healthcare, manufacturing, and energy. With a global presence spanning over 80 countries, it boasts an extensive network of facilities and research centers. The company's diverse portfolio includes industrial gases, healthcare solutio...

Welcome to Episode 163 of Dividend Talk, where we dive deep into the world of dividend growth investing and explore the benefits of this strategy compared to the grind of a 14-hour workday. In our news segment, we cover the latest updates on prominent companies like Walgreens Boots Alliance, Philips, and Apple, shedding light on significant developments that may impact the market. Then, we turn ou...

In this episode, we are delighted to welcome "Mr. REIT" Brad Thomas, the most widely followed author on Seeking Alpha and the author of the upcoming book "REITs for Dummies," which is available for pre-order at this link: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359 Our discussion kicks off with a review of the week's top news, with a particu...

Welcome to this episode, where we explore the details of risk management and its pivotal role in financial decisions. Starting off, we examine NVIDIA's recent earnings report and its far-reaching implications for the semiconductor industry. Our news of the week extends to CVS's strategic entry into the biosimilar arena, exploring how it could reshape its role in the healthcare sector. Our...

In this podcast episode, we engage in a conversation about budgeting, investing, and achieving financial freedom. We explored the mindset shift I needed to transition from the early retirement movement to the concept of financial freedom. Rather than focusing solely on retiring early, our discussion centers around building a solid financial foundation and escaping the need for a traditional 9-to-5...

In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts. Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions. Enjoy the pod and C U on the inside!

Join us in this episode of Dividend Talk as Derek and the European Dividend Growth Investor dive into the world of European companies and their recent earnings updates. We discuss and share our thoughts on well-known companies like Starbucks (SBUX), LyondellBasell Industries(LYB), Legrand (LR), Vonovia (VNA) In the latter part of the show, we dive into a wide array of topics and answer questions f...

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. Th...

This is our last episode of Season 3, and it is a jam-packed show. The week's news involved the earnings from both $JNJ and $KVEU. EDGI gave his opinion on both and explained the upcoming Split off and what this means. This is completely different than the standard spin-off that most investors are used to.  The main topic centered around our Q2 portfolio reviews which have seen some impressive...

In today's show, we discuss our knowledge about dividend taxation and our own practical experiences. It's not an easy topic, but one that got requested by you for quite some time. Besides the main topic of the show, we also discuss our highlights of the year so far and will address several listener questions. Needless to say, we can't stress enough the importance of consulting your own...

In today's show, we are discussing the importance of personal finance and where investments fit into it. We don't often discuss these kinds of topics on the show, because we somehow take it for granted. However, I'm glad that we could discuss this topic today with Tiago because he is very well-literate in everything related to personal finance. But before we get started with that topic...

In this week's episode, we have special guest De Kleine Kapitalist (DKK) with us. DKK is passionate about high-quality compounders that pay growing dividends. That's why he's joining us today to talk a bit more about Irregular Dividend Compounders. But before we get to that, we will first discuss the news of the week which is about Ahold Delhaize ($AMS:AD). After that, we'll jump r...

We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios. Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT For the main topic, we discuss both two companies we are currently buying.  Derek is buying...

We started today's episode with Apple’s ($AAPL) exciting news around its launch of “Vision Pro” - VR / AR glasses with a whopping 3500 USD price tag.  In part two of the news of the week, EDGI talks about the French finance minister who helped to strong-arm big food companies into cutting prices. The companies, which together make 80% of what the French people eat, could face financial sanctio...

3M had a big run-up at the end of the week due to some news regarding a first settlement of at least 10 billion. Is now the time to buy? We do a bit of a deeper dive into those litigations to really understand if the path is clear for 3M's recovery. What's more in this episode: our thoughts about Target and their #GoWokeGoBroke failure. Does this provide an attractive buying opportunity? L...

For the News of the Week, we started the show by talking about Germany which has now officially entered into a technical recession. As the biggest market in the EU, the market did not overreact to this news. Was it already priced in? Medtronic ($MDT) released full-year results and EDGI gives a brief rundown on the results. The Share price has dropped to 81.50 USD while the company hiked its divide...

This week we have a jam-packed show. We start by discussing British American Tobacco ($BTI, $LON:BATS)  who replaced its CEO Jack Bowles after the company received a fine of $635 for doing business with North Korea. EDGI talks about the number of intangibles on the company and we give our thoughts on the amount of goodwill the company holds on its balance sheet. Intangibles make up ~70% of the bal...

This week we are joined by Jeremy Shirey from www. Dividendstockpile.com In the News of the Week, we discuss how the shareholders of Philips (NYSE: PHG) sent a clear message that they are unhappy with the board.  EDGI discusses the recent price drop around castellum (CAST.STO) and Jeremy discusses inflation and the debt ceiling in the US We also discuss with Jeremy how he started in Dividend growt...

In today's show, we're discussing first-quarter earnings results from some of our favorite dividend growth stocks. No surprise, but Microsoft and Novo-Nordisk just had to be in there! Tickers discussed: $WBD, $JNJ, $LEG, $CCOI, $SPG, $PEP, $AAPL, $MSFT, $TROW, $EMR, $RACE, $SHELL, $NOVN, $TYO:7974, $CVS Interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the...

In this episode, we discuss dividend hikes and cuts from Johnson & Johnson ($JNJ), Costco ($COST), Sonoco ($SON) and Blackstone ($BX) We also discuss the recent earnings results from 1. Johnson & Johnson 2. ASML 3. Blackstone 4. Snap on and European DGIs favourite IBM We check out the portfolio of a fellow Facebook member before answering questions from the community.

In today's episode, we are both sharing our opinions on why dividend growth investing is the single best investment strategy. Of course, we do this in a fully objective manner and without any bias. Besides that, we have also amazing news, because we are launching our webshop full of merchandise with some of your favorite dividend talk and general investing quotes. Hence, check it out here and...

In today's show, we are discussing some great dividend growth stocks from Sweden. Actually, there were enough Swedish dividend stocks to choose from and it shows that the Nordics produce very stable businesses. So, in today's show, we discussed the following topics: Johnson & Johnson's talc powder settlement and our thoughts about it 2 dividend hikes from $STZ and $FDX 7 Sweden div...

In today's episode, we are sharing our dividend growth portfolio performance for the first quarter of the year. Are we on target? Are we satisfied? What did we buy and did we sell anything? This and more in today's episode. Some tickers discussed: $JNJ $BABA $WKL $AOS $TROW Link to eDGI's dividend portfolio allocation strategy: https://www.europeandgi.com/building-a-dividend-portfolio-...

In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession. News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream. Companies mentioned From EMF are HPQ, Danone, BASF, The companies mentioned by EDGI are Omega HealthCare and 3M. Reference Material - chowder rule...

In this episode, we share our thoughts on how we decide what to buy when the market is under stress. At the beginning of the episode, we discuss the news of the week surrounding ECB rate hike and how this has caused some fear for Irish residents due to the eviction ban being lifted at the end of the month. We also discuss Pfizer ($PFE) and their decision to spend $43 billion to acquire Seagen.  Is...