EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing?

Dividend Talk

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Exile

1
Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

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قوائم

إعجاب

احب

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

منذ عام واحد 1:09:48

MP3•منزل الحلقة

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

239 حلقات

#Dividend Talk #Trading #Business

Dividend Talk

EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing?

Dividend Talk

49 subscribers

published منذ عام واحد

MP3•منزل الحلقة

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.

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

239 حلقات

#Dividend Talk #Trading #Business

كل الحلقات

Dividend Talk

1
EP 237 | Surviving Currency risks | Are we buying US Dividend stocks! 1:11:09

منذ 14 hours1:11:09

1:11:09

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 Discussion 00:05-00:10 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 Reports 00:40-00:45 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…

Dividend Talk

1
EP 236 | 5 Consumer Staples for your Consideration with our Guest Alberto | Unilever CEO is out!, Top 3 Spanish Dividend Stocks, Thoughts on Buybacks & Much More! 2:11:15

منذ 7 أيام2:11:15

2:11:15

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…

Dividend Talk

1
EP 235 | European Earnings are on Fire & Dutch pension funds investment strategy 1:25:37

منذ 14 يومًا1:25:37

1:25:37

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…

Dividend Talk

1
EP #234 | Top Earnings reports this week | AI investment in Europe 1:17:29

منذ 21 يومًا1:17:29

1:17:29

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…

Dividend Talk

1
EP #233 | Dividend Growth Investing with Dividendology! 1:17:33

منذ 29 يومًا1:17:33

1:17:33

This week, we welcome Eli from Dividendology 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…

Dividend Talk

1
EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing? 1:09:48

منذ 5 weeks1:09:48

1:09:48

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…

Dividend Talk

1
EP #231 | Annual Earnings Season has Finally started! | & Earnings from JNJ , TXN and PG 39:48

منذ 6 weeks39:48

39:48

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…

Dividend Talk

1
EP #230 | An interview with Ryne Williams | & JNJ acquisition, FDA on Nicotine Reduction 1:36:09

منذ 7 weeks1:36:09

1:36:09

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/…

Dividend Talk

1
EP #229 | Our take on the best Dividend ETFs for European Investors? | & our Thoughts on Greggs Plc 59:20

منذ 8 weeks59:20

59:20

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.…

Dividend Talk

1
EP #228 | Q4 and 2024 Dividend Portfolio Performance Review 📊 | Our Take on Alcohol Stocks 🍷 1:04:08

منذ 9 weeks1:04:08

1:04:08

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…

Dividend Talk

1
EP #227 | 2024 - The Year in Review | Guests, Dividend Initiators, Dividend Cutters, CEO changes & much more! 1:13:01

منذ 10 weeks1:13:01

1:13:01

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/…

Dividend Talk

1
EP #226 | (Some Wild) Stock Market Predictions for 2025 | & What we Think about the Current Market Volatility 1:08:33

منذ 11 weeks1:08:33

1:08:33

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/⁠…

Dividend Talk

1
EP 225: Our Approach to Managing and Growing our Dividend Portfolio | & Broadcom's Impressive Surge 1:06:38

منذ 12 weeks1:06:38

1:06:38

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…

Dividend Talk

1
EP #224 | 4 Top Dividend Stocks on Our Christmas Buy List 🎄 | & Would we go All-In on $SCHD if we Could? 1:10:17

منذ 13 weeks1:10:17

1:10:17

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:…

Dividend Talk

1
EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth 1:03:07

منذ 14 weeks1:03:07

1:03:07

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 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 ETFs 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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Dividend Talk « » EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing?

EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing?

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EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing?