Dividend Talk

• EP 237 | Surviving Currency risks | Are we buying US Dividend stocks?

  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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• 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!

  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/@DividendTalk⁠Google Ticker for Viscofan (3rd best Spanish dividend stock according to Alberto): $BME:VIS

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• EP 235 | European Earnings are on Fire & Dutch pension funds investment strategy

  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

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• EP #234 | Top Earnings reports this week | AI investment in Europe

  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

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• EP #233 | Dividend Growth Investing with Dividendology!

  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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