Dividend Talk

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

  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

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• EP #231 | Annual Earnings Season has Finally started! | & Earnings from JNJ , TXN and PG

  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

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• EP #230 | An interview with Ryne Williams | & JNJ acquisition, FDA on Nicotine Reduction

  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/

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

  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.

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• EP #228 | Q4 and 2024 Dividend Portfolio Performance Review 📊 | Our Take on Alcohol Stocks 🍷

  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

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