Dividend Talk is a weekly podcast where two Europeans discuss Dividend Growth Investing and related news about the stock market from within our community
EP #173 | Learn more about the importance of Macro and Dividend Investing with Leo Nelissen | & our thoughts about Bayer's 1.5 billion court ruling
Welcome to Episode 173 of Dividend Talk, where Leo Nielssen join us who is a leading Author on Seeking Alpha (https://seekingalpha.com/author/leo-nelissen)
We kick off with the latest financial news, consumer sentiment, and manufacturing PMIs. We also discuss Bayer and their recent order to pay $1,5 billion to 3 claimants.
After some quick fire questions with Leo, we dive into Leos's story around dividend investing where we touched on topics such as macroeconomics and dividend investing, the basis of his strategy, ETFs and where are the opportunities at the moment.
We finish with some listener questions along with Leos's stock pick of the week
Companies mentioned, are Nvidia, Walgreens, Vici, Realty Income, Caterpillar, Apple, Public Storage
You can follow Leo Nelissen on X: https://twitter.com/LeoNelissen
EP #172 | All we know about bonds and whether we should own them | & Germany's financial reforms, Siemens earnings
Welcome to Episode 172 of DividendTalk, where we delve into the intriguing world of bonds and ask the burning question: should we own some?
We kick off with the latest financial news, including Germany's reforms to boost its tech industry and Alibaba's historic introduction of dividends. Siemens, a powerhouse in the corporate landscape, reports record-breaking earnings, paving the way for a discussion on the pros and cons of owning bonds.
At the heart of the episode, we break down the fundamentals of bonds—what they are, the different types (including government, municipal, and corporate bonds), and their inherent risks and rewards. Derek and eDGI explore the stability and predictable income bonds offer, contrasting it with the risks, including the dreaded duration risk and the potential lack of income growth compared to dividend hikes.
The main question lingers: Should we own bonds? We share our perspectives, with Derek emphasizing his current focus on growth and eDGI considering bonds as part of a savings plan for future investment. Asset allocation strategies, such as the classic 60/40 portfolio and age-based allocations, are dissected to provide listeners with practical insights.
Wondering where to buy bonds? We've got you covered, discussing options like brokers, ETFs, and even buying directly from the U.S. government. Armed with this knowledge, the hosts reflect on whether owning bonds aligns with their investment strategies at this stage.
But that's not all! The episode is rounded off with engaging listener questions covering topics like stock screening, sector preferences, and intriguing hypothetical scenarios. Tune in to hear the hosts' takes on various tickers, from Roche's dip to eDGI's frustration with Bayer
Whether you're a seasoned investor or just starting your financial journey, this episode of DividendTalk offers valuable insights and answers to your burning questions. Join us for a deep dive into the world of bonds and financial strategies that could shape your investment decisions.
Stock Screener article:
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EP #171 | How to Spot a Bad Company - Our Red Flags | & our thoughts on Diageo and Ahold Delhaize
Welcome to another episode of Dividend Talk, where we dissect the latest financial news, share insights, and answer your burning questions about the world of dividend growth investing. In this episode, we delve into the art of identifying warning signs in companies and explore red flags that could save your investments from potential pitfalls.
In our News of the Week segment, we discuss the recent profit warning from Diageo and the investor day announcement scheduled for Wednesday. Ahold's reported earnings also take center stage, affecting its share price, which now stands at 26.75 euros. We also share our thoughts on Ahold's earnings and the subsequent sell-off.
Next up, we cover the latest dividend hikes, including Becton Dickinson's 4.4% increase ($BDX), Roper Technologies' 10% boost ($ROP), and ADP's impressive 12% rise ($ADP).
In our main topic, we dissect the anatomy of a bad company. eDGI shares insights inspired by the Medtronic case, shedding light on red flags like adjusted earnings masking true financial health, declining sales, and poor acquisitions. EMF emphasizes the importance of identifying companies losing their competitive edge and the signs of impending trouble in cash flow and balance sheets.
Listener questions are always at the heart of our discussions. This week, we tackle topics ranging from checking Glassdoor ratings for stock management quality to strategies for setting stock orders and even daring to ask tough financial questions to your own company's executive team.
We also address specific stock inquiries, including thoughts on Prudential Financial ($PRU), insights on AIRBUS's recent earnings call, and rumors regarding ENAGAS's dividend safety.
Tune in as we provide our thoughts on MPC container ships ($MPCC), and the cyclical dividend grower Whirlpool Corporation ($WHR), yielding an impressive 6.36%.
That's it for this week's show.
Subscribe, share, and stay tuned to Dividend Talk for your weekly dose of dividend growth investment news and insights!
EP #170 | Is a recovery on the horizon? | & More earnings (i.e. $OHI, $AAPL and $RACE)
In this episode, we dive into the latest financial updates and market news, exploring the world of earnings, dividend hikes, and the recovery of the stock market. We start by discussing notable dividend hikes from companies like SNAP ON, EOG, AFLAC, and CNQ. We then turn our attention to the news of the week, particularly the market's recovery following the FED notes.
The main topic of the episode focuses on BASF, where we examine their recent financial performance, challenges, and potential for growth. Additionally, we delve into Omega healthcare Investors, Fresenius, and their respective transformations and changes.
As we explore various listener questions, we discuss our thoughts about stocks like Sika, Nvidia, Innovative Industrial Properties (IIPR), Canadian Tire, and Smiths News. Plus, we address portfolio strategies, ETFs vs. individual stocks, and offer our insights to what we would tell ourselves if we were novice investors.
Join us as we unravel the latest dividend stocks insights and market trends in this episode, helping you make informed investment decisions.
SNAP ON (Ticker: SNA)
EOG (Ticker: EOG)
AFLAC (Ticker: AFL)
CNQ (Ticker: CNQ)
OMEGA HEALTHCARE (OHI)
Apple (Ticker: AAPL)
Sika (Ticker: Sika.ZU)
Nvidia (Ticker: NVDA)
Innovative Industrial Properties (IIPR)
Canadian Tire (YAAA)
Smiths News (SNWS)
EP #169 | 3rd Quarter Earnings (TROW, TXN & more) | And is Sanofi's price drop an opportunity??
Welcome to Episode 169 of our podcast, your number-one podcast for all things dividend investing and stock market-related, with a European flavor.
In this episode, we continue to discuss the 3rd Quarter Earnings of T Rowe Price, Texas Instruments, LyondellBasell Industries, Sagax, Assa Abloy, and Unilever.
News of the Week:
What is going on with Sanofi: We give our take on why the company dropped 19% and if this now presents a buying opportunity
Main Topic: earnings from
T Rowe price
We also tackle a lot of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide our insights.
Cibus and Supermarket Income REIT
Walgreens Boots Alliance
Automatic Data Processing
Links mentioned in the Show
How to pick Pharma Stocks - https://www.youtube.com/watch?v=2Iktk-o94Bg
Texas instruments business breakdown - https://dividendtalkpodcast.com/eps-157-texas-instruments-business-breakdown-also-is-unilever-finding-its-mojo-back/
3 Halloween Dividend Growth Stocks including Service Corp International. https://www.europeandgi.com/5-bullet-sunday/5-bullet-sunday-44/
EP #168 | 3rd Quarter Earnings Season in Full Swing | & is Walgreen's dividend safe?
Welcome to Episode 168 of our podcast, where we dive into the latest developments in the world of dividend investing. In this episode, we explore the exciting landscape of the 3rd Quarter Earnings Season, delving into the financial performances and strategic moves of major companies.
But first, we pose a critical question to our listeners in our Podcast Question of the Week: "Do you read/listen to some of the earnings of the companies in your portfolio?"
Share your insights with us by voting "Yes" or "No." in the poll related to this episode.
News of the Week:
Walgreens Boots Alliance (WBA) Settles Rite Aid Investors' Merger Claims: Discover the details of Walgreens' $192.5 million settlement to resolve a class action lawsuit involving Rite Aid investors. Learn how this legal dispute originated from allegations of misleading information regarding a pending merger and the subsequent impact on both companies.
Amazon's Drone Delivery Expansion: Amazon is taking delivery services to new heights by announcing its plans to launch drone deliveries in Italy, the UK, and another location in the United States starting in late 2024. Understand how this expansion will revolutionize the delivery landscape and integrate with Amazon's existing network.
Main Topic: earnings from
EssilorLuxottica (Ticker: ESLOF) - Insights into their Real Internal Growth (RIG) measurement.
Nestlé (Ticker: NSRGF) - A deep dive into Nestlé's CEO's perspective and their commitment to responsible marketing and product improvement.
Johnson & Johnson (Ticker: JNJ) - Analyzing J&J's 2023 Third-Quarter reported sales growth and earnings.
ASML (Ticker: ASML) - Updates on ASML's expectations for 2023.
SAP - Stay tuned for insights into SAP's latest developments.
Snap-On - An overview of Snap-On's net sales growth, segmented into different groups, and their CEO's insights on the company's performance.
We also tackle a variety of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide expert insights.
Stay informed and engaged in the world of finance and investing with our latest episode. Don't forget to cast your vote in our Podcast Question of the Week.
Thank you for tuning in, and remember to stay updated with the latest financial news and insights. Happy investing!
Walgreens Boots Alliance (Ticker: WBA)
EssilorLuxottica (Ticker: ESLOF)
Nestlé (Ticker: NSRGF)
Johnson & Johnson (Ticker: JNJ)
ASML (Ticker: ASML)
Came across Derek on the FI Europe podcast when I heard the Waterford accent (I’m a south Kilkenny lad, sorry!). Have been listening to your podcasts from the past few months and it’s great to see how companies performed in the months after you discussed them, for better or for worse. Keep up the good work
Refreshing European Podcast
A great European Podcast about investing and personal finance