Dividend Talk Dividend Talk

Welcome to DividendTalk, where we dive into the latest news, strategies, and tips for dividend investors. In Episode 201, we're exploring three European companies boasting impressive Return on Invested Capital (ROIC).



News of the week:

- **Nationale-Nederlanden's New Venture**: Dutch insurer Nationale-Nederlanden is set to launch a digital bank next year. Joris from DGI shares his thoughts on this strategic move.



Main Topic:

Warren Buffett once said, "Leaving the question of price aside, the best business to own is one that can employ large amounts of incremental capital over an extended period at very high rates of return." In this episode, we break down what ROIC is, why it's crucial for investors, and how it's calculated. We also compare ROIC with other financial metrics like ROI and ROCE, and discuss the significance of comparing ROIC with a company's Weighted Average Cost of Capital (WACC).

We then discuss 3 European examples after the theoretical introduction.

Last but not least, we also discuss several of our listeners questions.

Tune in for insightful discussions and expert analysis on these topics and more in Episode 201 of DividendTalk!

Welcome to the 200th episode of Dividend Talk! Join us as we celebrate this incredible milestone and reflect on the journey that has brought us here. We owe it all to our loyal listeners. Thank you for your unwavering support!

This episode's main topic is the power of consistent dividend growth investing. From the importance of investing in companies with strong balance sheets to the mantra of sticking to dividends, Derek and eDGI share a wealth of valuable lessons learned over 200 episodes. Discover the key to success: consistency, conviction, and doing.

Tune In and C U on the inside!

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⁠https://www.europeandgi.com/sign-up⁠

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⁠https://www.facebook.com/groups/dividendtalk

In Episode 199 of DividendTalk, titled "10 Stocks We Never Want to Own," we explore the companies that we believe are best avoided in any investment portfolio.

As usual, we kick off with the week's news, discussing Roaring Kitty's massive $235 million loss on GME in a single day and the buzz around ASML's $380 million chip machine set to ship to TSMC, which Intel has already started using. We then highlight recent dividend announcements, including substantial hikes from United Health, Alexandria Real Estate Equities, Essential Properties Realty Trust, and Lowe's, while noting 3M's removal from the Dividend Aristocrats Index.

Diving into the main topic, we detail why those 10 companies we never want to own make our list of stocks to avoid, citing issues ranging from financial engineering and poor management to economic sensitivity and high debt.

We also address listener questions on diverse topics such as the volatility in dividend discount models, ETF voting rights, investment strategy adjustments near retirement, and opinions on specific stocks like TR Property Investment Trust and Intel post-dividend cut.

This episode is packed with valuable insights and analysis to inspire you on your dividend growth journey.

Tune In and C U on the inside!

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Become a premium member:

https://www.europeandgi.com/sign-up

Join us on FaceBook:

https://www.facebook.com/groups/dividendtalk

Join us for another exciting episode of the Dividend Talk podcast! This week, we welcome Ex-Berliner, a seasoned SAP developer turned freelance project manager, who you can also follow on Twitter: https://x.com/DaBraX33

In this episode, we dive deep into "GrandPa’s Rules," exploring the wealth-building wisdom passed down from Ex-Berliner's grandfather. We discuss the inspiring journey of wealth creation, key lessons learned, and the evolution of investment strategies over time. From dividend investing to portfolio management, Ex-Berliner shares invaluable insights and personal anecdotes.

We also cover the latest news in the investment world, including Nelson Peltz's sale of his Disney stake and HP Inc's significant price increase post-earnings.

Tune in for a casual yet informative conversation, listener questions, and a thought-provoking discussion on the future of biotech and AI developments.

Don't miss it!

Welcome to Dividend Talk, your go-to podcast for all things dividend investing. Join us as we dive deep into the world of Dividend Kings, those elite companies with a track record of 50+ years of consecutive dividend increases.

Whether you're a seasoned investor or just getting started, our episodes offer valuable insights, strategies, and tips to help you build a reliable income stream through smart dividend growth investing.

Tune in to stay updated on dividend news, discover top Dividend Kings, and learn how to achieve financial freedom through consistent, long-term investments.

In this episode, we dive deep into the world of dividend growth investing. We cover the latest news, including Iberdrola's acquisition of Avangrid and Berkshire Hathaway's new stake in Chubb. We discuss recent dividend hikes from Realty Income and Chubb Limited, and a significant cut from 3M.

Our main topic offers a comprehensive guide to dividend growth investing, covering essential books, foundational concepts like compound interest and reinvesting dividends, and practical steps for getting started. We also highlight the importance of dividend safety, avoiding high-yield traps, and creating a solid investment plan.

Listener questions tackle topics like portfolio management, stock picks, and sector opportunities. Tune in for insights and tips to enhance your dividend investing journey!

Last but not least, we also offer a premium subscription focusing on dividend safety for many European and US dividend growth stocks.

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Join now for just 119 Euro per year: https://europeandgi.com/sign-up/

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References to sources discussed during the podcast:



✅ Open an account to InteractiveBrokers here: https://www.interactivebrokers.ie/mkt/?src=edgiw2&url=%2FUniversal%2FApplication



👑 30 European Dividend Aristocrats: https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/



👑US Dividend Champions: https://www.portfolio-insight.com/dividend-radar



🔍 Dividend Stock Screener: https://europeandgi.com/how-to/dividend-stock-screener/



🧮 Stock Dividend Reinvestment Calculator: https://europeandgi.com/resources-templates/



📃 International Dividend Portfolio Tracker: https://europeandgi.com/grab-your-own-international-dividend-portfolio-tracker/