Dividend Talk Dividend Talk

In this podcast episode,



We discuss the news around OpenAI as it is set to unveil its AI-powered search product, intensifying its rivalry with Google. Meanwhile, Intel faces sales setbacks as the U.S. revokes export licenses for a Chinese customer, impacting its revenue.

Solventum decides against paying dividends, and McDonald's introduces a $5 value meal, challenging competitors.



The episode's primary focus is discussing favourite stocks from all 11 sectors classified by the GCIS system.


Enjoy today's show and C U on the inside!



Tickers mentioned -



AbbVie: ABBV
Sanofi: SNY
BHP: BHP
Shell: RDS.A or RDS.B
L’Oreal: LRLCY
Inter Parfums: IPAR
Hershey: HSY
British American Tobacco: BTI
Siemens: SIEGY
Iberdrola: IBE
Munich Re: MUV2
Blackrock: BLK
Microsoft: MSFT
Evolution Gaming: EVO.ST
Cognent Communication CCOI
VICI Properties: VICI

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Todays episode is jam-packed after a crazy week in the stock market. We're discussing the litigation settlements of Philips and Johnson & Johnson, several dividend hikes, but also dividend cuts from iconic dividend kings 3M and Leggett & Platt. After that we delve into several earnings that were reported this week, most notably Starbucks which saw a 16% decline after reporting bad numbers. Last but not least, we answer many of the listener's questions.

Enjoy today's show and C U on the inside!

Tickers mentioned today:


Johnson & Johnson (JNJ)
Apple (AAPL)
Raytheon Technologies Corporation (RTX)
American Water Works Company Inc. (AWK)
International Business Machines Corporation (IBM)
Leggett & Platt, Incorporated (LEG)
3M Company (MMM)
Shell (RDS-A)
Starbucks Corporation (SBUX)
VICI Properties Inc. (VICI)
Pfizer Inc. (PFE)
Novo Nordisk A/S (NVO)
Hershey Company (HSY)
Jeronimo Martins SGPS SA (JMT)
Semapa - Sociedade de Investimento e Gestão, SGPS, S.A. (SEM)
CTT Correios de Portugal, S.A. (CTT)

Welcome to today's podcast episode of Dividend Talk. This time we start with Alphabet's new dividend policy, followed by some noteworthy comments from TotalEnergies' CEO.

After the news we share several dividend hikes with you, most notably those from 2 dividend kings.

The main topic of the show consists of several earnings reports discussions which where suggested by our listeners: Unilever, Bristol Myers, Agree Realty, Evolution AB, T Rowe Price, Signify and Cibus.

As always, we close out with several of your listeners questions.

We hope you will enjoy the show and C U next week!

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This episode starts with the latest developments in Johnson & Johnson's ongoing talc litigation saga and dividend hikes from Sonoco Products Co and Johnson & Johnson.

Then, we examine the recent financial performances of key players like J&J, ASML, and Snap-On.

In the second part of the podcast, we discussed which sectors we own and which are underrepresented in our portfolios.





Companies mentioned are Johnson & Johnson, Sonoco Products, ASML Holding NV, Snap-On, Koninklijke Ahold Delhaize, Unilever plc, Danone SA , Hershey Co, PepsiCo Inc , Target Corp, L’Oréal SA , Walmart Inc, Siemens AG, Schneider Electric, Bayer, Bausch & Lomb, Roche Holding AG, Fresenius Medical Care,Pfizer, Mensch und Maschine Software

In this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends.



Here's a list of companies mentioned along with any relevant tickers:



1. Shell - Ticker: SHL

2. Medical Properties Trust - Ticker: MPW

3. The Procter & Gamble Company - Ticker: PG

4. Agree Realty Corporation - Ticker: ADC

5. Zoetis - Ticker: ZTS

6. Starbucks - Ticker: SBUX

7. Greggs - Private company, not publicly traded

8. HSY (Hershey Company) - Ticker: HSY

9. NKE (Nike, Inc.) - Ticker: NKE

10. VICI Properties Inc. - Ticker: VICI

11. Nvidia Corporation - Ticker: NVDA

12. Crowdstrike Holdings, Inc. - Ticker: CRWD

13. Advanced Micro Devices, Inc. - Ticker: AMD

14. Marks & Spencer (M&S) - Private company, not publicly traded

15. Sainsbury's - Private company, not publicly traded

16. Global Water Resources - Ticker: GWRS

17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam)

Welcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions.

In this episode titled "Our Portfolio Review for Q1," we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson's strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66.

Our main topic centers around the performance of our dividend growth portfolio's, where we analyze the buys and sells of the quarter, discuss diversification strategies, and review dividend income.

We then address listener questions ranging from European dividend companies with strong pricing power to the dilemma of investing in premium services with a limited budget.

Additionally, we provide insights on tracking dividends, managing taxes, and handling stock price fluctuations, along with discussions on specific tickers like AVIVA, VLK, UNH, and Zoetis.

Tune in as we share our expertise and insights on dividend investing, portfolio management, and navigating the complexities of the stock market. Join us for a deep dive into the world of dividends on Dividend Talk.



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Tickers discussed:


The TJX Companies ($TJX)
Utz Brands ($UTZ)
Phillips 66 ($PSX)
AVIVA (AV.L)
Van Lanschot Kempen NV (VLK.AS)
UnitedHealth Group (UNH)
BASF (BAS.DE)
Zoetis (ZTS)
Starbucks (SBUX)
Nike (NKE)
McDonald's (MCD)
Agilent Technologies (A)
STAG Industrial (STAG)
AvalonBay Communities (AVB)
Pernod Ricard (RI.PA)
Booking Holdings (BKNG)
Scanfil (SCANFL.HE)