Dividend Talk Dividend Talk

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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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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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/

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

Join our premium membership for 119 Euros per year: https://europeandgi.com/sign-up/



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)