Dividend Talk Dividend Talk

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.

Not a member yet?

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

----

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)

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!

Not a Premium Subscriber yet? Get access here:

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

It gives you access to our unique dividend growth compass newsletter, 50 dividend stock cards and deep dives, eLearning course about the 3 financial statements and our Beta dividend safety dashboard (~200 dividend growth stocks)

Feel also free to join the conversation on our DividendTalk Facebook group:

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

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)