Dividend Talk
Dividend Talk
  • Видео 339
  • Просмотров 44 930
EP #227 | 2024 - The Year in Review
Join Derek and European Dividend Growth Investor as they reflect on the highlights and challenges of 2024. This year-end review covers podcast moments, key events, and lessons learned in dividend growth investing.
Chapters
00:05:00: Guest Highlights - Insights from Chuck Carnevale, Canadian Investor, and more.
00:15:00: Dividend Trends - Cuts from Walgreens ($WBA) and BASF ($BASFY), hikes from Shell ($SHEL), and Evolution Gaming ($EVO).
00:25:00: Tech in Focus - Apple ($AAPL), Google ($GOOGL), and Meta ($META) begin dividend payments. Predictions for Amazon ($AMZN).
00:35:00: Bitcoin’s Record High - Breaking $100K and its investment implications.
00:50:00: Turnarounds & Value Traps - A critical...
Просмотров: 104

Видео

EP #226 | (Some Wild) Stock Market Predictions for 2025
Просмотров 18021 час назад
Welcome to the latest episode of Dividend Talk, your go-to podcast for dividend and stock market insights with a European twist! Join Derek and European DJI as they discuss market highlights, reflect on 2023 trends, and make bold predictions for 2025. 🎧 Topics Covered: Major news affecting dividend investors Stock market volatility and opportunities Predictions for 2025 (including Amazon, Netfl...
EP 225: Our Approach to Managing and Growing our Dividend Portfolio
Просмотров 19214 дней назад
In this episode of Dividend Talk, Derek and the European Dividend Growth Investor share how they manage and grow their portfolios and how this has evolved over time Timestamps 1:19 - Broadcom Earnings (AVGO) 5.23 - Kroger Merger declined (KR) 7.30 - Dividend Hikes 10:17 -EDGI Strategy 33:00 - Derek's Strategy 46:00 - Listener Questions Follow Us here: 🐦 Twitter - ⁠⁠⁠⁠@Dividendtalk_⁠ (twitter.co...
EP #224 | 4 Top Dividend Stocks on Our Christmas Buy List 🎄
Просмотров 23721 день назад
In this festive episode of Dividend Talk, Derek and the European Dividend Growth Investor share their Christmas buy lists, discussing four standout dividend stocks, portfolio allocation strategies, and a mix of European and U.S. picks. They also tackle some big news, listener questions, and their thoughts on the upcoming year. Timestamps and Tickers 00:00 - Festive vibes, Fairytale of New York,...
EP #223 | How our Portfolio Allocation Evolved
Просмотров 22928 дней назад
In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing. Topics Covered: • Building a portfolio allocation strategy • Diversification: How much is enough? • The role of high-yield stocks and ...
EP #222 | What to do after a 20% price drop
Просмотров 224Месяц назад
This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($TGT) and other companies, along with strategies to handle these volatile situations. Plus, they answer listener questions about stock lending, tariffs under a potential Trump presidency, and how to handle market noise. 👉 Companies Mentioned: Target ($TGT), Amazon ($AMZN), Walmart...
EP #221 | 4 European Dividend Aristocrats that are not talked about enough
Просмотров 316Месяц назад
In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis. Chapters: 00:00 Introduction and Work-Travel Realities 03:10 ASML Investor Day & Market Reactions 07:20...
EP #220 | Ahold, Hershey, DHL and Glanbia earnings
Просмотров 226Месяц назад
Welcome to the latest episode of the Dividend Talk podcast! This week, we dive into the third and final week of the year focused on quarterly earnings, featuring a variety of European and US companies. Chapters: 00:00 Introduction 03:00 Market Sentiment and European Focus 06:45 Accounting Scandals: ADM’s Latest Update 12:00 Impact of China’s $1.4 Trillion Stimulus 18:30 LVMH and the Chinese Lux...
EP #219 | More earnings from Dividend Growth Stocks!
Просмотров 230Месяц назад
Welcome to the latest episode of the Dividend Talk podcast! In this episode, we review five companies’ quarterly earnings from the US. Chapters: 00:00 Introduction 02:15 Market Overview and Q3 Earnings 05:00 Discussion on Estee Lauder (Ticker: EL) 08:30 Impact of Chinese Market on Luxury Brands 12:00 Philip Morris Factory Closures (Ticker: PM) 15:00 Inflation Fears in the UK 18:30 Dividend Anno...
EP #218 | Q3 Earnings in Full Swing 🙌
Просмотров 2382 месяца назад
This week, we’re reviewing Q3 earnings for some of the world's top dividend stocks. Expect news, dividend hikes, and an honest take on where these companies are heading with a European flavour. Timestamps: 00:00 Quick Welcome! 00:10 News of the Week: Interactive Brokers and Saxo Bank 10:45 Big Dividend Hikes: Iberdrola (IBDRY) & Starbucks (SBUX) 12:15 Unilever (UL): New CEO, New Moves 26:05 Sna...
EP #217 | Q3 Dividend Portfolio Review | The only way is UP
Просмотров 2422 месяца назад
Welcome to Episode 217 of the Dividend Talk Podcast! In this episode, Derek and the European Dividend Growth Investor (EDGI) discuss their third-quarter dividend portfolio performance, recent stock purchases, and some key earnings reports. Timestamps 00:00 - Intro & Quick Market Recap 02:00 - ECB Rate Cuts & Impact on Mortgages 07:00 - Derek’s €100K Milestone 10:30 - EDGI's Dividend Portfolio G...
EP #216 | Dividend Investing for Financial Independence: Manny Mystery’s Path to Early Retirement
Просмотров 3192 месяца назад
In this episode of Dividend Talk, we sit down with Manny Mystery, a long-time community member, to discuss his inspiring journey to financial independence. Manny shares his insights on dividend investing, strategies for building a solid investment portfolio, and how to navigate the stock market with confidence. Whether you’re aiming for early retirement, want to grow your passive income through...
EP #215 | FIRE Through High-Yield Dividend Stocks: Is it Sustainable?
Просмотров 3012 месяца назад
In this episode, Derek and European DGI talk about the world of high-yield dividend stocks. They explore the pros and cons of constructing a high-yield dividend portfolio and tackle the big question: Are high dividends sustainable, or are they bound to be cut? Learn about key strategies for chasing high yields while managing the risks. The episode also covers: 1. Nike ($NKE) earnings and its im...
Four Dividend Stocks to Capitalize on China’s Economic Revival
Просмотров 1,3 тыс.3 месяца назад
In this episode, we explore the impact of China's latest stimulus efforts on key dividend stocks. Derek and the European Dividend Growth Investor dive deep into companies that could benefit from China's economic recovery, discussing their capital allocation strategies and dividend growth potential. Featured Companies & Tickers: BASF SE (BAS) Siemens AG (SIEGY) Louis Vuitton (LVMUY) Starbucks (S...
EP #213 | Best Sectors After Rate Cuts and a €1M Inheritance
Просмотров 2263 месяца назад
Welcome to Dividend Talk Podcast Episode 213! 🎙️ In this episode, we discuss sectors benefiting from interest rate cuts, with insights into how various industries may respond to changing economic conditions. We also cover recent financial news, including Tupperware's bankruptcy, Nike's CEO shakeup, and several major dividend hikes by industry giants like Procter & Gamble, Microsoft, and Johnson...
EP #212 | Dividend recovery after cuts
Просмотров 2473 месяца назад
EP #212 | Dividend recovery after cuts
EP #211 | 4 European Dividend Stocks with a Safe Dividend ✅ | & US Estate Taxes 🤯, our view on Ch...
Просмотров 3113 месяца назад
EP #211 | 4 European Dividend Stocks with a Safe Dividend ✅ | & US Estate Taxes 🤯, our view on Ch...
EP #210 | Investment Insights from Lara, aka Green Pepper: Her Journey, Top 5 Dividend Stocks & M...
Просмотров 2514 месяца назад
EP #210 | Investment Insights from Lara, aka Green Pepper: Her Journey, Top 5 Dividend Stocks & M...
EP #209 | Dividend Investing for Retirement: Building Your Own Pension | & Nestle CEO Change - AS...
Просмотров 2864 месяца назад
EP #209 | Dividend Investing for Retirement: Building Your Own Pension | & Nestle CEO Change - AS...
EP #208 | The last bit of earnings and NN Group did it again!
Просмотров 2424 месяца назад
EP #208 | The last bit of earnings and NN Group did it again!
EP #207 | A Snapshot of Earnings from 6 European Companies | & What about Intel?
Просмотров 1954 месяца назад
EP #207 | A Snapshot of Earnings from 6 European Companies | & What about Intel?
EP #206 | Earnings Insights from several Iconic Dividend Stocks | & what about Intel?
Просмотров 2174 месяца назад
EP #206 | Earnings Insights from several Iconic Dividend Stocks | & what about Intel?
EP #205 | L'Oréal: Is it Really Worth It? - A Business Breakdown
Просмотров 2835 месяцев назад
EP #205 | L'Oréal: Is it Really Worth It? - A Business Breakdown
EP #204 | How our savings rate evolved over time? | & Unilever firing people
Просмотров 2435 месяцев назад
EP #204 | How our savings rate evolved over time? | & Unilever firing people
EP #203 | Our Favorite Retirement Destinations for Living off Dividends | & Our thoughts on Buy B...
Просмотров 2845 месяцев назад
EP #203 | Our Favorite Retirement Destinations for Living off Dividends | & Our thoughts on Buy B...
EP #202 | Quarterly Dividend Portfolio Roundup | & What about Nike?!
Просмотров 3226 месяцев назад
EP #202 | Quarterly Dividend Portfolio Roundup | & What about Nike?!
EP #201 | 3 European Companies with high ROIC | & NN Group becoming a Bank?
Просмотров 2986 месяцев назад
EP #201 | 3 European Companies with high ROIC | & NN Group becoming a Bank?
EP #200 - The Power of Consistent Dividend Growth Investing
Просмотров 2616 месяцев назад
EP #200 - The Power of Consistent Dividend Growth Investing
EP #199 | 10 Dividend Stocks we Never Want to Own | & Using Limit Orders, Impact of F* U money, I...
Просмотров 2916 месяцев назад
EP #199 | 10 Dividend Stocks we Never Want to Own | & Using Limit Orders, Impact of F* U money, I...
EP #198 | GrandPa's Rules for Wealth Building | Special Guest: Ex-Berliner
Просмотров 2306 месяцев назад
EP #198 | GrandPa's Rules for Wealth Building | Special Guest: Ex-Berliner

Комментарии

  • @KDY112
    @KDY112 8 дней назад

    Just bought more Novo Nordisk this morning 20% discount 🎉 Long term holder.

    • @DividendTalk
      @DividendTalk 8 дней назад

      @@KDY112 nice one, this drop was a good opportunity for you

  • @panzerdascal1
    @panzerdascal1 8 дней назад

    Thank you, great talk as usual

    • @DividendTalk
      @DividendTalk 8 дней назад

      @@panzerdascal1 thank you, hope you have a nice Christmas

  • @panzerdascal1
    @panzerdascal1 14 дней назад

    Thak you so much!

  • @TypeOneTalks
    @TypeOneTalks 14 дней назад

    That was such an interesting discussion about life after reaching FI! I completely understand where E DGI is coming from, and I’m a bit surprised Derek pushed back as much as he did. It seems like there might be some misunderstanding on Derek’s part about the nuances of actual retirement while being financially independent.

    • @DividendTalk
      @DividendTalk 14 дней назад

      @@TypeOneTalks hey Tom, thanks for your comment. Derek here., I think we were both tired and groggy 😂 I guess EDGI is further along the journey than me so il get the benefit of celebrating his sucesses and learning from mistakes before I get there.

  • @MichaelThomas-g8d
    @MichaelThomas-g8d Месяц назад

    Great analysis, thank you! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

  • @aidananthony5429
    @aidananthony5429 Месяц назад

    Is that a Waterford accent?

  • @HORIZONCITYNEWSSERVICE
    @HORIZONCITYNEWSSERVICE Месяц назад

    AN S&P 500 INDEX MUTUAL FUND FOR EVERY NEW BORN USA CITIZEN (05SEPT24). : ruclips.net/video/-OyYVH4MXYU/видео.html

  • @mirkosprangers5879
    @mirkosprangers5879 Месяц назад

    Regarding the BDCs. I'm going with a basket bet of BDCs with good metrics, dividend coverage, no decline in NAV and good reputation. I have 5 in the basket with average yield of close to 9%. Total 7-8% of the portfolio.

    • @DividendTalk
      @DividendTalk Месяц назад

      Nice approach and good for diversification, they have certainly gotten a bit more popular recently

  • @mirkosprangers5879
    @mirkosprangers5879 Месяц назад

    Enjoyed this episode! One addition to the "will" discussion: banks and brokers are obliged to grant the executor of the will access. Gaining access while the passing of the deceased has not been reported has definitely lead to plenty of familyfueds 😅 Working in the financial field myself, so i'm close to the fire 😉

  • @user-qj3pf8qe1s
    @user-qj3pf8qe1s 2 месяца назад

    What does it mean that the semiconductor market is cyclical? When does it usually begin and it ends? What conditions must be met to observe the beginning and end of a cycle? Will the strong recent growth be repeated soon?

    • @DividendTalk
      @DividendTalk 2 месяца назад

      I wish I knew when it would start and end, I would make a lot of money from it

  • @TypeOneTalks
    @TypeOneTalks 2 месяца назад

    I like the idea of leaving Germany with 499k and giving the middle finger to tax office😅

  • @DividendDiary
    @DividendDiary 2 месяца назад

    Comment for algorithm purposes😊

  • @DividendDiary
    @DividendDiary 2 месяца назад

    Damn, that’s great that someone share my opinion regarding this total return approach presented in social media. I though that there something wrong with me. Similar situation in respect to approach that you should have no more than 20 positions in investing portfolio.

    • @DividendTalk
      @DividendTalk 2 месяца назад

      It's not a popular one but everyone has there own goals. I try and ignore the noise and focus on what works for me 👌

  • @MaxPowerRob
    @MaxPowerRob 2 месяца назад

    Would you mind putting in timestamps?

    • @DividendTalk
      @DividendTalk 2 месяца назад

      Yes, I will do, this was auto published using RSS but il update timestamps shortly 👍

  • @KDY112
    @KDY112 2 месяца назад

    Thanks 🎉

  • @Shotlove12
    @Shotlove12 3 месяца назад

    Comment for algorithm😊

  • @KDY112
    @KDY112 3 месяца назад

    Thanks, enjoyed the show.

  • @bernteinar906
    @bernteinar906 3 месяца назад

    Im from Norway. own a ton in Aker bp. realy cheap now in a historical perspective.

  • @danielegianetti5599
    @danielegianetti5599 4 месяца назад

    I'm based in Finland and despite having a fairly good dividend yield, KONE has been on the "expensive" side from P/E perspective for many years. Also they have high exposure to China and with real estate there stuck, the demand has significantly drop, so I would be cautious...

  • @danielegianetti5599
    @danielegianetti5599 4 месяца назад

    Guys, you didn't answer MY question I posted on Facebook 😆 Your thoughts on 4imprints Group from UK going ex-dividend in just few days. What is not to be like for? Help me out guys 🤔 Cash-to-debt 7.36 (72M vs 10M at the end of 2023) Current Ration 2.05 Return on Invested Capital (Normalized) 80.33% (source Morningstar) FCF Yield 6.5% Dividend 2.99% (it was 57.82 pence in 2019, it is 179.7 pence in 2024) - and UK dividends get nicely 0% local retained taxes ..so, maybe not to like is: Dividend Payout Ratio 0.66 or PE 18.28 or Gross Margin 36.75?

  • @giuseppesanta2886
    @giuseppesanta2886 4 месяца назад

    Hello guys thank you for responding to me about LVMH! Love your podcast!

  • @carlosfm1990
    @carlosfm1990 6 месяцев назад

    Nice episode!

  • @kevinmendoza4402
    @kevinmendoza4402 6 месяцев назад

    Hello! I need more dividends! 🚀

  • @jdz101
    @jdz101 6 месяцев назад

    Interesting the comment about dutch banks....ING giving me a 5.5% rate on my savings (im in australia)

  • @michaelmendoza2838
    @michaelmendoza2838 7 месяцев назад

    When was this?

  • @MaxPowerRob
    @MaxPowerRob 7 месяцев назад

    When you mention you're son bought stocks. Is he over 18 or do you just have a separate portfolio for him? I'm Irish too and interested in starting a portfolio for my 12 year old. Thanks.

    • @DividendTalk
      @DividendTalk 7 месяцев назад

      Hey, yea we have a seperate account in my wife's name, I'm not sure how we will handle it when he gets to 18, but il cross that bridge in 4 years time

    • @Dividendflywheel
      @Dividendflywheel 7 месяцев назад

      @@DividendTalkthis is very encouraging. Especially if you reinforce his investing with books like dividends don’t lie. I appreciate your weekly podcast. Your humor and candor is refreshing.

  • @pictureincave
    @pictureincave 8 месяцев назад

    good to hear your experience. I have a question here. Is Swedish capital gain(sale of ETF or dividend from ETF) comprehensively taxed with earned income together in a same tax category? Or is it taxed seperately regardless of how much you earn from your job?

  • @TrivonCarter
    @TrivonCarter 8 месяцев назад

    Great video! I was wondering if you can do a podcast talking about voting for the president and other propositions for your stocks that you have. Most investors don't even talk about this important aspect of stocks

  • @danielegianetti5599
    @danielegianetti5599 8 месяцев назад

    Did you guys missed the Rubis opportunity?

  • @KanalGiedowy
    @KanalGiedowy 9 месяцев назад

    your videos are to long

  • @fernandoborges8472
    @fernandoborges8472 9 месяцев назад

    Was a difficult week without The podcast❤

  • @panzerdascal1
    @panzerdascal1 9 месяцев назад

    Good talk!

  • @miguelramos706
    @miguelramos706 9 месяцев назад

    Could you include campbells soup And hormel

  • @KanalGiedowy
    @KanalGiedowy 9 месяцев назад

    Thank you. You gave so many great companies. I wish to repay. Look at new European Fintech XTB. They have dividend policy, great managers, money and will beating revolut.

  • @danielegianetti5599
    @danielegianetti5599 9 месяцев назад

    You could think to include also Amsterdam Commodities (Acomo) at next round 😊

  • @mirkosprangers5879
    @mirkosprangers5879 9 месяцев назад

    Bill Ackman suggested to have the government donate $7k in a tax-exempt account at birth. Put it in a low cost global index fund and at retirement people would have 600k-1M

  • @victorfrombcn
    @victorfrombcn 10 месяцев назад

    Audio quality seems much better in this episode. Have you changed anything?

    • @DividendTalk
      @DividendTalk 10 месяцев назад

      Is that from both of us? Or just one?

    • @victorfrombcn
      @victorfrombcn 10 месяцев назад

      @@DividendTalk Derek sounds much better for sure. Way more clear.

    • @DividendTalk
      @DividendTalk 10 месяцев назад

      Thanks for letting us know, I was in a different room and was forced to sit in front of the mic a bit more, il take that on board so it's much appreciated

  • @MaxPowerRob
    @MaxPowerRob 10 месяцев назад

    Would love timestamps. Great content though

    • @DividendTalk
      @DividendTalk 10 месяцев назад

      We have this automatically coming from Spotify but can try timestamps and see if they transfer over

    • @bogdanpandia
      @bogdanpandia 10 месяцев назад

      Agreed, that would be really nice.

  • @elizabethkaye298
    @elizabethkaye298 10 месяцев назад

    I enjoyed learning about Chuck's life and how he came to be involved in investing, evolving from a growth investor to a value investor.

  •  10 месяцев назад

    hello can you please put in writing the 5 eu stocks that u mencioned i cant understand some thank you

    • @DividendTalk
      @DividendTalk 10 месяцев назад

      Ahold delhaize, Siemens, assay abloy,L'Oréal and greencoat UK, there was 1 more, il listen back when I get home

    •  10 месяцев назад

      was shell thank you very much @@DividendTalk

  • @serenacoronado7276
    @serenacoronado7276 10 месяцев назад

    Oh brilliant, I love both channels so amazing to have you together! Who doesn't love Chuck?!

  • @stephenlipps391
    @stephenlipps391 11 месяцев назад

    When and how can we invest in Brad Thomas's new ETF: IRET?

  • @salinaakter8446
    @salinaakter8446 11 месяцев назад

    Do you know why your videos are not getting more views even though your video quality is good? Your video content is outstanding. But because of zero seo of your video, there is little amount of views. Your video need to be: 1. Your title, description need to be SEO optimized 2. You need an eye catchy thumbnail 3. Need to use more relevant tags and SEO keywords I can help you to increase views organically by seo your video.

  • @miguelramos706
    @miguelramos706 Год назад

    Good morning, will you be able to clarify some doubts for me? Can you tell me if there is an agreement for European shares that we can complete or are we double taxed on dividends and capital gains? For example, if you buy LVMH shares and how it pays dividends, will you be taxed in France and Portugal plus 28%? Example if I want to buy Prada shares in Degiro it is only available in Hong Kong and Tradegate, if I buy in Tradegate and as the share pays a few measly cents in dividends, can you tell me exactly what I would discount? Is there any agreement with Portugal or would it be double taxed? Thanks

  • @serenacoronado7276
    @serenacoronado7276 Год назад

    Great news! Thanks, guys.

  • @marcusreynolds226
    @marcusreynolds226 Год назад

    😈 Promo-SM

  • @carlosalfredopedriquealber8723

    hey European DGI, how much of your yearly div income comes from Shell ? I also have shell but arent you afraid that maybe in 15 years when you retire they reduce - cut dividend? (Because of cycle)

  • @serenacoronado7276
    @serenacoronado7276 Год назад

    Thanks guys, great episode! UK stocks like LGEN look cheap and there may be more pressure on the sp.

  • @mgrss777
    @mgrss777 Год назад

    Really enjoyed the episode (heard it on spoify). I absolutely love $VICI, it would be the #1 in my line-up. I would also go with $C , $JNJ , $HPQ and $TROW . Keep with the amazing work guys, greetings from Bolivia!!

  • @TypeOneTalks
    @TypeOneTalks Год назад

    😂😂😂 The reason for shower curtains is not to splash the water from the shower all over the bathroom guys😂😂😂