First of all, thank you very much for including European values for the first time. Since I come from Germany myself, I think that's really cool. Your content always offers very good added value. Please keep doing this
One is never too old to learn, even Mr. Chuck. Koninklijke Ahold is Dutch ( not German), koninklijk means royal, as companies in the Netherlands can add royal if they are older than 100 years. And maybe most important, Ahold gets about 60% of their revenue from the USA as owner of Stop&Shop, Foodlion and 1/2 dozen other supermarket chains.
Thanks for this jump to Europe, Chuck, but I keep on to invest in the U.S.! With German stocks you have to wait 364 days for the dividend - IF it will be paid, because often there is no track record. Greetings from Bavaria, Germany!
Bro, this was a high level overview, and professor Mauck clearly stated that the loss reported on the income statement was something that should be looked into. He did not say the dividend was unsafe. Regards, Chuck
Chuck, FYI, I’m not sure if anyone has commented on this yet (I know that the video is 6 months old now), but the dividend yield for Evolution AB (EVVTY for ADR or EVO in Stockholm) is wrong in your data. It’s a little bit confusing and perhaps a special case because the stock trades in SEK (Swedish Kronor), but the company reports and pays dividends in Euros. So, the actual dividend yield 6 months ago was approximately 10x higher (approximate SEK / Euro F/X rate) than the 0.2% that you show or just over 2%. There are other companies like this - for example AstraZeneca reports and declares dividends in USD but it’s primary quotation is in £. Novartis on your list is different. They report in USD, but are quoted in and pay dividends in CHF.
Hi Chuck, excellent video as always and I'm glad you are checking out some European Stocks. it's great to see these types of companies in FAST Graphs. It really is an excellent tool. I agree with you, some of the names are hard for me (derek) to pronouce as a native english speaker but certainly gets easier over time.
I love the dive into Europe as this is my home market. However, there is a mistake in the data for Evolution AB. Its dividend is above 2% currently! It's one of my biggest positions. Not paying a dividend but also a top company is Dino Polska
The div yld (%) on Evolution is not correct. Declared div in 2024 is slightly lower than 30 SEK and with the price 1311 SEK, that gives you a div yld of ~2,3%.
UK market is very undervalued atm and a new government has pledged a massive house building program. Lots of homebuilders, infrastructure and materials plays right now with excellent dividends.
@@daniell6303I can speak only for me, not for others. I am following the news on this stock. The reason I'm asking hoping he'll do it is to learn if he changed his mind on it, also since he reviewed it - it continued to crash even harder. It's not necessarily bad, certainly not his "fault" or a 'misjudgement". I'm just interested to hear if he is still bullished, whether he's buying more, what (if anything) he's looking for etc etc... none of that will change my mind. Not looking for an advise, I already own this stock. Just intersted in perspective. So all of that, plus the fact that did mention at some point he would do it, so wonderd if still planning to. Thanks.
I have not changed my mind, and will not unless something materially changes with the fundamentals. The next financial report is due to be released on the 21st of this month. I will review it and then determine if there is any reason to change my mind. But I will not be doing an update, I will let each investor conduct their own research and due diligence. Regards, Chuck
@@FASTgraphsThanks Chuck for your reply! I have also not changed my mind, stopped buying more in the last 4-6 weeks, but am not selling. Like you, waiting to see how things unfold. Thanks again for taking the time to reply.
@@FASTgraphs hello Mr.C (or V!), after you did your last thesis on MPW, and seeing the huge drops in Jan, was enough to nudge me to buy twice, averaging $3.25/share. So now in just over a month I am up 30%, outstanding! Thanks much for your knowledge and sharing it!
The problem I see with these European dividend stocks is that they aren't for the little guy with a diversified portfolio of under 10K. In many cases all one could buy is several shares. Wouldn't then the dividend would be close to useless (even if reinvested) because it would be so small? This would be particularly true if the investor has more years behind than ahead of him, as I do, no?
Thank you Chuck for your presentation and for all you do in presenting a "Value" investing methodology; If Fast Graphs covers it (European / foreign stock), will the stock trade as an ADR on the NYSE?
These are not my selections, they were given to me by European dividend growth investors. Nevertheless, 'Schneider Électric' looks like a decent company but it also looks way overvalued. Regards, Chuck
There will be no dividend for Fresenius in 2024. All french, swiss and spanish stocks do have a special extra national tax on the dividend (FR normally 12,8% but they will charge 30% at first, CH=35% for foreign owners, ES=19%). France has also a transaction tax 0,2% on volume traded for french based companies.
Being a European citizen I am wondering about your selection...To my mind you missed out on some interesting companies e.g. in the pharmaceutical sector such as AstraZeneca, GLK,Roche,BristolMyers.. Why is that?
Thanks, but as I pointed out, these are not my selections it was a list of stocks prepared by the European dividend growth investors. However, there are approximately 60,000 international stocks and clearly many that were not covered in this introductory video. Thanks.
Chuck I know you are going very high level but not all markets are equall as you cleary see in 32:30. I am from Poland and this market is always trading lower for whatever reason as they are Chinesse stocks for example. Ambra is one of the best stocks from there it has similar cagr to other US CPG growth rate, but from what I checked it was never having 15 pe. It was getting a little bit pricey recently although still great stock. And without PE expansion going from 19% cagr return is going to 1,85%. I know you are always going high level, but as you are saying not stocks are created equall so does other markets. In Poland in 15PE there are priced fast growing stock
Thanks for the contribution, there is a lot about European stocks that I don't know. But as my wise wife and partner often says: "like all things in life, when you quit growing you move to the process of dying." Every day I learn something new I consider it a great day. Regards, Chuck
Thanks for the comment, however, as indicated this was a cursory view of European stocks that we were not familiar with. Prof. Mauck did state that the loss shown on the cash flow statement was something that should be looked into. He did not say that he felt the dividend was at risk. Prudent advice in my opinion. Regards, Chuck
Please Note regarding Fresenius: They are not allowed to Pay dividend in 2024 because of government subsidies. It’s because of the Energy crisis in Germany - Fresenius get a lot of Money from the government to pay their energy Bill….
TL/DR Fresenius has big reconstructions, dividend cuts, overall high risk investment. The current German gov impaired a lot of German businesses on a critical level. Fresenius is in deep trouble with their debts and the credits they got from the German government. They aren’t paying any dividend for 2023 and due to the constant high energy prices it doesn’t seem they’ll be able to pay (good) dividends anytime soon. They are also selling tons of assets and sub-bussiness right now, which will further diminish their cashflow. Suggestion: Wait for the next elections. Prices will probably keep going down for the near future, so you might get more of a discount. If you want to invest in Germany right now, then go for the insurances (Allianz, Munich Re, Talanx). That’s the only sector that’s doing well in Germany right now.
I would personally stay away from Kering, Gucci sales have been doing badly for years now and from what I was told from an insider things are actually getting worse with the newly appointed DeSarno as creative director.
There were a lot of European stocks I did not mention, if you watched the video this is a list of 22 stock that were provided to me by European dividend investor group that invited me to speak on their podcast. There is a link below to that podcast.
First of all, thank you very much for including European values for the first time. Since I come from Germany myself, I think that's really cool. Your content always offers very good added value. Please keep doing this
One is never too old to learn, even Mr. Chuck. Koninklijke Ahold is Dutch ( not German), koninklijk means royal, as companies in the Netherlands can add royal if they are older than 100 years. And maybe most important, Ahold gets about 60% of their revenue from the USA as owner of Stop&Shop, Foodlion and 1/2 dozen other supermarket chains.
Thanks, see my comment above about learning something new every day.
Thanks for introducing European Stocks. 👍
Thanks for this jump to Europe, Chuck, but I keep on to invest in the U.S.! With German stocks you have to wait 364 days for the dividend - IF it will be paid, because often there is no track record.
Greetings from Bavaria, Germany!
Bro what is this other guy talking about. BTI did not lose any money, they just impaire aquisitons of US brands. It's non cash event.
Bro, this was a high level overview, and professor Mauck clearly stated that the loss reported on the income statement was something that should be looked into. He did not say the dividend was unsafe. Regards, Chuck
I would love to hear Chuck say bro in a video!
Bro 😂
You have to give it to them, they dó reply.
Non cash but they are still losers because they overpaid. Should be reflected somewhere
I really enjoy your overseas videos! Thanks again for another great video
Chuck, FYI, I’m not sure if anyone has commented on this yet (I know that the video is 6 months old now), but the dividend yield for Evolution AB (EVVTY for ADR or EVO in Stockholm) is wrong in your data. It’s a little bit confusing and perhaps a special case because the stock trades in SEK (Swedish Kronor), but the company reports and pays dividends in Euros. So, the actual dividend yield 6 months ago was approximately 10x higher (approximate SEK / Euro F/X rate) than the 0.2% that you show or just over 2%. There are other companies like this - for example AstraZeneca reports and declares dividends in USD but it’s primary quotation is in £. Novartis on your list is different. They report in USD, but are quoted in and pay dividends in CHF.
I already have Fresenius, Ahold Delhaize and British American Tobacco in my depot. This video encourages me to increase this soon. Thank you!
Great video. Just one fact to keep in mind: Fresenius announced that they will not pay a dividend in 2024 as far as I know. Greetings from Germany
They are not allowed to pay Dividend in 2024 because of state energy subsidies in 2023.
Yes, we talk about it in the blog that is linked below. Regards, Chuck
26:05 That loss from BAT was due to a non-cash writedown of around 30 billion on goodwill (american tobacco brands).
Good job doing your due diligence
Hi Chuck, great and credible information again , Americans analysing companies in Europe, great thank you both!
I own BTI and bought more last week.
Thanks for being so kind and generous about all the information on the dividends. You're awesome!
I bought Ahold last spring and added to it during the fall. Nice stable company 👌🏻
Hi Chuck, excellent video as always and I'm glad you are checking out some European Stocks. it's great to see these types of companies in FAST Graphs. It really is an excellent tool. I agree with you, some of the names are hard for me (derek) to pronouce as a native english speaker but certainly gets easier over time.
Thanks Prof. Mauck and I both had a good laugh over trying to pronounce those names. LOL
Great video. I'm looking forward to see more European companies here 🙂
I appreciate the international videos - thank you.
The podcast was great to listen to, Chuck. 👍
Thanks
Thanks for crossing the Atlantic! Big fan 🎉
I love the dive into Europe as this is my home market.
However, there is a mistake in the data for Evolution AB. Its dividend is above 2% currently! It's one of my biggest positions.
Not paying a dividend but also a top company is Dino Polska
Thanks for this video and for the podcast session too :)
The div yld (%) on Evolution is not correct. Declared div in 2024 is slightly lower than 30 SEK and with the price 1311 SEK, that gives you a div yld of ~2,3%.
UK market is very undervalued atm and a new government has pledged a massive house building program. Lots of homebuilders, infrastructure and materials plays right now with excellent dividends.
Awesome video... i should try japan ;)
Thanks Chuck. Good video. Are you planning an update video on MPW ?
Why do people want him updating every week? The news are for that.
@@daniell6303I can speak only for me, not for others. I am following the news on this stock. The reason I'm asking hoping he'll do it is to learn if he changed his mind on it, also since he reviewed it - it continued to crash even harder. It's not necessarily bad, certainly not his "fault" or a 'misjudgement". I'm just interested to hear if he is still bullished, whether he's buying more, what (if anything) he's looking for etc etc... none of that will change my mind. Not looking for an advise, I already own this stock. Just intersted in perspective. So all of that, plus the fact that did mention at some point he would do it, so wonderd if still planning to. Thanks.
I have not changed my mind, and will not unless something materially changes with the fundamentals. The next financial report is due to be released on the 21st of this month. I will review it and then determine if there is any reason to change my mind. But I will not be doing an update, I will let each investor conduct their own research and due diligence. Regards, Chuck
@@FASTgraphsThanks Chuck for your reply! I have also not changed my mind, stopped buying more in the last 4-6 weeks, but am not selling. Like you, waiting to see how things unfold. Thanks again for taking the time to reply.
@@FASTgraphs hello Mr.C (or V!), after you did your last thesis on MPW, and seeing the huge drops in Jan, was enough to nudge me to buy twice, averaging $3.25/share. So now in just over a month I am up 30%, outstanding! Thanks much for your knowledge and sharing it!
Excellent video. Can you do an in depth dive into BTI?
Great job on your video 😊
The problem I see with these European dividend stocks is that they aren't for the little guy with a diversified portfolio of under 10K. In many cases all one could buy is several shares. Wouldn't then the dividend would be close to useless (even if reinvested) because it would be so small? This would be particularly true if the investor has more years behind than ahead of him, as I do, no?
Added Nestle NESN yesterday, dividende 3 CHF
Thank you Chuck for your presentation and for all you do in presenting a "Value" investing methodology;
If Fast Graphs covers it (European / foreign stock), will the stock trade as an ADR on the NYSE?
Some do, but many do not, it's on a case-by-case basis. Regards, Chuck
You forgot 'Schneider Électric' in your selection.
These are not my selections, they were given to me by European dividend growth investors. Nevertheless, 'Schneider Électric' looks like a decent company but it also looks way overvalued. Regards, Chuck
There will be no dividend for Fresenius in 2024. All french, swiss and spanish stocks do have a special extra national tax on the dividend (FR normally 12,8% but they will charge 30% at first, CH=35% for foreign owners, ES=19%). France has also a transaction tax 0,2% on volume traded for french based companies.
Yes, we talk about it in the blog that is linked below. Regards, Chuck
Are European stocks available in the basic subscription or only in the premium version?
Our base plan is US and Canadian stocks. International Data is an "add-on" to any subscription.
Would suggest to introduce a Europe only plan as you have many European Followers
Munich RE would be another attractive dividend stock.
Look at Catalana Occidente (Spain) and Teleperformance (France).
Yeah 😀.
Ahold Easy Money
Being a European citizen I am wondering about your selection...To my mind you missed out on some interesting companies e.g. in the pharmaceutical sector such as AstraZeneca, GLK,Roche,BristolMyers.. Why is that?
Thanks, but as I pointed out, these are not my selections it was a list of stocks prepared by the European dividend growth investors. However, there are approximately 60,000 international stocks and clearly many that were not covered in this introductory video. Thanks.
Chuck I know you are going very high level but not all markets are equall as you cleary see in 32:30.
I am from Poland and this market is always trading lower for whatever reason as they are Chinesse stocks for example.
Ambra is one of the best stocks from there it has similar cagr to other US CPG growth rate, but from what I checked it was never having 15 pe. It was getting a little bit pricey recently although still great stock. And without PE expansion going from 19% cagr return is going to 1,85%. I know you are always going high level, but as you are saying not stocks are created equall so does other markets. In Poland in 15PE there are priced fast growing stock
Thanks for the contribution, there is a lot about European stocks that I don't know. But as my wise wife and partner often says: "like all things in life, when you quit growing you move to the process of dying." Every day I learn something new I consider it a great day. Regards, Chuck
BTI loss this year was due to a write down, does not affect dividend safety!! the professor didn't do his homework!
Thanks for the comment, however, as indicated this was a cursory view of European stocks that we were not familiar with. Prof. Mauck did state that the loss shown on the cash flow statement was something that should be looked into. He did not say that he felt the dividend was at risk. Prudent advice in my opinion. Regards, Chuck
Some of these do not have a ticker symbol or ADR tradable on US exchanges.
These are primary stocks search for them by name.
This is like being book smart.
That's a very strange comment, exactly what does it mean?
First company is dutch not German...
Please Note regarding Fresenius: They are not allowed to Pay dividend in 2024 because of government subsidies. It’s because of the Energy crisis in Germany - Fresenius get a lot of Money from the government to pay their energy Bill….
www.youtube.com/@EuropeanDGI/...
Delhaize is not German ... 😊
SAP is also missing
With 60,000 available choices we missed a lot of international stocks.
TL/DR Fresenius has big reconstructions, dividend cuts, overall high risk investment. The current German gov impaired a lot of German businesses on a critical level.
Fresenius is in deep trouble with their debts and the credits they got from the German government. They aren’t paying any dividend for 2023 and due to the constant high energy prices it doesn’t seem they’ll be able to pay (good) dividends anytime soon. They are also selling tons of assets and sub-bussiness right now, which will further diminish their cashflow.
Suggestion: Wait for the next elections. Prices will probably keep going down for the near future, so you might get more of a discount. If you want to invest in Germany right now, then go for the insurances (Allianz, Munich Re, Talanx). That’s the only sector that’s doing well in Germany right now.
I would personally stay away from Kering, Gucci sales have been doing badly for years now and from what I was told from an insider things are actually getting worse with the newly appointed DeSarno as creative director.
Personally I stay away from foreign markets except for maybe the UK?
That's a big mistake in my opinion.
Really chuck? You did not mention Roche?.......
There were a lot of European stocks I did not mention, if you watched the video this is a list of 22 stock that were provided to me by European dividend investor group that invited me to speak on their podcast. There is a link below to that podcast.