In this episode of Dividend Talk, we explore a few dividend stocks that stand to benefit from China’s economic revival as the country enacts stimulus measures aimed at boosting growth. With efforts to reignite infrastructure and consumer spending, these stocks are well-positioned to capitalize on the recovery. We also dive into BASF’s recent decision to reduce its dividend and whether it's time to sell, especially considering China's rebound. Additionally, we review dividend hikes from Honeywell and McDonald’s, which continue to build on their long-term dividend growth success.

We answer listener questions on Alibaba’s recent performance and China’s stimulus news, Siemens’ presence in China’s industrial sector, and whether oil and gas companies remain attractive for long-term investors. Other topics include the role of Amdocs in the telecom sector and how China’s economic rebound might reshape your dividend portfolio. With China reducing interest rates and injecting liquidity into its banking system, it’s an exciting time for dividend investors to reassess their strategies.

Stocks mentioned in this episode:

• BASF (BASFY)
• Honeywell (HON)
• McDonald’s (MCD)
• Siemens (SIEGY)
• Alibaba (BABA)
• Procter & Gamble (PG)
• Unilever (UL)
• LVMH (LVMUY)
• Starbucks (SBUX)
• Amdocs (DOX)
• Microsoft (MSFT)
• Apple (AAPL)
• KLA Corp (KLAC)
• American Express (AXP)
• Broadcom (AVGO)
• UnitedHealth Group (UNH)
• Alphabet (GOOG)
• CME Group (CME)
• Visa (V)

Join us for an in-depth look at how these companies could benefit from China’s resurgence and what it means for your investment decisions.

Continue the conversation on Facebook: 🔗💬

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

Become a Premium member: 🚀✨

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#ChinaRevival #DividendStocks #BASF #Alibaba #Siemens #Amdocs #Investing

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 & Johnson.

👉 If you're interested in dividend investing, stock market insights, or financial independence, this episode is packed with European-focused dividend growth strategies.

We also dive into listeners’ questions, offering tips on managing windfalls, and analysing potential takeovers in the tech industry. Whether you're looking for a steady passive income or simply want to stay updated on dividend growth investing, Dividend Talk has something for everyone!

Chapters: 0:00 – Introduction
1:32 – Weekly Catch-up: Work Travel and Long Days
3:02 – News of the Week: Tupperware’s Bankruptcy
7:13 – News of the Week: Nike’s CEO Change
12:35 – News of the Week: Dividend Increases (Procter & Gamble, Texas Instruments, Microsoft)
15:08 – Main Topic: Sectors Benefiting from Interest Rate Cuts
18:11 – Real Estate Sector: How Interest Rates Impact Real Estate
22:03 – Utilities Sector: Capital-Intensive Businesses and Interest Rates
25:08 – Consumer Discretionary: Increased Disposable Income
27:04 – Financial Sector: Impact on Insurance and Asset Managers
29:17 – Industrials: Cyclical Businesses Benefiting from Lower Costs
34:28 – Listener Questions: Inheritance and Investment Strategies
41:02 – How to Invest a Windfall: DCA vs. Lump Sum
46:01 – Takeover Offer for Intel: Qualcomm’s Move
50:00 – Chevron vs. Shell: Dividend Cuts During the Pandemic
52:27 – Estee Lauder vs. LVMH: Growth and Competition
56:14 – Closing Remarks

💡 Subscribe for more content on dividend growth investing, European stock markets, and personal finance!

Here’s a list of the stock tickers mentioned in the podcast:

LVMH (Moët Hennessy Louis Vuitton) – Euronext: MC, Siemens – ETR: SIE ,BASF – ETR: BAS, Tupperware – NYSE: TUP, Nike – NYSE: NKE , Procter & Gamble – NYSE: PG ,Texas Instruments – NASDAQ: TXN , Johnson & Johnson – NYSE: JNJ , T-Mobile US – NASDAQ: TMUS , Microsoft – NASDAQ: MSFT, Realty Income – NYSE: O, Agree Realty – NYSE: ADC, Omega Healthcare – NYSE: OHI, Vonovia – ETR: VNA, Iberdrola – BME: IBE, Enagás – BME: ENG, Chevron – NYSE: CVX, Shell – LON: SHEL, BP – LON: BP. Qualcomm – NASDAQ: QCOM , Intel – NASDAQ: INTC , Estee Lauder – NYSE: EL , L’Oréal – EPA: OR, Nestlé – SWX: NESN, Genuine Parts Company – NYSE: GPC

PS: How would you invest a 1 million inheritance? Continue the conversation on FaceBook: https://www.facebook.com/groups/dividendtalk

Become a Premium Dividend Talk subscriber: https://europeandgi.com/sign-up/

In Episode 204 of Dividend Talk, titled "How Our Savings Rate Evolved Over Time," we dive deep into the journey of personal savings rates. We begin by reflecting on our initial savings rates and how they have shaped our investment strategies over the years. From managing lifestyle inflation to grappling with the concept of not living like students anymore, we discuss the practical challenges of maintaining a healthy savings discipline amidst life's changing financial demands.

Our discussion extends to the assumptions we make about future expenses and how these impact our long-term financial planning. We share our experiences with income fluctuations and how they have influenced our ability to save consistently.

In our Portfolio Review segment, we discuss a portfolio submitted by Markus. It is an interesting one, especially due to his number 1 holding of 20%

Last but not least, we discuss several listeners questions ranging from how to deal with takeover offers to whether Wallgreens will find a path back to growth again.

Overall, Episode 204 of Dividend Talk is packed with information again and we wish you all a lovely summer!

In this week's episode, we are having a conversation about the importance of a strong balance sheet. Especially now that we are in a bear market and with a potential economic recession ahead of us. It's not easy investing in such a market where we have mainly red days, and that's why we thought it's important to share our approach to it.

Referenced links in this episode:

💰 Look up the credit rating of a company: https://www.moodys.com/ (sign up to be able to view the credit ratings)

✈️🍵 Support European Dividend Growth Investor in his goal to meet Engineer my Freedom for the first time in person by buying him a coffee: https://www.buymeacoffee.com/edgi

Is buy-and-hold investing the right investment strategy? This and more is what we will discuss in this week's episode #113.

Follow us on the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

Welcome to the latest dividend talk episode. In today's show, we are comparing Nike vs Adidas. 2 global powerhouses in the sports & apparel industry. We are comparing them both from a fundamental and dividend growth portfolio. 

Besides that, we're also discussing the news of the week. Shell might be changing their CEO and Starbucks just announced a new CEO. But that's just from a company point of view because inflation is really running like a virus through Europe. It's tough and we will share some of our thoughts on that.

Last but not least, eDGI also shared his "buy me a coffee" goal to meet EMF in Ireland so that they can meet each other for the first time face 2 face. If you want to support that, then feel free to buy eDGI a coffee via: www.buymeacoffee.com/edgi

As always, thank you for listening, and feel free to engage with us via the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

Welcome back Dividend Investors. In today's show EMF and eDGI will do a hypothetical game on how to invest in dividend growth stocks so that it earns 1000 Euro equally distributed per month. They will share which stocks they'd pick and how much it would cost them.

This and more in today's episode of Dividend Talk. C U on the inside!

In this episode, we will spend quite some time on the news before we address the main topic. There was just so much going on, hence we discuss news related to the following companies: Fresenius, Philips, 3M, Walmart, General Motors, and Target.

After that, we discuss the power of compounding and how it helps our portfolios grow.

Tune in and enjoy this show!

Regards,

EMF & eDGI

It's time to talk a bit more deeply about the investing mistakes we made in the past. We have a lot of new investors following us and it would be a shame to not share our mistakes. This should allow you to learn a bit from us to avoid big mistakes on your end.

As always, enjoy this episode!

In today's show, we are having Mr Bow Tie himself (Joseph Hogue) as a guest on the show. We discussed with him the news of the week ($INTC, $PG), how he started investing, and the main topic of how to make sure your dividends aren't in danger of being cut in a recession. Besides that, we also asked him several questions from the community.

Last but not least, we would really like to encourage you to follow Joseph Hogue on:

• Let's Talk Money!
• My Stock Market Basics

We hope you liked this show and C U on the inside!

In today's show, we are discussing quite some earnings from some of your favorite dividend growth stocks. Besides that, we also answer a dozen of questions you've asked us. Like always, enjoy this show, with an unsalted opinion.

In today's show, we are honored to have Matthias Schrade, founder, and CEO of DEFAMA on the show. He shares his perspective on managing his company from an investor's point of view. Hence, tune in to get a unique CEO perspective on dividend investing and if you want to learn about DEFAMA as a company itself. It includes a lot of strategic topics, but we were even most impressed by his clear articulation and transparency on his business risk.

DEFAMA ticker: $ETR:DEF

Stocks mentioned by Matthias:
$ETR:BIJ - Bijou Brigitte modische Accessoires AG
$ETR:STO3 - STO SE & Co KGaA

In today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more!

If you are interested in his book Dividend Growth Machine, you can buy it via Amazon:

• Amazon Germany
• Amazon USA

You can also follow him on social media:

• YouTube channel
• Twitter

We hope you enjoy the show just as much as we did while recording it. 

Have a great week and C U on the inside!

In our latest Dividend Talk episode, we share our favorite retirement destinations for living of dividends. We discuss the appeal of the countries of our choice, known for their favorable tax climates and quality of life. The episode also covers essential financial news, including the Fed's decision on interest rates and significant corporate updates from Shell. Additionally, we review recent dividend announcements and answer listener questions on maximizing dividend income and building a diversified portfolio.

Ready? C U on the inside!

In this week's episode, we are sharing our performance results for the 2nd quarter of 2022. The S&P500 went into bear market theory, but it hasn't stopped us at all from firing on all cylinders to improve our projected annual dividend incomes. Hence, tune in and hear more about what we did and how we did it 👌

Referenced link to an article from De Kleine Kapitalist about BESI semiconductors:
https://dekleinekapitalist.nl/dividend-aandeel-van-de-maand-be-semiconductors/

Dear DividendTalk listeners! In today's episode, we're having a chat about the 11 different stock market sectors. We're talking about their past performance and how we think they'll perform over the next decade. Besides that, we're also sharing our portfolio sector allocations, discuss Altria's recent setback and the news about Bayer. This and more, all in today's episode. C U on the inside!

European DGI is back from his vacation and today we'll be having Eloy Snowball and Alberto from Cartas Dividendo on the show. In today's show, we will ask them about their journey and get some Spanish perspectives on dividend growth investing. Having said that, they are well known in Spain for their bi-weekly newsletter about dividend investing. Hence, we highly recommend you sign up via https://www.cartasdividendo.com. C U on the inside!

EMF is joined by Tiago Dias who talks about his dividend growth investing.

Check out Tiago's Sub stack below - https://tiagodias.substack.com/

Episode 100 is a huge milestone for us! In this special episode we are discussing 10 European dividend growth stocks, each in our opinion one of the best from the given country. But it doesn't stop there, we're having a live audience and we're taking some of their questions directly in the podcast.

Curious? Tune in and C U on the Inside!

In this week's episode, we are having a look at the blood bath that happened in the consumer staple sector, especially when we're looking at supermarket chains like Walmart and Target. C U on the inside! 

In this episode, we are comparing two fast-food giants with each other. Both Starbucks and McDonald's create a lot of excitement and at the same time worries for dividend growth investors so it was about time to compare them with each other.

Tune in again to this week's episode to get your weekly juice of #dividends.

The recent price action in the stock market raises many questions for our friends in the community. Hence, in this episode, we dig a bit deeper into our thoughts about the current market conditions.

But hey, Episode 100 is almost coming up! Are you interested to join us LIVE? If so, then fill in the form below and we'll send you a calendar invite at our earliest convenience. See you on the 22nd of May at 21.00 CET?

https://forms.gle/hp5oWuECkYnuWc8y7 

C U on the inside!

In this episode, we touch on several earnings reports that caught our attention the most. Hence, tune-in to hear about our thoughts and also our answers to the questions from you, the listener. Have a great week ahead!

In today's episode, we are talking about some of this week's earnings. It's been a good week including a nice dividend hike by $JNJ. Having said that, tune in and C U on the inside!

Welcome to the latest episode of DividendTalk! In this Quarterly Dividend Roundup, we dive into the most significant dividend news and stock movements of the past quarter. We discuss Walgreens and Nike. Nike's recent 19% drop post-earnings raises questions about whether it presents a potential entry point for long-term investors, while Walgreens faces tough times with stock prices at their lowest since 1997, prompting EMF to explain why he sold out. We also cover the Agnelli family's increased stake in Philips to 17.51%, making them the largest shareholder of the group.

Additionally, we highlight several dividend announcements: Kroger's 10.3% hike, General Mills' 1.7% increase, JP Morgan's 8.7% boost, Morgan Stanley's 8.8% rise, and Goldman Sachs' 9.09% increase. In our main topic, EMF & eDGI share their quarterly buys, along with their dividend income growth, portfolio performance and other relevant statistics.

We also address listener questions about portfolio allocation during the accumulation phase, strategies for maintaining dividend growth during a market downturn, metrics for evaluating insurance companies, and the balance between conviction and pragmatism in investing. Finally, we provide stock analysis and insights on Kroger, French stocks post-election, Chesnara plc, liquor stocks, and Brenntag.

Join us for an in-depth analysis and discussion on these topics and more in this episode of DividendTalk!

Stocks discussed during the show:

• Walgreens Boots Alliance ($WBA)
• Nike ($NKE)
• Philips ($PHG)
• Kroger ($KR)
• General Mills ($GIS)
• JP Morgan Chase ($JPM)
• Morgan Stanley ($MS)
• Goldman Sachs ($GS)
• Evolution Gaming (EVO.ST)
• Greggs (GRG.L)
• Iberdrola (IBE.MC)
• JP Morgan Global Growth and Income (JGGI.L)
• Mensch Und Maschine (MUM.DE)
• VICI Properties ($VICI)
• Chesnara plc (CSN.L)
• Diageo (DGE.L)
• Pernod Ricard (RI.PA)
• Remy Cointreau (RCO.PA)
• Brenntag (BNR.DE)

Join the discussion on Facebook: https://www.facebook.com/groups/dividendtalk

In today's episode, we are talking about Unilever and Procter & Gamble. We compare the two companies and then give our judgments on which company we like more if we had to make an investment decision today.

In the podcast we also referenced the following article about Admiral Group Plc:
https://www.ukdividendstocks.com/blog/admiral-7-5-dividend-yield?fbclid=IwAR2BSoUbcaL71L5uZJzoSJ-Onb3WGP4DdvZiZrC_QQe93WnmHqNTpD-eHDk

In this episode, we talk with Aleks from Lithuania about his dividend growth investing journey from an Eastern European perspective. We ask him loads of questions, but he also takes some time to share his view about investing in dividend stocks from emerging markets. Tune In and enjoy this extra long episode!

News of the Week includes the Energy Market, Chesnara, the Yield Curve, and Dutch Inflation.

We also discuss a potential new system in Europe to avoid double taxation you can make your voice heard in the link below

https://ec.europa.eu/info/law/better-regulation/have-your-say/initiatives/13031-Withholding-taxes-new-EU-system-to-avoid-double-taxation_en

The main topic focus is on our dividend performance is Q1 2022

See you on the inside

We often get the question of how to get started with dividend growth investing? We are of course a bit further on the journey already, but we thought it would be a good idea to share our thoughts on what we would do right now if we had to start all over again. So that's the topic of today's show, but as always, we'll be also answering all your questions and EMF will share an interesting stock at the end of the show. Hence, stick with us and have a great weekend!

Investment Talk Substack - https://investmenttalk.substack.com

Warren Buffet book - https://amzn.to/3Dg6XVL

This is a full packed episode related to our main topic about stocks we'd like to own, but don't own yet. On top of that we also got a lot of questions from the community which we will carefully answer today. C U on the inside!

Today's episode is dedicated to dividend safety. We find this a timely topic due to all what's going on in the Eastern of Europe.

Enjoy our latest podcast about European earnings. There are many dividend hikes being discussed in this episode!

Join on us in the discussion on Facebook: https://www.facebook.com/groups/dividendtalk 

In this episode we will first discuss the latest news around Intel related to it's recent price drop. But afterwards we will go straight into multiple earnings announcements from some of our favorite European dividend stocks. Last but not least, we will also answer all the received listeners questions. C U on the inside!

In this episode we are diving into the earnings results that were reported this week and we address several listeners questions. Ultimately European DGI provides his stock pick of the week.

#StockMarket #DividendInvesting #PassiveIncome #FIRE

In this episode we are discussing a dozen of companies which reported earnings this week. Tune-in and get to know our thoughts about those companies 👍

Welcome to DividendTalk, where we dive into the latest news, strategies, and tips for dividend investors. In Episode 201, we're exploring three European companies boasting impressive Return on Invested Capital (ROIC).

News of the week:

- **Nationale-Nederlanden's New Venture**: Dutch insurer Nationale-Nederlanden is set to launch a digital bank next year. Joris from DGI shares his thoughts on this strategic move.

Main Topic:

Warren Buffett once said, "Leaving the question of price aside, the best business to own is one that can employ large amounts of incremental capital over an extended period at very high rates of return." In this episode, we break down what ROIC is, why it's crucial for investors, and how it's calculated. We also compare ROIC with other financial metrics like ROI and ROCE, and discuss the significance of comparing ROIC with a company's Weighted Average Cost of Capital (WACC).

We then discuss 3 European examples after the theoretical introduction.

Last but not least, we also discuss several of our listeners questions.

Tune in for insightful discussions and expert analysis on these topics and more in Episode 201 of DividendTalk!

This week we chat with Mike AKA the dividend guy a Canadian dividend investor.

In this episode, we talk about $UL and $MSFT and some of your typical Canadian stocks

Check out Mike on 

Blog and Podcast -> https://www.thedividendguyblog.com/podcast/

Youtube -> https://www.youtube.com/channel/UC8aD-2lWvqnkxKiGH91X1WQ

His Online Business, Dividend Stocks Rock: https://www.dividendstocksrock.com/

This week we chat with Cameron Stewart about Value investing.  You can find Cameron on youtube or check out his website "cashflow investing"

• https://www.youtube.com/c/CameronStewartCFA/videos
• https://www.cashflowinvestingpro.com

Our News of the week covers Philips and Some popular growth stocks and we also answer questions from the community and finally, we have the stock pick of the week

enjoy

In today's episode we talk about Javier's experience as a dividend growth investor and which online brokers he uses for investing (mainly eToro).

Happy new year everybody! Today we're discussing our 2021 performance. See you on the inside 👍

Hi All, we are almost nearing the end of the year. Hence, in this episode we took some time to look forward to 2022 and discuss which stocks we'd love to buy next year. Enjoy the show and C U next week again!

In today's episode we share news from Shell, and CVS and we discuss our thoughts on Inflation

Welcome back to another episode of dividend talk. This time less talk about dividend stocks, but more talk about our journey towards financial independence. We hope you enjoy this show!

Stocks discussed in this show: Philips NV ($PHIA), Fresenius ($FRE)

Links referred to: 

Fresenius analysis during Episode 54: https://anchor.fm/dividend-talk/episodes/EP-54---Fresenius-SE-dividend-stock-review-e13fot4

eDGI analysing Fresenius on YouTube: https://europeandgi.com/stock-analysis/video-fresenius-stock-analysis-a-true-european-dividend-aristocrat/

Welcome to the 200th episode of Dividend Talk! Join us as we celebrate this incredible milestone and reflect on the journey that has brought us here. We owe it all to our loyal listeners. Thank you for your unwavering support!

This episode's main topic is the power of consistent dividend growth investing. From the importance of investing in companies with strong balance sheets to the mantra of sticking to dividends, Derek and eDGI share a wealth of valuable lessons learned over 200 episodes. Discover the key to success: consistency, conviction, and doing.

Tune In and C U on the inside!

----

Become a premium member:

⁠https://www.europeandgi.com/sign-up⁠

Join us on FaceBook:

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

This week we talk about the spin offs relating to Johnson & Johnson ($JNJ) and GE ($GE). 

We also talk about the last of the earnings from ETR:SIE, AMS: AD, ETR: ALV

Related Links

• When to Buy JNJ - https://www.youtube.com/watch?v=WJ9lpAghMxs
• Drip Investing - https://www.dripinvesting.org
• Allianz - https://europeandgi.com/review/allianz-share-price-drop-explained/

In this week's episode we are discussing another set of earnings

• Fresenius - $ETR:FRE
• Abbvie - $ABBV
• Pfizer - $PFE
• Vonovia - $ETR:VNA

Besides that we are answering several listener questions and we discuss Dennis' portfolio.

You can follow Dividend Wave via Twitter: https://twitter.com/DividendWave