Dividend Talk – Details, episodes & analysis

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.

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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

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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!