Dividend Talk

In this episode we are already getting in the mood for the upcoming Christmas holiday break. This episode we dedicated to the ultimate dividend stock we would buy for our kids right now. Off course, EMF and eDGI are who they are so there’s definitely a catch to it ;-)

Having said that, we started with the news of the week.

In this episode we are reflecting on our Sector Allocations. These allocations can have a heavy impact on your portfolio if not considered properly. As an example, the Energy sector has been weakest performing sector Year To Date and being overweight in this sector could have had severe consequences in pursuit of your goals.

We started with the news of the week

In this episode we have robin aka the secret investor as a guest to talk about dividend investing taxation.

In today's Episode we take a look at Berkshire Hathaway's recent 13 F

We answer some questions from the community and EMF gives his stock pick of the week

In this episode, we are discussing how we invest in uncertain times. What have we learnt from previous volatile markets and how has that shaped our behavior? We are not top notch professional investors. We are retail investors and we love to share our experiences with you so that you can learn from our mistakes and successes.

In this episode, we talk about Walgreen's new joint venture, Digital currency in Europe and we discuss why the balance sheet of a company is important to us.

We talk through each part of the balance sheet and explain what Assets liabilities and shareholder equity is. We discuss why Goodwill can be both positive and negative and also what to look for with pensions.

We answer some listener questions and this week EMF chose to analyse an Irish company for his stock pick of the week

This week we are discussing the recent earnings announcements of Hasbro ($HAS), Microsoft ($MSFT), Royal Dutch Shell ($RDS), Sanofi ($SAN) and many more. This was again a very busy week for dividend growth portfolios, because some of these are typically foundational stocks for many dividend growth investors.

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News from the week:

eDGI and EMF don’t really want to talk about COVID-19 and the lockdowns, so they shared some lighter news about Football (Liverpool, Barcelona, Juventus)

Main Topic:

The earnings from the aforementioned companies and companies like Apple ($AAPL), AMD ($AMD), Novartis ($NOVN), Chubb Limited ($CB), SAP SE ($SAP)

After the main topic we addressed several listener questions:

Anthony Lopes  - What do you both think of the Ant Group IPO?

Centrino - Of course! What would be the best day to buy dividend stocks at the best prices next week, US election. Monday? Tuesday? Wednesday? Or better wait until the end of the week? Or the week after? And what sectors should benefit from each winner?

Dividend Wave - Going on a the second frenetic week of earnings.

So far which have stuck out the most to you (positive/negative/totally surprising/however you want to classify it)

Phil -

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In this episode, we discuss the Q3 Earnings results from AT&T ($T), INTEL ($INTC), UNILEVER ($UNA), DANONE ($BN), COCA COLA ($KO) and more.

Stay tuned for our listener Questions and also our stock pick of the week

There are many great Dividend Aristocrats and European Noble 30 members reporting earnings in the upcoming week. Actually, we declared next week 22 October as #DividendDay. 

Several great companies are reporting their earnings on that day: Unilever ($UL $UNA) Hermes International ($RMS), L’Oreal ($OR), AT&T ($T), Coca-Cola ($KO), Intel Corp. ($INTC), Kimberly-Clark ($KMB).

 Just join us Thursday 22 October at 10.30 CET or 9.30 GMT and let’s share our thoughts on those earnings reports. Send EMF or European DGI a message on Twitter or via their blogs and we’ll make sure that you’ll get included. 

News from the week: EMF shares his reflection of the recent decision from IBM ($IBM) to spin off a part of the company. https://arstechnica.com/information-technology/2020/10/ibm-to-split-into-two-companies-by-the-end-of-2021/ 

eDGI shares the news that Mexico put a ban on a dozen of global dairy brands. They seem to not live up to the standards that the Mexican government has described. https://www.reuters.com/article/mexico-dairy/mexico-bans-global-brands-dairy-products-for-breaching-standards-idINL1N2H50WE 

Main Topic: EMF shares his reflection on the latest earning report of Walgreens. He is pretty happy with their earnings and feels that the company held up nicely during COVID-19. He also shares his thoughts about how he sees the company transforming very rapidly in a digital enterprise 

eDGI shares his reflection about Johnson and Johnson in which he is very impressed with again a “Clock-work” quarter of earnings. He shares a bit more about the highlights of their sales and earnings which investors should be aware of. 

After the main topic we addressed several listener questions: 

Phil - Hypothetically, if the current CEO of a company stepped down, and you had the choice between the CFO or CTO to step up as next CEO - who would you choose, and why?

 Danny - Any thoughts on space stocks such as Momentus thats meant to IPO start of 2021? Dividend Newbie - How long does it normally take to do a thorough analysis of a company before you feel ready to invest? 

Dividend Wave - 1 growth stock you have on the watchlist or have bought. and why? Check out Christophers analysis here https://seifelcapital.substack.com/p/sea-limited-nyse-se-summary-research

RepStones - You buying BP at this level? Last but not least, we both shared our stock pick of the week. 

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