Dividend Talk

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:

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!

💡 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

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In episode 212 of Dividend Talk, we explore the resilience of companies that cut their dividends. Did they later recover or did they muddle along?

We discuss high-profile examples like Shell, which slashed its dividend by 66% in 2020 but managed to rebound due to strong oil prices and strategic deleveraging. We also touch on the struggles faced by companies like General Electric and 3M.

In addition to this main topic, we provide updates on Starbucks' new CEO, T. Rowe Price's latest AUM report, and recent dividend hikes from Philip Morris International and Realty Income.

Tune in for listener questions and market insights as we discuss the risks and opportunities surrounding dividend cuts.

Tickers discussed in the show:

That's it from us. We hope you enjoyed the show and feel free to continue the conversation at our Facebook Group:

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In Episode 211 of the Dividend Talk podcast, we highlight four European dividend stocks known for their stability and reliable returns, but they are not too often talked about. If you're looking for dependable investments with solid dividends, this episode is might be for you.

We kick off with the news of the week in which we discuss OnlyFans because it has paid $630 million in dividends to its owner, Leonid Radvinsky, since the start of last year.

After that, we address concerns about estate taxes for Europeans holding US stocks, particularly with brokers like Interactive Brokers (IBRK).

Recent dividend hikes are also on our radar. VICI Properties has increased its dividend by 4% to $0.4325 per share, while Brady Corporation has raised its dividend by 2.1% to $0.24 per share. Broadcom announced a 1% hike in its dividend, and Verizon achieved its 18th consecutive dividend increase with a 1.9% rise, resulting in a 6.2% yield.

Our main focus is on four European stocks with safe dividends. Mensch und Maschine (MUM.DE) stands out for its strong growth and high safety rating. Carlsberg (CARL-B.CO) is recognized for its clear dividend policy and reliable payouts. Hornbach (HBH.DE) continues to offer consistent dividends, and Evolution AB (EVO.ST) is noted for its stable dividends and strong market presence.

Tune in to Episode 211 to explore these safe European dividend stocks and gain valuable insights into enhancing your investment strategy.

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In this episode of Dividend Talk, we sit down with Lara, better known as "Green Pepper," for an insightful conversation on dividend investing. Lara shares her journey into the world of finance, discussing how she discovered dividend growth investing and why it became her strategy of choice. We explore her personal investment philosophy, the reactions of friends and family to her financial goals, and her thoughts on why the investing community is predominantly male.

We also dive into the practical side of investing as Lara reveals her top five dividend growth stocks and the companies she’s eyeing for future investments. Whether you're a seasoned investor or just starting out, you'll find valuable takeaways in Lara’s experiences and learnings.

Additionally, we tackle listener questions, covering topics like stock-based compensation, market volatility, and the safety of dividends in specialized sectors. Lara even shares her stock pick of the week.

Tune in to hear Lara's unique perspective, learn from her successes and mistakes, and get inspired to take your own dividend investing journey to the next level!

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Welcome to Dividend Talk Episode 209, where we dive into the world of dividend investing to help you build a stable financial future. This episode, titled "Dividend Investing for Retirement: Building Your Own Pension," focuses on how dividend investing can be a cornerstone of your retirement strategy, offering both stability and growth during your golden years.

We begin with the News of the Week, where the recent shake-up at Nestlé takes center stage. The sudden departure of the CEO has raised eyebrows, with limited information provided by the company. The abruptness of the move suggests it may not have been entirely voluntary. We discuss whether this could be tied to the competitive pressures Nestlé faces, particularly in contrast to Unilever’s recent successes. Additionally, we explore Jerome Powell’s speech at Jackson Hole, where he highlighted significant progress on inflation. Inflation is nearing the Federal Reserve’s 2% target, and while the labor market has cooled, the economy remains resilient. Powell’s cautious tone suggests potential policy adjustments on the horizon as the Fed seeks to balance inflation control with employment support.

The episode continues with a review of Recent Dividend Hikes, which brought good news for dividend investors. ASR Nederland raised its interim 2024 dividend by 7.4%, pushing its forward yield to a substantial 6.55%. Altria increased its quarterly dividend by 4.1%, offering shareholders $1.02 per share, while Cboe Global Markets impressed with a 14.5% increase in its quarterly dividend, now at $0.63 per share.

The Main Topic for this episode is "Dividend Investing for Retirement: Building Your Own Pension." We explore how dividend investing can serve as an effective retirement strategy. Traditional pensions offer tax benefits, but they vary significantly across Europe. For instance, in Ireland, pension fees can be high, and access to certain investment vehicles is limited. For those looking to retire early, building a personal dividend portfolio offers greater control and flexibility. In Poland, accounts like IKE and IKZE provide tax advantages, making them attractive for retirement savings. However, there’s growing concern about whether future retirees will enjoy the same benefits as current retirees, given that pension funds are struggling to keep pace with inflation and increasing life expectancy.

Dividend investing offers several key advantages for retirement. Dividends are often taxed more favorably than regular income, and they have the potential to grow faster than inflation, helping to preserve purchasing power. Additionally, dividends can provide a steady income stream, offering a cushion during economic downturns. We also discuss the importance of not relying solely on dividends in retirement. We consider the roles that bonds, life insurance, and real estate might play in a diversified retirement plan. Our hosts share their strategies, emphasizing the importance of sector and geographic diversification to ensure your portfolio can withstand different market conditions.

As always, we wrap up the episode with Listener Questions. This week’s questions are particularly insightful. One listener, Wolf of Harcourt Street, asks about the performance of his son’s portfolio, which had previously been outperforming his own. It’s a great example of how starting early in investing can lead to significant gains. Tim Ainley wonders how to weigh the opportunity cost of selling a stock against the benefits of compounding. Mike Nash, a beginner investor, asks for advice on how to choose which shares to monitor, a crucial step for anyone starting out. Hns de Jong shares his experience with preferred stocks like $GOODO, which offer a 7% yield, and asks if we hold any preferred stocks ourselves. Jack Jones discusses how buying Hershey stock influenced his shopping habits and asks if we’ve experienced similar shifts in brand loyalty after investing.

We also touch on a few ticker-related questions. We look into Diploma plc, a British company with a solid dividend history, and Avnet, which some see as a strong mix of tech growth and dividends. We even explore the potential of luxury yacht stocks, like Italian Sea Group and San Lorenzo—an interesting niche within the luxury sector.

Dividend Talk Episode 209 is packed with insights for both seasoned investors and those just starting out. Whether you’re building your own pension, considering the impact of inflation, or simply looking for the next great dividend stock, this episode has something for everyone.

C U on the inside!

Tickers mentioned:

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In this episode of Dividend Talk, we cover the latest earnings and big news from NN Group, which continues to impress with its dividend performance.

We dive into the week's headlines, including the firing of Starbucks CEO and Bayer's favorable verdict on Roundup. We also discuss Bill Ackman's significant investment in Nike.

Our main topic focuses on NN Group’s earnings, highlighting its impressive 7%+ yield and substantial annual dividend payouts. Additionally, we review recent performances of John Deere, Home Depot, and Henkel.

We then address listener questions on market efficiency, sector cycles, and investment strategies.

Tune in for unique dividend investing related insights with a European flavour.

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In this episode of the Dividend Talk podcast, we discuss the latest earnings reports from six prominent European dividend growth stocks, offering insights and analysis to help you stay informed.

We kick things off with a quick overview of the recent market turmoil, including Intel's $32 billion loss and the resulting shareholder lawsuit. We also highlight some notable dividend increases from companies like Cogent Communications and Simon Property.

The main focus of the episode centers around the recent earnings of companies such as Ahold Delhaize, Siemens, Schneider Electric, and more. We break down the key metrics, and any other insights we got from them.

As always, we wrap up with thoughtful responses to listener questions, covering a range of topics from dividend taxes to REIT exposure in a portfolio.

Companies Discussed:

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Welcome to the latest episode of Dividend Talk! First, we’d like to extend our heartfelt thanks to our diligent moderators on Facebook - Aleks, Tim, Jeremy, and Matthias. Your efforts to keep our community free from spammers are greatly appreciated!

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News of the Week

This week, Intel has announced a major workforce reduction, cutting 15% of its employees and suspending its dividend starting in Q4. Hence, what is eDGI doing with this development?

Additionally, the market showed signs of cooling on Friday due to growing recession concerns. On a brighter note, S&P Global Ratings upgraded Agree Realty Corporation ($ADC) to BBB+, highlighting its highly occupied portfolio and leading investment-grade tenant base.

Recent Dividend Announcements

After the news, we discuss several prominent companies that announced dividend hikes, i.e. Unilever and Greggs Plc

Main Topic

The main topic of the day is our reflection on the earnings. Of course, we have to talk about Shell and its significant shareholder return via buybacks. Is the stock still worth initiating a position in?

Listener Questions

We address various listener questions, ranging from portfolio strategies to individual stock picks.

C U on the inside!

In this episode, we dive deep into one of Europe's most iconic companies, L'Oréal. We explore why L'Oréal has maintained a strong presence in the cosmetics and beauty industry for over 60 years, boasting an impressive annual dividend growth rate of 11.3% over the past quarter-century.

Tune in to hear about L'Oréal's financial performance, market segments, and catalysts for future growth, including the rising demand for premium products and the expansion of digital strategies.

Plus, we answer listener questions on personal finance, investing quirks, and dividend stock recommendations.

Join us for an insightful discussion on whether L'Oréal is a worthy addition to your portfolio.

Read the premium newsletter about L'Oréal here: