Tune in to the first episode of the year, this time about our dividend portfolio performance in 2024. Derek will discuss his entire year performance and eDGI rather his 4th quarter as he's about to release his annual report.

In the show we also discussed that we're organizing a Dividend Talk Meet Up on the 25th of January in Utrecht, the Netherlands. If you'd like to join, sign up here: https://docs.google.com/forms/d/e/1FAIpQLSftprFpF0ACA28PQUX4TC03L2iDnUcOZ1GYZ6MrzBYJhLoG5A/viewform?usp=sharing

Join Derek and European Dividend Growth Investor as they reflect on the highlights and challenges of 2024. This year-end review covers podcast moments, key events, and lessons learned in dividend growth investing.

00:15:00: Dividend Trends – Cuts from Walgreens ($WBA) and BASF ($BASFY), hikes from Shell ($SHEL), and Evolution Gaming ($EVO).

00:25:00: Tech in Focus – Apple ($AAPL), Google ($GOOGL), and Meta ($META) begin dividend payments. Predictions for Amazon ($AMZN).

00:35:00: Bitcoin’s Record High – Breaking $100K and its investment implications.

00:50:00: Turnarounds & Value Traps – A critical look at Intel ($INTC), Starbucks ($SBUX), and Nike ($NKE).

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In this episode, we share predictions for the stock market in 2025 (some are crazy!), reflect on this week's market turmoil following the Fed's latest decision, and respond to listener questions on topics ranging from REIT valuations to European dividend stocks and tax strategies.

We also discuss notable company updates, including Hornbach’s steady guidance, Novo Nordisk’s surprising dip, and the latest insights on clean energy and healthcare stocks.

Plus, hear our thoughts on some long-shot predictions, including wild M&A possibilities and industry disruptions.

Tune in for a your weekly dose of dividend inspiration!

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In this episode of Dividend Talk, Derek and the European Dividend Growth Investor share how they manage and grow their portfolios and how this has evolved over time

In this festive episode of Dividend Talk, Derek and the European Dividend Growth Investor share their Christmas buy lists, discussing four standout dividend stocks, portfolio allocation strategies, and a mix of European and U.S. picks. They also tackle some big news, listener questions, and their thoughts on the upcoming year. 

05:00 - UnitedHealth CEO tragedy, Intel leadership woes (INTC).

13:00 - Joey Agree on Dapper Dividends

15:00 - Christmas Buy Lists

40:00 - Listener Questions

Links discussed in the show:

Fairytale of New York: https://www.youtube.com/watch?v=j9jbdgZidu8

Russ' interview with Joey Agree: https://www.youtube.com/watch?v=sPCEypNsHYE

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In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing.

Topics Covered:

Companies mentioned:
$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB

Chapters:

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This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($TGT) and other companies, along with strategies to handle these volatile situations. Plus, they answer listener questions about stock lending, tariffs under a potential Trump presidency, and how to handle market noise.

👉 Companies Mentioned:

Target ($TGT), Amazon ($AMZN), Walmart ($WMT), Walgreens ($WBA), CVS ($CVS), Nike ($NKE), Starbucks ($SBUX), AbbVie ($ABBV), LVMH ($LVMH), Microsoft ($MSFT), Shell ($SHEL) , ASML ($ASML) , Unilever ($ULVR) , Procter & Gamble ($PG) , PepsiCo ($PEP) , Alphabet/Google ($GOOGL) , Dollar General ($DG) , Realty Income ($O)

🔖 Chapters:

00:00 - Introduction: What to do after a 20% price drop?

02:00 - Market News: Target's ($TGT) challenges and reaction to guidance cuts.

07:00 - Stock Drops in Perspective: Strategies for navigating sudden price declines.

15:00 - Market Volatility: Understanding narratives versus fundamentals.

25:00 - Listener Questions: Stock lending, communication stocks, and pensions.

35:00 - US Tariffs and Macroeconomics: Thoughts on a potential Trump presidency.

40:00 - Currency Risks: The Euro's impact on investing in US stocks.

45:00 - PepsiCo and Sugar Taxes: Exploring the implications for dividend growth.

50:00 - Realty Income and Tenant Risks: Challenges from Dollar General ($DG).

💡 Don’t forget to like, comment, and subscribe!

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In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis.

Chapters:

Companies Mentioned: ASML, Siemens, Spirax-Sarco, Total Energies, BAE Systems, Burberry, BP, Sage Group, and UK Wind.

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Welcome to the latest episode of the Dividend Talk podcast! This week, we dive into the third and final week of the year focused on quarterly earnings, featuring a variety of European and US companies. 

Chapters:

00:00 Introduction

03:00 Market Sentiment and European Focus

06:45 Accounting Scandals: ADM’s Latest Update

12:00 Impact of China’s $1.4 Trillion Stimulus

18:30 LVMH and the Chinese Luxury Market

23:00 Snap-on’s 15% Dividend Hike (Ticker: SNA)

28:00 Glanbia’s Evolution and Growth (Ticker: GPN)

32:15 Analysis of Hershey's Recent Struggles (Ticker: HSY)

39:00 Deutsche Post Earnings Review (Ticker: DHL)

43:00 Listener Questions on Dividend Portfolios and US Retail Stocks

50:00 Closing Remarks

Tickers Mentioned:

Don't forget to like, comment, and subscribe for more deep dives into dividend investing from a European perspective!

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Welcome to the latest episode of the Dividend Talk podcast! In this episode, we review five companies’ quarterly earnings from the US.

Chapters:

Tickers Mentioned:

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