Dividend Talk

In this episode, we are delighted to welcome "Mr. REIT" Brad Thomas, the most widely followed author on Seeking Alpha and the author of the upcoming book "REITs for Dummies," which is available for pre-order at this link: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359

Our discussion kicks off with a review of the week's top news, with a particular focus on Realty Income's investment in Bellagio. Brad provides his insights on why this could prove to be a lucrative deal for the monthly dividend company.

Following the news segment and a lively round of rapid-fire questions, we delve into various topics, including:

1. Brad's journey into the world of real estate.

2. Evolution in Brad's investment approach.

3. Valuable advice for beginners in the field.

4. Identifying red flags in companies.

5. Brad's perspective on current industry trends, sectors to favor, and sectors to approach with caution.

We hope you enjoy the show as much as we did.

Do you want to learn more about Brad?

• Follow him on SeekingAlpha: https://seekingalpha.com/author/brad-thomas
• Follow him on Twitter: https://twitter.com/rbradthomas
• Buy his book The Intelligent REIT Investor: https://www.amazon.com/Intelligent-REIT-Investor-Guide-Investment/dp/111975030X
• Pre-order his book, REITs for Dummies: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359

In today's show, we are discussing the importance of personal finance and where investments fit into it. We don't often discuss these kinds of topics on the show, because we somehow take it for granted. However, I'm glad that we could discuss this topic today with Tiago because he is very well-literate in everything related to personal finance.

But before we get started with that topic, we first discuss the new EU proposal which was announced to promote fairer taxation, fight tax fraud, and support cross-border investment across the EU. We then discuss the main topic in which you both hear about our takes on this matter. After that, and as usual, we address several listeners' questions. Last but not least, Tiago will share his stock pick with us.

Google Tickers mentioned in this show: CPH:NOVO-B, INTC, SIE, SMG, IUKD, VEUR, SEDY, CE

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Follow Tiago on Twitter: https://twitter.com/TiagoDias_VC

Subscribe to his blog: https://tiagodias.substack.com/

Read his last article about Air Products & Chemicals: https://tiagodias.substack.com/p/a-look-back-at-air-products-and-chemicals

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We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios.

Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT

For the main topic, we discuss both two companies we are currently buying.  Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ.

We finish, as always, by answering questions from our amazing community, where we are asked about companies such as $MMM, $KO, $CCOI, and $MFC.

Links mentioned in the show

We started today's episode with Apple’s ($AAPL) exciting news around its launch of “Vision Pro” - VR / AR glasses with a whopping 3500 USD price tag.  In part two of the news of the week, EDGI talks about the French finance minister who helped to strong-arm big food companies into cutting prices. The companies, which together make 80% of what the French people eat, could face financial sanctions if they don't follow through. Unilever (LON: ULVR) is one company in our portfolio who are affected by this pledge and we discuss our thoughts.

There is only one dividend hike of note which is $UNH

For The main topic, we talk about how we would invest €10k. Before we list our tickers we start by discussing lump sum investing vs euro cost averaging. We talk a little about the reasoning behind the companies we choose and such as a forward PE ratio of not more than 20, a payout ratio below 60% if possible, and an average yield of about 3%. Of course, there are some exceptions as quality can come at a price.Tickers mentioned are $VICI, $CRH ,$TROW,$CCOI,$BTI, $SBUX, $TXN, $MSFT,$JNJ, AMS:AD, $ALV, $SHELL, EPA:MC, BIT:CRP, BIT:RACE, BIT:ENEL,$TGT, $GME, $ENB, $TTE BME:ENG, $MCD , $TSN, ETR:VNA, CPH: NOVO-B, SWX: SREN, $IIPR, $NKE, $HEL: KESKOB Finally, we answered 23 questions from the community such as:

1. If you were wanting to impress your father-in-law with your best dividend growth stock pick to date, which one would it be? (And why?).

2. How do you work out the dividend yield of a whole portfolio?

3. At what interest rate would you consider putting money in your savings account instead of investing it?

4. On Trading212, what's your opinion about the share lending feature? 

5. How's your Walgreens position looking?

Links mentioned in the show

For the News of the Week, we started the show by talking about Germany which has now officially entered into a technical recession. As the biggest market in the EU, the market did not overreact to this news. Was it already priced in?

Medtronic ($MDT) released full-year results and EDGI gives a brief rundown on the results. The Share price has dropped to 81.50 USD while the company hiked its dividend by 1.5%. Derek questions the dividend safety of the company. 

Dividend Increases:

• Lowe's Companies hikes dividend by 5%
• Guess hikes the dividend by 33.3% 
• LyondellBasell Industries hiked the dividend by 5%.

Main Topic

In the main topic, both EDGI and Derek give 5 points each around what they wish they knew before starting investing. 

Key points include

1. Investing regularly is not easy

2. Have a plan and stick to it

3. You cant borrow conviction

4. Dividend Safety

5. Numbers don't lie. Humans do

We finish the show with questions from the community where we talk about tickers such as $SBUX, $LIGHT, $JNJ, $ABBV, $VHYL, $WSM 

Links mentioned in the show

This week we have a jam-packed show.

We start by discussing British American Tobacco ($BTI, $LON:BATS)  who replaced its CEO Jack Bowles after the company received a fine of $635 for doing business with North Korea. EDGI talks about the number of intangibles on the company and we give our thoughts on the amount of goodwill the company holds on its balance sheet. Intangibles make up ~70% of the balance sheet. Goodwill is approximately 25% which is a lot. Combustibles is declining rapidly however the dividend seems safe at ~50% payout to FCF.

Dividend Hikes this week -  Chubb Limited ($CB) hikes dividend by 3.6% to $0.86 quarterly. This marks the 30th consecutive annual increase in the company's dividend

Our main topic centers around Realty Income ($O).

1. Why are we talking about Realty Income

2. What makes them so special

3. What concerns us about Realty Income

4. How do we analyze a company like Realty Income 

5. What is our fair value valuation of the company

We finish the show off with  lots of questions from the community

Tickers mentioned are - $BTI, $O, $CB, £CSN, $MLI,$BUD, $DIS, $TGT, $WBA, $SCHD, $MO, APD, $TSN, $MMM, TYO:8058 WHA.AS, SBMO.AS, SIE.DE, $PYPL, $AFG, ALV.DE,NN.AS, $TROW, ASRNL.AS

Links mentioned in the show 

In today's episode, we are both sharing our opinions on why dividend growth investing is the single best investment strategy. Of course, we do this in a fully objective manner and without any bias.

Besides that, we have also amazing news, because we are launching our webshop full of merchandise with some of your favorite dividend talk and general investing quotes. Hence, check it out here and get your own hoodie or shirt to inspire the people around you:

In today's show, we are discussing some great dividend growth stocks from Sweden. Actually, there were enough Swedish dividend stocks to choose from and it shows that the Nordics produce very stable businesses.

So, in today's show, we discussed the following topics:

1. Johnson & Johnson's talc powder settlement and our thoughts about it
2. 2 dividend hikes from $STZ and $FDX
3. 7 Sweden dividend growth stocks: $AAK.ST, $ASSA-B.ST, $SWEC-B.ST, $WIHL.ST, $VIT-B.ST, $ABB.ST, $EVO.ST
4. Your listener questions and some of the following stocks were mentioned: $ATCO.ST, $LOOMIS.ST, $AXFO.ST, $HPOL-B.ST, $FRE.DE, $CIBUS.ST, $JM.ST

In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession.

News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream.

Companies mentioned From EMF are HPQ, Danone, BASF,

The companies mentioned by EDGI are Omega HealthCare and 3M.

In this episode, we share our thoughts on how we decide what to buy when the market is under stress.

At the beginning of the episode, we discuss the news of the week surrounding ECB rate hike and how this has caused some fear for Irish residents due to the eviction ban being lifted at the end of the month. We also discuss Pfizer ($PFE) and their decision to spend $43 billion to acquire Seagen.  Is this cash-rich company squandering money?

Dividend Updates this week include Inditex, WP Carey and Vonovia.

In the main topic, we discuss how the current situation in the financial sector is influencing what we buy.

EDGI key takeaways include:

•  Avoid the blast zone at all times! You don’t need to be a hero
•  Look for high-quality stocks unrelated to the blast zone. However, often they hardly correct. Point in case: Texas Instruments, LVMH
•  However, insurance companies might still be worth considering. However, why are they dropping so much then?
• Ideally, I would buy for instance Pharma stocks right now, or consumer staples
• Energy is usually neither really a good idea because it’s very sensitive to consumer demand and expectations around that.
• This is your time to gobble up some high-quality stocks. As an example, JNJ doesn’t look too bad at these prices.

Derek’s key takeaways include:

• Try and stick to your core holdings
• Forget about price and yield.
• Focus on fundamentals and what can change them        
• Feels like a candy store but blocking out all the noise is important

As always we finish the episode with listener questions.

Tickers discussed in this Podcast are NN.AS, TROW, AD.AS , WU, GEBN

In today's episode, we share 5 dividend growth stocks we are buying during the current market dip. Besides that we speak a bit about the turmoil in the market around $SVIB because we got several questions about this. We hope you enjoy this episode!

In today's episode, Ian Lopuch joins us again for a conversation about dividend growth investing. 

This time we speak a lot about dividend investing strategy and why he spends some more focus on higher-yield dividend growth stocks right now. We also briefly discuss his thoughts on crypto and what he's currently doing with it. 

These are just 2 very interesting topics where Ian has a lot to share. But that's definitely not all and this episode is jam-packed with topics. 

Hence, grab yourself a cup of coffee (or 2!) and tune in for an amazing conversation about everything related to dividend growth investing and investing in general.

Topics discussed:

1. news of the week ($MMM, $MO $BX)
2. the power of dividend growth and Ian's favorite recent dividend hikes
3. Ian's thoughts on high-yield dividend investing
4. Ian's thoughts on Crypto and how he's approaching this asset right now
5. how to judge the dividend safety profile of a stock
6. how far he is from being financially independent and how he approaches this topic

Last but not least, you can find Ian Lopuch and some of his latest works on the following platforms:

Intel Corp. reduced its dividend by 65% to 0,50 annually going forward. Hence, it should be no surprise that this is our main topic for today's episode. Both Engineer My Freedom and European Dividend Growth Investor will share their perspectives and what they've decided to do with their position. Besides that, expect a lot of dividend hikes again, some news about Heineken, and several answers to our listener's questions. 

Welcome back to another episode of dividend talk! In today's show we start with discussing the news of the week, i.e. Disney's ($DIS) intention to reinstate the dividend, but also the Search-AI wars ($MSFT $GOOGL) and a mention of Ingredion ($INGR). 

We then go on to discuss 6 German dividend stocks as the main theme of today ($BAS $DPW $HEI $HBM $COK $MUV2). Some of these are classic choices but we have also a few relatively small companies in there.

Last but not least, we're reviewing someone's portfolio and answer several questions of yours. Tickers mentioned are $ENB, $TROW, $KMI, $ABBV, $TRP, $TLX, $HLAG, $CL, $FRE, $BAYN, $BRK, $ALV, $EIN3.

Links referenced in the podcast:

In today's episode, we have Bob Lai from www.tawcan.com with us. Bob is living in Canada and he's been blogging for about a decade already. Most of you have probably stumbled upon his blog when doing some research about dividend investing. Hence, we're very happy that he found some time to chat with us about everything dividend growth investing-related.

Having said that, in today's episode we discussed the following topics:

• The number of Tech layoffs and whether this is a bullish signal
• Billyboys in Davos are paying premium prices for wife-replacements
• How Bob started with dividend investing
• A discussion about high yield, low growth vs low yield, high growth
• How close he is to financial independence and what he will do when he reaches it
• His main struggles as a dividend growth investor, both in the past and right now
• What makes Canadian banks so special?
• If he owns Danish stocks

Besides that, we've asked him all of your questions!

So if you're curious, please tune in and we'll C U on the inside!

Engineer My Freedom & European DGI

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Some of the links referenced in the podcast:

Today's Dividend Talk show is a special one, because it's the first on that EMF and eDGI actually met each other in person. Hence, this is a special show in which you will hear them also reflect a bit on each other, what their plans are with the Dividend Talk podcast and much more. Curious? Tune-in and enjoy the show!

Tickers discussed in this show:

$NYSE:SCI, $WDFC, $AD $ROG $MSFT $DGE

C U on the inside!

In today's show, we have our final discussion about our dividend portfolio performance to close out the year 2022. Besides that, we also discuss Shell, Walgreens, and OpenAI in the news of the week and we answer our listener questions.

We hope you enjoy it and we wish you a great start to 2023!

In today's episode, we are looking back at 2022. What a year it was for dividend investors, don't you think? As always, but with a slide twist, we'll be discussing the news of the year, dividend hikes of the year, our main topic and we are answering a bunch of listener questions.

Merry Christmas everyone! In today's we discuss 12 stocks we would like to give or receive as a gift for Christmas. Enjoy the show and C U on the inside!

It was really overdue to have one of our community members on the podcast to share details about their personal journey. That's why we're really happy that Life with Dividends was able to join us today. In today's episode we will briefly discuss the news of the week about Blackstone, throw some Rapid FIRE questions at our guest, have an interesting conversation about dividend growth investing with him and ultimately we answer some of our listener questions.

Welcome back, dear listeners! Today's episode is fully packed because there's so much going on. For example, today will discuss the news of the week ($VTRS, $AD), recent dividend hikes ($ADP, $BDX, $AFL), a portfolio review, and many of your questions. But most and for all, our main topic is the Fear of Missing Out. This is a real thing; if you don't watch out, it can lead to lots of shareholder destruction.

Hence, join us in today's episode and C U on the inside!

Link referenced:

In this week's episode, we are discussing the news of the week ($CAST, $TUP), recent dividend hikes ($CCOI, $CGNX, $EOG, $SPG, $VFC, $SNA), several Q3 earnings announcements from well known dividend growth stocks ($MDLZ, $O, $VNA, $FRE, $SBUX, $WKL) and some very nice questions from you, our listeners 🙏

C U on the inside!

In today's episode, we will share several of the latest dividend hikes and walk through quite some earnings. There were many companies reporting their earnings, so this is a full-packed episode.

In this episode, we discuss a head of lettuce outlasting Liz Truss, Elon Musks' plans for his Twitter employees, and the Earnings of the following companies:

1. Johnson & Johnson (JNJ)
2. ASML Holding (ASML)
3. ABB (SWX: ABBN)
4. Castellum (STO:CAST)
5. Roche (SWX: ROG)
6. Snap-On  (SNA)
7. L’Oreal (EPA:OR)
8. Philip Morris  (PM)

If you want to join our Dividend day on Thursday, 27th Oct @ 21:00 CET then reach out to either of us, and we can send you the link.

In this week's episode, we will share our thoughts about the dividend irrelevance theory. It's a challenge we often get as dividend growth investors from people around us, so we would like to clarify this. Hopefully once and for all!

Are you a fan of the show and would you like to show your support?

Then don't hesitate to buy European Dividend Growth Investor a Coffee. We are fundraising for his trip to Ireland so that we can meet face-2-face for the first time ever. 

In this week's episode, we are discussing 5 UK dividend Stocks to consider. The British pound is historically considered cheap right now, so some European investors are taking a sneak peek into the FTSE 100. Hence, we've got your back, tune in and hear us talking about 5 UK dividend stocks we could own under the right circumstances.

Referenced in the podcast: