Dividend Talk

In today's show, we're discussing first-quarter earnings results from some of our favorite dividend growth stocks. No surprise, but Microsoft and Novo-Nordisk just had to be in there!

Tickers discussed: $WBD, $JNJ, $LEG, $CCOI, $SPG, $PEP, $AAPL, $MSFT, $TROW, $EMR, $RACE, $SHELL, $NOVN, $TYO:7974, $CVS

Interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the dividend talk podcast? Then check out or Dividend Talk shop: https://dividendtalk.myspreadshop.ie/

Join us on Facebook: https://www.facebook.com/groups/dividendtalk

In this episode, we discuss dividend hikes and cuts from Johnson & Johnson ($JNJ), Costco ($COST), Sonoco ($SON) and Blackstone ($BX)

We also discuss the recent earnings results from

1. Johnson & Johnson

2. ASML

3. Blackstone

4. Snap on

and European DGIs favourite IBM

We check out the portfolio of a fellow Facebook member before answering questions from the community.

In today's episode, we are sharing our dividend growth portfolio performance for the first quarter of the year. Are we on target? Are we satisfied? What did we buy and did we sell anything?

This and more in today's episode.

Some tickers discussed: $JNJ $BABA $WKL $AOS $TROW

Link to eDGI's dividend portfolio allocation strategy: https://www.europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/

In today's episode, we will discuss why averaging up is so hard for us and how we try to mitigate this so that we don't fall victim to this psychology.

Besides that, we will be sharing our news of the week, lots of dividend hikes, and a portfolio review and we will answer several of your questions.

Thanks for listening and we hope that you enjoy today's dividend talk episode 😍

Google Tickers mentioned in today's show:

This is a jam-packed episode in which we discuss several news items ($ULVR $PHIA $JNJ $INTC), several earnings ($SHEL $OHI $ABB $MO $NOVO $CB), lots of dividend hikes ($NXP $ASSA $NOVN $ROG $KPN $SAN $CHD $UPS $GILD), a portfolio review and several questions from the listeners ($LEVI $LYB $VON)

Enjoy the show and C U on the inside!

And join us on Facebook if you want to continue the conversation afterwards: https://www.facebook.com/groups/dividendtalk

Welcome back, dividend investors! Today's episode is all about the first earnings releases that are dripping in. Hence, feel free to tune-in and hear our reflections on 3M ($MMM), Louis Vuitton ($LVMH), ASML ($ASML), Microsoft ($MSFT), and T Row Price Group ($TROW). This and more in our 133rd Dividend Talk podcast episode! 

Link referenced:

In today's show, we are comparing 3 breweries with each other. Not surprisingly, this was a much-requested topic, because which European doesn't love a good cold beer?

Hence, today we are comparing Heinken, Ab Inbev, and Carlsberg with each other. All these companies are very iconic with their own long history, sometimes dating back to the early 19th century.

However, the real question we try to address today is whether these are also good dividend stocks for our portfolio.

So enjoy today's show and C U on the inside!

We often get the question of what to look at when analyzing stocks. Hence, in today's episode, we decided to share them with you and explain a bit on why those are important to us. This and more, in today's episode!

In today's episode, we are reflecting on our past dividend cuts. Both European DGI and EMF experienced several dividend cuts over the last few years. Not every dividend cut is the same and they'll share with you why. Needless to say, a big part of this episode is also dedicated to the dividend cut by Castellum.

Enjoy this episode and C U on the inside!

In today's show, we're sharing the performance of our portfolio in the 3rd quarter of 2022. Are we on track according to our plans? How did our passive income develop?

This and more, in today's episode.

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 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 discussing quite some earnings from some of your favorite dividend growth stocks. Besides that, we also answer a dozen of questions you've asked us. Like always, enjoy this show, with an unsalted opinion.

In today's show, we are honored to have Matthias Schrade, founder, and CEO of DEFAMA on the show. He shares his perspective on managing his company from an investor's point of view. Hence, tune in to get a unique CEO perspective on dividend investing and if you want to learn about DEFAMA as a company itself. It includes a lot of strategic topics, but we were even most impressed by his clear articulation and transparency on his business risk.

DEFAMA ticker: $ETR:DEF

Stocks mentioned by Matthias:
$ETR:BIJ - Bijou Brigitte modische Accessoires AG
$ETR:STO3 - STO SE & Co KGaA

In this week's episode, we are sharing our performance results for the 2nd quarter of 2022. The S&P500 went into bear market theory, but it hasn't stopped us at all from firing on all cylinders to improve our projected annual dividend incomes. Hence, tune in and hear more about what we did and how we did it 👌

Referenced link to an article from De Kleine Kapitalist about BESI semiconductors:
https://dekleinekapitalist.nl/dividend-aandeel-van-de-maand-be-semiconductors/

Dear DividendTalk listeners! In today's episode, we're having a chat about the 11 different stock market sectors. We're talking about their past performance and how we think they'll perform over the next decade. Besides that, we're also sharing our portfolio sector allocations, discuss Altria's recent setback and the news about Bayer. This and more, all in today's episode. C U on the inside!

EMF is joined by Tiago Dias who talks about his dividend growth investing.

Check out Tiago's Sub stack below - https://tiagodias.substack.com/

Episode 100 is a huge milestone for us! In this special episode we are discussing 10 European dividend growth stocks, each in our opinion one of the best from the given country. But it doesn't stop there, we're having a live audience and we're taking some of their questions directly in the podcast.

Curious? Tune in and C U on the Inside!

In this week's episode, we are having a look at the blood bath that happened in the consumer staple sector, especially when we're looking at supermarket chains like Walmart and Target. C U on the inside! 

In this episode, we are comparing two fast-food giants with each other. Both Starbucks and McDonald's create a lot of excitement and at the same time worries for dividend growth investors so it was about time to compare them with each other.

Tune in again to this week's episode to get your weekly juice of #dividends.

In this episode, we touch on several earnings reports that caught our attention the most. Hence, tune-in to hear about our thoughts and also our answers to the questions from you, the listener. Have a great week ahead!

In today's episode, we are talking about some of this week's earnings. It's been a good week including a nice dividend hike by $JNJ. Having said that, tune in and C U on the inside!

In today's episode, we are talking about Unilever and Procter & Gamble. We compare the two companies and then give our judgments on which company we like more if we had to make an investment decision today.

In the podcast we also referenced the following article about Admiral Group Plc:
https://www.ukdividendstocks.com/blog/admiral-7-5-dividend-yield?fbclid=IwAR2BSoUbcaL71L5uZJzoSJ-Onb3WGP4DdvZiZrC_QQe93WnmHqNTpD-eHDk

In this episode, we talk with Aleks from Lithuania about his dividend growth investing journey from an Eastern European perspective. We ask him loads of questions, but he also takes some time to share his view about investing in dividend stocks from emerging markets. Tune In and enjoy this extra long episode!

We often get the question of how to get started with dividend growth investing? We are of course a bit further on the journey already, but we thought it would be a good idea to share our thoughts on what we would do right now if we had to start all over again. So that's the topic of today's show, but as always, we'll be also answering all your questions and EMF will share an interesting stock at the end of the show. Hence, stick with us and have a great weekend!

Investment Talk Substack - https://investmenttalk.substack.com

Warren Buffet book - https://amzn.to/3Dg6XVL

This is a full packed episode related to our main topic about stocks we'd like to own, but don't own yet. On top of that we also got a lot of questions from the community which we will carefully answer today. C U on the inside!

Today's episode is dedicated to dividend safety. We find this a timely topic due to all what's going on in the Eastern of Europe.

Enjoy our latest podcast about European earnings. There are many dividend hikes being discussed in this episode!

Join on us in the discussion on Facebook: https://www.facebook.com/groups/dividendtalk 

In this episode we will first discuss the latest news around Intel related to it's recent price drop. But afterwards we will go straight into multiple earnings announcements from some of our favorite European dividend stocks. Last but not least, we will also answer all the received listeners questions. C U on the inside!

In this episode we are diving into the earnings results that were reported this week and we address several listeners questions. Ultimately European DGI provides his stock pick of the week.

#StockMarket #DividendInvesting #PassiveIncome #FIRE

In this episode we are discussing a dozen of companies which reported earnings this week. Tune-in and get to know our thoughts about those companies 👍

This week we chat with Mike AKA the dividend guy a Canadian dividend investor.

In this episode, we talk about $UL and $MSFT and some of your typical Canadian stocks

Check out Mike on 

Blog and Podcast -> https://www.thedividendguyblog.com/podcast/

Youtube -> https://www.youtube.com/channel/UC8aD-2lWvqnkxKiGH91X1WQ

His Online Business, Dividend Stocks Rock: https://www.dividendstocksrock.com/

This week we chat with Cameron Stewart about Value investing.  You can find Cameron on youtube or check out his website "cashflow investing"

Our News of the week covers Philips and Some popular growth stocks and we also answer questions from the community and finally, we have the stock pick of the week

enjoy

In today's episode we talk about Javier's experience as a dividend growth investor and which online brokers he uses for investing (mainly eToro).

Happy new year everybody! Today we're discussing our 2021 performance. See you on the inside 👍

Hi All, we are almost nearing the end of the year. Hence, in this episode we took some time to look forward to 2022 and discuss which stocks we'd love to buy next year. Enjoy the show and C U next week again!

In today's episode we share news from Shell, and CVS and we discuss our thoughts on Inflation

Welcome back to another episode of dividend talk. This time less talk about dividend stocks, but more talk about our journey towards financial independence. We hope you enjoy this show!

Stocks discussed in this show: Philips NV ($PHIA), Fresenius ($FRE)

Links referred to: 

Fresenius analysis during Episode 54: https://anchor.fm/dividend-talk/episodes/EP-54---Fresenius-SE-dividend-stock-review-e13fot4

eDGI analysing Fresenius on YouTube: https://europeandgi.com/stock-analysis/video-fresenius-stock-analysis-a-true-european-dividend-aristocrat/

This week we talk about the spin offs relating to Johnson & Johnson ($JNJ) and GE ($GE). 

We also talk about the last of the earnings from ETR:SIE, AMS: AD, ETR: ALV

Related Links

In this week's episode we are discussing another set of earnings

Besides that we are answering several listener questions and we discuss Dennis' portfolio.

You can follow Dividend Wave via Twitter: https://twitter.com/DividendWave 

Hey guys, Q3 2021 earnings season is in full swing ! In this show we briefly discuss the results of 5  dividend growth stocks. Besides that we're also providing our thoughts on a top 5 portfolio and we answer several questions from the community. Last but not least, EDGI shared his stock pick of the week.

Enjoy this week's show!

AMS: RDSA, ETR:BAS , NASDAQ: TXN , BME: ENG , NASDAQ: MSFT

Hey guys, Q3 2021 earnings season has started! In this show we briefly discuss the results of 4 iconic European dividend growth stocks. Besides that we're also providing our thoughts on a top 5 portfolio and we answer several questions from the community. Last but not least, EMF shared his stock pick of the week.

Enjoy this week's show!

In this episode we discuss how we read the cash flow statement. It's one of those 3 important financial statements which provides insight into the financial health in the company. Reading it doesn't need to be too difficult and in this episode we discuss both our ways of using it.

We hope you enjoy it!

Check also episode 21 in case you want to hear our thoughts about the balance sheet: https://anchor.fm/dividend-talk/episodes/EP-21---Why-the-balance-sheet-of-a-company-is-so-important-to-us-em54op

Hi there! Welcome back to another episode. September has already finished which means we were able to analyse our Q3 results. Have a listen to it and let us know what you think!

At the same time we're also addressing lot's of questions in this episode. It means that the podcast takes a bit longer, but on the other hand we have a lot of joy answering them.

Enjoy the show and see you on the inside!

Welcome back to another show of dividend talk. In today's episode we're talking to Dividend Dane, aka mr REIT. As usual, we start with discussing the news of the week and this week it's related to the soaring energy prices. What's going on there?

After that we have a conversation about REITs in which Dividend Dane explains the basics and we discuss several popular REITs like Vonovia, Pauw, IIPR. 

Subsequently we discuss someone's portfolio followed by several listener questions. 

We hope you enjoy this show and don't forget to follow us on Facebook or Twitter.

News of the Week ->   More troubles in China 

Main Topic -> $MCD , $LMT, $TXN, $MSFT and $MO

Portfolio Review-> Mark Van Essen submitted his portfolio for review

We also take Questions from the community

In this episode we take a look at ABB. It's really the perfect stock to discuss with an engineer like EMF, because he knows this business very well. We look into the company's business, financials and dividend safety. We think it's an interesting conversation with few interesting facts. At the same time we are curious to hear from you as well!

Besides this we are also zooming in on the news of the week, reviewing the portfolio from Martijn Hoek, address quite some listener questions and ultimate European DGI provides his stock pick of the week.

Enjoy this week's episode!

News of the Week - Apple Lawsuit with Epic Games

Main Topic - 4 Dividend Aristocrats that no one really talks about. 

Listener Questions, Portfolio Review and EDGI shares what he has been buying this week.

Both EMF and European DGI give 3 stocks each that are on their watchlist for the upcoming month

Stocks covered in this episode are 

$ABBV, $BX, $LMT, $CARR, $KR, LON:ULVR, ALV.DE

Don't forget to follow us on Twitter and Facebook

This week we are releasing part 2 of our conversation with Henrik from Dividend Athlete.

We started with a little introduction from Henrik before moving onto the news of the week where we discuss Lionel Messi and his move to PSG. Messi signed a two-year deal with PSG, with an option for a third, that will net him an annual salary of $41 million-plus bonuses and a reported $30 million signing fee.

Imagine if he put all of this into a dividend portfolio, he could earn 35k a month in dividends after tax!

After a short quick-fire round with Henrik, we discuss Why Athletes need to invest,  how Dividend Athlete got started in dividend stocks, and the tax implications when traveling to different clubs to play football.

After questions from the community we look at Colin Boylan top 5 stocks in his defensive portfolio:

Abbvie 10% Pfizer 9% Southern co 9% Unilever 7% General Mills 7%

Lastly, as our guest, we invited Dividend Athlete to share his stock pick of the week which is a german REIT

Hope you enjoy the show

---

Tickers mentioned during the show:

- Orkla ($ORK.OL)

- DIC Asset AG ($ETR:DIC)

This week we welcomed Henrik from Dividend Athlete onto the show to discuss why Athletes make poor decisions.

We started with a little introduction from Henrik before moving onto the news of the week where we discuss Lionel Messi and his move to PSG. Messi signed a two-year deal with PSG, with an option for a third, that will net him an annual salary of $41 million-plus bonuses and a reported $30 million signing fee.

Imagine if he put all of this into a dividend portfolio, he could earn 35k a month in dividends after tax!

After a short quick-fire round with Henrik, we discuss Why Athletes need to invest,  how Dividend Athlete got started in dividend stocks, and the tax implications when traveling to different clubs to play football.

After questions from the community we look at Colin Boylan top 5 stocks in his defensive portfolio:

Lastly, as our guest, we invited Dividend Athlete to share his stock pick of the week which is a german REIT

Hope you enjoy the show

---

Tickers mentioned during the show:

- Orkla ($ORK.OL)

- DIC Asset AG ($ETR:DIC)

In this episode, we discuss mandatory vaccines within the workplace.  We give our views on H1 earnings results from Bayer (ETR: BAYN) , Vonovia (ETR: VNA)  Wolters Kluwer(AMS: WKL), and Novo Nordisk (CPH: NOVO-B). 

Lastly, this week's stock pick falls to EMF who chooses an American ingredient company.

In todays show we discuss the news of the week and run through 5 different earnings results. We also address few listener questions and eDGI's shares his stock pick of the week (spoiler alert: from the insurance sector)

This week we discuss Ben & Jerrys controversial CEO's announcement.

 We look at LON: ULVR, $KO , SWX: RO , $INTC, $KMB and ABB

Stock Pick of the week

2020 Bulkers Ticker 2020.OL

Important links : 

https://europeandgi.com/5-bullet-sunday/inflation-is-coming-how-it-impacts-kimberly-clark-eps-4/

https://www.bookdepository.com/Warren-Buffett-and-the-Interpretation-of-Financial-Statements-Mary-Buffett

This week we have David who shares his experience as a dividend growth investor from a german perspective. 

You can follow David via Twitter: https://twitter.com/junginrente

Check out David's stock recommendation here

https://www.junginrente.de/encavis-dividende-2021-06/

This week we share our Q2 portfolio review and give our thoughts on how we performed and some learnings that we made.  

Our news of the week includes both Microsoft and Shell and we also announced the foundation of the European Investors Network.

Edgi Chose his stock of the week which you can also read bout here->  https://europeandgi.com/stock-analysis/philips-stock-analysis-is-now-a-good-time-to-buy/

Hope you enjoy our show!

In today's episode we analyze Fresenius SE, a German blue chip company in the Healthcare Sector. 

As usual, you can expect from us:

Engineer My Freedom is on vacation this week, so eDGI is co-hosted by Phil Segler.

Enjoy today's episode!

In this episode we discuss our views on investing your spare cash or paying down your mortgage.  We take questions from the community and EMF gives his stock pick of the week. 

In this episode, we record live with members of the community where we all share our top moments from the last year.  We also answer questions live and European DGI chooses his stock pick of the week

In this episode, long-time listener Phil steps into co-host while European DGI takes a well-deserved vacation. 

We talk about how we use options for our dividend portfolio and how we use the wheel strategy to generate extra income!

In this episode, we discuss Bayer and its acquisition of Monsanto. With the ongoing litigation, is this the worst acquisition of the decade?

After the big news from AT&T, EMF and EDGI discuss the deal and why they are holding or selling their shares.

We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure.

We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at ciscos earnings.

Main topic:

We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling?

We finish up the show with questions from the community

Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done)

Odysseus -> On annual meetings, you guys usually vote for or against the company reporting lobby activities on areas such as Climate Lobbying (Oil industry) or shareholders proposing reports on sugar and public health ($KO)

Forward dividends - In the wake of $T, do you think more companies should adopt the European approach of more closely linking period results with the dividend rather than borrowing to pay the dividend (e.g. $GE, $IBM, etc.)?

Dapper Dividends - If you could interview any person, alive or dead, who would it be?

EloySnowball - Where is  @European_DGI reinvesting $T’s money? And what are you going to do @EMF_01?

Juan - Our Opinion on BABA and its future

Dividend Day Clan - EDGI to give a closing rant on AT&T

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

In this episode, we chat with the wolf of Harcourt street.

Wohs is an Irish resident but has a different approach to investing from EMF.

Find out about his journey and also questions from our community

Wolf of Harcourt Streets website - https://www.wolfofharcourtstreet.com

see you on the inside!

A new episode in which we discuss investing in small cap dividend stocks. Special guest: Russ from Dapper Dividends

It’s our favorite time of the year with earnings season just starting. This week we cover 8 companies with a mix of US-based and European based companies

We started with the news of the week.

👉 European Dividend Growth Investor shares news on a potential merger with Chubb

👉 EMF shares his reflection on the European Superleague. Do you think it was a good Idea?

Main topic:

A brief look at the different companies reporting their Q2 2021 earnings. $T, SWX: NESN, $KO, $BN , $INTC , EPA: OR, $IBM and $KMB

Listener Questions:

This week we received several questions again from our loyal listeners

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

Episode 41 sees us return to discuss Intel after the recent update from their new CEO. In Episode 31 European DGI was unsure about the direction and leadership of the company. Has his sentiment changed?

👉 EMF Discusses  

Suez Canal

European companies at loggerheads with China

👉 EDGI Discusses

Siemens Healthineers acquisition 

For the main topic, We discuss our latest thoughts on Intel

Listener Questions:

This week we received several questions again from our loyal listeners 

Phil Segler - There seem to be a lot of supply chain issues happening right now (Texas Winter, semiconductor industry, other basic materials and plastics, Suez channel): Is this something you take into account for this year's strategy? 

Centrino: With a lot of dividend stocks overvalued due to price appreciation, wouldn't it be smart to sell a portion of shares.

Dividend Wave- your longer form feedback on $INTC unleashed.

Tiago Diaz - The upcoming $UL annual general meeting is coming, and there's 26 resolutions to be voted on. Have you considered how you're going to vote? Which items will you reject?

The NL Dividend Investor - Do you have a strategy or rule to buy solid companies that are always looking overvalued? Like Visa, Mastercard, Nike for instance.

Dr P - Which sectors seem to be undervalued the most right now? I've been eyeballing and buying solid insurance companies with good dividend histories since last fall, for example. Are there other sectors worth screening for solid undervalued dividend growth companies right now?

Joe - What are your favorite UK stocks (for dgi or or not).

I want to add some GBP to my portfolio.

ImagInvests - If you could only pick one dividend stock to sit on for 25 years, what would it be?

Odysseus - I have a question for you guys. Which is the best and the worst Investor Relation Department/Site that you have come across so far?  I had some bad experiences with Air Liquide.

Michel Christiansen: What do you think of IBM

Resources:  

https://www.youtube.com/watch?v=4gYdS7HCfrA

www.youtube.com/watch?v=7b3yHdZqhoY

https://europeandgi.com/dividend-etf/dividend-etf/

https://europeandgi.com/inspiration/chowder-rule/

https://www.engineermyfreedom.com/dividend-stock-fundamentals-analysis-template/

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

Follow us

- Engineer My Freedom -🕊 https://twitter.com/EMF_01   

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

We have a Jam packed episode this week. 

We had news on some of our popular companies such as Danone, Unilever, Shell and British American Tobacco. EMF discusses why he sold Coca Cola as part of a friendly debate with a regular listener and we take questions from the community. 

👉 EMF Discusses 

👉 EDGI Discusses

For the main topic: 

EMF discusses the reasons why he sold coca cola 

Listener Questions: 

This week we received several questions again from our loyal listeners 

Phil Segler - Any companies in your portfolio or watchlist that work in the field of Blockchain? (Technological engagement / industrialization of its use. No financial aspect or anything related to BTC) 

Dividend Dane - Your Chowder experiment.- Has it made you consider some of your future investments and/or positions? When will @EMF_01 do the same exercise on his portfolio 

Piotr - I liked the last one with valuation metrics so now would appreciate if you can cover efficiency metrics ie ROE ROA ROCE etc. Which ones do you use, if any? Do you recommend any particular one? 

Sego Investor - Do you guys sell a company when is over performing in order to keep the balance of your portfolio? If yes what is the criteria? Thoughts on Roche? 

The NL Dividend Investor - How happy are you that you are a dividend investor and you are not worried about the current volatility in the stock market? The volatility will even create opportunities to buy great companies at a lower price. 

Tony One millionjourney.com - When do you guys expect to become financially independent following your DGI strategy? 

Joapen - Related to risks of a company. How do you track, asses and review them? BI-Investor - Yes i have a Question , when we Look at $CME Group , Dividendmonster , yearly raising dividends and NEARLY every year Theres an extra Dividend. This extra ist 2-3times of the normal dividend. Should i calculate With or without this extra div? I think ITS Bonus but IT makes The Dividend yield different between 

GP - Is there a schedule site for European dividends similar to dividenddata 

William Pritchard - Most people seem to use a Dividend Reinvestment Plan for their dividends during the pre-retirement phase. How do you use your dividends? Do you DRIP? Or, do you pool them each month to buy or strengthen another position?  

Resources: 

Final Thoughts: 

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! 

In this episode, we discuss some of the most popular methods to value a company. 

---
0:00 - Intro
3:06 - News of the week
14:47 - Our thoughts on the different valuation metrics
35:11 - Listener questions
53:30 - Stock pick of the week
---  

We started with the news of the week:
👉  EuropeanDGI strikes again as we discuss Emanuel Fabel stepping down as CEO of Danone
👉 We discuss Chamath Palihapitiya and why virgin galactic dropped 18%
👉 finally we discuss the US treasury Yield and why it is important that it is rising so fast   

Main topic:
We discuss the following valuation metrics: P/E ratio, Price to Book, Price to Sales, PEG ratio, Dividend Discount Model, Discounted Cash Flow, Dividend Yield  

Listener Questions:
This week we received several questions again from our loyal listeners   
Phil Segler - Which incoming dividend payment do you normally cherish the most? (For me - even though not the highest - I like my monthly $O the most). eDGI: Which CEO do you want to see next resigning?
Dividend Wave - Which CEO is annoying you enough at the moment (and why?) that may deserve one of your tweets-of-soon-to-be-unemployed-CEO*?
Dividendencheck - I recently saw a video from @ppcian about his speculation strategy. Do you also own more speculative stocks/assets or do you focus exclusively on dividend stocks ?
Tommy - What do you think about $LEG Leggett & platt inc. great podcast!
Arrozdetom - If there’s a 20-30% pull back in the market will you do anything special? A lot of people talk about consolidation of portfolio. What do you think about that? How often do you make buys in 1 month? I tend to do it all in one day so I don’t get tempted to time the market. Also i find a bit stressful to look at a stock hoping for a better entry point.
Tony - What financial media do you read and would recommend to others?  

Stock pick of the week:
eDGI shares his stock pick of the week. This time a US dividend aristocrat?  

Resources:  
- Aswath Damodaran http://people.stern.nyu.edu/adamodar/New_Home_Page/biomission.html-
Finding the WACC of a company: https://www.stock-analysis-on.net/ or www.finbox.io    

Final Thoughts:
We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!  

At your service,
- Engineer My Freedom -🕊 https://twitter.com/EMF_01    
- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI
----  
Useful links:
- EMF’s  Blog: https://www.engineermyfreedom.com/
- European DGI Blog: https://europeandgi.com/

In this episode, we are running through some or the earnings reports from this week ( $PEP $KO $CSCO $HEIA $RELX $OR ). It really feels like there isn’t coming an end to it, but this is also what we love so much. Great dividend growth companies reporting earnings and dividend increases.

But before we go there, we will first introduce our guest Dividend Wave to you including some rapid FIRE questions. But like always, we also discuss the news of the week and a stock pick of the week. 

We started with the news of the week. 

👉 European Dividend Growth Investor shares an interesting fact about Bitcoin’s world wide energy consumption

👉 Dividend Wave shares the news about Tesla. The company started to buy bitcoin and he shared his thoughts about the accounting of it.

👉 EMF shares his reflection on the news that Tesla had to call back 12.000 cars to fix an issue

Main topic:

A brief look at the different companies reporting their FY 2020 earnings.

Listener Questions:

This week we received several questions again from our loyal listeners 

1️⃣ Phil - Assume a market at ATH, what would you do:

a) Stay with your key stocks, even if they are expensive

b) Wait until markets cool down

c) look for new companies on page 10 of google

2️⃣ Peter from Belgium (via email)

Do you take into account double taxation of dividends when selecting a stock?

For example: when I receive dividends from American stocks in Belgium it is taxed in the US at 15% and then again at 30% in Belgium. So almost half of the dividend is lost to taxes.

3️⃣ Rafa - Hi! I have a question, once you spotted a good company DGI, how do you assess when is the good moment to buy?do you trust only your CFdiscount model for valuation or do you look at PE forward, Shiller ratio, EV/EBITDA, FCF yield or FCF for Equity vs historical? 

4️⃣ Richlan -  How do you develop a buying strategy. Like I'm having trouble deciding how big my positions in each stock should be?

5️⃣ Piotr - When starting to build a div portfolio would you go for high yield but low growing stocks to boost investing capital at the beginning or would you focus on lower yield but high div growth?what is your favorite austrian stock? Mine is "mayr melnhof" from a dividend growth point of view

6️⃣ Dividendencheck - What is your favorite Austrian stock? Mine is “Mayr Melnhof” from a dividend growth point of view.

7️⃣ Dapper Dividends - What is an underrated dividend analysis metric?

Stock Pick

Last but not least, Dividend Wave shares his stock pick of the week. This week he shares his thoughts about Home Depot  

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01   

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

- Dividend Wave - 🕊 https://twitter.com/DividendWave 

---- 

Links mentioned in the show:

EMF’s post about Cisco: https://www.engineermyfreedom.com/cisco-q2-2021-earnings-review/ 

As mentioned by Dividend Wave: http://yieldchart.com/ 

As mentioned by European DGI: https://europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/ 

In this episode, Our Guest Dividend Dane joins us to discuss REITs and if they make a good investment choice for dividend growth investors. 

We also take a look a look at the earnings of $T $SAP $MSFT and $AAPL

In this episode, We talk about earnings from $INTC and $IBM.  EDGI also talks about his learnings when trying to spot a company in Decline.

As usual, we take questions from the community and EDGI gives his stock recommendation this week

The main topic of this episode is a conversation about Intel Corp. We will look at their business, their fundamentals and their valuation. EMF is quite bullish on Intel whereas eDGI is rather bearish. Listen to this episode and let us know what you think!

In this episode we look at the earnings results of $WBA and speculate on the upcoming announcements of 4 big European dividend companies

This is our final podcast of the year. We shared our reflection on 2020 on our portfolios, blogs and podcast.

Thanks to everyone for your support.  Merry Christmas and we will see you in the New year

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. Like always, today we also discuss the news of the week and European Dividend Growth Investor’s stock pick of the week (new style). ----- 0:00 - Intro & Welcome 2:48 - News of the Week 8:50 - Investing in Uncertain Times 33:50 - Listener Questions 44:08 - eDGI's Stock Pick of the Week ---- We start with the news of the week. 👉 Engineer my Freedom shares his thoughts on a football club in the premier league that pays dividends. Do you want to own a football club? 👉 EMF also reflects on the thoughts about what a Digital Euro might mean for us as European citizens. Will this be the end of money as we know it? Main topic: Investing in uncertain times. Listener Questions: This week we received multiple questions from our loyal listeners. 1️⃣ Phil- f not covered by the news of the week: $CSCO up 6...7% - did you expect that? 2️⃣ Phil - What are the last goals for your portfolio in 2020? 3️⃣ Dividend Dane - Noble 30 - Will Siemens be replaced in the index? Also - who will replace Sodexo? 4️⃣ Dividend wave - My question: $ABBV dividend on the 16th just reinvest at this price ? Or wait for a pullback? If pullback which price range would you look to add? 5️⃣ Io Charts - - My question on the European front is if either of you ever looked at $RR.L (Rolls-Royce). Stock Pick Last but not least, European DGI shares his stock pick of the week. This week he shares a Dutch supermarket chain as a dividend income stock. Final Thoughts: We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! At your service, - Engineer My Freedom -🕊 https://twitter.com/EMF_01 - European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

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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Did you know that we are ranked as the #1 Dividend Podcast?

Check it out here: https://blog.feedspot.com/dividend_podcasts/

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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 -

While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

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

This week we are discussing the recent earnings announcements of Walgreens ($WBA) and Johnson & Johnson ($JNJ). We are both very excited that earnings season has really started now. 

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. 

While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us! 

At your service, - Engineer My Freedom -🕊 https://twitter.com/EMF_01 - European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

In this episode, we analyze Munich RE $MUV2 who have an impressive dividend-paying history.   We also answer 11 questions that were posted to us from our community.

Hope you enjoy 

this week we reviewed both our portfolios in relation to its Q3 performance. 

We started the show with the news of the week 

EMF asks European DGI about his opinion of Unilever's HQ move to the UK. eDGI shares his historical perspective for this move and why it makes sense to choose the UK. He does bring up the point though about its dividend reliability if Unilever starts to use the British Pound as their base currency. Will it mean that Euro investors will be exposed to additional currency risk?

https://www.thisismoney.co.uk/money/m... 

EMF also shares the recent news about Shell. Shell is planning to cut up to 9000 jobs and we talk about what it might mean for the company.

https://edition.cnn.com/2020/09/30/bu...

EDGI shares his thoughts about Bayer. Bayer just announced an adjusted performance outlook. It also gave a heads-up about upcoming impairment charges in its agriculture business. What to do with Bayer, that’s really the question.

https://www.investor.bayer.com/en/nc/...

Last but not least, EMF and eDGI also share their support for Beurswolf’s S&P500 major league. They find it a very interesting and competitive contest. They’re recommending everyone to join the contest via Twitter.

https://beurswolf.com/2020/09/28/sp50...

Main Topic:

The main topic was about reviewing their portfolios and how it performed in Q3 2020. eDGI’s income from dividend was still growing strongly while his absolute portfolio value stayed flat. This was mainly due to a drag down in his Oil stocks and net new monthly contributions. EMF mentioned that Q3 was all about cleaning up his portfolio. He sold 15 positions and started to put strength back in his portfolio by focusing on high quality positions, Also EMF enjoyed a strong growth in his year-over-year dividend income.

Listeners Questions:

This week we answered the below questions:

Andrew - I have been assessing Glaxosmithkline (GSK) and have opened a small position. What do you think of this as a good pharma purchase. 

Danny - Thoughts on how Trump catching Covid might affect the presidential race along with the stock market ?

Centrino - $XOM : buy now for its high divi (oil is still there for many years) ? Or run away, because future is electric and gaz?

Letuscompound -  Thoughts on our favorite laggard Shell?    30 min rant from edgi please :)

Phil -  Is taxation a reason for you not to invest in something 

Gerry Farrel - Any thoughts on Neste Oyj?  Neste Oyj is a Finland-based company engaged in the refining and marketing of petroleum and petroleum products

Last but not least, we both shared our stock pick of the week. 

While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01 

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

This week we are joined by Investment talk who shares his knowledge on growth stocks.

Investment talk shares tips on what is a growth stock, how  to value them, and what his exit strategy is.  We also discuss our stock picks of the week and also what Investment Talks' favorite stock is.

We started the show by sharing our news of the week. 

European DGI shares his reflection on United Airlines which considers to lay-off 2850 pilots if the US government doesn’t provide additional aid. eDGI is quite explicit in his opinion on this topic and criticizes the lack of leadership from their board of directors. Are airline stocks the new bankers?

https://cnb.cx/2D8xsBZ

EMF shares his reflection on the fact that Exxon Mobil dropped from the Dow Jones Index after 92 years! He also briefly touches on the topic of ethical investing and what it means for a company like Exxon. 

https://bit.ly/2EBKM2C

Last but not least, EMF also shares his reflection on a recent blog post from Wealth Accumulated regarding inflation. What could this mean for our portfolio. Should we be in growth stocks, bonds or value stocks?

https://bit.ly/3jigals

Main Topic:

EMF discusses his top 5 portfolio holdings. He was a bit surprised by the amount of AT&T in his portfolio compared to the other holdings. He has also a high dependency on their dividend when looking at the total portfolio dividend income. For now it’s actually fine, because he’s still in the accumulation phase.

eDGI also discusses his portfolio holdings. His top 5 has both Microsoft and Apple in there. He didn’t invest a lot of capital into both stocks, but the recent tech rally just inflated his positions in both of them. It is also interesting to see that his top 5 of portfolio holdings by gross dividend income look almost entirely different. He briefly reflects on how he feels about it and he also shares his story about how he’s dealing with Omega Healthcare Investors.

Listener Questions:

We also addressed two listener questions.

Michael Griffin - How to recoup taxes from the french government for Danone?

You need to fill in a Form 5000 to confirm your residence status: http://www.ambafrance-uk.org/IMG/pdf_...

 After that you can fill in the Form 5001 to get your withholding tax back: http://www.ambafrance-uk.org/IMG/pdf_... 

Călin Ciurariu: what’s your thoughts on Inditex (parent of Zara/Bershka) and BMW?

Last but not least, we both shared our stock pick of the week. eDGI suggested to start buying a few shares every week in the spirit of Ian Lopuch and Dapper Dividends.

Enjoy the show and we're looking forward to your feedback in the comment section. 

While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

In today’s episode we discuss our Top Dividend investment mistakes and what we learned from these mistakes.

Some of the companies included are Tanger Factory Outlet Centers (NYSE: SKT) ,  Tupperware (NYSE: TUP) and General Electric (NYSE:GE)

We would love to learn from our community so please feel free to share some of the Dividend Investment mistakes you have made.

Welcome back to another episode of Dividend Talk. Our main topic for today's show is: Lets Talk about Q2 Earnings 2020?

we are joined today with John aka The Money Persuit and we chat about some of the Q2 earnings from dividend growth companies this week.

Enjoy the show and we're looking forward for your feedback in the comment section.

While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

Welcome back to another episode of Dividend Talk. Our main topic for today's show is How to find your next Dividend Growth stock?

We both explain our approach in finding Dividend Growth stocks by using practical examples which we are also showing in this video. Examples discussed are the Dividend Champions, Contenders and Challengers list, Cultivator's new mobile app, ioCharts and our own personal Templates. Find a list to all the sources and the templates at the bottom of this description 👇

Credits for the content of this video go to Eric in Paris and Phillip Segler who asked questions in this direction after listening to one of our earlier episodes.

Enjoy the show and we're looking forward for your feedback in the comment section.

While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

----------------

Links Referred to in this video:

1️⃣ The Dividend Investing Resource Center - 🔗 https://www.dripinvesting.org

2️⃣ Udemy Course - 🔗 https://www.udemy.com/course/build-a-passive-income-dividend-portfolio-in-12-easy-steps/learn/lecture/4802698?start=0#overview

3️⃣ The Noble 30 Index - 🔗 https://europeandgi.com/2020/04/20/30-european-dividend-stocks-the-noble-30/

4️⃣ eDGI's Dividend Discount Model and Discounted Cash Flow template - 🔗 https://docs.google.com/spreadsheets/d/1pJfIMl5anTKZ6LNfYQAWXP6L3sSuBkktaC2dnxhNwXE/edit?usp=sharing

5️⃣ eDGI's Template for Stock Analysis - 🔗 https://docs.google.com/document/d/1uLW4XSYVMbfVSZBB43j6VoPBN61-2A9ihMLwD_1iVj8/https://www.udemy.com/course/build-a-passive-income-dividend-portfolio-in-12-easy-steps/learn/lecture/4802698?start=0#overviewedit?usp=sharing

6️⃣ ioCharts - 🔗 https://iocharts.io

7️⃣ Yacktman Investing - 🔗 https://amgfunds.com/products/yacktman_fund_yackx.html

8️⃣ The Single Best Investment (book) - 🔗 https://www.amazon.de/Single-Best-Investment-Creating-Dividend/dp/0965175081/ref=sr_1_1?dchild=1&keywords=the+single+best+investment&qid=1595072085&sr=8-1

And last but not least, pure magic is being delivered by

=GOOGLEFINANCE()

In this episode, we chat about the price of gold, Technology Stocks and the Tech sector and review our portfolios for Q2. We also discuss growth stocks

Stay tuned also for our stock pick of the week.

Please drop a comment below with any questions you would like answered in next weeks show

#dividendgrowthinvesting

In this video, we Invite Daniel Horic, A Norwegian Investor to talk about his journey as a dividend growth investor. Daniel will give insights into Norwegian stocks as well as life inside the military.We also compare the Job Numbers from the EU and USA and give our thoughts on what this might mean to european investors.  

Check out this link for further reading regarding the Job Numbers: 

- https://www.cnbc.com/2020/07/02/euro-zone-unemployment-rate-climbs-to-7point4percent-in-may.html - https://www.nbcnews.com/business/economy/u-s-economy-gains-4-8-million-jobs-unemployment-rate-n1232746  

We also discuss our stock picks for this week so stay tuned and let us know in the comment below if you agree with our choices.  

We  take questions from our listeners so please drop a comment below with anything you would like us to talk about next week  

Thanks for listening  Don't forget to like and subscribe :)  

 Follow us on Twitter  

- https://twitter.com/EMF_01                       - https://twitter.com/European_DGI  

 Articles we referred to / further reading:  - https://europeandgi.com/2020/06/26/6-dividends-aristocrats-etf-s-which-is-the-best/ https://www.engineermyfreedom.com/dividend-review-of-omnicom-group-omc/

In this episode we will talk about AT&T, KLM and ETFs from an European investor viewpoint

In this video, we will discuss European DGI's portfolio allocation as part of his dividend growth investing strategy. We will also look at one of our subscriber's portfolios and give our thoughts and feedback on what we like or what we would consider.

 All that an more with a European flavor! 

Don't forget to like and subscribe :)  

Dividend Talk is a new weekly podcast in which we discuss dividend growth investing related news about the stock market and from within our community.