Dividend Talk

Welcome to Episode 174 of the Dividend Talk Podcast! In this episode, titled "The Best of Charlie Munger Quotes," your hosts EMF and European DGI explore the timeless wisdom of Charlie Munger. They delve into Munger's insightful quotes, discussing their relevance to dividend investing and wealth-building strategies and what it personally meant to them.

In the news segment, EMF shares his thoughts on AbbVie's $10.1 billion deal to acquire ImmunoGen, including the cancer drug ELAHERE. The acquisition is set to strengthen AbbVie's position in treating ovarian cancer and solid tumors, with the deal expected to finalize in mid-2024.

eDGI discusses Pfizer and shares his thoughts on when it may finally become attractive, considering its $30 billion additional debt due to the Seagen acquisition and the recent withdrawal of its weight-loss drug.

The main topic centers on Charlie Munger's quotes, exploring concepts such as the value of continuous learning, patience in investing, the importance of humility, and the power of reading to generate ideas.

In the listener questions segment, Simon Stott asks about potential disagreements between EMF and EDGI, and speculates on the future of Berkshire Hathaway's share price and dividend policy after the passing of its iconic leaders.

Andrew Stoddart inquires about initiating starting positions with companies when their share prices are slightly down, especially in the context of dividend kings/aristocrats.

The Dividend Growth Quest features a discussion on the consideration of fees in dividend investing, while MH79 raises questions about the WisdomTree Global Quality Dividend Growth UCITS ETF - USD.

The hosts tackle questions about the Federal Reserve's dovish stance, the sustainability of dividend growth, the significance of free cash flow yield in valuation, and the post-correction outlook for Chevron. Adrian Fastinger also shares his opinion on Scorpio Tankers (STNG), a company engaged in aggressive debt reduction and buybacks, with a growing dividend.

Join the Dividend Talk community as they explore these intriguing topics and share valuable insights for dividend investors.

Welcome to another episode of Dividend Talk, where we dissect the latest financial news, share insights, and answer your burning questions about the world of dividend growth investing. In this episode, we delve into the art of identifying warning signs in companies and explore red flags that could save your investments from potential pitfalls.

In our News of the Week segment, we discuss the recent profit warning from Diageo and the investor day announcement scheduled for Wednesday. Ahold's reported earnings also take center stage, affecting its share price, which now stands at 26.75 euros. We also share our thoughts on Ahold's earnings and the subsequent sell-off.

Next up, we cover the latest dividend hikes, including Becton Dickinson's 4.4% increase ($BDX), Roper Technologies' 10% boost ($ROP), and ADP's impressive 12% rise ($ADP).

In our main topic, we dissect the anatomy of a bad company. eDGI shares insights inspired by the Medtronic case, shedding light on red flags like adjusted earnings masking true financial health, declining sales, and poor acquisitions. EMF emphasizes the importance of identifying companies losing their competitive edge and the signs of impending trouble in cash flow and balance sheets.

Listener questions are always at the heart of our discussions. This week, we tackle topics ranging from checking Glassdoor ratings for stock management quality to strategies for setting stock orders and even daring to ask tough financial questions to your own company's executive team.

We also address specific stock inquiries, including thoughts on Prudential Financial ($PRU), insights on AIRBUS's recent earnings call, and rumors regarding ENAGAS's dividend safety.

Tune in as we provide our thoughts on MPC container ships ($MPCC), and the cyclical dividend grower Whirlpool Corporation ($WHR), yielding an impressive 6.36%.

That's it for this week's show.

Subscribe, share, and stay tuned to Dividend Talk for your weekly dose of dividend growth investment news and insights!

In this episode, we dive into the latest financial updates and market news, exploring the world of earnings, dividend hikes, and the recovery of the stock market. We start by discussing notable dividend hikes from companies like SNAP ON, EOG, AFLAC, and CNQ. We then turn our attention to the news of the week, particularly the market's recovery following the FED notes.

The main topic of the episode focuses on BASF, where we examine their recent financial performance, challenges, and potential for growth. Additionally, we delve into Omega healthcare Investors, Fresenius, and their respective transformations and changes.

As we explore various listener questions, we discuss our thoughts about stocks like Sika, Nvidia, Innovative Industrial Properties (IIPR), Canadian Tire, and Smiths News. Plus, we address portfolio strategies, ETFs vs. individual stocks, and offer our insights to what we would tell ourselves if we were novice investors.

Join us as we unravel the latest dividend stocks insights and market trends in this episode, helping you make informed investment decisions.

Companies Mentioned:

• SNAP ON (Ticker: SNA)
• EOG (Ticker: EOG)
• AFLAC (Ticker: AFL)
• CNQ (Ticker: CNQ)
• BASF (BAS)
• OMEGA HEALTHCARE (OHI)
• Fresenius (FRE)
• Ferrari (RACE)
• Apple (Ticker: AAPL)
• Sika (Ticker: Sika.ZU)
• Nvidia (Ticker: NVDA)
• Innovative Industrial Properties (IIPR)
• Canadian Tire (YAAA)
• Smiths News (SNWS)
• SCHD (ETF)
• VIG (ETF)

Welcome to Episode 168 of our podcast, where we dive into the latest developments in the world of dividend investing. In this episode, we explore the exciting landscape of the 3rd Quarter Earnings Season, delving into the financial performances and strategic moves of major companies.

But first, we pose a critical question to our listeners in our Podcast Question of the Week: "Do you read/listen to some of the earnings of the companies in your portfolio?"

Share your insights with us by voting "Yes" or "No." in the poll related to this episode.

News of the Week:

• Walgreens Boots Alliance (WBA) Settles Rite Aid Investors' Merger Claims: Discover the details of Walgreens' $192.5 million settlement to resolve a class action lawsuit involving Rite Aid investors. Learn how this legal dispute originated from allegations of misleading information regarding a pending merger and the subsequent impact on both companies.

• Amazon's Drone Delivery Expansion: Amazon is taking delivery services to new heights by announcing its plans to launch drone deliveries in Italy, the UK, and another location in the United States starting in late 2024. Understand how this expansion will revolutionize the delivery landscape and integrate with Amazon's existing network.

Main Topic: earnings from

• L'Oreal

• EssilorLuxottica (Ticker: ESLOF) - Insights into their Real Internal Growth (RIG) measurement.
• Nestlé (Ticker: NSRGF) - A deep dive into Nestlé's CEO's perspective and their commitment to responsible marketing and product improvement.
• Johnson & Johnson (Ticker: JNJ) - Analyzing J&J's 2023 Third-Quarter reported sales growth and earnings.
• ASML (Ticker: ASML) - Updates on ASML's expectations for 2023.
• SAP - Stay tuned for insights into SAP's latest developments.
• Snap-On - An overview of Snap-On's net sales growth, segmented into different groups, and their CEO's insights on the company's performance.

Listener Questions:

We also tackle a variety of listener questions related to investing strategies, stock choices, and financial decisions. Join us as we address your inquiries and provide expert insights.

Stay informed and engaged in the world of finance and investing with our latest episode. Don't forget to cast your vote in our Podcast Question of the Week.

Thank you for tuning in, and remember to stay updated with the latest financial news and insights. Happy investing!

Companies Mentioned:

• Walgreens Boots Alliance (Ticker: WBA)
• Amazon $AMZN
• L'Oréal $OR.PA
• EssilorLuxottica (Ticker: ESLOF)
• Nestlé (Ticker: NSRGF)
• Johnson & Johnson (Ticker: JNJ)
• ASML (Ticker: ASML)
• SAP $SAP
• Snap-On $SNA

Welcome to Episode 167 of Dividend Talk, where we dive deep into the world of dividends, financial freedom, and stock market strategies. This week, we're exploring a fundamental question: Are dividends better than income from a job?

In the News of the Week, we discuss Microsoft's recent $69 billion Activision deal and how it overcame regulatory obstacles in Britain. Plus, we break down Walgreens' earnings report, highlighting the impact of COVID-19 on their financial performance.

Our Main Topic explores the benefits of dividend income versus traditional job income. We discuss how dividends can lead to less stress, more financial success, and even offer a degree of job security. Learn why dividends can be a powerful wealth-building tool that grows faster than your salary.

We also tackle listener questions, covering topics like preferred Closed-End Funds (CEFs), exit strategies, and the potential of stocks like Coca-Cola and Pepsi. Plus, we answer questions about oversold stocks, frugality, and dividend growth prospects.

Join us as we share insights, tackle listener questions, and help you navigate the world of dividends and financial independence. If you're looking to escape the 9-to-5 grind and secure your financial future, this episode is a must-listen.

Tune in and discover whether dividends are your ticket to a more financially secure future. Remember to subscribe, rate, and share Dividend Talk for more financial wisdom and insights.

PS: Don't forget to participate in this week's podcast poll: Do you sell directly after a dividend cut? Cast your vote with "Yes" or "No."

In the podcast episode, the following stocks are mentioned along with their ticker symbols:

1. Microsoft - Ticker symbol: MSFT
2. Activision - (Acquired by Microsoft)
3. Walgreens - Ticker symbol: WBA
4. PepsiCo - Ticker symbol: PEP
5. Coca-Cola - Ticker symbol: KO
6. Lilly (Eli Lilly and Company) - Ticker symbol: LLY
7. Novo (Novo Nordisk) - Ticker symbol: NVO
8. Viatris - Ticker symbol: VTRS
9. Aalberts - Ticker symbol: AALB
10. Illinois Tool Works - Ticker symbol: ITW
11. Roche - Ticker symbol: ROG (Genussscheine - Profit participation certificates)
12. CRH - Ticker symbol: CRH
13. McDonald's - Ticker symbol: MCD
14. Sika - Ticker symbol: SIKA
15. Estee Lauder Companies - Ticker symbol: EL

These stocks are discussed in the context of various questions, news, and topics throughout the podcast episode.

In today's episode, we dive into the latest developments in the financial world and take a closer look at our Q3 portfolio performance.

In the "News of the week" segment, we discuss the NN Group court ruling and its impact on usury unit-linked policies. We also explore the implications for NN Group and ASR, including their ability to cover litigation provisions without affecting dividends. should you buy the dip or hold tight until the dust settles?

We also address the concerns surrounding Walmart and consumer staple stocks, as they face challenges related to weight-loss drug concerns. We analyze the implications of changing consumer purchasing behavior and its impact on the retail giant.

In the corporate world, Philips finds itself under scrutiny from the FDA regarding its respiratory devices. We delve into the details of the FDA's response and its potential consequences for the company.

And in a potentially groundbreaking move, Exxon is reportedly considering a $60 billion acquisition of Pioneer Natural Resources. We explore the long-standing rumors surrounding this deal and what it could mean for the energy industry.

In our main topic, we dissect the current market conditions, including rising interest rates, oil prices, and a stronger dollar. We discuss strategies for navigating these challenging waters, such as dollar-cost averaging (DCA) and a focus on high-quality investments.

We review the performance of our portfolio for the third quarter, examining dividends received and recent stock purchases. We also reveal our top holdings and the dominant sector within the portfolio.

Last but not least we answered all the questions from our community

See you on the inside

Tickers mentioned  AMS.NN, AMS.ASR, WMT, AMS.PHI, XOM, Shell, KO, LON.UN,TROW, BASF, MO, LON.LGEN, BTI, VICI, BME.ENG TXN, MCD, LON:IGG, TGT, AXT, AMT, TGT

In this episode, we delve into the world of high-yield dividend investments. We discuss our strategies for incorporating high-yield stocks into portfolios, the importance of dividend safety analysis, and the role of compound interest in long-term wealth accumulation.

We also share our experiences with specific high-yield stocks and the factors we consider when evaluating these investments.

Tickers discussed are WPC, TXN, MSFT, SBUX, OHI, LGEN MUV2, BTI, MSFT, TXN, SBUX, AMT, KDP, CSN, NN, ENG, MO, NCYF, BPCR, TROAX, GAW, PH

We hope you enjoyed this episode and feel free to join the discussion on our Dividend Talk Facebook Group: https://www.facebook.com/groups/dividendtalk

In this episode we give a business breakdown and share our thoughts about Air Liquide (AI.PA). 

Air Liquide plays a crucial role in various industries, including healthcare, manufacturing, and energy. With a global presence spanning over 80 countries, it boasts an extensive network of facilities and research centers. The company's diverse portfolio includes industrial gases, healthcare solutions, hydrogen energy, electronics materials, industrial services, and environmental technologies, aligning with its commitment to sustainability and environmental responsibility through investments in cleaner energy alternatives. 

We also look at some of the news of the week around Apple and Mercedes-Benz before answering questions from the community.

Lastly, we are thrilled to release our second newsletter where we do a deep dive on British American Tobacco.  Over 30 pages of research so we hope you like it.

You can download the newsletter here: https://www.europeandgi.com/inspiration/a-deep-dive-into-british-american-tobacco-newsletter-002/

See you on the inside!

Tickers discussed:

$AI.PA, $AAPL, $1MBG, $SHELL, $ITX, $LON:SKG, $LON:GLB, $LON:KYGA, $CRH, $NKE, $RTX, $SJM, $K, $PEP

Welcome to Episode 163 of Dividend Talk, where we dive deep into the world of dividend growth investing and explore the benefits of this strategy compared to the grind of a 14-hour workday.

In our news segment, we cover the latest updates on prominent companies like Walgreens Boots Alliance, Philips, and Apple, shedding light on significant developments that may impact the market.

Then, we turn our attention to the world of dividends, discussing exciting increases from companies like VICI Properties Inc. ($VICI), Verizon Communications Inc. ($VZ), and KLA Corporation. We also delve into T-Mobile US's initiation of dividends and their ambitious plans for dividend growth.

Our main topic for this episode delves into the life of our co-host Derek, an engineer for a high-volume manufacturing plant. We explore the pressures of the job, work-life balance challenges, and the pursuit of financial freedom. We contemplate the value of hard work and how dividend investing fits into the picture, offering a way to grow wealth without constant portfolio management.

As we navigate through these topics, we also answer questions from our audience, touching on various aspects of dividend growth investing and discussing specific stocks like LVMH ($LMVH), ASML, and more.

Summary with Tickers:

• $WBA (Walgreens Boots Alliance)
• $PHIA (Philips)
• $AAPL (Apple)
• $VICI (VICI Properties Inc.)
• $VZ (Verizon Communications Inc.)
• $TMUS (T-Mobile US)
• $KLA (KLA Corporation)
• $LMVH (LVMH)
• $BATS (British American Tobacco)
• $ASML (ASML)
• $PHNX (Phoenix Group Holdings)

Join us in this episode to gain insights into dividend growth investing and discover how it can change your financial journey.

Feel free to also join the discussion at our Facebook group:

https://www.facebook.com/groups/dividendtalk

Welcome to this episode, where we explore the details of risk management and its pivotal role in financial decisions. Starting off, we examine NVIDIA's recent earnings report and its far-reaching implications for the semiconductor industry. Our news of the week extends to CVS's strategic entry into the biosimilar arena, exploring how it could reshape its role in the healthcare sector.

Our main topic revolves around the critical subject of risk and its management in the quest for financial independence. We navigate through the strategies of risk mitigation, examining portfolio diversification, asset allocation, and the balance between stability and returns. Complex concepts such as risk appetite and tolerance find their place in our discussion.

Wrapping up, we answer questions from our community, providing insights into investment prospects and market dynamics.

Key tickers include NVDA, CVS, MO, MPW, AD.AS, UGI, ADYEN, NEE, TROW, BATS, and DIS

In this podcast episode, we engage in a conversation about budgeting, investing, and achieving financial freedom. We explored the mindset shift I needed to transition from the early retirement movement to the concept of financial freedom. Rather than focusing solely on retiring early, our discussion centers around building a solid financial foundation and escaping the need for a traditional 9-to-5 job.

The conversation we had moved into the gradual increase in savings rates as we become more conscious of our spending habits and find ways to allocate more of our income towards investing. We highlighted the potential for individuals, especially younger ones, to start with lower savings rates and gradually work their way up as their financial mindset evolves.

Throughout the episode, we emphasized the importance of staying realistic about goals and expectations in our investing journey. We discussed the pitfalls of ignoring fees and the need to make informed investment choices, particularly when starting with smaller amounts. Our conversation also touched on the role of fractional shares and the pros and cons of different investment platforms, such as Interactive Brokers and Trading 212.

One key theme we consistently stressed was finding a balance between frugality and enjoying life's experiences. We encouraged listeners to challenge societal norms and question the necessity of certain expenses, all while maintaining a focus on creating memorable moments without overspending. Our ultimate message centered around the long-term nature of investing and the potential for financial freedom as a means to dictate our work-life balance.

In summary, our podcast episode offers a valuable discussion on the journey of budgeting, investing, and achieving financial independence. We provide insights and practical advice for listeners at various stages of their financial endeavors, emphasizing the importance of a mindful approach to building a secure financial future.

Companies mentioned -> Koyjamo, Novo Nordisk, General Mills, Enagas , Rio Tinto and Verizon

In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.

Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.

Enjoy the pod and C U on the inside!

Join us in this episode of Dividend Talk as Derek and the European Dividend Growth Investor dive into the world of European companies and their recent earnings updates. We discuss and share our thoughts on well-known companies like Starbucks (SBUX), LyondellBasell Industries(LYB), Legrand (LR), Vonovia (VNA)

In the latter part of the show, we dive into a wide array of topics and answer questions from our community. From managing increasing local tax liabilities as dividend income rises to discussing the relevance of monthly contributions as a portfolio grows. We also answer questions on companies like Corning $GLW, Securitas AB (STO:SECU-B), and Automatic Data Processing (ADP)

Hope you enjoy the show

Join us on Facebook to continue the discussion after this show: https://www.facebook.com/groups/dividendtalk

In this podcast episode, Derek and the European Dividend Growth Investor discuss two main topics: Unilever's performance and potential dividend outlook, as well as Texas Instruments' business breakdown and their thoughts on the stock.

For Unilever, they acknowledge the recent changes with a new CEO and how the company seems to be turning things around after a period of underperformance. The recent earnings report shows positive signs in sales volume and margins. However, they caution against expecting an immediate dividend hike as the new CEO may focus on stabilizing the company's financials first. Both participants have Unilever as a significant position in their portfolios and are not overly concerned about dividend cuts, given the company's historical practice of keeping dividends flat during challenging times and gradually raising them when performance improves.

Regarding Texas Instruments, they compare it to high-end companies like Nvidia, emphasizing that TI is known for its quality and reliability, akin to Siemens. They discuss the cyclical nature of the semiconductor industry and how TI is making substantial investments in its business, particularly in the development of three hundred-millimeter chips, to secure future revenue streams and stay competitive in the tech landscape.

They highlight challenges in the industry, such as recent chip shortages and weakening demand. Despite these challenges, they also recognize the vast opportunities TI has in growing technology trends like AI, IoT, and 5G.

When valuing TI, the discussion suggests using the dividend discount model (DDM) due to the variable cash flows resulting from heavy investments.

Overall, they view Texas Instruments as a strong business with growth potential. However, they urge caution with the entry point given the current risks. The European Dividend Growth Investor considers TI a top 10 stock in his portfolio and encourages the community to share their thoughts on Texas Instruments and any aspects they may have missed in the analysis.

This is our last episode of Season 3, and it is a jam-packed show.

The week's news involved the earnings from both $JNJ and $KVEU. EDGI gave his opinion on both and explained the upcoming Split off and what this means. This is completely different than the standard spin-off that most investors are used to. 

The main topic centered around our Q2 portfolio reviews which have seen some impressive results year over year.

We rounded up the main topic with our European flavor by looking at the earning of ABB, Novartis, Evolution AB, and Assa Abloy.  

We finished off the show by answering questions from our community.

Hope you enjoy it.

Tickers mentioned are SIX:ABBN, SIX:NOVN, STO:EVO, ASSA.B , STO:CIBUS, UKW

In today's show, we discuss our knowledge about dividend taxation and our own practical experiences. It's not an easy topic, but one that got requested by you for quite some time.

Besides the main topic of the show, we also discuss our highlights of the year so far and will address several listener questions.

Needless to say, we can't stress enough the importance of consulting your own tax advisor in case of doubt. Information shared in this show may not be accurate, although we did our best to do so. Also, local differences may apply which we simply aren't aware of.

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Did you enjoy this show? Then join the conversation on Facebook: https://www.facebook.com/groups/dividendtalk

eDGI's early retirement calculator: https://www.europeandgi.com/resources-templates/

In this week's episode, we have special guest De Kleine Kapitalist (DKK) with us. DKK is passionate about high-quality compounders that pay growing dividends. That's why he's joining us today to talk a bit more about Irregular Dividend Compounders.

But before we get to that, we will first discuss the news of the week which is about Ahold Delhaize ($AMS:AD). After that, we'll jump right into our main topic of the day. DKK will introduce us to the Irregular Dividend Compounders term followed by two examples and how much % of his portfolio is allocated to such stocks. After that we will answer several questions from the community and at the end we will hear more about DKK's stock pick of the week.

We hope you enjoy today's show and C U on the inside!

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Google Tickers mentioned in the show: AMS:AALB, STO:THULE, EPA:LVMH, AMS:BESI, ETR:ALV, LON:LGEN, AMS:ASRNL, AMS:ASML, EPA:OR, LIN, EPA:LVMH, LON:DGE, STO:ASSA-B, CPH:NOVO-B, AMS:WKL, EPA:EL, EPA:SU, ECL

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Follow De Kleine Kapitalist on Twitter: https://twitter.com/dekleinekapita1

Read his blog here: https://dekleinekapitalist.nl/

His article about Ecolab: https://dekleinekapitalist.nl/dividendaandeel-ecolab/

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Follow us on FaceBook: https://www.facebook.com/groups/dividendtalk

3M had a big run-up at the end of the week due to some news regarding a first settlement of at least 10 billion. Is now the time to buy? We do a bit of a deeper dive into those litigations to really understand if the path is clear for 3M's recovery.

What's more in this episode: our thoughts about Target and their #GoWokeGoBroke failure. Does this provide an attractive buying opportunity?

Last but not least, many listeners questions ranging from our thoughts about stocks like $LOTB, $JNJ, $ABBV, $ROG to our opinion about whether beating the market should be a dividend growth investors goal.

Having said that, it's a jam-packed show, and as always, C U on the inside!

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:

• News of the week: $AMS:AD, $EPA:SU
• Dividend Hikes: $SWX:NESN, $AMS:NN, $LON:RELX, $EPA:TEP,  $AMS:VPK, $KO, $SWH, $AMS:HEIA, $O, $FIS

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:

• The dividend talk Facebook group: https://www.facebook.com/groups/dividendtalk

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!