Dividend Talk

In this episode of the Dividend Talk Podcast, we discuss our personal experiences and mistakes in dividend investing. We reflect on current market events, particularly in the oil sector, and share insights on our investment strategies. The conversation covers various themes, including the importance of recognizing when to sell stocks, the pitfalls of high portfolio turnover, and the challenges of trusting management. We emphasize learning from past mistakes to improve future investment decisions. 🔔 Don’t forget to subscribe for more content on dividend stocks, passive income, and long-term investing.Chapters00:00 Introduction and Personal Updates03:06 Current Events and Market Analysis11:41 Reflecting on Dividend Investing Mistakes12:19 Mistakes in Holding Stocks Too Long16:20 Learning from Selling Stocks Too Early22:31 Turnover and Portfolio Management23:00 Value Traps and Company Fundamentals30:15 Management Trust and Execution Challenges32:00 Trusting Management: A Double-Edged Sword35:09 The Learning Curve of Options Trading38:01 Community Insights: Learning from Mistakes38:57 Investment Strategies: Balancing Growth and Income44:56 Spending vs. Saving: The Dilemma of Wealth48:48 Navigating Taxes: Estate Planning and Investments56:12 Evaluating Stocks: Insights on UNH and Others01:00:57 Market Trends: The State of the Alcohol IndustryWant some European dividend aristocrats - https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/

In this episode of the Dividend Talk Podcast, we celebrate our 250th episode by reflecting on our journey and the growth of our dividend investing strategies. We discuss the implications of recent U.S. legislation on European investors, the importance of dividend hikes, and the balance between starting yields and growth rates in investments. The conversation also touches on lifestyle choices that impact financial independence and the significance of savings rates in achieving investment goals. In this conversation, We discuss various aspects of personal finance, including meal preparation, vacation choices, car ownership, and strategies for achieving financial independence. We explore the importance of savings rates, the impact of lifestyle inflation, and the nuances of investing in different markets. The dialogue emphasises practical approaches to managing expenses and making informed investment decisions.00:00 Introduction to Episode 25 001:59 Reflections on Podcast Journey and Growth 03:57 Impact of U.S. Legislation on European Investors 10:00 Dividend Hikes and Market Reactions 13:56 Exploring Minimum Starting Dividend Yields 22:01 Balancing Yield and Growth in Investments 28:11 Lifestyle Choices and Financial Independence 30:01 Balancing Work and Meal Prep 32:56 Frugal Family Vacations 36:00 The Cost of Car Ownership 39:11 Navigating Financial Independence 39:59 Investing Strategies and Market InsightsLink to EDGIs calculator - https://docs.google.com/spreadsheets/d/1PyRyX9CdctkmNuAxagocIFD37NiWETUXj2i_noL3FVk/edit?usp=sharing 🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/

In this episode of the Dividend Talk Podcast, we discuss three asset-light businesses with growing dividends. We explore the characteristics of asset-light companies, focusing on Visa, Walter's Kluwer, and Relix. The conversation highlights the advantages of asset-light models, such as scalability and higher profit margins, while also addressing potential risks and market reactions. Chapters 00:00 Introduction to Dividend Talk Podcast 09:47 Understanding Asset Light Businesses 12:35 Exploring Visa as an Asset Light Company 16:27 European Asset Light Companies: A Closer Look 26:35 Relex PLC: An Information-Based Analytics Company 32:26 Exploring Hidden Gems in Investment Portfolios 32:54 Top Picks from Each Other's Portfolios 35:08 Dividend Insights and Payment Patterns 35:59 Stock Reinvestment Options 39:59 The Right Cake for Investor Meetings 43:59 Impact of Company News on Investment Decisions 44:59 Share Options and Portfolio Management 47:59 Future Focus: Growth vs. Income Investing 🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/

This week on Dividend Talk, Derek is joined by fellow Dutch investor DazZMikey as European DGI enjoys a well-earned holiday. Together, we go on a unique “Stock Safari,” exploring dividend gems far from our usual American and Western European terrain. Along the way, they reflect on macro news, dividend hikes and cuts, and how to handle markets you don’t fully trust. Hope you enjoy 🎙️ Companies mentioned: KRKC, ENPH, FSLR, RUN, EQNR, MDT, NOC, LII, LYB, FLO, RL, MAR, NDAQ, CCI, NG, TGT, HBH.DE, KEIYY, VER.VI, TTDKY, DE.V, REXR, JD 📩 Want to see what our premium newsletter is like? Grab a free sample of our in-depth stock research here: https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/] 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🐦 Twitter - @DividendTalk_ | @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk [https://www.facebook.com/groups/dividendtalk]

In this episode of Dividend Talk, we dive into the drama at UnitedHealth Group (UNH) from earnings disappointments to fraud allegations and a sudden CEO exit. Is it a buying opportunity or a classic falling knife? We also break down strong earnings from two European giants: Siemens (SIE.DE) and Allianz (ALV.DE). Both companies delivered rock-solid results, reminding us why Europe is a fertile ground for dividend growth investors. Along the way, we reflect on what we’d do differently if we started our investing journeys today, why conviction matters more than share price, and whether preferred stocks or spin-offs like Magnum are worth a look. 💥 Want a taste of our premium newsletter? Get 3 free samples packed with deep dividend insights: 📩 https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/] 💬 Got a question or stock you'd like us to cover? Drop us a comment and we’ll feature it in a future episode! 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! — 📈 Tickers mentioned: UNH, SIE.DE, ALV.DE, NVO, ABBV, AOS, MUV2.DE, LGEN.L, EURONEXT.PA, ASRNL.AS, LEG.DE, MPW, IIPR, LVMH.PA, NESN.SW, CHUB 🐦 Twitter: @DividendTalk_ | @European_DGI 👥 Join our Facebook Community: https://www.facebook.com/groups/dividendtalk [https://www.facebook.com/groups/dividendtalk]