Dividend Talk

🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/?utm_source=chatgpt.com] In this episode of the Dividend Talk Podcast, Edgi puts Derek on the spot and quizzes him about his portfolio. We explore the implications of government stakes in Intel, the latest dividend announcements, and the dynamics of high-yield stocks. The conversation dives into emotional investing, the role of AI and robotics in portfolio management, and the growing influence of private equity. We also discuss stock-based compensation, its impact on valuations, and the importance of using screening filters in building a long-term dividend portfolio. Additionally, we share lessons learned from past mistakes, compare strategies between high yield and growth, and discuss where we see opportunities in the markets today. Tickers Intel (INTC), Vici Properties (VICI), Agree Realty (ADC), Hornbach (HBH.DE), Shell (SHEL), Legal & General (LGEN.L), Altria (MO), British American Tobacco (BTI), Evolution Gaming (EVO.ST), ASML (ASML), LVMH (MC.PA), EOG Resources (EOG) Chapters00:00 Introduction and Overview of the Podcast02:53 Intel’s Government Stake and Its Implications05:53 Concerns Over Government Influence in Business08:50 Dividend Announcements and Portfolio Roasting11:39 Derek’s Portfolio Analysis and High Yield Stocks14:50 Vici Properties and the Future of Vegas17:54 Evaluating Risks in the Casino Industry23:37 Exploring Hornbach: The Black Sheep of Investments28:22 Investment Strategies: High Yield vs. Growth31:46 Understanding Portfolio Composition and Risk36:42 The Emotional Side of Investing41:01 Market Concerns: Inflation, Debt, and Currency Transition44:21 Navigating Emotional Investment Decisions47:29 The Impact of Valuation on Selling Stocks49:09 AI in Portfolio Management: Trust and Limitations52:22 Lessons from Option Trading Mistakes53:09 Identifying Future Investment Opportunities56:23 Screening for Stocks: Strategies and Limitations01:00:11 The Role of Private Equity in Modern Investing01:02:03 Government Influence on Capital Allocation01:08:59 Evaluating Stock-Based CompensationJoin the conversation Twitter - @DividendTalk_ and @European_DGI [https://x.com/European_DGI]Join our Facebook Community - https://www.facebook.com/groups/dividendtalkJoin our Discord group - https://discord.gg/nJyt9KWAB5 [https://discord.gg/nJyt9KWAB5?utm_source=chatgpt.com]

🔥 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 engage in a lively discussion about EDGI’s portfolio. We explore the recent developments surrounding Novo Nordisk, the implications of AI investments, and the importance of emotional attachments in investing. In this conversation, we talk about various investment strategies, focusing on portfolio diversification, and the importance of dividend growth. We discuss the significance of a tiered investment approach, evaluating company performance, and the impact of market trends on future investments. The conversation also touches on celebrating investment milestones, understanding P/E ratios, and the role of real estate investment trusts in the current market. Additionally, we explore options trading as a method for generating income while maintaining a conservative investment strategy. Links - https://x.com/investseekers/status/1958537126641086663 Tickers Alibaba (BABA), Allianz (ALV.DE), Altria (MO), Amazon (AMZN), Apple (AAPL), Atlas Copco (ATCO-A.ST / ATCO-B.ST), Berkshire Hathaway (BRK-A / BRK-B), British American Tobacco (BTI / BATS.L), Canadian National Railway (CNI), Charles Schwab (SCHW), Chesnara (CSN.L), Chubb (CB), Cisco (CSCO), Danone (BN.PA), Defama (DEF.DE), Dior / Christian Dior SE (CDI.PA), Disney (DIS), Eli Lilly (LLY), Euronext (ENX.PA), ExxonMobil (XOM), Fuchs Petrolub (FPE3.DE), IBM (IBM), Kimberly-Clark (KMB), Meta Platforms / Facebook (META), Nivea / Beiersdorf (BEI.DE) Chapters 00:00 Introduction and Overview of the Podcast 05:58 Rebranding and Community Engagement 12:02 AI Bubble Discussion and Market Speculation 17:52 Dividend Growth Investing Insights 23:50 Dividend Announcements and Market Reactions 26:50 Roasting the Portfolio: A Critical Review 37:46 Navigating Dividend Investments 40:49 Emotional Attachments in Investing 45:24 Evaluating Investment Theses 51:03 Sector Concentration and Portfolio Strategy 55:48 Assessing Risky Investments 01:01:18 Diversification and Portfolio Management 01:06:57 Celebrating Investment Milestones 01:12:16 Profit Perception and Dividend Timing 01:13:48 Evaluating PE Ratios for Investment Decisions 01:16:05 Understanding Real Estate Investment Trusts (REITs) 01:17:59 Comparing EU and US Investment Strategies 01:18:30 Navigating Investment Platforms for ETFs 01:19:47 Dividend Growth Investing Mindset 01:20:30 Options Trading in Dividend Growth Investing 01:23:37 Market Reactions to Pharma Tariffs 01:24:35 The Boring Side of Investing: Taxes 01:25:50 The Challenge of Overvalued Markets 01:27:07 Evaluating Company Performance Amidst Price Drops 01:32:36 The Role of Dividends in Crypto Investments 01:35:16 Analyzing Canadian National Railway Company 01:36:41 Exploring Swedish Investor AB 01:38:08 Deep Dive into Waste Management Companies 01:39:40 Assessing Tractor Supply and Toyota 01:41:14 Understanding Share Dilution in Growth Companies 01:43:55 Evaluating Beiersdorf AG 01:46:42 Insights on Fuchs SE Stay Updated: Twitter - ⁠@DividendTalk_⁠ [https://twitter.com/DividendTalk_]Twitter - ⁠@European_DGI⁠ [https://twitter.com/European_DGI] Join our Facebook Community - ⁠Dividend Talk Facebook Group⁠ [https://www.facebook.com/groups/dividendtalk] Join our Discord group - https://discord.gg/nJyt9KWAB5

This week on Dividend Talk, Derek is joined by Jeremy from Dividend Stockpile to explore some of the biggest Megatrends shaping our investing future. We cover the opportunities and risks in infrastructure, clean energy, technology, and healthcare, and how dividend investors can position themselves for the next decade and beyond. You’ll hear about recent dividend news from Interface (TILE) and Agree Realty (ADC), how US and European infrastructure approaches differ, why utilities like Iberdrola (IBE.MC) and Enel (ENEL.MI) stand out, and how tech giants Meta (META), Alphabet (GOOG), and Microsoft (MSFT) fit into the AI megatrend. We also look into healthcare innovation, options income strategies, and favourite finance content creators. Tickers Mentioned: TILE, ADC, O, BAM, BIP, NEE, DUK, ED, IBE.MC, ENEL.MI, ABB, DG.PA, META, GOOG, MSFT, GE, CWEN, ASML.AS, SAP, MDT, MRK, ABBV, NVO, LLY, ROG.SW, SNY, SYK, ABT, BDX, RMD, STRC Chapters: 00:00 – Introduction & Guest Welcome02:52 – Company News: Interface & Dividend Increases05:41 – Agree Realty & REIT Quality08:43 – Understanding Megatrends11:51 – Infrastructure as a Megatrend29:06 – Clean Energy Transition39:31 – The Rise of Technology & AI46:51 – Healthcare Opportunities01:04:06 – Options Income Strategies & High Yield Ideas01:20:06 – Favorite Finance Content Creators & Closing Remarks Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ Stay Updated: Twitter - @DividendTalk_ [https://twitter.com/DividendTalk_] Twitter - @European_DGI [https://twitter.com/European_DGI] Join our Facebook Community - Dividend Talk Facebook Group [https://www.facebook.com/groups/dividendtalk] Join our Discord group - https://discord.gg/nJyt9KWAB5

In this week’s episode of Dividend Talk, we kick off with our Q2 performance review , looking at how our dividend portfolios fared, what we bought, sold, and learned over the past quarter.   We also dive into three big names making headlines: Wolters Kluwer’s sharp share price drop and the fear of AI disruption, Novo Nordisk’s earnings and competition with Eli Lilly, and UnitedHealth’s reduced outlook.   Along the way, we cover dividend hikes and cuts from around the globe, have some laughs over corporate slogans, and answer a packed list of listener questions ranging from sector risks to portfolio construction.   SEE YOU ON THE INSIDE!!   Tickers discussed: WKL.AS, NVO, LLY, UNH, HEIA.AS, NN.AS, AD.AS, ITW, CLX, AWR, WHR, LGEN.L, MRK, LVMH.PA, TGT, LYB, NKE,CVX, HPQ, MSFT, SHEL, BTI, BAM, BAES.L, HORNB.BR, UPS, PEP, CCOI, ORA.PA,ASR.AS, ASML.AS, UL, GLB.IR, KRZ.F, KESKOB.HE, KNEBV.HE, SAMPO.HE, AGE.BR, XIOR.BR,ASC.BR, SHL.DE, DEF.F, NVO-B.CO, VICI, RY, DOL.TO, FTS.TO, UKW.L, VOLVB.ST,INVE-A.ST, INVE-B.ST, SEB-A.ST, SWED-A.ST, HAND-B.ST, SHELL.AS, VIE.PA, O,SECUB.ST, ABBV, BAYN.DE.     Join us : [Facebook]  - Https://www.facebook.com/groups/dividendtalk [https://www.facebook.com/groups/dividendtalk] [Twitter] -   @DividendTalk_    ,  @European_DG [Discord] - https://discord.gg/nJyt9KWAB5 [https://discord.gg/nJyt9KWAB5] [Premium Services] - https://dividendtalk.eu/how-it-works [https://dividendtalk.eu/how-it-works]

In this special episode of Dividend Talk, we tackle one of the most frustrating topics for European investors: dividend withholding tax. Our guest is Thomas Rappold, founder of Divizend.com, a platform built to automate and simplify dividend tax reclaims for retail investors. Thomas shares how his own investing struggles led him to build the company, and how Divizend is helping thousands of investors recover lost income from foreign dividends. We discuss: * What dividend withholding tax is (and why it's such a headache) * Why most investors miss out on reclaiming what’s rightfully theirs * The upcoming EU-Faster regulation and digital tax residency certificates * The role of brokers, the EU Commission, and what’s changing by 2028 * Practical steps for reclaiming your foreign dividend taxes * Why dividend investors need to push for change and how Divizend is giving us a voice * Thomas also shares his unique investing mindset (yes, he owns both Palantir and Lindt!) and replaces a stock in our Dividend Growth Community Portfolio. 📈 Tickers mentioned in this episode include: MSFT, AAPL, GOOGL, PLTR, JNJ, V, ADP, O, ADC, MUV2.DE (Munich Re), ALV.DE (Allianz), NESN.SW (Nestlé), LVMUY / MC.PA (LVMH), LIN.SW (Lindt), ASML, WKL.AS (Wolters Kluwer), RNL.AS (Reed Elsevier), DE, SPGI, MSCI, BRK.B, SREN.SW (Swiss Re), SIE.DE (Siemens), AIR.PA (Air Liquide), L'Oreal (OR.PA), SAP, WISE.L 📣 We’re not affiliated with Divizend, but Thomas has provided a special code for Dividend Talk listeners ( 10% discount on your first reclaim ) - https://divizend.com/ref/europeandgi [https://divizend.com/ref/europeandgi] Discover our premium service: ⁠⁠Dividend Talk Premium⁠ [https://www.dividendtalk.eu/]