Dividend Talk
Jul 16, 2022
EP #106 - A CEO Perspective | Matthias Schrade from DEFAMA
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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
More episodes from Dividend Talk
6 days ago
EP #173 | Learn more about the importance of Macro and Dividend Investing with Leo Nelissen | & our thoughts about Bayer's 1.5 billion court ruling
Welcome to Episode 173 of Dividend Talk, where Leo Nielssen join us who is a leading Author on Seeking Alpha (https://seekingalpha.com/author/leo-nelissen)
We kick off with the latest financial news, consumer sentiment, and manufacturing PMIs. We also discuss Bayer and their recent order to pay $1,5 billion to 3 claimants.
After some quick fire questions with Leo, we dive into Leos's story around dividend investing where we touched on topics such as macroeconomics and dividend investing, the basis of his strategy, ETFs and where are the opportunities at the moment.
We finish with some listener questions along with Leos's stock pick of the week
Companies mentioned, are Nvidia, Walgreens, Vici, Realty Income, Caterpillar, Apple, Public Storage
You can follow Leo Nelissen on X: https://twitter.com/LeoNelissen
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Nov 18, 2023
EP #172 | All we know about bonds and whether we should own them | & Germany's financial reforms, Siemens earnings
Welcome to Episode 172 of DividendTalk, where we delve into the intriguing world of bonds and ask the burning question: should we own some?
We kick off with the latest financial news, including Germany's reforms to boost its tech industry and Alibaba's historic introduction of dividends. Siemens, a powerhouse in the corporate landscape, reports record-breaking earnings, paving the way for a discussion on the pros and cons of owning bonds.
At the heart of the episode, we break down the fundamentals of bonds—what they are, the different types (including government, municipal, and corporate bonds), and their inherent risks and rewards. Derek and eDGI explore the stability and predictable income bonds offer, contrasting it with the risks, including the dreaded duration risk and the potential lack of income growth compared to dividend hikes.
The main question lingers: Should we own bonds? We share our perspectives, with Derek emphasizing his current focus on growth and eDGI considering bonds as part of a savings plan for future investment. Asset allocation strategies, such as the classic 60/40 portfolio and age-based allocations, are dissected to provide listeners with practical insights.
Wondering where to buy bonds? We've got you covered, discussing options like brokers, ETFs, and even buying directly from the U.S. government. Armed with this knowledge, the hosts reflect on whether owning bonds aligns with their investment strategies at this stage.
But that's not all! The episode is rounded off with engaging listener questions covering topics like stock screening, sector preferences, and intriguing hypothetical scenarios. Tune in to hear the hosts' takes on various tickers, from Roche's dip to eDGI's frustration with Bayer
Whether you're a seasoned investor or just starting your financial journey, this episode of DividendTalk offers valuable insights and answers to your burning questions. Join us for a deep dive into the world of bonds and financial strategies that could shape your investment decisions.
Stock Screener article: https://www.europeandgi.com/how-to/dividend-stock-screener/
Join us on Facebook:
https://www.facebook.com/groups/dividendtalk
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Nov 12, 2023
EP #171 | How to Spot a Bad Company - Our Red Flags | & our thoughts on Diageo and Ahold Delhaize
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!
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