In this episode, we dive deep into one of Europe's most iconic companies, L'Oréal. We explore why L'Oréal has maintained a strong presence in the cosmetics and beauty industry for over 60 years, boasting an impressive annual dividend growth rate of 11.3% over the past quarter-century.

Tune in to hear about L'Oréal's financial performance, market segments, and catalysts for future growth, including the rising demand for premium products and the expansion of digital strategies.

Plus, we answer listener questions on personal finance, investing quirks, and dividend stock recommendations.

Join us for an insightful discussion on whether L'Oréal is a worthy addition to your portfolio.

Read the premium newsletter about L'Oréal here: https://europeandgi.com/uncategorized/launch-%f0%9f%8e%89-dividend-growth-compass-newsletter-001/

In Episode 204 of Dividend Talk, titled "How Our Savings Rate Evolved Over Time," we dive deep into the journey of personal savings rates. We begin by reflecting on our initial savings rates and how they have shaped our investment strategies over the years. From managing lifestyle inflation to grappling with the concept of not living like students anymore, we discuss the practical challenges of maintaining a healthy savings discipline amidst life's changing financial demands.

Our discussion extends to the assumptions we make about future expenses and how these impact our long-term financial planning. We share our experiences with income fluctuations and how they have influenced our ability to save consistently.

In our Portfolio Review segment, we discuss a portfolio submitted by Markus. It is an interesting one, especially due to his number 1 holding of 20%

Last but not least, we discuss several listeners questions ranging from how to deal with takeover offers to whether Wallgreens will find a path back to growth again.

Overall, Episode 204 of Dividend Talk is packed with information again and we wish you all a lovely summer!

In our latest Dividend Talk episode, we share our favorite retirement destinations for living of dividends. We discuss the appeal of the countries of our choice, known for their favorable tax climates and quality of life. The episode also covers essential financial news, including the Fed's decision on interest rates and significant corporate updates from Shell. Additionally, we review recent dividend announcements and answer listener questions on maximizing dividend income and building a diversified portfolio.

Ready? C U on the inside!

Welcome to the latest episode of DividendTalk! In this Quarterly Dividend Roundup, we dive into the most significant dividend news and stock movements of the past quarter. We discuss Walgreens and Nike. Nike's recent 19% drop post-earnings raises questions about whether it presents a potential entry point for long-term investors, while Walgreens faces tough times with stock prices at their lowest since 1997, prompting EMF to explain why he sold out. We also cover the Agnelli family's increased stake in Philips to 17.51%, making them the largest shareholder of the group.

Additionally, we highlight several dividend announcements: Kroger's 10.3% hike, General Mills' 1.7% increase, JP Morgan's 8.7% boost, Morgan Stanley's 8.8% rise, and Goldman Sachs' 9.09% increase. In our main topic, EMF & eDGI share their quarterly buys, along with their dividend income growth, portfolio performance and other relevant statistics.

We also address listener questions about portfolio allocation during the accumulation phase, strategies for maintaining dividend growth during a market downturn, metrics for evaluating insurance companies, and the balance between conviction and pragmatism in investing. Finally, we provide stock analysis and insights on Kroger, French stocks post-election, Chesnara plc, liquor stocks, and Brenntag.

Join us for an in-depth analysis and discussion on these topics and more in this episode of DividendTalk!

Stocks discussed during the show:

• Walgreens Boots Alliance ($WBA)
• Nike ($NKE)
• Philips ($PHG)
• Kroger ($KR)
• General Mills ($GIS)
• JP Morgan Chase ($JPM)
• Morgan Stanley ($MS)
• Goldman Sachs ($GS)
• Evolution Gaming (EVO.ST)
• Greggs (GRG.L)
• Iberdrola (IBE.MC)
• JP Morgan Global Growth and Income (JGGI.L)
• Mensch Und Maschine (MUM.DE)
• VICI Properties ($VICI)
• Chesnara plc (CSN.L)
• Diageo (DGE.L)
• Pernod Ricard (RI.PA)
• Remy Cointreau (RCO.PA)
• Brenntag (BNR.DE)

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Welcome to DividendTalk, where we dive into the latest news, strategies, and tips for dividend investors. In Episode 201, we're exploring three European companies boasting impressive Return on Invested Capital (ROIC).

News of the week:

- **Nationale-Nederlanden's New Venture**: Dutch insurer Nationale-Nederlanden is set to launch a digital bank next year. Joris from DGI shares his thoughts on this strategic move.

Main Topic:

Warren Buffett once said, "Leaving the question of price aside, the best business to own is one that can employ large amounts of incremental capital over an extended period at very high rates of return." In this episode, we break down what ROIC is, why it's crucial for investors, and how it's calculated. We also compare ROIC with other financial metrics like ROI and ROCE, and discuss the significance of comparing ROIC with a company's Weighted Average Cost of Capital (WACC).

We then discuss 3 European examples after the theoretical introduction.

Last but not least, we also discuss several of our listeners questions.

Tune in for insightful discussions and expert analysis on these topics and more in Episode 201 of DividendTalk!

Welcome to the 200th episode of Dividend Talk! Join us as we celebrate this incredible milestone and reflect on the journey that has brought us here. We owe it all to our loyal listeners. Thank you for your unwavering support!

This episode's main topic is the power of consistent dividend growth investing. From the importance of investing in companies with strong balance sheets to the mantra of sticking to dividends, Derek and eDGI share a wealth of valuable lessons learned over 200 episodes. Discover the key to success: consistency, conviction, and doing.

Tune In and C U on the inside!

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In Episode 199 of DividendTalk, titled "10 Stocks We Never Want to Own," we explore the companies that we believe are best avoided in any investment portfolio.

As usual, we kick off with the week's news, discussing Roaring Kitty's massive $235 million loss on GME in a single day and the buzz around ASML's $380 million chip machine set to ship to TSMC, which Intel has already started using. We then highlight recent dividend announcements, including substantial hikes from United Health, Alexandria Real Estate Equities, Essential Properties Realty Trust, and Lowe's, while noting 3M's removal from the Dividend Aristocrats Index.

Diving into the main topic, we detail why those 10 companies we never want to own make our list of stocks to avoid, citing issues ranging from financial engineering and poor management to economic sensitivity and high debt.

We also address listener questions on diverse topics such as the volatility in dividend discount models, ETF voting rights, investment strategy adjustments near retirement, and opinions on specific stocks like TR Property Investment Trust and Intel post-dividend cut.

This episode is packed with valuable insights and analysis to inspire you on your dividend growth journey.

Tune In and C U on the inside!

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https://www.europeandgi.com/sign-up

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Join us for another exciting episode of the Dividend Talk podcast! This week, we welcome Ex-Berliner, a seasoned SAP developer turned freelance project manager, who you can also follow on Twitter: https://x.com/DaBraX33

In this episode, we dive deep into "GrandPa’s Rules," exploring the wealth-building wisdom passed down from Ex-Berliner's grandfather. We discuss the inspiring journey of wealth creation, key lessons learned, and the evolution of investment strategies over time. From dividend investing to portfolio management, Ex-Berliner shares invaluable insights and personal anecdotes.

We also cover the latest news in the investment world, including Nelson Peltz's sale of his Disney stake and HP Inc's significant price increase post-earnings.

Tune in for a casual yet informative conversation, listener questions, and a thought-provoking discussion on the future of biotech and AI developments.

Don't miss it!