Dividend Talk22 Touko 2021

Ep #49 | Are we buying or selling AT&T | And more: $CSCO $ABBV Listener questions

After the big news from AT&T, EMF and EDGI discuss the deal and why they are holding or selling their shares.

We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure.

We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at ciscos earnings.

Main topic:

We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling?

We finish up the show with questions from the community

Phil -How are your portfolios doing? Everything on track? Any adjustment/change planned? (or recently done)

Odysseus -> On annual meetings, you guys usually vote for or against the company reporting lobby activities on areas such as Climate Lobbying (Oil industry) or shareholders proposing reports on sugar and public health ($KO)

Forward dividends - In the wake of $T, do you think more companies should adopt the European approach of more closely linking period results with the dividend rather than borrowing to pay the dividend (e.g. $GE, $IBM, etc.)?

Dapper Dividends - If you could interview any person, alive or dead, who would it be?

EloySnowball - Where is @European_DGI reinvesting $T’s money? And what are you going to do @EMF_01?

Juan - Our Opinion on BABA and its future

Dividend Day Clan - EDGI to give a closing rant on AT&T

Final Thoughts:

We hope that you enjoy today’s episode. While you're at it, don't forget to hit the Subscribe and Like button 👍. It means a million to us!

At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(310)

First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307

The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates...

19 Syys 58min

The Art of the Turnaround and What We Learned Along the Way

This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Inst...

12 Syys 1h 12min

Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)

We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as r...

5 Syys 1h 12min

Quick Update

Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.We will be back in SeptemberThank you for understanding while we step away for a momen...

1 Elo 29s

Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304

Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing...

25 Heinä 1h 22min

EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall

This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an ...

11 Heinä 1h 11min

Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302

In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number wi...

4 Heinä 1h 5min

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan St...

27 Kesä 1h 2min