Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294
We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/B...
2 Mai 1h 10min
Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293
Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Me...
25 Apr 1h 26min
From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292
Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, ...
18 Apr 1h 22min
REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts
This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor com...
11 Apr 1h 30min
Eps 289: Is the Food Business Still Going to Pay Growing Dividends?
Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of...
29 Mar 1h 23min
EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian
This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting ...
21 Mar 1h 7min
How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287
Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking...
14 Mar 1h 3min
