EP 237 | Surviving Currency risks | Are we buying US Dividend stocks?
Dividend Talk8 Mars 2025

EP 237 | Surviving Currency risks | Are we buying US Dividend stocks?

In this episode of the Dividend Talk podcast, we look into the complexities of currency risks for European investors, particularly in the face of US market volatility. We also discuss a range of listener questions, touching on dividend tax, portfolio diversification, and specific stock analyses.

Chapters:

  • 00:00-00:05 Introduction and Market Discussion
  • 00:05-00:10 Currency Risks and Euro Cost Averaging:
  • 00:10-00:15 Dividend Announcements and Cuts: A rundown of recent dividend announcements from companies like Ricketts Benckiser (RKT) and Greggs (GRG).
  • 00:15-00:20 Strategies for European investors to manage currency risk, including diversification and considering European stocks. Tickers mentioned LVMH (MC.PA), SAP (SAP.DE), and ASML (ASML.AS).
  • 00:20-00:25 Portfolio Management and Currency Exchange.
  • 00:25-00:30 Discussion of reclaiming foreign dividend tax, handling small positions, and decisions on selling stocks with high returns and low yields.
  • 00:35-00:40 ESG and Sustainability Reports
  • 00:40-00:45 Analysis of Greencoat UK Wind (UKW.L), T. Rowe Price (TROW)
  • 00:45-00:50 Brookfield (BN) and Domino's (DPZ): Discussion of a Financial Times article on Brookfield and Domino's expansion in Europe.


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