27 juni 2026
62 min
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 Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. Join us :
Discord group - https://discord.gg/nJyt9KWAB5
Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI
Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu
Disclaimer: Educational content only. Not financial advice.
Lyssna på fler avsnitt från
Dividend Talk
Visar 1–10 av 303 avsnitt
4 juli 2026
65 min
13 juni 2026
106 min
6 juni 2026
67 min
30 maj 2026
58 min
24 maj 2026
73 min
16 maj 2026
65 min
10 maj 2026
62 min
2 maj 2026
70 min
25 april 2026
87 min
18 april 2026
83 min