EP #202 | Quarterly Dividend Portfolio Roundup | & What about Nike?!

Dividend Talk

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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