EP #40 Should Dividend Investors be worried about rising interest rates?

Episode 40 is another Jam Packed Episode with news on some of our favorite companies such as Danone and Nike. Our Main topic addresses investor sentiment regarding rising interest rates. And Finally, we answer Questions from the Community.

? EMF Discusses

1. The Roblox IPO and if he is buying shares
   
2. Nike Earnings
   
3. Diageo’s Expansion in the US market
   

? EDGI Discusses

1. Faber quits after investor pressure
   
2. Starbux and the “rejected” $50 million reward proposal
   

For the main topic, We discuss the difference in Inflation and interest rates and what this means for Dividend Growth investors.

Listener Questions:

This week we received several questions again from our loyal listeners

Phil Segler – Rapid Fire Questions for you tonight:

* Pharma or BioTech

* Europe or North America

* Cathie Wood or Warren Buffett

Follow up from Piotr – And EU not only WE

I am curious to hear the opinions of our two Experts about Russia especially, low CAPE and perspectives for cyclical as materials and energy. I am building the position there seeing the expensive US and WE

Dividend Dane: Inflation – It’s likely that inflation is on the rise, and that it’ll go above 2% annually for an extended period. Seen numerous economists expect a decade of an avg. inflation of 2,5 – 3.0%.

Lets just go with 2,5%.

How will that impact the way you think, both with regards to investing, and your FIRE plans (the math changes when inflation goes up by 66%).

Rafa Martinez Valera – my question: name a stock that you would love on your portfolio and you never bought because always seems too expensive

Tiago Diaz – Do you keep track of the hidden fx fees when you buy non-euro denominated stocks with degiro? If so, how do you calculate and register them?

I had a hard time keeping track of it, and it annoyed me that the numbers didn’t match up, that I ended up leaving degiro over it…

Daniel – Hi guys, great work with your podcast! Question: How would you currently invest a lump sum of 30.000€/US$? How many dividend stocks would you choose/ how much would you invest in each?

Dividend Sjef – My question; I do my valuation, I set my margin of safety but sometimes, when stockprice hits value without my safety net, I just can’t control my emotions (and buy Winking face). ‘How’ do you handle this?

Resources:

https://www.globalxetfs.com/content/files/High-Dividend-Stocks-In-Rising-Interest-Rate-Environments.pdf

https://europeandgi.com/dividend-etf/dividend-etf/

https://europeandgi.com/inspiration/chowder-rule/

https://www.engineermyfreedom.com/dividend-stock-fundamentals-analysis-template/

Final Thoughts:

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