What a ride 2024 has been for dividend investors! In this year-end wrap-up, Derek English and the European Dividend Growth Investor sat down to unpack everything from market surprises to game-changing insights that shaped our investing landscape.
Let’s Talk About Those Amazing Guests
Remember when Chuck “Mr. Valuation” Carnevale dropped by? His crystal-clear take on valuation strategies was pure gold, and who could forget his bullish stance on Medical Properties Trust? It was pretty cool to see him later warming up to European stocks after our chat – talk about making an impact!
We also had some fantastic fresh perspectives this year. The Canadian Investor showed us how he actually pulled off retiring purely on dividend growth investing (yes, it’s really possible!), while Lana from Pepper Shares broke new ground as our first female guest, bringing both investing wisdom and social media savvy to the table.
The Good, The Bad, and The Dividend Cuts
2024 threw us some curveballs – Walgreens and BASF reminded us the hard way that no dividend is truly sacred. But it wasn’t all doom and gloom! Shell kept crushing it with steady dividend hikes, and Evolution Gaming knocked it out of the park with that massive 32.5% dividend boost. Perhaps the biggest plot twist? Tech giants Google and Meta finally joining the dividend club. (Amazon, we’re looking at you for 2025!)
Speaking of tech, those “Magnificent Seven” stocks kept everyone talking. Their dominance had some of us wondering if we’re heading for another AT&T-style breakup situation – history does have a way of rhyming, doesn’t it?
Lessons Learned
This year really drove home the difference between genuine turnaround opportunities and value traps. Intel and Walgreens showed us how tough true turnarounds can be, while temporary dips in solid companies like Starbucks and Nike reminded us not to panic over short-term hiccups.
Your Questions Answered
You all asked some fantastic questions this year! From figuring out dividend safety (especially crucial in uncertain times) to knowing when to cut losses on struggling stocks, we covered it all. The biggest takeaway? Balance is key – whether you’re mixing high-yield and growth stocks or managing your emotional response to market swings.
Looking Ahead to 2025
As we wrap up 2024, we’re incredibly grateful for this amazing community of dividend investors. Your questions, insights, and engagement made this year special, and we can’t wait to see what opportunities 2025 brings our way.
Remember, successful dividend investing isn’t just about chasing yields – it’s about building a sustainable income stream that lets you sleep well at night. Here’s to another year of growing dividends and building wealth together!
Timestamps
- 00:00:00 – Introduction and holiday reflections
- 00:05:00 – Guest highlights and memorable interviews
- 00:15:00 – Key news and dividend trends: cuts, hikes, and new payers
- 00:25:00 – Tech stocks and predictions for Amazon ($AMZN)
- 00:35:00 – Bitcoin’s surge to $100K and its implications for investors
- 00:50:00 – Turnarounds, value traps, and lessons learned
- 01:00:00 – Listener questions and practical advice
- 01:10:00 – Closing remarks and goals for 2025
Stock Tickers Mentioned
$WBA – Walgreens
$BASF – BASF
$SHELL – Shell
$EVO – Evolution Gaming
$AAPL – Apple
$GOOGL – Google
$META – Meta
$AMZN – Amazon
$INTC – Intel
$SBUX – Starbucks
$NKE – Nike
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