In this episode, we’re joined again by Eloy, long-time friend of the show and co-founder of Cartas del Dividendo. We reflect on his journey as a dividend investor, the power of compounding, and why he remains hands-off with his portfolio these days.
Topics we covered:
? Hershey’s (HSY) new CEO and why Eloy still loves the stock
☕ Starbucks (SBUX) in China – is the bull thesis breaking?
? The art of not selling, inspired by Chris Cerrone’s legendary essay
?? Three high-quality Spanish dividend stocks in Eloy’s portfolio
? Listener questions, including why we sell, what to do after dividend cuts, and tax considerations after reaching FIRE
Mentioned Stocks (Yahoo tickers):
- Hershey (HSY)
- Starbucks (SBUX)
- Wendy’s (WEN)
- McDonald’s (MCD)
- PepsiCo (PEP)
- Procter & Gamble (PG)
- Ferrero (unlisted)
- Kellogg/Kellanova (K)
- Mars (unlisted)
- Games Workshop (GAW.L)
- General Mills (GIS)
- Target (TGT)
- Walmart (WMT)
- Costco (COST)
- Unilever (ULVR.L / UL)
- Diageo (DGE.L)
- Kenview (KVUE)
- Union Pacific (UNP)
- Mondelez (MDLZ)
- Reckitt (RKT.L)
- Halma (HLMA.L)
- Microsoft (MSFT)
- Apple (AAPL)
- Philip Morris (PM)
- British American Tobacco (BATS.L / BTI)
- ExxonMobil (XOM)
- AbbVie (ABBV)
- Johnson & Johnson (JNJ)
- Shell (SHEL.L / SHEL)
- Medtronic (MDT)
- Southern Company (SO)
- Verizon (VZ)
- 3M (MMM)
- Aegon (AGN.AS)
- NN Group (NN.AS)
- Mapfre (MAP.MC)
- Iberdrola (IBE.MC)
- Inditex (ITX.MC)
- Viscofan (VIS.MC)
- Vidrala (VID.MC)
Enjoy the episode – and don’t forget to let your winners run! ?
? Links mentioned:
-
? Chris Cerrone’s article: “The Art of (Not) Selling”
-
? Follow Eloy on Twitter: @EloySnowball
-
? Discover our premium service: Dividend Talk Premium
#DividendInvesting #StockMarket #DividendGrowth #InvestingWisdom #Hershey #Starbucks #SpanishStocks #Compounding #InvestingStrategy #FinancialIndependence #LongTermInvesting #StockAnalysis
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