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EP #254 | 3 Spanish Dividend Stocks & The Art of (Not) Selling - with Eloy Snowball

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Manage episode 493880037 series 2739604
Content provided by Dividend Talk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dividend Talk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

#DividendInvesting #StockMarket #DividendGrowth #InvestingWisdom #Hershey #Starbucks #SpanishStocks #Compounding #InvestingStrategy #FinancialIndependence #LongTermInvesting #StockAnalysis

  continue reading

265 episodes

Artwork
iconShare
 
Manage episode 493880037 series 2739604
Content provided by Dividend Talk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dividend Talk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

#DividendInvesting #StockMarket #DividendGrowth #InvestingWisdom #Hershey #Starbucks #SpanishStocks #Compounding #InvestingStrategy #FinancialIndependence #LongTermInvesting #StockAnalysis

  continue reading

265 episodes

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