MarcoN

DDGI (Dutch Dividend Growth Investor)

[MarcoN @DDGI_Marco]

@European_DGI Congrats @European_DGI! Started in 2022 and after testing various approaches committee to dividend Growth investing Strategy as of 2024. Your podcast is a source of inspiration as are your posts. Keep it going… Long:$ASRNL $NN $ENX $Abbvie $CME $BAM $VPK $Shell

[MarcoN @DDGI_Marco]

@uboat159 @retirewithryne

[Mark Colin @uboat159]

@DDGI_Marco @retirewithryne I just love $ABBV. My divvy that identifies as a growth stock.

[Ryne Williams @retirewithryne]

@DDGI_Marco Love ABBV

[Brad Thomas @bradthomas]

Solid Q1 for $VICI - the "experiential landlord."

✔️ Guidance raised (~+3.2% AFFO/share growth)
✔️ Strong deal flow: $1.16B Golden Ent. (7.5% cap) + $144M Gamehost (8.0%)
✔️ Balance sheet steady (5.0x leverage)

Pipeline growing, fundamentals intact. Valuation still attractive vs net lease peers (PEG ~3.1x vs 3.7x). The credit profile strength of $VICI's tenant base warrants a slight premium valuation.

[MarcoN @DDGI_Marco]

@European_DGI Your comments on Abbvie earnings and is TDIV a buy as they are now less bank heavy?

[MarcoN @DDGI_Marco]

Investment case summary for $ABBV

[MarcoN @DDGI_Marco]

@European_DGI That used to be the case but they are very good in riding the waves.. I actually own $XOM via TDIV, as it is the current largest position. Not too many bank in Top 10

[MarcoN @DDGI_Marco]

@European_DGI Indeed, very happy to have this ETF as my nr1 position! On its way to become the SCHD of Europe, and based out of my home country of the Netherlands!

[European Dividend Growth Investor @European_DGI]

We had an amazing chat with @ny_rsen about the shipping industry and what it takes to invest in it 🙌

He built his portfolio from 30k NOK into 6m NOK today by turning his dream of owning a boat into investing in shipping instead 👌

Check it out here:
🔗 https://t.co/IRYl4LFUUr

C U on the inside!

#Podcast #Motivation

[MarcoN @DDGI_Marco]

@European_DGI your thoughts on Nedap?

[MarcoN @DDGI_Marco]

$nedap Dividend Growth Summary

[Bart Burggraaf @BartBurggraaf]

Sinds 2015 stegen de totale personeelskosten van de rijksoverheid met 113,8%. In dezelfde periode groeide de economie met slechts 17,2%, en de bevolking met 6,2%.

Maar een verlaging van belastingen op brandstoffen 'kunnen we niet betalen'. Right.

[Nico A. Inberg @NicoInberg]

Vrijdag hadden we het genoegen om Jos Baeten te verwelkomen in onze studio voor een gloednieuwe CEO Talk 🎙️

Een inspirerend gesprek over de verzekeringssector, groei, solvency en de toekomst van asr met een CEO die zijn stakeholders, inclusief aandeelhouders uitstekend bediend heeft de afgelopen decennia. #CEOTalk #beurs #asr
https://t.co/tMmFykZH8h

[MarcoN @DDGI_Marco]

@European_DGI @DividendTalk_ I have been buying the dip on #MSFT #AVGO this week, would like to hear your thoughts on current valuations and outlook…

[European Dividend Growth Investor @European_DGI]

@jesseklaver Jesse, volgens mij harken jullie het meeste binnen. Waar ik woon is de benzine bijna een euro goedkoper per liter….

[European Dividend Growth Investor @European_DGI]

At 3.3% dividend yield, this is the moment for Shell and CEO Wael Sawan to stop buying back shares.

It's much more attractive to retire debt and strengthen the balance sheet right now.

@Shell, thank me later.

Discl: long $SHELL

[Niels Koerts @KoertsNiels]

Het is niet alleen in Iran oorlog. De Nederlandse fiscus verklaart (op figuurlijke wijze) de oorlog met beleggers 😠

Alles wijst erop dat dat de nieuwe box 3 niet substantieel gaat veranderen. In deze video zetten we alle pijnpunten op een rij.

https://t.co/08d6Onruno