Dividend Talk
- Episódios
- 317
- Publicação
- semanal
- Último episódio
- 7 nov 2026
Sobre o podcast
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.
Episódios 317
European Dividend Stocks: Q3 Earnings Review | Eps 314
European dividend stocks held up this week while Nvidia fell 9% and Micron dropped 15% in a single day. We go through Q3 earnings from six European companies we own or watch.Wolters Kluwer: recurring revenue up …
Notas do episódio
European dividend stocks held up this week while Nvidia fell 9% and Micron dropped 15% in a single day. We go through Q3 earnings from six European companies we own or watch.Wolters Kluwer: recurring revenue up 7%, cloud software up 14%
RELX: legal, the part AI was meant to kill, grew fastest at 10% Euronext: net income up 32% and a new 350 million buybackVopak, Ahold Delhaize and Novo NordiskPlus dividend hikes from Snap-on, Iron Mountain and EOG, and your questions on AI stock picks, quality companies and the Income Factory.Free Premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/Join our Discord: https://discord.gg/nJyt9KWAB5Facebook group: https://www.facebook.com/groups/dividendtalkX: @DividendTalk | @EuropeanDGIWebsite: https://dividendtalkpodcast.comNot financial advice. We share our own views and portfolios for education only.
Halloween Earnings – Shell, Microsoft, Unilever & Our Scariest Dividend Stocks |EPS 313
It’s Halloween, so we kick off with the spookiest dividend stocks we can think of: funeral homes, casket makers, life insurers and care homes. Morbid? Yes. Bad business models? Not really.Then it’s earnings …
Notas do episódio
It’s Halloween, so we kick off with the spookiest dividend stocks we can think of: funeral homes, casket makers, life insurers and care homes. Morbid? Yes. Bad business models? Not really.
Then it’s earnings season. We go through Shell’s cash machine and why we’d rather see debt paid down than bigger buybacks. We also look at Unilever’s volume-led growth, Microsoft’s near $100bn quarter and the AI capex question, Danone leaning on price rises, and ADP shrugging off the AI fears.
We also cover Ahold Delhaize buying Tesco in Czechia and Slovakia, dividend hikes from Visa, ExxonMobil, AbbVie and Rockwell, and Arbor Realty Trust suspending its dividend.
Your questions: Ireland’s budget and capital gains tax, the Binance hack, high yield vs dividend growth, Alphabet after the sell-off, telecoms, and the ghost stocks haunting our portfolios.
📩 Free Premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/💬 Join our Discord: https://discord.gg/nJyt9KWAB5👥 Facebook group: https://www.facebook.com/groups/dividendtalk
Not financial advice.
Q3 Earnings Season: Iberdrola, Texas Instruments & L'Oréal | Ep 312
Q3 earnings season is here, and this week we go through the results that matter for dividend investors.Iberdrola raised its interim dividend by 8.7%. Its grid business is now growing like a growth stock, with …
Notas do episódio
Q3 earnings season is here, and this week we go through the results that matter for dividend investors.
Iberdrola raised its interim dividend by 8.7%. Its grid business is now growing like a growth stock, with the regulated asset base up 14%. Texas Instruments is finally out of its capex cycle. Free cash flow is back to $8.4B and the dividend is well covered again. We also look at strong numbers from Deutsche Börse and L'Oréal, a mixed quarter at Mensch und Maschine, and why we like how Agree Realty's CEO explains his capital allocation.
We also talk about a strange market. AI names are falling while boring dividend stocks jump 3% in a day. Should you sell your winners? We say no.
Listener questions this week: how we find new dividend growth stocks, buying in a downtrend, payout ratios, living off dividends in retirement, Games Workshop, and the UK bank tax.
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💬 Join our Discord: https://discord.gg/nJyt9KWAB5
👥 Facebook group: https://www.facebook.com/groups/dividendtalk
Real Life Meetup in Budapest - https://docs.google.com/forms/u/2/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=header
Not financial advice. Do your own research.
How We Actually Invest Our Salary Every Month | Dividend Talk 311
How do we get our money from payday into dividend stocks? We take you through our monthly routine: how much we save, which brokers we use, when we DRIP, and what we do when everything looks too expensive. Edgi …
Notas do episódio
How do we get our money from payday into dividend stocks? We take you through our monthly routine: how much we save, which brokers we use, when we DRIP, and what we do when everything looks too expensive. Edgi explains how he defines a “full position”, and Derek shares the FX fee and US estate tax lessons from using DEGIRO.
We also cover KFC dropping Pepsi for Coca-Cola and what that means for PepsiCo’s dividend, plus raises from Phillips 66 and Agree Realty. In the Q&A: Greencoat UK Wind’s 10% yield, withholding tax by country, Die With Zero, McCormick and the Unilever food spin-off, and whether the Shell man is selling Shell.
📩 Free Premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/
💬 Discord: https://discord.gg/nJyt9KWAB5
👥 Facebook group: https://www.facebook.com/groups/dividendtalkNot financial advice. We share what we do with our own money.
EP #310: Schneider Buys PTC, Starbucks Eyes Chipotle, and Starlink Goes After Your Phone Plan
Mega deals, dividend stocks, and lots of listener questions. It was a busy week in the market, so Edgi and Derek catch up on the news and work through your questions.In this episode:Schneider Electric wants to …
Notas do episódio
Mega deals, dividend stocks, and lots of listener questions. It was a busy week in the market, so Edgi and Derek catch up on the news and work through your questions.
In this episode:
- Schneider Electric wants to buy PTC for €22.6 billion. Does the deal make sense, and is a 42% premium too much?
- Starbucks is reportedly looking at Chipotle. Where is the synergy, and what does it mean for the dividend?
- Starlink Mobile wants to compete with Verizon, AT&T and T-Mobile, and Verizon’s share price took a hit.
- Ireland’s new investment account: €12,000 per year, tax-free up to €50,000, and what it means for Irish investors.
- PepsiCo earnings, the Starbucks dividend hike of 1.6% and Tesco’s 5.2% increase to its interim dividend.
Listener questions:
- Why not buy bonds at 6% yields instead of dividend stocks?
- Preferred stocks, closed end funds and building a dividend portfolio with only ETFs
- DRIP, currency effects and when to sell before a dividend cut
- Home Depot, Tomra, IIPR, credit bureaus, and BP versus Shell
Join the conversation:
- Facebook group: https://www.facebook.com/groups/dividendtalk
- Discord: https://discord.gg/xfS35ufm6H
- Follow eDGI on X: https://x.com/European_DGIBecome a Dividend Talk Premium member for €129 a year at https://dividendtalk.eu. You get more than 150 dividend stock cards, over 60 deep dives, and a course on reading the three financial statements. A major redesign is coming soon for members, including uploading your own stock list to track dividend safety and changes.
Disclaimer:
This podcast is for entertainment and educational purposes only and is not financial advice. Always do your own research.
Eps 309: Q3 2026 Dividend Portfolio Review | 89% to FIRE & the Dutch 36% Dividend Tax
Quarter three is done, so it's time to count the dividends. In episode 309 we share our Q3 2026 dividend portfolio reviews with real numbers.Edgi is now at 89% of his FIRE target. His net dividend income grew …
Notas do episódio
Quarter three is done, so it's time to count the dividends. In episode 309 we share our Q3 2026 dividend portfolio reviews with real numbers.Edgi is now at 89% of his FIRE target. His net dividend income grew 10.4% on average this quarter, and he has started paying down his variable-rate mortgage. Derek collected just over €2,000 in dividends this quarter, his portfolio has reached €161K, and he now earns about €19 a day after tax.We also talk about Accenture's earnings (shares up 20% on the day and a 5% dividend hike), the Netherlands' plan to tax dividends at 36%, and Ireland possibly scrapping deemed disposal.
In the listener Q&A we cover Partners Group, Broadridge, Air Liquide, General Mills, investment trusts and rising bond yields.
🎟️ Join us in Budapest this January: https://docs.google.com/forms/u/2/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=header
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💬 Join our Discord: https://discord.gg/nJyt9KWAB5
👥 Facebook group: https://www.facebook.com/groups/dividendtalkThis is not financial advice. We share our own journey, so always do your own research.
Growth Investor Turned Dividend Investor from Heavy Moat Investment| Ep 308
Niklas from Heavy Moat Investments is back. Last time he barely cared about dividends. Now 80% of his portfolio pays one. We talk about how becoming a dad changed the way he looks at risk, why he raised his …
Notas do episódio
Niklas from Heavy Moat Investments is back. Last time he barely cared about dividends. Now 80% of his portfolio pays one. We talk about how becoming a dad changed the way he looks at risk, why he raised his hurdle rate to 15-20%, why buybacks often disappoint, and how Edenred became his biggest position after trading at around 5x cash flow.Also this week: Novo Nordisk's messy capital markets day, dividend hikes from T-Mobile US and GE Healthcare, and your questions on consumer staples, insurers and AI, Engie and Enel, BIPC, 5% Treasuries and Niklas's top pick, InnoScripta.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/
Join us on
Discord: https://discord.gg/nJyt9KWAB5Facebook : https://www.facebook.com/groups/dividendtalk
Niklas on Substack: https://heavymoatinvestments.substack.com or @stonkmetal on X
Real Life Meetup in Budapest - https://docs.google.com/forms/u/2/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=header
Not financial advice. Do your own research.
First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307
The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates, compare …
Notas do episódio
The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates, compare them with a 5% US Treasury, and share the prices where we'd start buying again.Also this week: Warren Buffett's full retirement, Nike losing Mbappé to On, and dividend raises from Texas Instruments, McDonald's (now a Dividend King), Microsoft, Philip Morris and JPMorgan.Your questions: pre-market trading, how we use AI for stock research, high yield vs dividend growth, Fielmann, TFF Group and why Edgi still holds Evolution AB.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/
Join us
Real Life Meetup in Budapest - https://docs.google.com/forms/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=header
on Discord: https://discord.gg/nJyt9KWAB5Facebook group: https://www.facebook.com/groups/dividendtalkNot financial advice. Do your own research.
The Art of the Turnaround and What We Learned Along the Way |EPS 306
This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Instruments …
Notas do episódio
This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Instruments, then turn to Nike, Vici Properties, and ASR to figure out which stocks are genuine turnarounds and which are just mispriced quality names. Plus: trimming an ExxonMobil position, a fresh look at HP, and our predictions for the next Microsoft dividend hike.We also answer a big batch of listener questions covering FIRE, REITs, ETFs, and how dividend culture differs between Europe and the US.🔗 Show notes: https://dividendtalkpodcast.com/💎 Premium newsletter: https://dividendtalk.eu/how-it-works/💬 Join our Discord: https://discord.gg/c9uV8Zm9jEp. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)
We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real …
Notas do episódio
We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real examples of the trade-offs.
Also covered: a Guinness heist making headlines, the Netherlands moving its gold reserves home, fresh dividend hikes from Altria, NN Group, and Wolters Kluwer, plus listener questions on Nike, LVMH, Swiss stocks, Clorox, and Philips.
📩 premium research: https://dividendtalk.eu
💬 Got a question for next week? Join our community.Facebook: https://www.facebook.com/groups/dividendtalk
X (Twitter): https://x.com/European_DGI
#DividendInvesting #PassiveIncome FinancialIndependence
Quick Update
Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.We will be back in SeptemberThank you for understanding while we step away for a moment. In the …
Notas do episódio
Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.
We will be back in September
Thank you for understanding while we step away for a moment.
In the meantime, it's a great chance to catch up on any past episodes you might have missed! See you soon!
Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304
Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this …
Notas do episódio
Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's the culture. From there we work through the reports that matter for dividend growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) keep growing while everyone insists AI will erase them. Texas Instruments (TXN) looks like its capex super-cycle is finally turning. TotalEnergies (TTE) delivers a masterclass in paying down debt. Nestlé (NESN.SW) drops 8%. CME Group (CME) shows what happens when volatility fades. And Novo Nordisk (NVO) squares up to Eli Lilly (LLY) in court over GLP-1 marketing. Then it's over to you. We answer listener questions on what we'd buy in a 30% sell-off, preference shares, Terry Smith selling Wolters Kluwer, the new Amundi all-world SCHD-style UCITS ETF, small-cap dividend payers like Defama (DEF.DE) and Chesnara (CSN.L), and what life actually looks like once the dividends cover the bills. This podcast is for entertainment only and is not financial advice. Read more at https://dividendtalkpodcast.com Want deeper analysis, ad free episodes and more? Check out our premium service for €129 at dividendtalk.euWant to talk more about dividends and investing in general?Join the conversation in our community:Discord: https://discord.gg/xfS35ufm6H
Facebook: https://www.facebook.com/groups/dividendtalkX (Twitter): https://x.com/European_DGI
EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall
This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an account …
Notas do episódio
This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an account with Belgian broker Bolero and bought his first three stocks: AB InBev, Kinepolis and Umicore. A few years and a lot of YouTube and podcast listening later, he now runs a portfolio of 82 positions built around a simple goal: a 3% net dividend yield, even after Belgium's notoriously heavy dividend tax.
In this episode Kim walks us through his investing journey, why dividend investing suited his personality more than growth or trading ever did, and how he deals with Belgian withholding tax (spoiler: UK stocks and a Legal & General dividend ETF both play a role). We also get into his interest in African equities, including his top position Helios Towers, plus Airtel Africa and DRC listed Texaf, and why he believes sub Saharan Africa's demographics make it one of the more interesting growth stories out there.
Kim also shares the remarkable story of taking over his mother's finances after a dementia diagnosis, and how that led to a rapid, deliberate windfall investment that shaved more than a decade off his path to financial independence. We round things off with his thoughts on oil markets and macro trends, the tax friendly countries he's considering for the future, and a big batch of listener questions on portfolio strategy, UK renewable energy trusts, and more.
Also in this episode: Derek and European DGI open with the Trump and FIFA controversy around the USA v Belgium match, and share an update on Greencoat UK Wind ahead of its July investor presentation.
- Kim's path from a frustrated would be crypto trader to an 82 position dividend portfolio
- Navigating Belgium's dividend tax and why she targets a 3% net yield
- Investing in Africa: Helios Towers, Airtel Africa and Texaf in the DRC
- Taking over his mother's finances and investing a large windfall with intention
- His macro view on oil, the Permian basin and the Iran conflict
- Tax friendly countries on her radar for the future: Paraguay, Cyprus and Georgia
- Listener questions on allocation strategy, ETFs, and UK renewable energy trusts like Greencoat UK Wind
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Check out our premium service for €129 at dividendtalk.eu
Want to talk more about dividends and investing in general?
Join the conversation in our community:
- Discord: https://discord.gg/xfS35ufm6H
- Facebook: https://www.facebook.com/groups/dividendtalk
- X (Twitter): https://x.com/European_DGI
Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302
In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% …
Notas do episódio
In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% dividend income growth for the quarter, while Derek crossed €7,000 in trailing dividend income, up 14% year over year. On the news desk: why the US Dividend Aristocrats (NOBL) are outrunning software in 2026, Palantir (PLTR) CEO Alex Karp calling AI token pricing a "wealth tax" on business, and whether AI agents should be taxed after OpenAI's reported 5% equity offer to the US government. Stocks we get into include Accenture (ACN), Wolters Kluwer (WKL.AS), VICI Properties (VICI), Vopak (VPK.AS), General Mills (GIS), Paychex (PAYX), ADP (ADP), Big Yellow Group (BYG.L), British American Tobacco (BATS.L), Shell (SHEL.L), Legal & General (LGEN.L), NN Group (NN.AS), Alibaba (BABA), Microsoft (MSFT) and Apple (AAPL). Plus Q2 hikes from JPMorgan Global Growth & Income (JGGI.L), 3i Group (III.L) and LondonMetric (LMP.L). We close with listener Q&A on low-yield growth stocks, the ones that got away, and how we'd invest €500 a year for a newborn.
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Disclaimer: Educational content only. Not financial advice.
Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset
We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) …
Notas do episódio
We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. Join us :
Discord group - https://discord.gg/nJyt9KWAB5
Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI
Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu
Disclaimer: Educational content only. Not financial advice.
EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂
Episode 300. We made it 🎉This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times.We were joined by two special …
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Episode 300. We made it 🎉
This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times.
We were joined by two special guests: Nelson from Canadian Dividend Investing and Luke from the Wall Street Wildlife Investing Podcast (links below). Both appeared in listener surveys as all-time favourite episodes, so having them back for this milestone felt right.
Here's what we covered:
- Where we both are on the dividend and FIRE journey right now
- Our top yield on cost positions and what it feels like to hold them
- How our investing philosophy has shifted over 300 episodes – and what has stayed exactly the same
- Listener quotes, including one from Claudius in Germany that stopped us in our tracks
- Live Q&A with the community
- A closing toast (drinks were involved)
Thank you to everyone who submitted questions, shared their favourite moments, and has been listening since the early days. Claudius said it best: it's about consistency!
Here's to the next 300 🥂
Links to follow Nelson:
X: https://x.com/CDInewsletter
Podcast: https://open.spotify.com/show/0K9MR37plzQF9GJ7KvpCaA?si=f6abf33d30ba45dc
Links to follow Luke:
Podcast: https://www.youtube.com/@WallStreetWildlifeJoin us :
Discord group - https://discord.gg/nJyt9KWAB5
Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI
Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu
Disclaimer: Educational content only. Not financial advice.
Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299
In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt), Canopy …
Notas do episódio
In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt), Canopy Growth (CGC), Intel (INTC), AT&T (T), Evolution Gaming (EVO.ST), Tanger Properties (SKT), WP Carey (WPC), VF Corp (VFC), Medtronic (MDT) , they're all here. Plus: Derek has a crypto secret.
Also covered: United Health (UNH) and Medtronic (MDT) dividend hikes, listener Q&A on the Chowder Rule, EDGI's tier system, consumer staples accounting, Munich Re (MUV2.DE), Berkshire's TMHC deal, and most interesting stocks right now including ADP (ADP), Wolters Kluwer (WKL.AS), and Aalberts Industries (AALB.AS).
Episode 300 is next week — live show. Join the link in the episode notes.
Follow us: @DividendTalk and @EuropeanDGI on X/Twitter | dividendtalk.eu
Not financial advice. Derek and EDGI are not financial advisors. Always do your own research.
Episode 300 is just weeks away — sign up for the live show via https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header
Dividend Investing When Market Valuations Are High | Eps 298
May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels expensive …
Notas do episódio
May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels expensive. So what's an Dividend investor to do when valuations are stretchedand the market seems to have priced in perfection?
Episode 300 is just weeks away — sign up for the live show via https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header
More at dividendtalk.eu
Follow us @dividendtalk and @europeandgi
Disclaimer: We are not financial advisors. All opinionsexpressed are for entertainment and educational purposes only. Always do yourown research before making investment decisions.
5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297
This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak …
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This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth.
We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend payout to Jensen Huang, Evolution Gaming's (EVO.ST) $2 billion buyback, and Chubb's (CB) 33rd consecutive dividend hike. Plus, May dividends are rolling in and it feels good.
Listener questions cover anticyclical investing, German industrial job losses and what it means for your portfolio, falling in love with stocks, portfolio complexity, Intuit's (INTU) AI risk, asset managers like KKR and Blackstone, and the hidden cost of inflation erosion on slow dividend growers.
Episode 300 is just weeks away — sign up for the live showvia https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header
More at dividendtalk.eu
Follow us @dividendtalk and @europeandgi
Disclaimer: We are not financial advisors. All opinions expressed are for entertainment and educational purposes only. Always do your own research before making investment decisions.
Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?
With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full …
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With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full stress-testing framework: concentration limits, sector exposure (no more than 20%), currency risk, payout ratios, credit ratings, and how to scenario-test your top 10 positions against events like the 2008 financial crisis or a 50% earnings collapse. Plus, Berkshire Hathaway's 13F reveals mass exits from Visa (V), Mastercard (MA), Diageo (DEO), and Amazon (AMZN) — and the guys break down what it means.Listener Q&A covers Munich RE (MUV2.DE) after its earnings miss, Wolters Kluwer (WKL.AS), Broadridge Financial Solutions (BR), Union Pacific (UNP), Nemetschek (NEM.DE), and the Iberdrola (IBE.MC) DRIP dilemma on Trading 212. Paychex (PAYX) hiked its dividend 10.2% and Apple (AAPL) raised by 3.8%.Episode 300 is just weeks away — sign up for the live show via https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerNothing on Dividend Talk is financial advice. Always do your own research. | dividendtalk.eu | Twitter: @DividendTalk @EuropeanDGIWhy Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295
Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shell (SHEL) …
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Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shell (SHEL) caps a strong Q1 with its second dividend hike of the year, bringing the annualised increase to 9.1% — Edgi explains the working capital mechanics behind the headline cash flow dip and why the net debt increase isn't what it looks like.Then there's Zoetis (ZTS), the world's largest animal health company, down nearly 30% after Q1. US companion animal revenue fell 11%, debt doubled from $5B to $9B, and a premium growth multiple is unwinding fast. Buying opportunity at 13x PE, or something deeper? We go through the numbers. Also covered: Brookfield Asset Management (BAM) and Ahold Delhaize (AD.AS), where incoming CEO news has Edgi reaching for a put option.Listener Q&A takes on Wolters Kluwer (WKL.AS), Intuit (INTU) vs ADP vs Paychex, H&R Block (HRB) as an AI winner, Equity LifeStyle Properties (ELS), currency debasement, and European telco consolidation.Facebook Community - Dividend Talk Facebook Group
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Disclaimer: Educational content only. Not financial advice.
Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294
We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger …
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We break down a "full-packed session" of earnings and acquisitions.
Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities.The Starbucks Turnaround:Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?.
Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges.
Quick Hits: ADP’s "moat" against AI, Nike’s struggle in China, and a look at Swedish giant Essity.Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist.
Facebook Community - Dividend Talk Facebook Group
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Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI
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Disclaimer: Educational content only. Not financial advice.
Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293
Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Mensch und …
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Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Mensch und Maschine (MUM.DE), L'Oréal (OR.PA), VOPAK (VPK.AS), and Procter & Gamble (PG).
Dividend hikes covered: Parker Hannifin (PH) +11%, Nasdaq Inc. (NDAQ) +15%, Otis Worldwide (OTIS) +4.8%, Qualcomm (QCOM) +3.4%, Air Products (APD) +1.1%, IBM +0.6%.
Then 20 listener questions such as DRIP strategy, milestone celebrations, renewables vs. oil and gas, European dividend stocks Americans overlook, withholding tax, using AI in your investment process, insurance entry points, Rubis (RUI.PA), and whether Wero poses any real threat to Visa (V) and Mastercard (MA).
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Disclaimer: Educational content only. Not financial advice.
From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292
Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, and how to …
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Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, and how to navigate volatility and black swan events. Join us for an discussion with Hugo from Utbyttereisen as he shares his expertise on shipping industry dynamics, investment strategies, and personal growth in finance.
Topics covered:
- Hugo's investment journey from 2020 to 2024
- Industry cycles in shipping and oil
- Strategies for dividend and cyclical stocks
- Risk management and decision-making in volatile
- markets Shipping industry dynamics and regulations
- Investment strategies in cyclical markets
- Personal discipline and portfolio management
Join us :
Hugo - https://www.youtube.com/@Utbyttereisen_81
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Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI
Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu
Disclaimer: Educational content only. Not financial advice.
REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts
This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities …
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This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.
We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts.
Topics covered:
- Why REITs have been in a bear market for four years – and why that matters for value investors
- How to spot conflicted management before it destroys your returns
- Internal vs. externally managed REITs and what to look for
- The case for REITs over private real estate (including the leverage misconception)
- European REITs: opportunities, risks, and empire-building management teams
- Specific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and more
- Residential REITs as the next turnaround play for 2027
Join us :
Jussi's Newsletter - High Yield Landlord | Jussi Askola, CFA | SubstackFacebook Community - Dividend Talk Facebook Group
Discord group - https://discord.gg/nJyt9KWAB5
Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI
Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu
Disclaimer: Educational content only. Not financial advice.
Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290
It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income …
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It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income growth and a portfolio that's doubled in just three and a half years.
We kick things off with some market news as billionaire Kenneth Dart's stake in Evolution AB crossing 30% via equity swaps (and why that matters), plus why EDGI is seriously unimpressed with Evolution's annual report copy-paste job. Then it's onto Nike: with EPS below the dividend and activist investors circling, how safe is that payout really?
In the main segment, we walk through our full Q1 portfolios – what we bought, what we sold, and why Derek is on a tax efficiency drive. We also discuss the rotation from tech into value stocks and why dividend growth portfolios quietly shone when markets wobbled.
Listener questions cover: Carrefour as a dividend play, the DRIP timing debate on Interactive Brokers, covered call ETFs vs. organic dividend growth, the Unilever/McCormick sale and what it means for shareholders, whether to trade value stocks, and the Easter Bunny stock pick of the episode.
Subscribe, leave a review, and join the conversation on Discord. Happy Easter! 🐣
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Disclaimer: Educational content only. Not financial advice.
Eps 289: Is the Food Business Still Going to Pay Growing Dividends?
Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food …
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Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends?
Also in the news: the proposed Pernod Ricard/Brown-Forman merger of equals, the Italian antitrust probe into Edenred, and the landmark social media addiction lawsuit finding Meta and Google liable for the negligent design of Instagram and YouTube.
Listener Q&A: profits on Shell and BP, buy opportunities in ADP, RELX and Auto Trader, T. Rowe Price outflows, and quick takes on WATSCO, Cairn Homes, Nedap NV, Petrobras, Vale, and Microsoft.
💬 Find us on Discord or Facebook — and leave a rating if you enjoy the show.
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Disclaimer: Educational content only. Not financial advice.
EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian
This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting global …
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This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting global economic landscape, specifically the rise of the "Global South" and why investors should consider exposure to Asian markets.
Florian shares his personal journey from building a company in China to achieving financial freedom, while also offering a nuanced perspective on the competition between Western and Chinese industries.
Ticker Symbols mentioned:
- J36.SI – Jardine Cycle & Carriage
- TS0U.SI – Keppel Infrastructure Trust
- 5109.KL – IHH Healthcare
- 3188.HK – CSOP Hang Seng TECH ETF
- 3032.HK – CSOP Hang Seng China Enterprises ETF
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Twitter - @DividendTalk_ Twitter - @European_DGIBecome a Premium Member for just 129 Euros a year:
Disclaimer: Educational content only. Not financial advice.
How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287
Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking.We also …
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Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking.
We also react to $100 oil, debate whether Shell should stop its buyback programme at the current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Realty Income & more), and answer listener questions on LVMH, Legal & General results, Oracle, T. Rowe Price, and non-US monthly dividend payers.
📌 Topics this week:
Join us :
[Facebook] -https://www.facebook.com/groups/dividendtalk
[Twitter] - @DividendTalk_ , @European_DG
[Discord]- https://discord.gg/nJyt9KWAB5
[Premium Services] - https://dividendtalk.eu/download-your-free-samples/
EDGI Annual Report - 2025 Dividend Portfolio Review: The Good, The Bad and The Dollar
Why Owners Get Paid More Than Employees | Dividend Talk Ep. 286
Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend …
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Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend hikes from American Express (+16%), Munich RE (+20%), and the Cheesecake Factory (+11%), share thoughts on the new L&G Global Quality Dividend ETF, and answer questions on Petrobras, Frontline, T. Rowe Price, and more.
Topics covered:
- Why dividend growth often outpaces salary increases
- Texas Instruments & Nvidia humanoid robot collaboration
- L&G Global Quality Dividend ETF breakdown
- Using AI tools in investment research
- Listener Q&A: Petrobras, Frontline, HIKMA, T. Rowe Price, BRAVIDIA & more
Join us :
[Facebook] Https://www.facebook.com/groups/dividendtalk
[Twitter] - @DividendTalk_ , @European_DG
[Discord] - https://discord.gg/nJyt9KWAB5
[Newsletter] - https://dividendtalk.eu/download-your-free-samples/
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