Dividend Talk
Join hosts Derek from Ireland and 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, and experiences, while featuring guests from around the world to inspire and educate investors. Tune in to learn and grow with us.
Episodes
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 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 hav
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 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 crypt
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. 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
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 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 pa
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 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 2
Why 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) 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 th
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 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 acquire
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 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%, Qual
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 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 person
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 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 manag
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 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
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 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-For
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 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 compan
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 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, Rea
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 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, Fron
How to Find US & European Dividend Growth Stocks | Insurance Dividend Boom, Novo Nordisk & AI Risks | EPS 285
How do you consistently find high-quality US and European dividend growth stocks? In Episode 285, we revisit our original stock screening framework and update it for today’s market environment including AI disruption, insurance sector tailwinds, and dividend safety.Join usFollow Dividend Talk for weekly dividend investing discussions.Join our community on Discord and Facebook, and exploreour premi
A Great Business Does Not Mean A Great Dividend Growth Stock | EPS 284
Most household names with global brands are not the dividend growth stocks you think they are. They’re thriving at selling products, but many struggle to pay shareholders, and some are closer to dividend cuts than you realise.In this episode, we peel back the curtain on giants likeBayer, Lyondell Basel, and Diageo. We reveal the red flags lurking behind their glossy veneer — from debt overreach an
EPS 283 | European Earnings and why Dutch Investors are Screwed!
Are European dividend stocks becoming the ultimate safety net in a volatile market? In Episode 283 of the Dividend Talk podcast, we break down the latest European earnings Season, including massive dividend hikes from companies like NN Group and Ahold Delhaize, while also tackling the controversial Dutch Box 3 tax on unrealised gains.We discuss:What this means for dividend investorsWhy this could
Why Dividend Investors Aren’t Panicking During the Bitcoin Crash
Bitcoin is crashing, tech and SaaS stocks are under pressure, and social media is full of panic but dividend investors are staying calm.In this episode, Derek and European DGI explain why this sell-off is sector-specific, not a market crash, and how dividend growth portfolios are holding up surprisingly well during volatility.We discuss:• Why Bitcoin’s drop doesn’t worry dividend investors• Sector
EPS 281 | Dividend Earnings Season is still on fire | UNH, MO, SAP and LVMH
Earnings season is in full swing, and this week on Dividend Talk it’s all about what recent earnings and dividend announcements really mean for long-term dividend investing. The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, San
EPS 280 |Dividend Earnings Season Begins: Johnson & Johnson, Fastenal & Investor AB
In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now.We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini div
EPS279 | Dividend Investing for Kids: How to Spark Financial Curiosity
How do you get kids interested in money, saving, and investing without boring them?In this episode of the Dividend Talk Podcast, we discuss how parents and long-term investors can teach kids about finances, investing, and the value of money in a practical, relatable way.We share real experiences on saving habits, stock gifting, compound interest, ETFs, avoiding debt traps, and making investing rel
EPS #278 | Building Wealth Together: Our Community Portfolio Review | + Novo Nordisk News, Rio Tinto & Glencore Merger, Terry Smith's Annual Shareholder Letter,
In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio, discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more.And as always, they answer many questions from the community.🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep
Eps 277 | 2025 Q4 Portfolio Review & Year in Dividends
In this episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn’t) for long-term dividend growth investors in Europe.We cover:2025 portfolio returns & dividend income growthCurrency impact (USD vs EUR) on dividends Biggest wins, mistakes & lessons learnedDividend reinvestment &
EPS 276| 2025 Year in Review & Crazy Predictions for 2026
We wrap up 2025 with a full Dividend Talk year-in-review, reflecting on the biggest investing lessons, most discussed stocks, and the questions that mattered most to dividend growth investors.In this episode, we cover:• What worked (and didn’t) in 2025• The most talked-about stocks, including Novo Nordisk• Selling rules, position sizing, and withholding tax headaches• Dividend cuts, initiations, a
Eps 275 | Dividend Withholding Tax: How Much Income Are You Losing?
In this episode of the Dividend Talk, we discuss dividend withholding tax, after-tax dividend yield, and dividend income for European investors.We explain how dividend taxes work across Europe, why tax treaties often fail in practice, and how broker choice impacts dividend compounding.Using real portfolio examples, we cover foreign dividend tax, dividend leakage, and whether reclaiming withholding
EPS 274 | Small & Mid Cap Investing with Heavy Moat Investments
In this episode of Dividend Talk, we’re joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched.We kick things off with a packed dividend roundup, covering recent dividend hikes from Broadcom, Mastercard, Abbott Labs, Eli Lilly, WD-40, Zoetis, and
EPS 273 | Our Christmas Dividend Stock list for 2025!
This week, we’re getting into the Christmas spirit… dividend investor style. 🎄Instead of toys under the tree, we’re talking 5 dividend growth stocks under the Christmas tree . And unlike the usual suspects we always seem to mention, this episode brings a fresh mix of companies we don’t discuss very often.But first, we dive into:Netflix acquiring Warner Bros. — What does it mean for streaming inve
EPS 272 | 2026 Dividend Strategy: What Dividend Investors MUST Do Before Year-End
This week on Dividend Talk, we sit down together to look ahead to 2026 and ask a big question: is now the perfect moment to review and refine our dividend growth investing strategy?Every Friday, we chat about dividend stocks, and in this episode, we’re diving deep into planning, discipline, and staying focused when the market (and the holiday season!) tests our impulses.We kick things off with som
EPS 271 |European Dividends with an AI Edge: 5 EU Stocks Getting a Tech Boost
Join us in Malmo for a real-life #DividendTalk meetup. Signup here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden📅Date: Friday, 17 January 2025 Welcome to Episode 271! This week, we look past the US techgiants to find five European dividend stocks with a legitimate AI edge. Here’s what you’ll hear:The AI
EPS #270 | 3 Safe Dividend Stocks in the Nordics & Merck's $9.2 Billion Acquisition
Join us in Malmo for a real-life #DividendTalk meetup. Sign up here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden📅 Date: Saturday, 17 January 2026Welcome to Episode 270! This week, we dive into a jam-packed episode covering Merck's pharmaceutical acquisition, a European earnings report, and a dive int
EPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio
In this week’s episode of Dividend Talk we kick off with Kimberly-Clark’s surprise move to buy Kenvue, asking if it’s a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.Novo Nordisk’s obesity drugs, valuation reset, and dividend safety dominate
EP #268 | PayPal’s First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs
In this week’s episode of Dividend Talk, we’re back with a jam-packed Dividend Announcements & Earnings deep dive.We kick things off with PayPal initiating its first-ever dividend (welcome to the club, Monkey!), Hershey holding flat to stay off the aristocrat chopping block, and a wild stat on revenue-per-employee (OnlyFans crushes tech giants at $37.6M per head). Then it’s over to dividend hi
EPS 267 | Q3 Earnings and should we be worried about Evolution Gaming
In this week’s episode of Dividend Talk, we’re back with Q3 Earnings Roundup.We kick things off with Novo Nordisk shaking up half its board of directors, before covering two big dividend announcements from McDonald’s and Amphenol. Then it’s over to earnings, where we break down results from Germany’s Mensch und Maschine, Danaher, Evolution Gaming, and Texas Instruments.We also review a listener po
EPS 266 | Q3 Portfolio Review and Some Earnings
In this week’s episode of Dividend Talk, we’re back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights.We start with France’s credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson, ASML, Snap-on, and Pernod Ricard. We also chat about AI’s impact on research firms like FactSet, how to
EP #265 | How to Prepare for a Market Crash as a Dividend Growth Investor | Co-hosted by Dividend Wave 🌊
Market crashes are part of investing, but how do dividend growth investors navigate them without losing sight of their long-term goals? In this episode, eDGI and Dividend Wave discuss the practical steps you can take to strengthen your portfolio, manage emotions, and keep your dividend income safe when markets tumble.They cover strategies such as maintaining a watchlist of quality stocks, ensuring
Eps 264| How We Handle Drawdowns in Dividend Growth Investing
In this episode, we dive into the realities of dealing with portfolio drawdowns as dividend growth investors. From personal examples to strategies for averaging down, price anchoring, and knowing when to hold or sell, we share how we manage the emotions that come with falling share prices.We also cover the latest news and dividend hikes, including:Novo Nordisk – promising results from its new oral
EPS 263 | Position Sizing and Portfolio Management in Investing
In this episode of the Dividend Talk, we dive into the art ofportfolio management thanks to a couple of listener questions. We talk about how to size positions, when to trim, and how to maintain balance without falling into emotional traps. The episode covers trimming winners vs. letting them run, the risks of over-concentration, and how dividend growth investing can help guide your decisions. See
Eps 262 | 4 Reliable Dividend Stocks for September 2025
Derek and Edgi share four safe dividend stocks for September ,Accenture, Fuchs Petrolub, Canadian Natural Resources, and Munich Re. They also cover market news on Sanofi, Novo Nordisk, and T. Rowe Price, discuss dividend hikes, and tackle listener questions on gifting stocks, building a five-stock portfolio, and the dividend growth vs. high yield debate.🔥 Want a safer, morereliable dividend portfo
EPS 261 | High Yield Dividends, AI, and Emotional Investing
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/In this episode of the Dividend Talk Podcast, Edgi puts Derek on the spot and quizzes him about his portfolio. We explore the implications of government stakes in Intel, the latest dividend announcements, and the dynamics of high-yield stocks.The c
EPS 260 | Roasting European DGI's portfolio and are we in an AI bubble
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ In this episode of the Dividend Talk Podcast, we engage in a lively discussion about EDGI’s portfolio. We explore the recent developments surrounding Novo Nordisk, the implications of AI investments, and the importance of emotional attachments in
EPS 259 | Megatrends in Dividend Investing: Infrastructure, Clean Energy, Technology, & More
This week on Dividend Talk, Derek is joined by Jeremy from Dividend Stockpile to explore some of the biggest Megatrends shaping our investing future. We cover the opportunities and risks in infrastructure, clean energy, technology, and healthcare, and how dividend investors can position themselves for the next decade and beyond.You’ll hear about recent dividend news from Interface (TILE) and Agree
EP 258 | Q2 Performance Review | & our thoughts on Wolters kluwer, Novo Nordisk and UnitedHealth
In this week’s episode of Dividend Talk, we kick off with our Q2 performance review , looking at how our dividend portfolios fared, what we bought, sold, and learned over the past quarter. We also dive into three big names making headlines: Wolters Kluwer’s sharp share price drop and the fear of AI disruption, Novo Nordisk’s earnings and competition with Eli Lilly, and UnitedHealth’s reduced outl
EPS #257 | An Interview with Thomas Rappold from Divizend.com
In this special episode of Dividend Talk, we tackle one of the most frustrating topics for European investors: dividend withholding tax. Our guest is Thomas Rappold, founder of Divizend.com, a platform built to automate and simplify dividend tax reclaims for retail investors. Thomas shares how his own investing struggles led him to build the company, and how Divizend is helping thousands of invest
EP #256 | How to retire on a pure growth strategy
In this special episode of Dividend Talk, we sit down with Krzysztof and Luke from the Wall Street Wildlife podcast for an open, engaging, and often hilarious discussion about theirinvesting journey, philosophy, and how growth and dividend investing can overlap more than you think.We dive intoHow two former 7investing analysts became podcast co-hostsThe contrasting styles of growth vs. dividend in
EP #255 | Quality Investing with Rene Sellmann
In this episode, we’re joined by René Sellmann, teacher, investor, and co-host of the No More Investing Secrets podcast. We dive deep into his philosophy of quality investing, the role of capital allocation, and why he's not afraid to underperform the market in the short term if it means staying true to his process.Topics we covered:- What makes a business “high quality” — and why it matters m
EP #254 | 3 Spanish Dividend Stocks & The Art of (Not) Selling - with Eloy Snowball
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 no
EP #253 | Wisdom Worth Repeating: The Best of Dividend Talk’s Greatest Guests | Ian Lopuch, Chuck Carnevale, Cameron Stewart, Brad Thomas
It’s summertime, and Derek is enjoying his well-deserved BaCo’s and Guinness somewhere on a beach in Southern Europe.That’s why today’s episode is a special summer slow-down edition, where we revisit some of the best moments from the amazing guests we’ve had on the show so far. You’ll hear insights from these legends on topics like dividend safety, when to sell, what real conviction looks like, ho
EPS 252 | Dividend Growth Investing: The Best Strategy for 2025?
In this episode of the Dividend Talk Podcast, we celebrate six years of the show, reflecting on memorable moments and discussing the current state of major companies like IBM, Intel, and AT&T. We analyse the implications of recent corporate strategies, including Warner Bros. Discovery's demerger and Unilever's acquisition of Dr. Squatch. The conversation shifts to the importance of con
EPS 251 | Lessons Learned from Dividend Investing Mistakes
In this episode of the Dividend Talk Podcast, we discuss our personal experiences and mistakes in dividend investing. We reflect on current market events, particularly in the oil sector, and share insights on our investment strategies. The conversation covers various themes, including the importance of recognizing when to sell stocks, the pitfalls of high portfolio turnover, and the challenges of
EPS 250 | Balancing Yield and Growth in Dividend Investing
In this episode of the Dividend Talk Podcast, we celebrate our 250th episode by reflecting on our journey and the growth of our dividend investing strategies. We discuss the implications of recent U.S. legislation on European investors, the importance of dividend hikes, and the balance between starting yields and growth rates in investments. The conversation also touches on lifestyle choices that
EPS 249 | 3 Asset Light Dividend Growth Companies | HPQ Market drop
In this episode of the Dividend Talk Podcast, we discuss three asset-light businesses with growing dividends. We explore the characteristics of asset-light companies, focusing on Visa, Walter's Kluwer, and Relix. The conversation highlights the advantages of asset-light models, such as scalability and higher profit margins, while also addressing potential risks and market reactions. Chapters00
EPS 248 | 5 Global Dividend Growth Machines
This week on Dividend Talk, Derek is joined by fellow Dutch investor DazZMikey as European DGI enjoys a well-earned holiday. Together, we go on a unique “Stock Safari,” exploring dividend gems far from our usual American and Western European terrain.Along the way, they reflect on macro news, dividend hikes and cuts, and how to handle markets you don’t fully trust. Hope you enjoy🎙️ Companies mentio
EPS 247 | Is UNH a falling knife and earnings from Siemens and Allianz
In this episode of Dividend Talk, we dive into the drama at UnitedHealth Group (UNH) from earnings disappointments to fraud allegations and a sudden CEO exit. Is it a buying opportunity or a classic falling knife?We also break down strong earnings from two European giants: Siemens (SIE.DE) and Allianz (ALV.DE). Both companies delivered rock-solid results, reminding us why Europe is a fertile groun
EPS 246 | Buffets Last Dance and Earnings from Europe and the US Companies
In this episode, we dive into Warren Buffett’s succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel. We also break down recent dividend news, from Apple’s modest hike to Wendy’s surprising cut, and share our own May dividend income.We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Le
EPS 245 | Dividend Growth Investing with special guest Ned Flanders
In this episode of Dividend Talk, we sat down with Ned Flanders (@Nedflanders290) , a well-known and respected dividend investor based in Germany.We briefly discussed recent earnings on Shell (SHEL), Evolution AB (EVO), before discussing Neds dividend journeyTickers mentionedShell, EVO,RTX, GD , TDIV ,SSD AVGO, MUV2.DE, CVX, XOM, LEI, see you on the inside!📩 Want a sneak peek at our premium divide
EPS 244 | Earnings are in full swing | ASML,ULVR,PEP, SAP
In this episode, we discussed first-quarter earnings and analysed several companies, including Google (GOOGL), Unilever (UL), Texas Instruments (TXN), ASML (ASML), SAP (SAP), and PepsiCo (PEP). We also reviewed our podcast's success, analysed the H4ZA ETF, and talked about portfolio management, valuation methods, and more listener questions.see you on the inside!📩 Want a sneak peek atour premi
EPS 243 - Dividend Traps with Nathan from Dividend Watch
This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more.Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG,
EP 242 | Five French Stocks that might fit in your portfolio
This week we have a lively discussion on portfolio spring cleaning, tariffs and French dividend-paying companies.We chat about Procter & Gamble, Tangar, AON, Fastel, Rubis, Sanofi, L'Oreal, LVMH, TotalEnergies, BA Systems, Groupe SEB, Pernod Ricard, Sodexo, Fimalac Interactive, Shell, Texas Instruments, LYB, Violia, Hotamaki, and MSCI.We also answer listener questions on investment strategies,
EPS 241| Q1 2025 Quarterly Review | Trumps Tariffs
In episode 241 of the Dividend Talk podcast, we discuss our Quarter 1 2025 dividend portfolio performance, including dividend income growth and recent stock purchases. We also dive into SCHD ETF in Europe and the corporate response from Charles Schwab.The conversation then shifts to the impact of recent tariffs on various sectors, analysing which companies might be most affected and how to navigat
Eps 240: 5 Dividend Stocks We'd Buy If We Won the Lottery | Top blockbuster drugs
Today, we share our five top stocks to buy if they won thelottery, including picks like Pernod Ricard, Visa, Ferrari, Microsoft, and LVMH. With no restrictions, such as yield, we look at key factors driving our choices, such as brand power, growth potential, and pricing strength.We also preview an upcoming newsletter on big pharma, with Derek focusing on Merck & Co. and the top-selling drug, K
EPS 239 | How we deal with our emotions | Nvidia a once in a lifetime oppurtunity
In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia’s game-changing AI innovations, Nike’s earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more!📈 Stocks menti
EP 238 | Stock Market Correction | Are Legal & General a buy?
Hey everyone, and welcome back to Dividend Talk! In this episode, we look into the latest market corrections and explore exciting stock opportunities. We chat about Intel's new CEO, the football matches that had us on the edge of our seats, and some fantastic dividend announcements from companies like Legal and General and Henkel. Plus, we answer your insightful questions on portfolio strategy, ha
EP 237 | Surviving Currency risks | Are we buying US Dividend stocks?
In this episode of the Dividend Talk podcast, we look into the complexities of currency risks for European investors, particularly in the face of US market volatility. We also discuss a range of listener questions, touching on dividend tax, portfolio diversification, and specific stock analyses. Chapters:00:00-00:05 Introduction and Market Discussion00:05-00:10 Currency Risks and Euro Cost Averagi
EP 236 | 5 Consumer Staples for your Consideration with our Guest Alberto | Unilever CEO is out!, Top 3 Spanish Dividend Stocks, Thoughts on Buybacks & Much More!
Today's episode focuses on investing in consumer staples, with a discussion on key metrics for evaluation and whether being a customer of the company is important. We zoom in on 5 consumer staples that our guest Alberto selected and he shares his in-depth insides on these classic dividend growers.Furthermore, we discuss many dividend announcements: a list of recent dividend announcements from
EP 235 | European Earnings are on Fire & Dutch pension funds investment strategy
In this episode of Dividend Talk, we break down the latest earnings from ASR, NN Group, Schneider Electric and VICI.We discuss the impact of pension funds shifting their investment strategies and analyse a flood of dividend hikes from top companies.We also dive into the recent turmoil at UnitedHealth Group ($UNH) and whether it's time to sell or buy the dip.Tickers discussed: $UNH, $ASRNL, $NN
EP #234 | Top Earnings reports this week | AI investment in Europe
This week, we dive into the latest European earnings season, exciting dividend hikes, and what they mean for investors! From Siemens, British American Tobacco, Ahold Delhaize, Agree Realty, and Unilever. We break down The biggest dividend hikes and what they signal.Tickers mentioned: META, NSRGY, BTI, BATS, AD.AS, ADC, UL, CSCO, TMUS, RELX, ORKLY, DNB, ENX, HEIA, MAND, STO, DBS, ROCK-B, QSR, BAM,
EP #233 | Dividend Growth Investing with Dividendology!
This week, we welcome Eli fromDividendology to the show! We will dive deep into dividend growth investing, discuss the latest dividend hikes, and gain insights into Eli's portfolio and strategy.🔎In this episode, we cover:📈Dividend hikes & market updates – L'Oréal, ADM, Total Energies, Novo Nordisk, PepsiCo, and more!🧠Dividend growth vs. high yield – What's the best approach for lon
EP #232 | A Big Week of Earnings! | & Are the Dividend Hikes Disappointing?
In episode 232 of the Dividend Talk podcast, we discuss recent earnings reports, political developments in the US and Europe, and listener questions.
We discuss UPS's decision to drop Amazon as a major customer, Donald Trump's first week in office and his tariff threats, and the EU's plan to boost competitiveness.
We also cover recent dividend announcements from companies like Walgreen
EP #231 | Annual Earnings Season has Finally started! | & Earnings from JNJ , TXN and PG
Join the European Dividend Growth Investor (EDGI) and Derek as we dive into the latest financial news and dividend company earnings.
In this episode, we analyse Signify's dividend hike, Johnson & Johnson's earnings, and Texas Instruments' financial struggles.
We also talk about topics like the "Income Factory" investment strategy, currency diversification, and the risks of covered call ETFs
EP #230 | An interview with Ryne Williams | & JNJ acquisition, FDA on Nicotine Reduction
In this episode of Dividend Talk, we sit down with Ryne Williams, a passionate dividend investor and YouTube content creator, to discuss his investing journey. Ryne shares how he got started, lessons learned, and the strategies that have helped him build his portfolio over the years. Tune in for an interesting conversation filled with investing wisdom and a few laughs along the way!
Topics Discus
EP #229 | Our take on the best Dividend ETFs for European Investors? | & our Thoughts on Greggs Plc
In this episode of Dividend Talk, we dive into the world of dividend-focused ETFs available to European investors.
In the News of the Week, we explore the recent sharp decline in Greggs' share price following its trading update, despite record sales. Is this an opportunity to buy, or should investors look elsewhere?
The Listener Questions segment tackles a range of intriguing topics:
How to pri
EP #228 | Q4 and 2024 Dividend Portfolio Performance Review 📊 | Our Take on Alcohol Stocks 🍷
Tune in to the first episode of the year, this time about our dividend portfolio performance in 2024. Derek will discuss his entire year performance and eDGI rather his 4th quarter as he's about to release his annual report.
In the show we also discussed that we're organizing a Dividend Talk Meet Up on the 25th of January in Utrecht, the Netherlands. If you'd like to join, sign up here: https://do
EP #227 | 2024 - The Year in Review | Guests, Dividend Initiators, Dividend Cutters, CEO changes & much more!
Join Derek and European Dividend Growth Investor as they reflect on the highlights and challenges of 2024. This year-end review covers podcast moments, key events, and lessons learned in dividend growth investing.
Topics Covered:
00:05:00: Guest Highlights – Insights from Chuck Carnevale, Canadian Investor, and more.
00:15:00: Dividend Trends – Cuts from Walgreens ($WBA) and BASF ($BASFY), hikes
EP #226 | (Some Wild) Stock Market Predictions for 2025 | & What we Think about the Current Market Volatility
In this episode, we share predictions for the stock market in 2025 (some are crazy!), reflect on this week's market turmoil following the Fed's latest decision, and respond to listener questions on topics ranging from REIT valuations to European dividend stocks and tax strategies.
We also discuss notable company updates, including Hornbach’s steady guidance, Novo Nordisk’s surprising dip, and the
EP 225: Our Approach to Managing and Growing our Dividend Portfolio | & Broadcom's Impressive Surge
In this episode of Dividend Talk, Derek and the European Dividend Growth Investor share how they manage and grow their portfolios and how this has evolved over time
Timestamps
1:19 - Broadcom Earnings (AVGO)
5.23 - Kroger Merger declined (KR)
7.30 - Dividend Hikes
10:17 -EDGI Strategy
33:00 - Derek's Strategy
46:00 - Listener Questions
EP #224 | 4 Top Dividend Stocks on Our Christmas Buy List 🎄 | & Would we go All-In on $SCHD if we Could?
In this festive episode of Dividend Talk, Derek and the European Dividend Growth Investor share their Christmas buy lists, discussing four standout dividend stocks, portfolio allocation strategies, and a mix of European and U.S. picks. They also tackle some big news, listener questions, and their thoughts on the upcoming year.
Timestamps and Tickers
00:00 - Festive vibes, Fairytale of New York,
EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth
In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing.
Topics Covered:
Building a portfolio allocation strategy
Diversification: How much is enough?
The role of high-yield stocks and clo
EP #222 | What to do after a 20% price drop ⬇️ | & Our thoughts on Target Corp. 🎯
This week, Derek and the European Dividend Growth Investor discuss the recent 20% price drop in stocks like Target ($TGT) and other companies, along with strategies to handle these volatile situations. Plus, they answer listener questions about stock lending, tariffs under a potential Trump presidency, and how to handle market noise.
👉 Companies Mentioned:
Target ($TGT), Amazon ($AMZN), Walmart ($
EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension
In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis.
Chapters:
[00:00] Introduction and Work-Travel Realities
[03:10] ASML Investor Day & Market Reacti
