Avsnitt
-
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 nowOur top yield on cost positions and what it feels like to hold themHow our investing philosophy has shifted over 300 episodes – and what has stayed exactly the sameListener quotes, including one from Claudius in Germany that stopped us in our tracksLive Q&A with the communityA 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:
X: https://x.com/7LukeHallard
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.
-
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
-
Saknas det avsnitt?
-
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.
-
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.
-
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 @EuropeanDGI
-
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
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.
-
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
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.
-
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).
Join us :
Facebook 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.
-
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 2024Industry cycles in shipping and oilStrategies for dividend and cyclical stocksRisk management and decision-making in volatilemarkets Shipping industry dynamics and regulationsInvestment strategies in cyclical marketsPersonal discipline and portfolio managementJoin us :
Hugo - https://www.youtube.com/@Utbyttereisen_81
Facebook 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.
-
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 investorsHow to spot conflicted management before it destroys your returnsInternal vs. externally managed REITs and what to look forThe case for REITs over private real estate (including the leverage misconception)European REITs: opportunities, risks, and empire-building management teamsSpecific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and moreResidential REITs as the next turnaround play for 2027Join 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.
-
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! 🐣
Join us :
Facebook 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.
-
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.
Join us :
Facebook 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.
-
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 & CarriageTS0U.SI – Keppel Infrastructure Trust5109.KL – IHH Healthcare3188.HK – CSOP Hang Seng TECH ETF3032.HK – CSOP Hang Seng China Enterprises ETFJoin us :
Facebook Community - Dividend Talk Facebook Group
Discord group - https://discord.gg/nJyt9KWAB5
Follow us:
Twitter - @DividendTalk_ Twitter - @European_DGIBecome a Premium Member for just 129 Euros a year:
https://dividendtalk.eu
Disclaimer: Educational content only. Not financial advice.
-
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
-
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 increasesTexas Instruments & Nvidia humanoid robot collaborationL&G Global Quality Dividend ETF breakdownUsing AI tools in investment researchListener Q&A: Petrobras, Frontline, HIKMA, T. Rowe Price, BRAVIDIA & moreJoin 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/
-
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 us
Follow Dividend Talk for weekly dividend investing discussions.
Join our community on Discord and Facebook, and exploreour premium research at dividendtalk.eu, where we share deep dives and our dividend safety framework.
Disclaimer: Educational content only. Not financial advice.
Chapters
00:00 – Intro & Market Context03:00 – Diageo Dividend Cut07:00 – Dividend Hikes: Munich Re, Allianz & More14:00 – Why European Insurers Are Performing20:00 – How to Find Dividend Growth Stocks 30:00 – Screening Tools for US & European Stocks40:00 – AI, SaaS & Financial Data Debate49:00 – NN Group vs ASR Nederland55:00 – Listener Q&A & Wrap-UpA few links mentioned in this show:
The famous CCC-list - US Dividend Aristocrats30 European Dividend StocksFinViz screenerDividend Talk Premium - 150 US & EU dividend stocks assessed for dividend safetyAnother great source is our communities:
Dividend Talk @ DiscordDividend Talk @ Facebook -
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 and cyclical downturns to reckless acquisitions and questionable dividend sustainability.
You’ll discover why Bayer’s disastrous Monsanto mergerturned into a debt nightmare, how cyclical industries can turn dividend darlings into ticking time bombs, and what the real danger signs are that a household name might cut its Dividend next year.
👉 Subscribe for weeklyEuropean dividend investing insights
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/
Stay Updated:
Twitter - @DividendTalk_Twitter - @European_DGI
Join ourFacebook Community - Dividend Talk FacebookGroup
Join our Discord group - https://discord.gg/nJyt9KWAB5
Disclaimer: Educational content only. Not financial advice.
-
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 investors
Why this could hit the middle class hardest
Whether the Netherlands is becoming a test bed for broader European tax reform. Is this a one-off policy — or the start of something bigger?
We break down recent dividend increases, including:
NN Group – 13% dividend hike
Brookfield Corporation – 17% hike
British American Tobacco – cash flow update
Ahold Delhaize – strong execution
Siemens – AI infrastructure tailwinds
We analyse dividend safety, free cash flow, solvency ratios, and long-term growth prospects. Why is Walmart trading at ~45x earnings while Amazon sits around 28x?
Will AI disrupt SaaS companies like Wolters Kluwer, or strengthen their competitive moat? We also discuss “AI shovel” stocks like Schneider Electric and Siemens
Chapters
00:00 – Intro: European Earnings Season & Dividend Focus03:00 – Dutch Box 3 Tax: Unrealised Gains Explained11:00 – Walmart vs Amazon: Valuation Debate16:00 – AI Infrastructure: Investing in the “Shovels”21:00 – Rapid Fire: Recent European Dividend Hikes29:00 – Deep Dive: NN Group Earnings & 13% Dividend Boost37:00 – Ahold Delhaize: Operational Excellence45:00 – British American Tobacco: Cash Flow & Litigation53:00 – Siemens & European Industrial Growth01:00:00 – Listener Q&A: AI, T-Rowe Price, Novo Nordisk01:12:00 – Real Estate & Las Vegas Discussion01:18:00 – Wrap-Up & Key Takeaways
👉 Subscribe for weekly European dividend investing insights
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated:
Twitter - @DividendTalk_ Twitter - @European_DGI
Join ourFacebook Community - Dividend Talk FacebookGroup
Join our Discord group - https://discord.gg/nJyt9KWAB5
Disclaimer: Educational content only. Not financial advice.
-
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 rotation vs. real market crashes• What’s happening to tech, SaaS, and AI-exposed stocks• Dividend hikes and earnings updates• How to stay rational when markets get noisyCompanies discussed include Microsoft, Shell, Novo Nordisk, Merck, Brookfield Asset Management, Hershey, PepsiCo, and more.
We finish with a listener Q&A covering dividend cuts, price anchoring, currency risk, and investing during market drawdowns.
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/
Stay Updated:
Twitter - @DividendTalk_ Twitter - @European_DGI
Join ourFacebook Community - Dividend Talk FacebookGroup
Join our Discord group - https://discord.gg/nJyt9KWAB5
Disclaimer: Educational content only. Not financial advice.
-
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, Sanofi, ABB, KPN, and others. We break down what’s driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season.
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/
Stay Updated:
Twitter - @DividendTalk_ Twitter - @European_DGI
Join ourFacebook Community - Dividend Talk FacebookGroup
Join our Discord group - https://discord.gg/nJyt9KWAB5
Disclaimer: Educational content only. Not financial advice.
- Visa fler
