Dividend Talk

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...

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 f...

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 Pep...

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 dividen...

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...

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...

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 T...

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...

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...

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 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...

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 p...

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...

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 bor...

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...

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...

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 sho...

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 p...

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...

Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header Episode 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 t...

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 acq...

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%, Qua...

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...

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 mana...

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...