Dividend Talk

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-Fo...

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...

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, Re...

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 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 p...

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 a...

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...

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• Sec...

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...

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...

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...

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 & d...

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 growth Currency impact (USD vs EUR) on dividends Biggest wins, mistakes & lessons learned Dividend reinvestment &...

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,...

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 withholdi...

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, an...

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...

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 s...

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: T...

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 2026 Welcome to Episode 270! This week, we dive into a jam-packed episode covering Merck's pharmaceutical acquisition, a European earnings report, and a div...

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 dom...

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 h...

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...

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 t...

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, ensurin...