Dividend Talk

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...

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 or...

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.   S...

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 port...

🔥 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. Th...

🔥 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...

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 Agre...

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 out...

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...

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 into How two former 7investing analysts became podcast co-hosts The contrasting styles of growth vs. dividend...

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...

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 ar...

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, h...