Dividend Talk

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...

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...

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...

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. Chapters 0...

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 ment...

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 grou...

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 L...

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 journey Tickers mentioned Shell, EVO,RTX, GD , TDIV ,SSD AVGO, MUV2.DE, CVX, XOM, LEI, see you on the inside! 📩 Want a sneak peek at our premium d...

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 pr...

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...

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 strategie...

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 naviga...

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,...

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 men...

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...

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 Discussion 00:05-00:10  Currency Risks and Euro Cost Ave...

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...

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,...

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,...

This week, we welcome Eli from Dividendology 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 approa...

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...

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. F...

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...

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 prior...

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...