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 dominate the discussion, while Wolters Kluwer’s high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on’s double-digit dividend hike and Simon Property Group’s steady income growth for REIT investors.

Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.

In the listener Q&A, we cover:

• Dividend tax strategies and EU exit taxes

• How to handle rising wealth taxes as a dividend investor

• Fair-value analysis vs Morningstar valuations

• Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition

• Thoughts on Unilever’s upcoming Magnum spinoff

SEE YOU ON THE INSIDE!!

Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.L

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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 hikes from Iberdrola (+8.2%), Rockwell Automation, AbbVie, and ExxonMobil, before diving into earnings: Nestlé’s volume rebound in China, Schneider Electric riding data-center tailwinds, Altria’s cash-rich but growth-poor reality, UnitedHealth’s margin squeeze, T. Rowe Price outflows, and Shell’s $10B FCF buyback machine.

In the Q&A, we tackle benchmarking vs. S&P 500, dollar-cost-averaging into falling knives, estate tax broker moves, covered-call ETFs, Finnish gems, Evolution’s permanent pivot, and stock-specific takes on Novo Nordisk, APD, Qualcomm, and more.

SEE YOU ON THE INSIDE!!

Tickers discussed: PYPL, HSY, GOOGL, MSFT, EBAY, AMZN, IBM, MCD, IEP, IBDR.MC, MUM.DE, SIE.DE, APD, LIN, NOVO-B.CO, EVO.ST, QCOM, ARE, ADC, MO, BATS.L, PM, UNH, TROW, SHEL, XOM, TTE, ITW, ABT, ADP, SCHN.PA, ROC.AX, NOVN.SW, NESN.SW, MCD, APH, DHR, TXN, VFC, RELAS, VWS.CO, WSO, GRG.L

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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 portfolio from “Bella Dividends,” packed with high-yield European names, and share our thoughts on diversification, growth balance, and dividend safety.
In the Q&A, we talk estate tax and brokers, the future of quarterly reports, DCF vs. dividend discount models, and stock-specific questions on Intel, TotalEnergies, Watsco, and GreenCoat UK.

SEE YOU ON THE INSIDE!!

Tickers discussed: NVO, MCD, APH, MUM.DE, DHR, EVO.ST, TXN, SHEL, IBM, TTE, INTL, WSO, RELAS, IBDR.MC, VWS.CO

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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 to use tools like ChatGPT without outsourcing your thinking, and share a few laughs about zero-alcohol vodka.

Finally, we reveal our Q3 dividend growth with +37% for Derek and +22% for Edgi and answer listener questions on estate taxes, mortgages vs. investing, tech exposure, and hedging strategies.

SEE YOU ON THE INSIDE!!

Tickers: JNJ, ASML.AS, SNA, RI.PA, MSFT, SHEL, AAPL, LSEG.L, PAYX, BAT.L, VICI, ENGA, NN.AS, LGEN.L, GOOG, TXN, QCOM

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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, ensuring dividend safety, holding cash reserves, and focusing on companies with resilient business models. They also share our personal approaches to staying calm and even finding opportunities when volatility strikes.

Whether you’ve been through several bear markets or this could be your first, we hope that this conversation will help you feel more prepared and confident as a dividend growth investor.

Stocks & ETFs discussed in this episode:

• ASML – ASML Holding N.V.
• APD – Air Products and Chemicals
• CINF – Cincinnati Financial
• BTI – British American Tobacco
• UPS – United Parcel Service
• UNH – UnitedHealth Group
• SCHD – Schwab U.S. Dividend Equity ETF
• TDIV – First Trust NASDAQ Technology Dividend Index Fund

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 oral weight-loss drug

• London Stock Exchange Group – stepping into blockchain with Microsoft

• Intel & Nvidia – surprising partnerships in the chip industry

• Texas Instruments, Microsoft, W.P. Carey, and Philip Morris – dividend hike updates

Plus, we review Bradley’s dividend portfolio and answer listener questions on hedging against USD, quick dividend stock screeners, reinvestment strategies, tax-efficient accounts, and more.

🎙️ Tickers discussed: NVO, LSEG, INTC, NVDA, TXN, MSFT, WPC, PM, CNQ, LGEN, EOG, O, ARES, HASI, PLD, BAM, DTE, AD, VICI, PAYX, UNH, NEE, LVMH, UL

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.

See you on the inside!

Tickers

Amazon (AMZN), Apple (AAPL), Microsoft (MSFT), Google /Alphabet (GOOGL), Facebook / Meta (META), Shell (SHEL), Unilever (UL), ASML (ASML), British American Tobacco (BTI), IBM (IBM), Realty Income (O), Johnson & Johnson (JNJ), ExxonMobil (XOM)

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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 portfolio? Go here: (free stock card & deep dive samples)⁠https://dividendtalk.eu/download-your-free-samples/

Tickers
Sanofi (SAN.PA), Novo Nordisk (NOVO-B.CO), T. Rowe Price (TROW), Goldman Sachs (GS), AbbVie (ABBV), Vici Properties (VICI), Microsoft (MSFT), Accenture (ACN), Fuchs Petrolub (FPE3.DE), Canadian Natural Resources (CNQ.TO), Munich Re (MUV2.DE), Johnson & Johnson (JNJ), Agree Realty (ADC), ASR Nederland (ASRNL.AS), Unilever (ULVR.L), Google (GOOGL), Schneider Electric (SU.PA), Ahold Delhaize (AD.AS), Siemens (SIE.DE), Pets at Home (PETS.L), Spok Holdings (SPOK)

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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.

The conversation dives into emotional investing, the role of AI and robotics in portfolio management, and the growing influence of private equity. We also discuss stock-based compensation, its impact on valuations, and the importance of using screening filters in building a long-term dividend portfolio.

Additionally, we share lessons learned from past mistakes, compare strategies between high yield and growth, and discuss where we see opportunities in the markets today.

Tickers

Intel (INTC), Vici Properties (VICI), Agree Realty (ADC), Hornbach (HBH.DE), Shell (SHEL), Legal & General (LGEN.L), Altria (MO), British American Tobacco (BTI), Evolution Gaming (EVO.ST), ASML (ASML), LVMH (MC.PA), EOG Resources (EOG)

Chapters00:00 Introduction and Overview of the Podcast02:53 Intel’s Government Stake and Its Implications05:53 Concerns Over Government Influence in Business08:50 Dividend Announcements and Portfolio Roasting11:39 Derek’s Portfolio Analysis and High Yield Stocks14:50 Vici Properties and the Future of Vegas17:54 Evaluating Risks in the Casino Industry23:37 Exploring Hornbach: The Black Sheep of Investments28:22 Investment Strategies: High Yield vs. Growth31:46 Understanding Portfolio Composition and Risk36:42 The Emotional Side of Investing41:01 Market Concerns: Inflation, Debt, and Currency Transition44:21 Navigating Emotional Investment Decisions47:29 The Impact of Valuation on Selling Stocks49:09 AI in Portfolio Management: Trust and Limitations52:22 Lessons from Option Trading Mistakes53:09 Identifying Future Investment Opportunities56:23 Screening for Stocks: Strategies and Limitations01:00:11 The Role of Private Equity in Modern Investing01:02:03 Government Influence on Capital Allocation01:08:59 Evaluating Stock-Based CompensationJoin the conversation

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🔥 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 investing.

In this conversation, we talk about various investment strategies, focusing on portfolio diversification, and the importance of dividend growth.

We discuss the significance of a tiered investment approach, evaluating company performance, and the impact of market trends on future investments.

The conversation also touches on celebrating investment milestones, understanding P/E ratios, and the role of real estate investment trusts in the current market.

Additionally, we explore options trading as a method for generating income while maintaining a conservative investment strategy.

Links - https://x.com/investseekers/status/1958537126641086663

Tickers

Alibaba (BABA), Allianz (ALV.DE), Altria (MO), Amazon (AMZN), Apple (AAPL), Atlas Copco (ATCO-A.ST / ATCO-B.ST), Berkshire Hathaway (BRK-A / BRK-B), British American Tobacco (BTI / BATS.L), Canadian National Railway (CNI), Charles Schwab (SCHW), Chesnara (CSN.L), Chubb (CB), Cisco (CSCO), Danone (BN.PA), Defama (DEF.DE), Dior / Christian Dior SE (CDI.PA), Disney (DIS), Eli Lilly (LLY), Euronext (ENX.PA), ExxonMobil (XOM), Fuchs Petrolub (FPE3.DE), IBM (IBM), Kimberly-Clark (KMB), Meta Platforms / Facebook (META), Nivea / Beiersdorf (BEI.DE)

Chapters

00:00 Introduction and Overview of the Podcast

05:58 Rebranding and Community Engagement

12:02 AI Bubble Discussion and Market Speculation

17:52 Dividend Growth Investing Insights

23:50 Dividend Announcements and Market Reactions

26:50 Roasting the Portfolio: A Critical Review

37:46 Navigating Dividend Investments

40:49 Emotional Attachments in Investing

45:24 Evaluating Investment Theses

51:03 Sector Concentration and Portfolio Strategy

55:48 Assessing Risky Investments

01:01:18 Diversification and Portfolio Management

01:06:57 Celebrating Investment Milestones

01:12:16 Profit Perception and Dividend Timing

01:13:48 Evaluating PE Ratios for Investment Decisions

01:16:05 Understanding Real Estate Investment Trusts (REITs)

01:17:59 Comparing EU and US Investment Strategies

01:18:30 Navigating Investment Platforms for ETFs

01:19:47 Dividend Growth Investing Mindset

01:20:30 Options Trading in Dividend Growth Investing

01:23:37 Market Reactions to Pharma Tariffs

01:24:35 The Boring Side of Investing: Taxes

01:25:50 The Challenge of Overvalued Markets

01:27:07 Evaluating Company Performance Amidst Price Drops

01:32:36 The Role of Dividends in Crypto Investments

01:35:16 Analyzing Canadian National Railway Company

01:36:41 Exploring Swedish Investor AB

01:38:08 Deep Dive into Waste Management Companies

01:39:40 Assessing Tractor Supply and Toyota

01:41:14 Understanding Share Dilution in Growth Companies

01:43:55 Evaluating Beiersdorf AG

01:46:42 Insights on Fuchs SE

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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 Agree Realty (ADC), how US and European infrastructure approaches differ, why utilities like Iberdrola (IBE.MC) and Enel (ENEL.MI) stand out, and how tech giants Meta (META), Alphabet (GOOG), and Microsoft (MSFT) fit into the AI megatrend. We also look into healthcare innovation, options income strategies, and favourite finance content creators.

Tickers Mentioned: TILE, ADC, O, BAM, BIP, NEE, DUK, ED, IBE.MC, ENEL.MI, ABB, DG.PA, META, GOOG, MSFT, GE, CWEN, ASML.AS, SAP, MDT, MRK, ABBV, NVO, LLY, ROG.SW, SNY, SYK, ABT, BDX, RMD, STRC

Chapters:
00:00 – Introduction & Guest Welcome02:52 – Company News: Interface & Dividend Increases05:41 – Agree Realty & REIT Quality08:43 – Understanding Megatrends11:51 – Infrastructure as a Megatrend29:06 – Clean Energy Transition39:31 – The Rise of Technology & AI46:51 – Healthcare Opportunities01:04:06 – Options Income Strategies & High Yield Ideas01:20:06 – Favorite Finance Content Creators & Closing Remarks

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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 outlook.

Along the way, we cover dividend hikes and cuts from around the globe, have some laughs over corporate slogans, and answer a packed list of listener questions ranging from sector risks to portfolio construction.

SEE YOU ON THE INSIDE!!

Tickers discussed: WKL.AS, NVO, LLY, UNH, HEIA.AS, NN.AS, AD.AS, ITW, CLX, AWR, WHR, LGEN.L, MRK, LVMH.PA, TGT, LYB, NKE,CVX, HPQ, MSFT, SHEL, BTI, BAM, BAES.L, HORNB.BR, UPS, PEP, CCOI, ORA.PA,ASR.AS, ASML.AS, UL, GLB.IR, KRZ.F, KESKOB.HE, KNEBV.HE, SAMPO.HE, AGE.BR, XIOR.BR,ASC.BR, SHL.DE, DEF.F, NVO-B.CO, VICI, RY, DOL.TO, FTS.TO, UKW.L, VOLVB.ST,INVE-A.ST, INVE-B.ST, SEB-A.ST, SWED-A.ST, HAND-B.ST, SHELL.AS, VIE.PA, O,SECUB.ST, ABBV, BAYN.DE.

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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 investors recover lost income from foreign dividends.

We discuss:

• ​What dividend withholding tax is (and why it's such a headache)
• ​Why most investors miss out on reclaiming what’s rightfully theirs
• ​The upcoming EU-Faster regulation and digital tax residency certificates
• ​The role of brokers, the EU Commission, and what’s changing by 2028
• ​Practical steps for reclaiming your foreign dividend taxes
• ​Why dividend investors need to push for change and how Divizend is giving us a voice
• ​Thomas also shares his unique investing mindset (yes, he owns both Palantir and Lindt!) and replaces a stock in our Dividend Growth Community Portfolio.

📈 Tickers mentioned in this episode include: MSFT, AAPL, GOOGL, PLTR, JNJ, V, ADP, O, ADC, MUV2.DE (Munich Re), ALV.DE (Allianz), NESN.SW (Nestlé), LVMUY / MC.PA (LVMH), LIN.SW (Lindt), ASML, WKL.AS (Wolters Kluwer), RNL.AS (Reed Elsevier), DE, SPGI, MSCI, BRK.B, SREN.SW (Swiss Re), SIE.DE (Siemens), AIR.PA (Air Liquide), L'Oreal (OR.PA), SAP, WISE.L

📣 We’re not affiliated with Divizend, but Thomas has provided a special code for Dividend Talk listeners ( 10% discount on your first reclaim ) - https://divizend.com/ref/europeandgi

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