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Dividend Talk: Daily Summaries Delivered
by Dividend Talk
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments.
Latest Episodes
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- 3 days ago59 min
European Dividend Stocks: Q3 Earnings Review | Eps 314
European dividend stocks held up this week while Nvidia fell 9% and Micron dropped 15% in a single day. We go through Q3 earnings from six European companies we own or watch.Wolters Kluwer: recurring revenue up 7%, cloud software up 14% RELX: legal, the part AI was meant to kill, grew fastest at 10% Euronext: net income up 32% and a new 350 million buybackVopak, Ahold Delhaize and Novo NordiskPlus dividend hikes from Snap-on, Iron Mountain and EOG, and your questions on AI stock picks, quality companies and the Income Factory.Free Premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/Join our Discord: https://discord.gg/nJyt9KWAB5Facebook group: https://www.facebook.com/groups/dividendtalkX: @DividendTalk | @EuropeanDGIWebsite: https://dividendtalkpodcast.comNot financial advice. We share our own views and portfolios for education only.
- 1 weeks ago1h 16m
Halloween Earnings – Shell, Microsoft, Unilever & Our Scariest Dividend Stocks |EPS 313
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 capex question, Danone leaning on price rises, and ADP shrugging off the AI fears.We also cover Ahold Delhaize buying Tesco in Czechia and Slovakia, dividend hikes from Visa, ExxonMobil, AbbVie and Rockwell, and Arbor Realty Trust suspending its dividend.Your questions: Ireland’s budget and capital gains tax, the Binance hack, high yield vs dividend growth, Alphabet after the sell-off, telecoms, and the ghost stocks haunting our portfolios.📩 Free Premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/💬 Join our Discord: https://discord.gg/nJyt9KWAB5👥 Facebook group: https://www.facebook.com/groups/dividendtalkNot financial advice.
- 2 weeks ago1h 9m
Q3 Earnings Season: Iberdrola, Texas Instruments & L'Oréal | Ep 312
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 from Deutsche Börse and L'Oréal, a mixed quarter at Mensch und Maschine, and why we like how Agree Realty's CEO explains his capital allocation.We also talk about a strange market. AI names are falling while boring dividend stocks jump 3% in a day. Should you sell your winners? We say no.Listener questions this week: how we find new dividend growth stocks, buying in a downtrend, payout ratios, living off dividends in retirement, Games Workshop, and the UK bank tax.📩 Free premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/💬 Join our Discord: https://discord.gg/nJyt9KWAB5👥 Facebook group: https://www.facebook.com/groups/dividendtalkReal Life Meetup in Budapest - https://docs.google.com/forms/u/2/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=headerNot financial advice. Do your own research.
- 3 weeks ago1h 6m
How We Actually Invest Our Salary Every Month | Dividend Talk 311
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 PepsiCo’s dividend, plus raises from Phillips 66 and Agree Realty. In the Q&A: Greencoat UK Wind’s 10% yield, withholding tax by country, Die With Zero, McCormick and the Unilever food spin-off, and whether the Shell man is selling Shell.📩 Free Premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/💬 Discord: https://discord.gg/nJyt9KWAB5👥 Facebook group: https://www.facebook.com/groups/dividendtalkNot financial advice. We share what we do with our own money.
- Oct 10, 20261h 16m
EP #310: Schneider Buys PTC, Starbucks Eyes Chipotle, and Starlink Goes After Your Phone Plan
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 dividend?Starlink Mobile wants to compete with Verizon, AT&T and T-Mobile, and Verizon’s share price took a hit.Ireland’s new investment account: €12,000 per year, tax-free up to €50,000, and what it means for Irish investors.PepsiCo earnings, the Starbucks dividend hike of 1.6% and Tesco’s 5.2% increase to its interim dividend.Listener questions:Why not buy bonds at 6% yields instead of dividend stocks?Preferred stocks, closed end funds and building a dividend portfolio with only ETFsDRIP, currency effects and when to sell before a dividend cutHome Depot, Tomra, IIPR, credit bureaus, and BP versus ShellJoin the conversation:- Facebook group: https://www.facebook.com/groups/dividendtalk- Discord: https://discord.gg/xfS35ufm6H- Follow eDGI on X: https://x.com/European_DGIBecome a Dividend Talk Premium member for €129 a year at https://dividendtalk.eu. You get more than 150 dividend stock cards, over 60 deep dives, and a course on reading the three financial statements. A major redesign is coming soon for members, including uploading your own stock list to track dividend safety and changes.Disclaimer:This podcast is for entertainment and educational purposes only and is not financial advice. Always do your own research.
- Oct 3, 202659 min
Eps 309: Q3 2026 Dividend Portfolio Review | 89% to FIRE & the Dutch 36% Dividend Tax
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 he now earns about €19 a day after tax.We also talk about Accenture's earnings (shares up 20% on the day and a 5% dividend hike), the Netherlands' plan to tax dividends at 36%, and Ireland possibly scrapping deemed disposal. In the listener Q&A we cover Partners Group, Broadridge, Air Liquide, General Mills, investment trusts and rising bond yields.🎟️ Join us in Budapest this January: https://docs.google.com/forms/u/2/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=header📩 Free premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/💬 Join our Discord: https://discord.gg/nJyt9KWAB5👥 Facebook group: https://www.facebook.com/groups/dividendtalkThis is not financial advice. We share our own journey, so always do your own research.
- Sep 25, 20261h 16m
Growth Investor Turned Dividend Investor from Heavy Moat Investment| Ep 308
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 day, dividend hikes from T-Mobile US and GE Healthcare, and your questions on consumer staples, insurers and AI, Engie and Enel, BIPC, 5% Treasuries and Niklas's top pick, InnoScripta.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/Join us on Discord: https://discord.gg/nJyt9KWAB5Facebook : https://www.facebook.com/groups/dividendtalkNiklas on Substack: https://heavymoatinvestments.substack.com or @stonkmetal on XReal Life Meetup in Budapest - https://docs.google.com/forms/u/2/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=headerNot financial advice. Do your own research.
- Sep 19, 202658 min
First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307
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 Texas Instruments, McDonald's (now a Dividend King), Microsoft, Philip Morris and JPMorgan.Your questions: pre-market trading, how we use AI for stock research, high yield vs dividend growth, Fielmann, TFF Group and why Edgi still holds Evolution AB.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/Join us Real Life Meetup in Budapest - https://docs.google.com/forms/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=header on Discord: https://discord.gg/nJyt9KWAB5Facebook group: https://www.facebook.com/groups/dividendtalkNot financial advice. Do your own research.
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About Dividend Talk
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments.
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