Dividend Talk

Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shell (SHEL) caps a strong Q1 with its second dividend hike of the year, bringing the annualised increase to 9.1% — Edgi explains the working capital mechanics behind the headline cash flow dip and why the net debt increase isn't what it looks like.Then there's Zoetis (ZTS), the world's largest animal health company, down nearly 30% after Q1. US companion animal revenue fell 11%, debt doubled from $5B to $9B, and a premium growth multiple is unwinding fast. Buying opportunity at 13x PE, or something deeper? We go through the numbers. Also covered: Brookfield Asset Management (BAM) and Ahold Delhaize (AD.AS), where incoming CEO news has Edgi reaching for a put option.Listener Q&A takes on Wolters Kluwer (WKL.AS), Intuit (INTU) vs ADP vs Paychex, H&R Block (HRB) as an AI winner, Equity LifeStyle Properties (ELS), currency debasement, and European telco consolidation.Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

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 investorsWhy this could hit the middle class hardestWhether the Netherlands is becoming a test bed for broader European tax reform. Is this a one-off policy — or the start of something bigger?We break down recent dividend increases, including:NN Group – 13% dividend hikeBrookfield Corporation – 17% hikeBritish American Tobacco – cash flow updateAhold Delhaize – strong executionSiemens – AI infrastructure tailwindsWe analyse dividend safety, free cash flow, solvency ratios, and long-term growth prospects. Why is Walmart trading at ~45x earnings while Amazon sits around 28x?Will AI disrupt SaaS companies like Wolters Kluwer, or strengthen their competitive moat? We also discuss “AI shovel” stocks like Schneider Electric and SiemensChapters00:00 – Intro: European Earnings Season & Dividend Focus03:00 – Dutch Box 3 Tax: Unrealised Gains Explained11:00 – Walmart vs Amazon: Valuation Debate16:00 – AI Infrastructure: Investing in the “Shovels”21:00 – Rapid Fire: Recent European Dividend Hikes29:00 – Deep Dive: NN Group Earnings & 13% Dividend Boost37:00 – Ahold Delhaize: Operational Excellence45:00 – British American Tobacco: Cash Flow & Litigation53:00 – Siemens & European Industrial Growth01:00:00 – Listener Q&A: AI, T-Rowe Price, Novo Nordisk01:12:00 – Real Estate & Las Vegas Discussion01:18:00 – Wrap-Up & Key Takeaways👉 Subscribe for weekly European dividend investing insights🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated:Twitter - ⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: Educational content only. Not financial advice.

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, Sanofi, ABB, KPN, and others. We break down what’s driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season.🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated:Twitter - ⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: Educational content only. Not financial advice.

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 & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated:Twitter - ⁠⁠@DividendTalk_⁠⁠Twitter - ⁠⁠@European_DGI⁠⁠Join our Facebook Community - ⁠⁠Dividend Talk Facebook Group⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5

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.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠[Twitter] – @DividendTalk_ , @European_DG[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠[Malmo Meetup] – ⁠https://t.co/STgV1nMWKj

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.COJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠[Twitter] – @DividendTalk_ , @European_DG[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠[Malmo Meetup] – https://t.co/STgV1nMWKj

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 ChemicalsCINF – Cincinnati FinancialBTI – British American TobaccoUPS – United Parcel ServiceUNH – UnitedHealth GroupSCHD – Schwab U.S. Dividend Equity ETFTDIV – First Trust NASDAQ Technology Dividend Index FundJoin the conversationTwitter - @DividendTalk_ and ⁠⁠@European_DGI⁠⁠Join our Facebook Community -https://www.facebook.com/groups/dividendtalkJoin our Discord group - ⁠⁠https://discord.gg/nJyt9KWAB5⁠Follow Dividend Wave on X: https://x.com/DividendWave

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!TickersAmazon (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)👉 Join us :[Facebook] - Https://www.facebook.com/groups/dividendtalk[Twitter] - @DividendTalk_ , @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/download-your-free-samples/