Dividend Talk

This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an account with Belgian broker Bolero and bought his first three stocks: AB InBev, Kinepolis and Umicore. A few years and a lot of YouTube and podcast listening later, he now runs a portfolio of 82 positions built around a simple goal: a 3% net dividend yield, even after Belgium's notoriously heavy dividend tax.

In this episode Kim walks us through his investing journey, why dividend...

In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% dividend income growth for the quarter, while Derek crossed €7,000 in trailing dividend income, up 14% year over year. On the news desk: why the US Dividend Aristocrats (NOBL) are outrunning software in 2026, Palantir (PLTR) CEO Alex Karp calling AI token pricing a "wealth tax" on business, and whether AI agents should be taxed after OpenAI's reported 5% equity offer to the US government. Stocks we get in...

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our re...

Episode 300. We made it 🎉

This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times.

We were joined by two special guests: Nelson from Canadian Dividend Investing and Luke from the Wall Street Wildlife Investing Podcast (links below). Both appeared in listener surveys as all-time favourite episodes, so having them back for this milestone felt right.

Here's what we covered:

In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt), Canopy Growth (CGC), Intel (INTC), AT&T (T), Evolution Gaming (EVO.ST), Tanger Properties (SKT), WP Carey (WPC), VF Corp (VFC), Medtronic (MDT) , they're all here. Plus: Derek has a crypto secret.

Also covered: United Health (UNH) and Medtronic (MDT) dividend hikes, listener Q&A on the Chowder Rule, EDGI's tier system, consumer staples accounting, Munich Re (MUV2.DE), Berkshire's TMHC deal, and most interesting stocks right...

May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels expensive. So what's an Dividend  investor to do when valuations are stretchedand the market seems to have priced in perfection?

Episode 300 is just weeks away — sign up for the live show via ⁠https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header⁠

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Discl...

This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth.

 We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend payout to Jensen Huang, Evolution Gaming's (EVO.ST) $2 billion buyback, and Chubb's (CB) 33rd consecutive dividend hike. Plus, May dividends are rolling in and it feels good.

 Listener questions cover anticyclical investing, German industrial job...

With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full stress-testing framework: concentration limits, sector exposure (no more than 20%), currency risk, payout ratios, credit ratings, and how to scenario-test your top 10 positions against events like the 2008 financial crisis or a 50% earnings collapse. Plus, Berkshire Hathaway's 13F reveals mass exits from Visa (V), Mastercard (MA), Diageo (DEO), and Amazon (AMZN) — and the guys break down what it means.Listener Q&A covers Munich RE (MUV2.DE) after its earn...

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...

We break down a "full-packed session" of earnings and acquisitions.

Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities.The Starbucks Turnaround:Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?.

Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges.

Quick Hits: ADP’s "moat" against AI, Nike’s struggle in China, and a look at Swedish gian...

Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Mensch und Maschine (MUM.DE), L'Oréal (OR.PA), VOPAK (VPK.AS), and Procter & Gamble (PG).

Dividend hikes covered: Parker Hannifin (PH) +11%, Nasdaq Inc. (NDAQ) +15%, Otis Worldwide (OTIS) +4.8%, Qualcomm (QCOM) +3.4%, Air Products (APD) +1.1%, IBM +0.6%.

Then 20 listener questions such as DRIP strategy, milestone celebrations, renewables vs. oil and gas, European dividend stocks Americans overlook, withholding tax, using AI in your investment process, insurance entry points, Rubis (RUI.P...

Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, and how to navigate volatility and black swan events. Join us for an discussion with Hugo from Utbyttereisen as he shares his expertise on shipping industry dynamics, investment strategies, and personal growth in finance.

Topics covered:

This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.

We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real...

It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income growth and a portfolio that's doubled in just three and a half years.

We kick things off with some market news as billionaire Kenneth Dart's stake in Evolution AB crossing 30% via equity swaps (and why that matters), plus why EDGI is seriously unimpressed with Evolution's annual report copy-paste job. Then it's onto Nike: with EPS below the dividend and activist investors circling, how safe is that payout really?

In t...

Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends?

Also in the news: the proposed Pernod Ricard/Brown-Forman merger of equals, the Italian antitrust probe into Edenred, and the landmark social media addiction lawsuit finding Meta and Google liable for the negligent design of Instagram and YouTube.

Listener Q&A...

This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting global economic landscape, specifically the rise of the "Global South" and why investors should consider exposure to Asian markets.

Florian shares his personal journey from building a company in China to achieving financial freedom, while also offering a nuanced perspective on the competition between Western and Chinese industries.

Ticker Symbols mentioned:

Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking.

We also react to $100 oil, debate whether Shell should stop its buyback programme at the current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Realty Income & more), and answer listener questions on LVMH, Legal & General results, Oracle, T. Rowe Price, and non-US monthly dividend payers.

📌 Topics this week:

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Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend hikes from American Express (+16%), Munich RE (+20%), and the Cheesecake Factory (+11%), share thoughts on the new L&G Global Quality Dividend ETF, and answer questions on Petrobras, Frontline, T. Rowe Price, and more.

Topics covered:

How do you consistently find high-quality US and European dividend growth stocks? In Episode 285, we revisit our original stock screening framework and update it for today’s market environment including AI disruption, insurance sector tailwinds, and dividend safety.

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Chapters

Most household names with global brands are not the dividend growth stocks you think they are. They’re thriving at selling products, but many struggle to pay shareholders, and some are closer to dividend cuts than you realise.

In this episode, we peel back the curtain on giants likeBayer, Lyondell Basel, and Diageo. We reveal the red flags lurking behind their glossy veneer — from debt overreach and cyclical downturns to reckless acquisitions and questionable dividend sustainability.

You’ll discover why Bayer’s disastrous Monsanto mergerturned into a debt nightmare, how cyclical industries can turn dividend darlings...

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 investors

Why this could hit the middle class hardest

Whether the Netherlands is becoming a test bed for broader European tax reform. Is this a one-off policy — or the start of something bigger?

...

Bitcoin is crashing, tech and SaaS stocks are under pressure, and social media is full of panic but dividend investors are staying calm.

In this episode, Derek and European DGI explain why this sell-off is sector-specific, not a market crash, and how dividend growth portfolios are holding up surprisingly well during volatility.

We discuss:
• Why Bitcoin’s drop doesn’t worry dividend investors• Sector rotation vs. real market crashes• What’s happening to tech, SaaS, and AI-exposed stocks• Dividend hikes and earnings updates• How to stay rational when markets get noisy

Companies discussed includ...

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 re...

In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now.

We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record.

Al...

How do you get kids interested in money, saving, and investing without boring them?

In this episode of the Dividend Talk Podcast, we discuss how parents and long-term investors can teach kids about finances, investing, and the value of money in a practical, relatable way.

We share real experiences on saving habits, stock gifting, compound interest, ETFs, avoiding debt traps, and making investing relevant to kids’ everyday lives. We also cover recent dividend news, portfolio questions, and listener Q&A.

Topics include:

• Teaching kids about investing and money• Compound interest explained simply...

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/

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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:

Join our premium dividend newsletter for in-depth European stock deep dives, dividend safety anal...

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, and flat dividends• Our bold (and fun) predictions for 2026• Listener questions, portfolio milestones, and dividend consistency

This is a relaxed conversation about long-term dividend investing, staying consistent, and preparing your portfolio for the year ahead.

Perfect listen...

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 withholding tax is worth the effort for long-term dividend growth investors.

Useful links:

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, and more, with a strong focus on why healthcare has been so active lately. We also discuss Pfizer keeping its dividend flat, and what that signals for big pharma investors.

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:

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 some Black Friday fun, then move into what really matters:

Why now is the right time to review our 2026 di...

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:

The AI Bubble Debate: We discuss whether the AI bubble is about to burst, analysing warnings from Michael Burry, Palantir's Alex Karp, and Alphabet's Sundar Pichai, and contrasting them with Nvidia’s bullish s...

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 dive into 3 dividend stocks from the Nordics.

Here’s what you’ll hear:

Big Pharma Moves: We analyze Merck's aggressive, multi-billion dollar strategy to diversify its pipeline and reduce its reliance on its flagshi...

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 Gro...

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...

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...

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 an...

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 th...

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...