Dividend Talk

In this episode, we’re joined again by Eloy, long-time friend of the show and co-founder of Cartas del Dividendo. We reflect on his journey as a dividend investor, the power of compounding, and why he remains hands-off with his portfolio these days.Topics we covered:📰 Hershey’s (HSY) new CEO and why Eloy still loves the stock☕ Starbucks (SBUX) in China - is the bull thesis breaking?📈 The art of not selling, inspired by Chris Cerrone's legendary essay🇪🇸 Three high-quality Spanish dividend stocks in Eloy's portfolio💬 Listener questions, including why we sell, what to do after dividend cuts, and tax considerations after reaching FIREMentioned Stocks (Yahoo tickers):Hershey (HSY)Starbucks (SBUX)Wendy’s (WEN)McDonald’s (MCD)PepsiCo (PEP)Procter & Gamble (PG)Ferrero (unlisted)Kellogg/Kellanova (K)Mars (unlisted)Games Workshop (GAW.L)General Mills (GIS)Target (TGT)Walmart (WMT)Costco (COST)Unilever (ULVR.L / UL)Diageo (DGE.L)Kenview (KVUE)Union Pacific (UNP)Mondelez (MDLZ)Reckitt (RKT.L)Halma (HLMA.L)Microsoft (MSFT)Apple (AAPL)Philip Morris (PM)British American Tobacco (BATS.L / BTI)ExxonMobil (XOM)AbbVie (ABBV)Johnson & Johnson (JNJ)Shell (SHEL.L / SHEL)Medtronic (MDT)Southern Company (SO)Verizon (VZ)3M (MMM)Aegon (AGN.AS)NN Group (NN.AS)Mapfre (MAP.MC)Iberdrola (IBE.MC)Inditex (ITX.MC)Viscofan (VIS.MC)Vidrala (VID.MC)Enjoy the episode - and don’t forget to let your winners run! 💸🔗 Links mentioned:🧠 Chris Cerrone's article: "The Art of (Not) Selling"🐦 Follow Eloy on Twitter: @EloySnowball📈 Discover our premium service: Dividend Talk Premium#DividendInvesting #StockMarket #DividendGrowth #InvestingWisdom #Hershey #Starbucks #SpanishStocks #Compounding #InvestingStrategy #FinancialIndependence #LongTermInvesting #StockAnalysis

It’s summertime, and Derek is enjoying his well-deserved BaCo’s and Guinness somewhere on a beach in Southern Europe.That’s why today’s episode is a special summer slow-down edition, where we revisit some of the best moments from the amazing guests we’ve had on the show so far. You’ll hear insights from these legends on topics like dividend safety, when to sell, what real conviction looks like, how to keep valuation simple, and whether REITs can truly be a lifelong investment.Enjoy the episode, and we wish you a wonderful summer holiday!P.S. Not a premium subscriber yet? Join us now at www.dividendtalk.eu. You’ll get access to 20 deep dives per year, 100+ dividend stock cards, our private Discord group, and our course on the three financial statements.See you on the inside!

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 conviction in investing, recent news affecting the market, and the future of dividend growth investing in 2025. We share insights on market volatility, the power of dividend growth, and lessons learned over the past two years, while also addressing listener questions about the future of investing and the role of AI in business.📩 Want to see what our premium newsletter is like? Grab a free sample of our in-depth stock research here: https://dividendtalk.eu/download-your-free-samples/🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode!💬 Got questions? Drop them in the comments—we’ll cover them in future episodes!🐦 Twitter - @DividendTalk_ | @European_DGI

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 trusting management. We emphasize learning from past mistakes to improve future investment decisions. 🔔 Don’t forget to subscribe for more content on dividend stocks, passive income, and long-term investing.Chapters00:00 Introduction and Personal Updates03:06 Current Events and Market Analysis11:41 Reflecting on Dividend Investing Mistakes12:19 Mistakes in Holding Stocks Too Long16:20 Learning from Selling Stocks Too Early22:31 Turnover and Portfolio Management23:00 Value Traps and Company Fundamentals30:15 Management Trust and Execution Challenges32:00 Trusting Management: A Double-Edged Sword35:09 The Learning Curve of Options Trading38:01 Community Insights: Learning from Mistakes38:57 Investment Strategies: Balancing Growth and Income44:56 Spending vs. Saving: The Dilemma of Wealth48:48 Navigating Taxes: Estate Planning and Investments56:12 Evaluating Stocks: Insights on UNH and Others01:00:57 Market Trends: The State of the Alcohol IndustryWant some European dividend aristocrats - https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/🔥 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 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 impact financial independence and the significance of savings rates in achieving investment goals. In this conversation, We discuss various aspects of personal finance, including meal preparation, vacation choices, car ownership, and strategies for achieving financial independence. We explore the importance of savings rates, the impact of lifestyle inflation, and the nuances of investing in different markets. The dialogue emphasises practical approaches to managing expenses and making informed investment decisions.00:00 Introduction to Episode 25001:59 Reflections on Podcast Journey and Growth03:57 Impact of U.S. Legislation on European Investors10:00 Dividend Hikes and Market Reactions13:56 Exploring Minimum Starting Dividend Yields22:01 Balancing Yield and Growth in Investments28:11 Lifestyle Choices and Financial Independence30:01 Balancing Work and Meal Prep32:56 Frugal Family Vacations36:00 The Cost of Car Ownership39:11 Navigating Financial Independence39:59 Investing Strategies and Market InsightsLink to EDGIs calculator - https://docs.google.com/spreadsheets/d/1PyRyX9CdctkmNuAxagocIFD37NiWETUXj2i_noL3FVk/edit?usp=sharing🔥 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 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. Chapters00:00 Introduction to Dividend Talk Podcast09:47 Understanding Asset Light Businesses12:35 Exploring Visa as an Asset Light Company16:27 European Asset Light Companies: A Closer Look26:35 Relex PLC: An Information-Based Analytics Company32:26 Exploring Hidden Gems in Investment Portfolios32:54 Top Picks from Each Other's Portfolios35:08 Dividend Insights and Payment Patterns35:59 Stock Reinvestment Options39:59 The Right Cake for Investor Meetings43:59 Impact of Company News on Investment Decisions44:59 Share Options and Portfolio Management47:59 Future Focus: Growth vs. Income Investing🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/

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 mentioned: KRKC, ENPH, FSLR, RUN, EQNR, MDT, NOC, LII, LYB, FLO, RL, MAR, NDAQ, CCI, NG, TGT, HBH.DE, KEIYY, VER.VI, TTDKY, DE.V, REXR, JD📩 Want to see what our premium newsletter is like? Grab a free sample of our in-depth stock research here: https://dividendtalk.eu/download-your-free-samples/🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode!💬 Got questions? Drop them in the comments—we’ll cover them in future episodes!🐦 Twitter - @DividendTalk_ | @European_DGI👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk

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 ground for dividend growth investors.Along the way, we reflect on what we’d do differently if we started our investing journeys today, why conviction matters more than share price, and whether preferred stocks or spin-offs like Magnum are worth a look.💥 Want a taste of our premium newsletter? Get 3 free samples packed with deep dividend insights:📩 https://dividendtalk.eu/download-your-free-samples/💬 Got a question or stock you'd like us to cover? Drop us a comment and we’ll feature it in a future episode!🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode!—📈 Tickers mentioned: UNH, SIE.DE, ALV.DE, NVO, ABBV, AOS, MUV2.DE, LGEN.L, EURONEXT.PA, ASRNL.AS, LEG.DE, MPW, IIPR, LVMH.PA, NESN.SW, CHUB🐦 Twitter: @DividendTalk_ | @European_DGI👥 Join our Facebook Community: https://www.facebook.com/groups/dividendtalk

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 Legrand, plus explore the intriguing possibility of Shell acquiring BP. Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.🎁 Want more? Get a free sample of our premium newsletter, packed with in-depth stock analysis and insights:👉 https://dividendtalk.eu/download-your-free-samples/🎙️ Tickers mentioned: AAPL, RTX, AWK, PEP, KLAC, EXPD, WEN, MURGY, ASML, BMY, BTI, SHEL, NNGRY, ASRNL, BP, NVO, ADM, AD, LR.PA, MSFT, PG, LVMH, LRL.PA, TUP, MMM, T, LEGN, PAC, OMAB, ORAN, LGEN.L, SAP, O, MAIN, ADP00:00 – Intro01:22 – Buffett’s last dance (AAPL, KO, BRK.B)11:51 – Dividend hikes (AAPL, RTX, AWK, PEP, KLAC, EXPD)14:31 – May dividend income (MURGY, ASML, BMY, BTI, SHEL, NN, ASRNL)16:33 – Dividend cut (WEN)17:37 – Shell & BP discussion (SHEL, BP)22:38 – Novo Nordisk earnings (NVO)30:32 – ADM struggles (ADM)34:27 – Ahold Delhaize results (AD)42:19 – Legrand story & earnings (LR.PA)51:53 – Football clubs as stocks (TUP, MMM, T, MSFT, PG, LVMH, LRL.PA)53:46 – Japanese & Mexican equities (PAC, OMAB)56:24 – Do we move markets? (LEGGY, LGEN.L)60:57 – Dividend investing moats (MSFT, ASML, SAP, O, MAIN, ADP)

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 journeyTickers mentionedShell, EVO,RTX, GD , TDIV ,SSD AVGO, MUV2.DE, CVX, XOM, LEI, see you on the inside!📩 Want a sneak peek at our premium dividend newsletter? Get your free sample now and stay ahead with in-depth stock analysis: ⁠⁠https://dividendtalk.eu/download-your-free-samples/⁠⁠🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬Got questions? Drop them in the comments—we’ll cover them in future episodes!🔗 Stay Connected:🐦 Twitter - ⁠⁠@DividendTalk_⁠⁠🐦 Twitter - ⁠⁠@European_DGI⁠⁠👥