Dividend Talk

🔥 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 TickersAlibaba (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)Chapters00:00 Introduction and Overview of the Podcast05:58 Rebranding and Community Engagement12:02 AI Bubble Discussion and Market Speculation17:52 Dividend Growth Investing Insights23:50 Dividend Announcements and Market Reactions26:50 Roasting the Portfolio: A Critical Review37:46 Navigating Dividend Investments40:49 Emotional Attachments in Investing45:24 Evaluating Investment Theses51:03 Sector Concentration and Portfolio Strategy55:48 Assessing Risky Investments01:01:18 Diversification and Portfolio Management01:06:57 Celebrating Investment Milestones01:12:16 Profit Perception and Dividend Timing01:13:48 Evaluating PE Ratios for Investment Decisions01:16:05 Understanding Real Estate Investment Trusts (REITs)01:17:59 Comparing EU and US Investment Strategies01:18:30 Navigating Investment Platforms for ETFs01:19:47 Dividend Growth Investing Mindset01:20:30 Options Trading in Dividend Growth Investing01:23:37 Market Reactions to Pharma Tariffs01:24:35 The Boring Side of Investing: Taxes01:25:50 The Challenge of Overvalued Markets01:27:07 Evaluating Company Performance Amidst Price Drops01:32:36 The Role of Dividends in Crypto Investments01:35:16 Analyzing Canadian National Railway Company01:36:41 Exploring Swedish Investor AB01:38:08 Deep Dive into Waste Management Companies01:39:40 Assessing Tractor Supply and Toyota01:41:14 Understanding Share Dilution in Growth Companies01:43:55 Evaluating Beiersdorf AG01:46:42 Insights on Fuchs SE Stay Updated:Twitter - ⁠@DividendTalk_⁠Twitter - ⁠@European_DGI⁠Join our Facebook Community - ⁠Dividend Talk Facebook Group⁠Join our Discord group - https://discord.gg/nJyt9KWAB5

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, STRCChapters: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 RemarksGet a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: 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 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.  Join us :[Facebook]  - Https://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    ,  @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/how-it-works

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/europeandgiDiscover our premium service: ⁠⁠Dividend Talk Premium⁠

In this special episode of Dividend Talk, we sit down with Krzysztof and Luke from the Wall Street Wildlife podcast for an open, engaging, and often hilarious discussion about theirinvesting journey, philosophy, and how growth and dividend investing can overlap more than you think.We dive intoHow two former 7investing analysts became podcast co-hostsThe contrasting styles of growth vs. dividend investingEarly retirement strategies and living off your portfolioThe role of cash, conviction, and emotional discipline in investingTheir 10 "Laws of the Jungle" for investing successWhen to trim, when to hold, and why they sometimes disagree dives into Google, Gregg’s, and a wild story about EOS EnergyMentioned Stocks (Yahoo tickers):Nvidia (NVDA) , Intuitive Surgical (ISRG) , Google / Alphabet (GOOG / GOOGL) , Palantir (PLTR)  , Nintendo (NTDOY (ADR)) , Gregg's (GRG.L) ,  Novo Nordisk (NOVO-B.CO) ,   Microsoft (MSFT) ,  Apple (AAPL) ,   Lockheed Martin (LMT) , L3 Harris (LHX)  , BYD Company (BYDDY / 1211.HK) ,    EOS Energy (EOSE) , Rocket Lab (RKLB) ,  3M (MMM) , Johnson & Johnson (JNJ) , Iberdrola (IBE.MC)   , HSBC (HSBC)    , JP Morgan ETF (JGPI)  , WISE (WISE)Enjoy the episode -and let us know what you think! 💸🔗 Links mentioned: You can catch the Wall Street Wildlife investing podcast onyour favourite podcast player, or watch on YouTube at youtube.com/@WallStreetWildlife.Follow the hosts, Luke (x.com/7LukeHallard) and Krzysztof (x.com/7FlyingPlatypus), for further growth investing insights.Discover our premium service: ⁠Dividend Talk Premium⁠

In this episode, we’re joined by René Sellmann, teacher, investor, and co-host of the No More Investing Secrets podcast. We dive deep into his philosophy of quality investing, the role of capital allocation, and why he's not afraid to underperform the market in the short term if it means staying true to his process.Topics we covered:- What makes a business “high quality” — and why it matters more than ever- Evolution AB’s earnings — growth, regulation, and dividend safety- Why René believes most investors should simplify their mental models- Should companies cut dividends to boost buybacks? A spicy take- Psychology, patience, and performance — how to think long-term- Listener questions on REITs, ETFs, valuation, and when to sellMentioned Stocks (Yahoo tickers):Evolution AB (EVO.ST) Interactive Brokers (IBKR)LVMH (MC.PA)Edenred (EDEN.PA)Visa (V)Microsoft (MSFT)Apple (AAPL)Capri Holdings (CPRI)Bayer (BAYN.DE)Unilever (ULVR.L / UL)Deutsche Pfandbriefbank (PBB.DE)InteractiveBrokers (IBKR)Violea (VIE)Links Mentioned - Rene | SubstackQuality Investing with René Sellmann | Rene | SubstackFollow Rene on his socials:X: https://x.com/ReneSellmannThreads: https://www.threads.com/@rene_sellmannYouTube: https://www.youtube.com/c/Ren%C3%A9SellmannP.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, 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/