

Dividend Talk
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. Tune in to learn and grow with us.
Episodes
Mentioned books

Feb 26, 2023 β’ 56min
EP #137 | Intel CUT its dividend! What to do now? | And which famous investor bought lot's of shares in Heineken?
Intel Corp. reduced its dividend by 65% to 0,50 annually going forward. Hence, it should be no surprise that this is our main topic for today's episode. Both Engineer My Freedom and European Dividend Growth Investor will share their perspectives and what they've decided to do with their position. Besides that, expect a lot of dividend hikes again, some news about Heineken, and several answers to our listener's questions.
The link referenced in the show: eDGI's portfolio allocation strategy

Feb 17, 2023 β’ 57min
EP #136 | All about Averaging Up and how to beat this difficulty | + Many Dividend Hikes πͺ
In today's episode, we will discuss why averaging up is so hard for us and how we try to mitigate this so that we don't fall victim to this psychology.
Besides that, we will be sharing our news of the week, lots of dividend hikes, and a portfolio review and we will answer several of your questions.
Thanks for listening and we hope that you enjoy today's dividend talk episode π
Google Tickers mentioned in today's show:
News of the week: $AMS:AD, $EPA:SU
Dividend Hikes: $SWX:NESN, $AMS:NN, $LON:RELX, $EPA:TEP, $AMS:VPK, $KO, $SWH, $AMS:HEIA, $O, $FIS

Feb 11, 2023 β’ 1h 18min
EP #135 | Disney reinstating their dividend and 6 German dividend stocks on our watchlist
Welcome back to another episode of dividend talk! In today's show we start with discussing the news of the week, i.e. Disney's ($DIS) intention to reinstate the dividend, but also the Search-AI wars ($MSFT $GOOGL) and a mention of Ingredion ($INGR).
We then go on to discuss 6 German dividend stocks as the main theme of today ($BAS $DPW $HEI $HBM $COK $MUV2). Some of these are classic choices but we have also a few relatively small companies in there.
Last but not least, we're reviewing someone's portfolio and answer several questions of yours. Tickers mentioned are $ENB, $TROW, $KMI, $ABBV, $TRP, $TLX, $HLAG, $CL, $FRE, $BAYN, $BRK, $ALV, $EIN3.
Links referenced in the podcast:
Dividend Talk YouTube channel: https://www.youtube.com/@DividendTalk
Divided Talk Facebook group: https://www.facebook.com/groups/dividendtalk

Feb 4, 2023 β’ 1h 14min
EP #134 - Our thoughts about Johnson & Johnson, Shell's earnings (and several others) and lot's of dividend hikes!
This is a jam-packed episode in which we discuss several news items ($ULVR $PHIA $JNJ $INTC), several earnings ($SHEL $OHI $ABB $MO $NOVO $CB), lots of dividend hikes ($NXP $ASSA $NOVN $ROG $KPN $SAN $CHD $UPS $GILD), a portfolio review and several questions from the listeners ($LEVI $LYB $VON)
Enjoy the show and C U on the inside!
And join us on Facebook if you want to continue the conversation afterwards: https://www.facebook.com/groups/dividendtalk

Jan 27, 2023 β’ 56min
EP #133 - Earnings Season has started! Includes several nice #DividendHikes πͺπ»
Welcome back, dividend investors! Today's episode is all about the first earnings releases that are dripping in. Hence, feel free to tune-in and hear our reflections on 3M ($MMM), Louis Vuitton ($LVMH), ASML ($ASML), Microsoft ($MSFT), and T Row Price Group ($TROW). This and more in our 133rd Dividend Talk podcast episode!
Link referenced:
The dividend talk Facebook group: https://www.facebook.com/groups/dividendtalk

Jan 21, 2023 β’ 1h 46min
EP #132 | A conversation about Dividend Growth Investing with Bob from Tawcan.com
In today's episode, we have Bob Lai from www.tawcan.com with us. Bob is living in Canada and he's been blogging for about a decade already. Most of you have probably stumbled upon his blog when doing some research about dividend investing. Hence, we're very happy that he found some time to chat with us about everything dividend growth investing-related.
Having said that, in today's episode we discussed the following topics:
The number of Tech layoffs and whether this is a bullish signal
Billyboys in Davos are paying premium prices for wife-replacements
How Bob started with dividend investing
A discussion about high yield, low growth vs low yield, high growth
How close he is to financial independence and what he will do when he reaches it
His main struggles as a dividend growth investor, both in the past and right now
What makes Canadian banks so special?
If he owns Danish stocks
Besides that, we've asked him all of your questions!
So if you're curious, please tune in and we'll C U on the inside!
Engineer My Freedom & European DGI
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Some of the links referenced in the podcast:
Bob's dividend portfolio
Best Canadian dividend stocks
Best Canadian monthly dividend stocks
Should I invest in high-yield dividend stocks? A cast study of dividend yield & growth
5 lessons I've learned as an investor
Last but not least, feel free to join the conversation at our Facebook Group to continue the conversation with like-minded people ππ»

Jan 13, 2023 β’ 1h 15min
EP #131 - Typical Dividend Stocks for an All-Weather Dividend Growth Portfolio (EMF & EDGI 1st Time Together!!)
Today's Dividend Talk show is a special one, because it's the first on that EMF and eDGI actually met each other in person. Hence, this is a special show in which you will hear them also reflect a bit on each other, what their plans are with the Dividend Talk podcast and much more. Curious? Tune-in and enjoy the show!
Tickers discussed in this show:
$NYSE:SCI, $WDFC, $AD $ROG $MSFT $DGE
C U on the inside!
Join the conversation in the Dividend Talk Facebook group

Jan 7, 2023 β’ 55min
EP 130 | Discussing our 2022 Dividend Portfolio Performance | News of the week: Shell, Walgreens and OpenAI
In today's show, we have our final discussion about our dividend portfolio performance to close out the year 2022. Besides that, we also discuss Shell, Walgreens, and OpenAI in the news of the week and we answer our listener questions.
We hope you enjoy it and we wish you a great start to 2023!
PS: feel free to join the conversation on FaceBook
Link to eDGI's annual report: https://www.europeandgi.com/inspiration/annual-report-2022-our-dividend-growth-portfolio-performance-review/

Dec 31, 2022 β’ 1h 9min
EP 129 | Looking back at dividend investing in 2022 - A sneak peak of our performance, what we learned and what we wish for in 2023.
In today's episode, we are looking back at 2022. What a year it was for dividend investors, don't you think? As always, but with a slide twist, we'll be discussing the news of the year, dividend hikes of the year, our main topic and we are answering a bunch of listener questions.
Having said that, we hope that you enjoy it just as much as we do and if you want to engage directly with us, then please join us in the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk
To all our listeners, thank you for being with us and for your amazing engagement. Let's make 2023 a better year again than this year, but for now, we're wishing you all a wonderful new year! π

Dec 24, 2022 β’ 1h 4min
EP 128 | 12 Stocks we would like to get for Christmas πβ¨ππ
Merry Christmas everyone! In today's we discuss 12 stocks we would like to give or receive as a gift for Christmas. Enjoy the show and C U on the inside!
PS: Would you like to talk more about dividends with likeminded people? If so, join the DividendTalk Facebook group π


