Dividend Talk

Dividend Talk
  • 4.6 (25)
  • INVESTING
  • UPDATED WEEKLY
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.

  1. 2D AGO

    EPS 246 | Buffets Last Dance and Earnings from Europe and the US Companies

    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, ADP 00:00 – Intro 01:22 – 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)

    1h 10m

  2. MAY 3

    EPS 245 | Dividend Growth Investing with special guest Ned Flanders

    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 journey Tickers mentioned Shell, 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👥

    1h 29m

  3. APR 26

    EPS 244 | Earnings are in full swing | ASML,ULVR,PEP, SAP

    In this episode, we discussed first-quarter earnings and analysed several companies, including Google (GOOGL), Unilever (UL), Texas Instruments (TXN), ASML (ASML), SAP (SAP), and PepsiCo (PEP). We also reviewed our podcast's success, analysed the H4ZA ETF, and talked about portfolio management, valuation methods, and more listener questions. see you on the inside! 📩 Want a sneak peek atour 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👥Join our ⁠⁠Facebook Community

    1 hr

  4. APR 18

    EPS 243 - Dividend Traps with Nathan from Dividend Watch

    This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more. Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watch LinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/ 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 📩 Get 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_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk

    1h 10m

  5. APR 13

    EP 242 | Five French Stocks that might fit in your portfolio

    This week we have a lively discussion on portfolio spring cleaning, tariffs and French dividend-paying companies. We chat about Procter & Gamble, Tangar, AON, Fastel, Rubis, Sanofi, L'Oreal, LVMH, TotalEnergies, BA Systems, Groupe SEB, Pernod Ricard, Sodexo, Fimalac Interactive, Shell, Texas Instruments, LYB, Violia, Hotamaki, and MSCI. We also answer listener questions on investment strategies, portfolio allocation, and more! 📩 Get 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/

    1h 3m

  6. APR 5

    EPS 241| Q1 2025 Quarterly Review | Trumps Tariffs

    In episode 241 of the Dividend Talk podcast, we discuss our Quarter 1 2025 dividend portfolio performance, including dividend income growth and recent stock purchases. We also dive into SCHD ETF in Europe and the corporate response from Charles Schwab. The conversation then shifts to the impact of recent tariffs on various sectors, analysing which companies might be most affected and how to navigate the market volatility. We discuss strategies for long-term dividend growth investing amidst uncertainty, including the importance of staying disciplined and not panicking. Additionally, we answer listener questions on topics like dividend initiators, high-flying stocks, and individual stock picks. 📈 Stocks mentioned: ASRNL.AS, NN.AS, GLB.L, BA.L, LGEN.L, O, IBE.MC, RED,MC, HSY, SILA, TGT, UKW.L, HPQ, MKE, NOVO, SHELL, APPL, MMM, V, MSFT, LVMH, SWK, SIE.DE 🔔 Don’t forget to like and review us 📩 Get 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/   💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔔 Stay Updated: 🐦 Twitter -@DividendTalk_ 🐦Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk

    1h 7m

  7. MAR 30

    Eps 240: 5 Dividend Stocks We'd Buy If We Won the Lottery | Top blockbuster drugs

    Today, we share our five top stocks to buy if they won thelottery, including picks like Pernod Ricard, Visa, Ferrari, Microsoft, and LVMH. With no restrictions, such as yield, we look at key factors driving our choices, such as brand power, growth potential, and pricing strength. We also preview an upcoming newsletter on big pharma, with Derek focusing on Merck & Co. and the top-selling drug, Kuda. And as always, we finish with some excellent Listener questions 📈 Stocks mentioned: MRK, JNJ, BMY, SCD, SHEL, CSN, CRM, ARM, RI, V, RACE, OR, MSFT, MC, RMS, ASSA-B, GOOGL 📩 Want a sneak peek atour 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👥Join our ⁠Facebook Community

    58 min

  8. MAR 22

    EPS 239 | How we deal with our emotions | Nvidia a once in a lifetime oppurtunity

    In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia’s game-changing AI innovations, Nike’s earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more! 📈 Stocks mentioned: NVDA, NKE, JPM, QCOM, WSM, UL, MMM, GLB, FDJ, KIND, ACN, SOLA, TGT, EVOLUTION AB 📩 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👥 Join our Facebook Community

    1h 10m
See All (248)

4.6
out of 5
25 Ratings

About

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.

Information

  • Creator
    Dividend Talk
  • Years Active
    2020 - 2025
  • Episodes
    248
  • Rating
    Explicit
  • Copyright
    © Dividend Talk
  • Show Website
    Dividend Talk

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