Dividend Talk

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302

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Jun 2026

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About the show

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.

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June 13, 2026Episode 3001 hr 45 min

EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂

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:Where we both are on the dividend and FIRE journey right nowOur top yield on cost positions and what it feels like to hold themHow our investing philosophy has shifted over 300 episodes – and what has stayed exactly the sameListener quotes, including one from Claudius in Germany that stopped us in our tracksLive Q&A with the communityA closing toast (drinks were involved)Thank you to everyone who submitted questions, shared their favourite moments, and has been listening since the early days. Claudius said it best: it's about consistency!Here's to the next 300 🥂Links to follow Nelson:X: ⁠https://x.com/CDInewsletterPodcast: https://open.spotify.com/show/0K9MR37plzQF9GJ7KvpCaA?si=f6abf33d30ba45dcLinks to follow Luke:X: https://x.com/7LukeHallardPodcast: https://www.youtube.com/@WallStreetWildlifeJoin us :Discord group - ⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

June 6, 2026Episode 3001 hr 6 min

Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299

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 now including ADP (ADP), Wolters Kluwer (WKL.AS), and Aalberts Industries (AALB.AS).Episode 300 is next week — live show. Join the link in the episode notes.Follow us: @DividendTalk and @EuropeanDGI on X/Twitter | dividendtalk.euNot financial advice. Derek and EDGI are not financial advisors. Always do your own research.Episode 300 is just weeks away — sign up for the live show via ⁠⁠https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header⁠

May 30, 2026Episode 29858 min

Dividend Investing When Market Valuations Are High | Eps 298

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=header⁠More at dividendtalk.eu Follow us @dividendtalk and @europeandgiDisclaimer: We are not financial advisors. All opinionsexpressed are for entertainment and educational purposes only. Always do yourown research before making investment decisions.

May 24, 2026Episode 2971 hr 12 min

5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297

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 losses and what it means for your portfolio, falling in love with stocks, portfolio complexity, Intuit's (INTU) AI risk, asset managers like KKR and Blackstone, and the hidden cost of inflation erosion on slow dividend growers.Episode 300 is just weeks away — sign up for the live showvia https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header More at dividendtalk.eu Follow us @dividendtalk and @europeandgiDisclaimer: We are not financial advisors. All opinions expressed are for entertainment and educational purposes only. Always do your own research before making investment decisions.

May 16, 2026Episode 2931 hr 5 min

Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?

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 earnings miss, Wolters Kluwer (WKL.AS), Broadridge Financial Solutions (BR), Union Pacific (UNP), Nemetschek (NEM.DE), and the Iberdrola (IBE.MC) DRIP dilemma on Trading 212. Paychex (PAYX) hiked its dividend 10.2% and Apple (AAPL) raised by 3.8%.Episode 300 is just weeks away — sign up for the live show via https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header⁠Nothing on Dividend Talk is financial advice. Always do your own research. | dividendtalk.eu | Twitter: @DividendTalk @EuropeanDGI

May 10, 2026Episode 2941 hr 1 min

Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

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 $9B, and a premium growth multiple is unwinding fast. Buying opportunity at 13x PE, or something deeper? We go through the numbers. Also covered: Brookfield Asset Management (BAM) and Ahold Delhaize (AD.AS), where incoming CEO news has Edgi reaching for a put option.Listener Q&A takes on Wolters Kluwer (WKL.AS), Intuit (INTU) vs ADP vs Paychex, H&R Block (HRB) as an AI winner, Equity LifeStyle Properties (ELS), currency debasement, and European telco consolidation.Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

May 2, 2026Episode 2921 hr 10 min

Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

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 giant Essity.Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist. Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

April 25, 2026Episode 2931 hr 26 min

Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293

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.PA), and whether Wero poses any real threat to Visa (V) and Mastercard (MA).Join us :Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

April 18, 2026Episode 2921 hr 22 min

From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292

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:Hugo's investment journey from 2020 to 2024Industry cycles in shipping and oilStrategies for dividend and cyclical stocksRisk management and decision-making in volatilemarkets Shipping industry dynamics and regulationsInvestment strategies in cyclical marketsPersonal discipline and portfolio managementJoin us :Hugo - ⁠⁠https://www.youtube.com/@Utbyttereisen_81Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

April 11, 20261 hr 30 min

REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts

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 estate investment trusts.Topics covered:Why REITs have been in a bear market for four years – and why that matters for value investorsHow to spot conflicted management before it destroys your returnsInternal vs. externally managed REITs and what to look forThe case for REITs over private real estate (including the leverage misconception)European REITs: opportunities, risks, and empire-building management teamsSpecific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and moreResidential REITs as the next turnaround play for 2027Join us :Jussi's Newsletter - ⁠High Yield Landlord | Jussi Askola, CFA | SubstackFacebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠https://dividendtalk.eu⁠⁠⁠Disclaimer: Educational content only. Not financial advice.