Dividend Talk

In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now.We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record.Along the way, we also discuss:Recent dividend hikes from Essity, Tryg, Investor AB, L3Harris, and Valero EnergyWhether Europe’s proposed wealth and unrealised gains taxes threaten long-term compoundingWhat Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investorsThe role of gold, Bitcoin, and defensive assets in adividend-focused portfolioETF-based global dividend strategies vs.individual stock selectionHow we personally size positions and manageportfolio riskWhether owning highly profitable dividend payersraises ethical questionsListener Q&A on SaaS stocks, Evolution AB,airports, and portfolio construction🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples)https://dividendtalk.eu/download-your-free-samples/ Stay Updated:Twitter - ⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: Educational content only. Not financial advice.

How do you get kids interested in money, saving, and investing without boring them?In this episode of the Dividend Talk Podcast, we discuss how parents and long-term investors can teach kids about finances, investing, and the value of money in a practical, relatable way.We share real experiences on saving habits, stock gifting, compound interest, ETFs, avoiding debt traps, and making investing relevant to kids’ everyday lives. We also cover recent dividend news, portfolio questions, and listener Q&A.Topics include:• Teaching kids about investing and money• Compound interest explained simply• Saving vs spending habits• Stock gifting and ETFs• Debt, loans, and financial discipline• Dividend investing and market insights🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) 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/nJyt9KWAB5Disclaimer: Educational content only. Not financial advice.

In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio, discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more.And as always, they answer many questions from the community.🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) 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 episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn’t) for long-term dividend growth investors in Europe.We cover:2025 portfolio returns & dividend income growthCurrency impact (USD vs EUR) on dividends Biggest wins, mistakes & lessons learnedDividend reinvestment & compounding in actionTax questions, spin-offs & dividend growth trackingListener Q&A on stocks like Starbucks, Alphabet, HPQ & moreWhat we’ll do differently as dividend investors in 2026Join our premium dividend newsletter for in-depth European stock deep dives, dividend safety analysis, and long-term portfolio thinking. -> Pricing - Dividend TalkConnect with other dividend investors on ⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠or ⁠⁠⁠⁠⁠⁠Discord⁠⁠ to share ideas, ask questions, and stay motivated.Subscribe & followNew episodes every week on dividend investing, portfolio strategy, and building long-term wealth with dividends.See you on the Inside!

We wrap up 2025 with a full Dividend Talk year-in-review, reflecting on the biggest investing lessons, most discussed stocks, and the questions that mattered most to dividend growth investors.In this episode, we cover:• What worked (and didn’t) in 2025• The most talked-about stocks, including Novo Nordisk• Selling rules, position sizing, and withholding tax headaches• Dividend cuts, initiations, and flat dividends• Our bold (and fun) predictions for 2026• Listener questions, portfolio milestones, and dividend consistencyThis is a relaxed conversation about long-term dividend investing, staying consistent, and preparing your portfolio for the year ahead.Perfect listening for the Christmas break or as you plan your 2026 investing strategy.

In this episode of the Dividend Talk, we discuss dividend withholding tax, after-tax dividend yield, and dividend income for European investors.We explain how dividend taxes work across Europe, why tax treaties often fail in practice, and how broker choice impacts dividend compounding.Using real portfolio examples, we cover foreign dividend tax, dividend leakage, and whether reclaiming withholding tax is worth the effort for long-term dividend growth investors.Useful links: Continue the conversation with our community at ⁠⁠⁠⁠Facebook ⁠⁠⁠or ⁠⁠⁠⁠⁠Discord⁠⁠⁠⁠20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at ⁠⁠⁠https://www.dividendtalk.eu

In this episode of Dividend Talk, we’re joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched.We kick things off with a packed dividend roundup, covering recent dividend hikes from Broadcom, Mastercard, Abbott Labs, Eli Lilly, WD-40, Zoetis, and more, with a strong focus on why healthcare has been so active lately. We also discuss Pfizer keeping its dividend flat, and what that signals for big pharma investors.From there, we look at one of the biggest European investing stories of the week: Aegon moving its headquarters to the US. We break down what this means for European capital markets, valuation multiples, and whether companies leaving Europe is a symptom of deeper structural issues.The core of the episode is our conversation with Niklas, where we explore:What a “moat” really means — and why moats are not staticHow he evaluates small and mid-cap European companiesWhy insider ownership matters more than market capHis approach to portfolio concentration vs diversificationHow he uses hurdle rates, expected IRR, and quality scoringWhen and why he decides to sell a stockWe also discuss several real-world examples, including:InPost and the rise of parcel locker networks across EuropeEVS Broadcast, a Belgian hidden champion in live sports technologyMensch und Maschine, Autodesk reselling, proprietary software, and dividend sustainabilityEdenred, regulation risk, shareholder yield, and why pessimism may be overdoneEurofins Scientific as a long-term compounder with strong capital allocationTo wrap up, we answer listener questions on:Story vs fundamentalsThe biggest financial red flags to watch forAI in investing and portfolio analysisThe “right” number of stocks in a portfolioSmall-cap investing in Europe vs the USAs always, this episode is for entertainment purposes only and should not be considered financial advice.Useful links: Continue the conversation with our community at ⁠⁠⁠⁠Facebook ⁠⁠or ⁠⁠⁠⁠Discord⁠⁠⁠20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at ⁠⁠⁠https://www.dividendtalk.euHeavy Moat Investments | Substack

This week, we’re getting into the Christmas spirit… dividend investor style. 🎄Instead of toys under the tree, we’re talking  5 dividend growth stocks under the Christmas tree . And unlike the usual suspects we always seem to mention, this episode brings a fresh mix of companies we don’t discuss very often.But first, we dive into:Netflix acquiring Warner Bros. — What does it mean for streaming investors?         Magnum Ice Cream Company’s demerger from Unilever     Dividend hikes of the week — Including Morningstar, Owens Corning, Enbridge, and the Canadian banks showing their strength again.Listener questions — covering dividend safety in bear markets, cyclical stocks, owning LVMH through Christian Dior, and the data-centre boom. Then it’s time for our Christmas Wish List:Derek shares two U.S. and one European pick he discovered using screeners and Morningstar. European DGI reveals two high-quality companies he recently added to his portfolio — including one he’s dreamed of owning for years.See you on the inside!Useful links: Continue the conversation with our community at ⁠⁠⁠Facebook ⁠or ⁠⁠⁠Discord⁠⁠20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at ⁠⁠⁠https://www.dividendtalk.eu

This week on Dividend Talk, we sit down together to look ahead to 2026 and ask a big question: is now the perfect moment to review and refine our dividend growth investing strategy?Every Friday, we chat about dividend stocks, and in this episode, we’re diving deep into planning, discipline, and staying focused when the market (and the holiday season!) tests our impulses.We kick things off with some Black Friday fun, then move into what really matters:Why now is the right time to review our 2026 dividend planHow we avoid emotional decisions during the busiest time of the yearThe latest dividend news: HPQ, LVMH, Alimentation Couche-Tard, Omnicom, real estate REITs and moreWhat falling oil prices and weak consumer trends might mean for dividend investorsInsights from Goldman Sachs and Allianz on expected European equity performanceOur biggest lessons from past years — from dividend safety to tax optimisationHow to prepare your portfolio for next year’s opportunities and risksAnd of course, your listener questions on income factory theory, REITs, AI disruption, sin stocks, and how we experience the real “snowball effect” of compoundingIf you want to continue the conversation, you can join our growing community of European dividend investors on Facebook or Discord — we’re always there sharing ideas, lessons, and motivation.See you on the inside!Useful links: Continue the conversation with our community at ⁠⁠Facebook⁠ or ⁠⁠Discord⁠⁠ 20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at ⁠⁠https://www.dividendtalk.eu

Join us in Malmo for a real-life #DividendTalk meetup. Signup here: ⁠🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header⁠ 📍 Location: Malmö, Sweden📅Date: Friday, 17 January 2025 Welcome to Episode 271! This week, we look past the US techgiants to find five European dividend stocks with a legitimate AI edge. Here’s what you’ll hear:The AI Bubble Debate: We discuss whether the AI bubble is about to burst, analysing warnings from Michael Burry, Palantir's Alex Karp, and Alphabet's Sundar Pichai, and contrasting them with Nvidia’s bullish stance. We also debate whether Meta’s massive infrastructure investment plan will actually pay off for shareholders. Dividend News: We cover a surprising 12.5% dividend hike and share buyback from Medical Properties Trust, as well as a massive increase from Games Workshop. We also celebrate the concept of "Dividend Overshoot Day." 5 European AI Plays: We break down five companies that benefit from the AI boom without being pure-play AI stocks. We cover the critical hardware role of ASML, the industrial automation of Siemens and Schneider Electric, the enterprise stickiness of SAP, and thedesign capabilities of Dassault Systèmes. Listener Questions: We wrap up by answering community questions on using margin Leverage, adapting Ray Dalio’s "All Weather" strategy, thoughts on Target’s current valuation, and the risks behind Johnson & Johnson’s spin-offs. Don't miss this one!Useful links: Continue the conversation with our community at ⁠Facebook⁠ or ⁠Discord⁠ 20 Deep Dives a Year &Library of 150 EU & US Dividend Stocks at ⁠https://www.dividendtalk.eu