Dividend Talk

Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking.
We also react to $100 oil, debate whether Shell should stop its buyback programme at the current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Realty Income & more), and answer listener questions on LVMH, Legal & General results, Oracle, T. Rowe Price, and non-US monthly dividend payers.
📌 Topics this week:

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EDGI Annual Report - 2025 Dividend Portfolio Review: The Good, The Bad and The Dollar

Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend hikes from American Express (+16%), Munich RE (+20%), and the Cheesecake Factory (+11%), share thoughts on the new L&G Global Quality Dividend ETF, and answer questions on Petrobras, Frontline, T. Rowe Price, and more.
 
Topics covered:
 Why dividend growth often outpaces salary increases
Texas Instruments & Nvidia humanoid robot collaboration
L&G Global Quality Dividend ETF breakdown
Using AI tools in investment research
Listener Q&A: Petrobras, Frontline, HIKMA, T. Rowe Price, BRAVIDIA & more
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How do you consistently find high-quality US and European dividend growth stocks? In Episode 285, we revisit our original stock screening framework and update it for today’s market environment including AI disruption, insurance sector tailwinds, and dividend safety.
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Disclaimer: Educational content only. Not financial advice.
Chapters
00:00 – Intro & Market Context
03:00 – Diageo Dividend Cut
07:00 – Dividend Hikes: Munich Re, Allianz & More
14:00 – Why European Insurers Are Performing
20:00 – How to Find Dividend Growth Stocks
30:00 – Screening Tools for US & European Stocks
40:00 – AI, SaaS & Financial Data Debate
49:00 – NN Group vs ASR Nederland
55:00 – Listener Q&A & Wrap-Up

A few links mentioned in this show:
The famous CCC-list - US Dividend Aristocrats
30 European Dividend Stocks
FinViz screener
Dividend Talk Premium - 150 US & EU dividend stocks assessed for dividend safety
Another great source is our communities:
Dividend Talk @ Discord
Dividend Talk @ Facebook

Most household names with global brands are not the dividend growth stocks you think they are. They’re thriving at selling products, but many struggle to pay shareholders, and some are closer to dividend cuts than you realise.
In this episode, we peel back the curtain on giants likeBayer, Lyondell Basel, and Diageo. We reveal the red flags lurking behind their glossy veneer — from debt overreach and cyclical downturns to reckless acquisitions and questionable dividend sustainability.
You’ll discover why Bayer’s disastrous Monsanto mergerturned into a debt nightmare, how cyclical industries can turn dividend darlings into ticking time bombs, and what the real danger signs are that a household name might cut its Dividend next year.

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Disclaimer: Educational content only. Not financial advice.

Are European dividend stocks becoming the ultimate safety net in a volatile market? In Episode 283 of the Dividend Talk podcast, we break down the latest European earnings Season, including massive dividend hikes from companies like NN Group and Ahold Delhaize, while also tackling the controversial Dutch Box 3 tax on unrealised gains.
We discuss:
What this means for dividend investors

Why this could hit the middle class hardest

Whether the Netherlands is becoming a test bed for broader European tax reform. Is this a one-off policy — or the start of something bigger?

We break down recent dividend increases, including:
NN Group – 13% dividend hike

Brookfield Corporation – 17% hike

British American Tobacco – cash flow update

Ahold Delhaize – strong execution

Siemens – AI infrastructure tailwinds

We analyse dividend safety, free cash flow, solvency ratios, and long-term growth prospects. Why is Walmart trading at ~45x earnings while Amazon sits around 28x?

Will AI disrupt SaaS companies like Wolters Kluwer, or strengthen their competitive moat? We also discuss “AI shovel” stocks like Schneider Electric and Siemens
Chapters
00:00 – Intro: European Earnings Season & Dividend Focus03:00 – Dutch Box 3 Tax: Unrealised Gains Explained11:00 – Walmart vs Amazon: Valuation Debate16:00 – AI Infrastructure: Investing in the “Shovels”21:00 – Rapid Fire: Recent European Dividend Hikes29:00 – Deep Dive: NN Group Earnings & 13% Dividend Boost37:00 – Ahold Delhaize: Operational Excellence45:00 – British American Tobacco: Cash Flow & Litigation53:00 – Siemens & European Industrial Growth01:00:00 – Listener Q&A: AI, T-Rowe Price, Novo Nordisk01:12:00 – Real Estate & Las Vegas Discussion01:18:00 – Wrap-Up & Key Takeaways

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🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated:
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Disclaimer: Educational content only. Not financial advice.