Dividend Talk

• EPS 271 |European Dividends with an AI Edge: 5 EU Stocks Getting a Tech Boost

  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

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• EPS #270 | 3 Safe Dividend Stocks in the Nordics & Merck's $9.2 Billion Acquisition

  Join us in Malmo for a real-life #DividendTalk meetup. Sign up here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden📅 Date: Saturday, 17 January 2026Welcome to Episode 270! This week, we dive into a jam-packed episode covering Merck's pharmaceutical acquisition, a European earnings report, and a dive into 3 dividend stocks from the Nordics.Here’s what you’ll hear:Big Pharma Moves: We analyze Merck's aggressive, multi-billion dollar strategy to diversify its pipeline and reduce its reliance on its flagship drug, Keytruda, by planning the $9.2 billion acquisition of Cidara Therapeutics.Earnings & Dividends: We break down Siemens' latest earnings report, the impact of their small dividend hike and the reason why. Plus, we quickly review fresh dividend increases from Deutsche Telekom, Vodafone, ADP, and AFLAC.Nordic Dividend Stocks: We explore what makes the Scandinavian region a hotbed for dividend growth and why countries like Sweden have such high retail investor participation. We then share our analysis on three safe dividend payers from the Nordics, including a look at industrial giant Atlas Copco and the high-yielding insurer Mandatum.Listener Questions: We wrap up by answering your questions on Finnish company Valmet, the latest shareholder letter from Warren Buffett, and the pros and cons of investing with fractional shares.Don't miss this one!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

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• EPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio

  In this week’s episode of Dividend Talk we kick off with Kimberly-Clark’s surprise move to buy Kenvue, asking if it’s a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.Novo Nordisk’s obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer’s high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on’s double-digit dividend hike and Simon Property Group’s steady income growth for REIT investors.Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.In the listener Q&A, we cover:Dividend tax strategies and EU exit taxes How to handle rising wealth taxes as a dividend investor Fair-value analysis vs Morningstar valuations Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition Thoughts on Unilever’s upcoming Magnum spinoff SEE YOU ON THE INSIDE!!Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠[Twitter] – @DividendTalk_ , @European_DG[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠[Malmo Meetup] – ⁠https://t.co/STgV1nMWKj

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• EP #268 | PayPal’s First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs

  In this week’s episode of Dividend Talk, we’re back with a jam-packed Dividend Announcements & Earnings deep dive.We kick things off with PayPal initiating its first-ever dividend (welcome to the club, Monkey!), Hershey holding flat to stay off the aristocrat chopping block, and a wild stat on revenue-per-employee (OnlyFans crushes tech giants at $37.6M per head). Then it’s over to dividend hikes from Iberdrola (+8.2%), Rockwell Automation, AbbVie, and ExxonMobil, before diving into earnings: Nestlé’s volume rebound in China, Schneider Electric riding data-center tailwinds, Altria’s cash-rich but growth-poor reality, UnitedHealth’s margin squeeze, T. Rowe Price outflows, and Shell’s $10B FCF buyback machine.In the Q&A, we tackle benchmarking vs. S&P 500, dollar-cost-averaging into falling knives, estate tax broker moves, covered-call ETFs, Finnish gems, Evolution’s permanent pivot, and stock-specific takes on Novo Nordisk, APD, Qualcomm, and more.SEE YOU ON THE INSIDE!!Tickers discussed: PYPL, HSY, GOOGL, MSFT, EBAY, AMZN, IBM, MCD, IEP, IBDR.MC, MUM.DE, SIE.DE, APD, LIN, NOVO-B.CO, EVO.ST, QCOM, ARE, ADC, MO, BATS.L, PM, UNH, TROW, SHEL, XOM, TTE, ITW, ABT, ADP, SCHN.PA, ROC.AX, NOVN.SW, NESN.SW, MCD, APH, DHR, TXN, VFC, RELAS, VWS.CO, WSO, GRG.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj

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• EPS 267 | Q3 Earnings and should we be worried about Evolution Gaming

  In this week’s episode of Dividend Talk, we’re back with Q3 Earnings Roundup.We kick things off with Novo Nordisk shaking up half its board of directors, before covering two big dividend announcements from McDonald’s and Amphenol. Then it’s over to earnings, where we break down results from Germany’s Mensch und Maschine, Danaher, Evolution Gaming, and Texas Instruments.We also review a listener portfolio from “Bella Dividends,” packed with high-yield European names, and share our thoughts on diversification, growth balance, and dividend safety.In the Q&A, we talk estate tax and brokers, the future of quarterly reports, DCF vs. dividend discount models, and stock-specific questions on Intel, TotalEnergies, Watsco, and GreenCoat UK.SEE YOU ON THE INSIDE!!Tickers discussed: NVO, MCD, APH, MUM.DE, DHR, EVO.ST, TXN, SHEL, IBM, TTE, INTL, WSO, RELAS, IBDR.MC, VWS.COJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠[Twitter] – @DividendTalk_ , @European_DG[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠[Malmo Meetup] – https://t.co/STgV1nMWKj

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