Dividend Talk

The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates, compare them with a 5% US Treasury, and share the prices where we'd start buying again.Also this week: Warren Buffett's full retirement, Nike losing Mbappé to On, and dividend raises from Texas Instruments, McDonald's (now a Dividend King), Microsoft, Philip Morris and JPMorgan.Your questions: pre-market trading, how we use AI for stock research, high yield vs dividend growth, Fielmann, TFF Group and why Edgi still holds Evolution AB.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/
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This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Instruments, then turn to Nike, Vici Properties, and ASR to figure out which stocks are genuine turnarounds and which are just mispriced quality names. Plus: trimming an ExxonMobil position, a fresh look at HP, and our predictions for the next Microsoft dividend hike.We also answer a big batch of listener questions covering FIRE, REITs, ETFs, and how dividend culture differs between Europe and the US.🔗 Show notes: https://dividendtalkpodcast.com/💎 Premium newsletter: https://dividendtalk.eu/how-it-works/💬 Join our Discord: https://discord.gg/c9uV8Zm9j

We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real examples of the trade-offs.
Also covered: a Guinness heist making headlines, the Netherlands moving its gold reserves home, fresh dividend hikes from Altria, NN Group, and Wolters Kluwer, plus listener questions on Nike, LVMH, Swiss stocks, Clorox, and Philips.
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Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.
We will be back in September
Thank you for understanding while we step away for a moment.
In the meantime, it's a great chance to catch up on any past episodes you might have missed! See you soon!

Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's the culture. From there we work through the reports that matter for dividend growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) keep growing while everyone insists AI will erase them. Texas Instruments (TXN) looks like its capex super-cycle is finally turning. TotalEnergies (TTE) delivers a masterclass in paying down debt. Nestlé (NESN.SW) drops 8%. CME Group (CME) shows what happens when volatility fades. And Novo Nordisk (NVO) squares up to Eli Lilly (LLY) in court over GLP-1 marketing. Then it's over to you. We answer listener questions on what we'd buy in a 30% sell-off, preference shares, Terry Smith selling Wolters Kluwer, the new Amundi all-world SCHD-style UCITS ETF, small-cap dividend payers like Defama (DEF.DE) and Chesnara (CSN.L), and what life actually looks like once the dividends cover the bills. This podcast is for entertainment only and is not financial advice. Read more at https://dividendtalkpodcast.com Want deeper analysis, ad free episodes and more? Check out our premium service for €129 at ⁠dividendtalk.eu⁠Want to talk more about dividends and investing in general?Join the conversation in our community:Discord: ⁠https://discord.gg/xfS35ufm6H⁠
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