Dividend Talk

Mega deals, dividend stocks, and lots of listener questions. It was a busy week in the market, so Edgi and Derek catch up on the news and work through your questions.
In this episode:
Schneider Electric wants to buy PTC for €22.6 billion. Does the deal make sense, and is a 42% premium too much?
Starbucks is reportedly looking at Chipotle. Where is the synergy, and what does it mean for the dividend?
Starlink Mobile wants to compete with Verizon, AT&T and T-Mobile, and Verizon’s share price took a hit.
Ireland’s new investment account: €12,000 per year, tax-free up to €50,000, and what it means for Irish investors.
PepsiCo earnings, the Starbucks dividend hike of 1.6% and Tesco’s 5.2% increase to its interim dividend.

Listener questions:
Why not buy bonds at 6% yields instead of dividend stocks?
Preferred stocks, closed end funds and building a dividend portfolio with only ETFs
DRIP, currency effects and when to sell before a dividend cut
Home Depot, Tomra, IIPR, credit bureaus, and BP versus Shell

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Disclaimer:
This podcast is for entertainment and educational purposes only and is not financial advice. Always do your own research.

Quarter three is done, so it's time to count the dividends. In episode 309 we share our Q3 2026 dividend portfolio reviews with real numbers.Edgi is now at 89% of his FIRE target. His net dividend income grew 10.4% on average this quarter, and he has started paying down his variable-rate mortgage. Derek collected just over €2,000 in dividends this quarter, his portfolio has reached €161K, and he now earns about €19 a day after tax.We also talk about Accenture's earnings (shares up 20% on the day and a 5% dividend hike), the Netherlands' plan to tax dividends at 36%, and Ireland possibly scrapping deemed disposal.

In the listener Q&A we cover Partners Group, Broadridge, Air Liquide, General Mills, investment trusts and rising bond yields.
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👥 Facebook group: https://www.facebook.com/groups/dividendtalkThis is not financial advice. We share our own journey, so always do your own research.

Niklas from Heavy Moat Investments is back. Last time he barely cared about dividends. Now 80% of his portfolio pays one. We talk about how becoming a dad changed the way he looks at risk, why he raised his hurdle rate to 15-20%, why buybacks often disappoint, and how Edenred became his biggest position after trading at around 5x cash flow.Also this week: Novo Nordisk's messy capital markets day, dividend hikes from T-Mobile US and GE Healthcare, and your questions on consumer staples, insurers and AI, Engie and Enel, BIPC, 5% Treasuries and Niklas's top pick, InnoScripta.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/
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Niklas on Substack: https://heavymoatinvestments.substack.com or @stonkmetal on X

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Not financial advice. Do your own research.

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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on Discord: https://discord.gg/nJyt9KWAB5Facebook group: https://www.facebook.com/groups/dividendtalkNot financial advice. Do your own research.

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