Dividend Talk

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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Disclaimer: Educational content only. Not financial advice.

Bitcoin is crashing, tech and SaaS stocks are under pressure, and social media is full of panic but dividend investors are staying calm.
In this episode, Derek and European DGI explain why this sell-off is sector-specific, not a market crash, and how dividend growth portfolios are holding up surprisingly well during volatility.
We discuss:
• Why Bitcoin’s drop doesn’t worry dividend investors• Sector rotation vs. real market crashes• What’s happening to tech, SaaS, and AI-exposed stocks• Dividend hikes and earnings updates• How to stay rational when markets get noisy
Companies discussed include Microsoft, Shell, Novo Nordisk, Merck, Brookfield Asset Management, Hershey, PepsiCo, and more.
We finish with a listener Q&A covering dividend cuts, price anchoring, currency risk, and investing during market drawdowns.

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

Earnings season is in full swing, and this week on Dividend Talk it’s all about what recent earnings and dividend announcements really mean for long-term dividend investing.
The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, Sanofi, ABB, KPN, and others. We break down what’s driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season.
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/
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Disclaimer: Educational content only. Not financial advice.

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 Energy
Whether Europe’s proposed wealth and unrealised gains taxes threaten long-term compounding
What Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investors
The role of gold, Bitcoin, and defensive assets in adividend-focused portfolio
ETF-based global dividend strategies vs.individual stock selection
How we personally size positions and manageportfolio risk
Whether owning highly profitable dividend payersraises ethical questions
Listener 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/
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Disclaimer: 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_DGI⁠⁠⁠
Join our Facebook Community - ⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠
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Disclaimer: Educational content only. Not financial advice.