Dividend Talk

How to Find US & European Dividend Growth Stocks | Insurance Dividend Boom, Novo Nordisk & AI Risks | EPS 285

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. Join us Follow Dividend Talk for weekly dividend investing discussions. Join our community on Discord [https://discord.gg/nJyt9KWAB5] and Facebook [https://www.facebook.com/groups/dividendtalk], and exploreour premium research at dividendtalk.eu, [https://dividendtalk.eu/download-your-free-samples/] where we share deep dives and our dividend safety framework. 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 [https://www.dripinvesting.org/dividend-champions/] - US Dividend Aristocrats * 30 European Dividend Stocks [https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/] * FinViz screener [https://finviz.com/screener.ashx] * Dividend Talk Premium [https://dividendtalk.eu]- 150 US & EU dividend stocks assessed for dividend safety Another great source is our communities: * Dividend Talk @ Discord [https://discord.gg/xfS35ufm6H] * Dividend Talk @ Facebook [https://www.facebook.com/groups/dividendtalk]

A Great Business Does Not Mean A Great Dividend Growth Stock | EPS 284

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. 👉 Subscribe for weeklyEuropean dividend investing 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_⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_]Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠ Join ourFacebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.

EPS 283 | European Earnings and why Dutch Investors are Screwed!

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 👉 Subscribe for weekly European dividend investing 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_⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_] Twitter - ⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠ Join ourFacebook Community - ⁠⁠⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.

Why Dividend Investors Aren’t Panicking During the Bitcoin Crash

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/ Stay Updated: Twitter - ⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_] Twitter - ⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠ Join ourFacebook Community - ⁠⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.

EPS 281 | Dividend Earnings Season is still on fire | UNH, MO, SAP and LVMH

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/ Stay Updated: Twitter - ⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_] Twitter - ⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠ Join ourFacebook Community - ⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.