Dividend Talk

This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more. Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watch LinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/ [https://www.linkedin.com/in/nathan-hamilton-8492456/] 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/] 🔔 Stay Updated: 🐦 Twitter - @DividendTalk_ 🐦 Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk [https://www.facebook.com/groups/dividendtalk]

This week we have a lively discussion on portfolio spring cleaning, tariffs and French dividend-paying companies. We chat about Procter & Gamble, Tangar, AON, Fastel, Rubis, Sanofi, L'Oreal, LVMH, TotalEnergies, BA Systems, Groupe SEB, Pernod Ricard, Sodexo, Fimalac Interactive, Shell, Texas Instruments, LYB, Violia, Hotamaki, and MSCI. We also answer listener questions on investment strategies, portfolio allocation, and more! 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/]

In episode 241 of the Dividend Talk podcast, we discuss our Quarter 1 2025 dividend portfolio performance, including dividend income growth and recent stock purchases. We also dive into SCHD ETF in Europe and the corporate response from Charles Schwab. The conversation then shifts to the impact of recent tariffs on various sectors, analysing which companies might be most affected and how to navigate the market volatility. We discuss strategies for long-term dividend growth investing amidst uncertainty, including the importance of staying disciplined and not panicking. Additionally, we answer listener questions on topics like dividend initiators, high-flying stocks, and individual stock picks. 📈 Stocks mentioned: ASRNL.AS, NN.AS, GLB.L, BA.L, LGEN.L, O, IBE.MC, RED,MC, HSY, SILA, TGT, UKW.L, HPQ, MKE, NOVO, SHELL, APPL, MMM, V, MSFT, LVMH, SWK, SIE.DE 🔔 Don’t forget to like and review us 📩 Get a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/]   💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔔 Stay Updated: 🐦 Twitter -@DividendTalk_ 🐦Twitter - @European_DGI 👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk [https://www.facebook.com/groups/dividendtalk]

Today, we share our five top stocks to buy if they won thelottery, including picks like Pernod Ricard, Visa, Ferrari, Microsoft, and LVMH. With no restrictions, such as yield, we look at key factors driving our choices, such as brand power, growth potential, and pricing strength. We also preview an upcoming newsletter on big pharma, with Derek focusing on Merck & Co. and the top-selling drug, Kuda. And as always, we finish with some excellent Listener questions 📈 Stocks mentioned: MRK, JNJ, BMY, SCD, SHEL, CSN, CRM, ARM, RI, V, RACE, OR, MSFT, MC, RMS, ASSA-B, GOOGL 📩 Want a sneak peek atour premium dividend newsletter? Get your free sample now and stay ahead with in-depth stock analysis: ⁠https://dividendtalk.eu/download-your-free-samples/⁠ [https://dividendtalk.eu/download-your-free-samples/] 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔗 Stay Connected: 🐦 Twitter - ⁠@DividendTalk_⁠ [https://twitter.com/DividendTalk_]🐦 Twitter - ⁠@European_DGI⁠ [https://twitter.com/European_DGI]👥Join our ⁠Facebook Community [https://www.facebook.com/groups/dividendtalk]

In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia’s game-changing AI innovations, Nike’s earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more! 📈 Stocks mentioned: NVDA, NKE, JPM, QCOM, WSM, UL, MMM, GLB, FDJ, KIND, ACN, SOLA, TGT, EVOLUTION AB 📩 Want a sneak peek at our premium dividend newsletter? Get your free sample now and stay ahead with in-depth stock analysis: https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/] 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🔗 Stay Connected: 🐦 Twitter - @DividendTalk_ [https://twitter.com/DividendTalk_] 🐦 Twitter - @European_DGI [https://twitter.com/European_DGI] 👥 Join our Facebook Community [https://www.facebook.com/groups/dividendtalk]