Dividend Talk

European dividend stocks held up this week while Nvidia fell 9% and Micron dropped 15% in a single day. We go through Q3 earnings from six European companies we own or watch.Wolters Kluwer: recurring revenue up 7%, cloud software up 14%
RELX: legal, the part AI was meant to kill, grew fastest at 10% Euronext: net income up 32% and a new 350 million buybackVopak, Ahold Delhaize and Novo NordiskPlus dividend hikes from Snap-on, Iron Mountain and EOG, and your questions on AI stock picks, quality companies and the Income Factory.Free Premium newsletter samples: https://dividendtalk.eu/download-your-free-samples/Join our Discord: https://discord.gg/nJyt9KWAB5Facebook group: https://www.facebook.com/groups/dividendtalkX: @DividendTalk | @EuropeanDGIWebsite: https://dividendtalkpodcast.comNot financial advice. We share our own views and portfolios for education only.

It’s Halloween, so we kick off with the spookiest dividend stocks we can think of: funeral homes, casket makers, life insurers and care homes. Morbid? Yes. Bad business models? Not really.
Then it’s earnings season. We go through Shell’s cash machine and why we’d rather see debt paid down than bigger buybacks. We also look at Unilever’s volume-led growth, Microsoft’s near $100bn quarter and the AI capex question, Danone leaning on price rises, and ADP shrugging off the AI fears.
We also cover Ahold Delhaize buying Tesco in Czechia and Slovakia, dividend hikes from Visa, ExxonMobil, AbbVie and Rockwell, and Arbor Realty Trust suspending its dividend.
Your questions: Ireland’s budget and capital gains tax, the Binance hack, high yield vs dividend growth, Alphabet after the sell-off, telecoms, and the ghost stocks haunting our portfolios.

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Not financial advice.

Q3 earnings season is here, and this week we go through the results that matter for dividend investors.
Iberdrola raised its interim dividend by 8.7%. Its grid business is now growing like a growth stock, with the regulated asset base up 14%. Texas Instruments is finally out of its capex cycle. Free cash flow is back to $8.4B and the dividend is well covered again. We also look at strong numbers from Deutsche Börse and L'Oréal, a mixed quarter at Mensch und Maschine, and why we like how Agree Realty's CEO explains his capital allocation.

We also talk about a strange market. AI names are falling while boring dividend stocks jump 3% in a day. Should you sell your winners? We say no.

Listener questions this week: how we find new dividend growth stocks, buying in a downtrend, payout ratios, living off dividends in retirement, Games Workshop, and the UK bank tax.

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Not financial advice. Do your own research.

How do we get our money from payday into dividend stocks? We take you through our monthly routine: how much we save, which brokers we use, when we DRIP, and what we do when everything looks too expensive. Edgi explains how he defines a “full position”, and Derek shares the FX fee and US estate tax lessons from using DEGIRO.
We also cover KFC dropping Pepsi for Coca-Cola and what that means for PepsiCo’s dividend, plus raises from Phillips 66 and Agree Realty. In the Q&A: Greencoat UK Wind’s 10% yield, withholding tax by country, Die With Zero, McCormick and the Unilever food spin-off, and whether the Shell man is selling Shell.
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Not financial advice. We share what we do with our own money.

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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Become a Dividend Talk Premium member for €129 a year at https://dividendtalk.eu. You get more than 150 dividend stock cards, over 60 deep dives, and a course on reading the three financial statements. A major redesign is coming soon for members, including uploading your own stock list to track dividend safety and changes.

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