Dividend Talk

• EPS 266 | Q3 Portfolio Review and Some Earnings

  In this week’s episode of Dividend Talk, we’re back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights.We start with France’s credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson, ASML, Snap-on, and Pernod Ricard. We also chat about AI’s impact on research firms like FactSet, how to use tools like ChatGPT without outsourcing your thinking, and share a few laughs about zero-alcohol vodka.Finally, we reveal our Q3 dividend growth with +37% for Derek and +22% for Edgi and answer listener questions on estate taxes, mortgages vs. investing, tech exposure, and hedging strategies.SEE YOU ON THE INSIDE!!Tickers: JNJ, ASML.AS, SNA, RI.PA, MSFT, SHEL, AAPL, LSEG.L, PAYX, BAT.L, VICI, ENGA, NN.AS, LGEN.L, GOOG, TXN, QCOMJoin us :[Facebook]  - ttps://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    ,  @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/download-your-free-samples/[Malmo Meet up] - https://t.co/STgV1nMWKj

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• EP #265 | How to Prepare for a Market Crash as a Dividend Growth Investor | Co-hosted by Dividend Wave 🌊

  Market crashes are part of investing, but how do dividend growth investors navigate them without losing sight of their long-term goals? In this episode, eDGI and Dividend Wave discuss the practical steps you can take to strengthen your portfolio, manage emotions, and keep your dividend income safe when markets tumble.They cover strategies such as maintaining a watchlist of quality stocks, ensuring dividend safety, holding cash reserves, and focusing on companies with resilient business models. They also share our personal approaches to staying calm and even finding opportunities when volatility strikes.Whether you’ve been through several bear markets or this could be your first, we hope that this conversation will help you feel more prepared and confident as a dividend growth investor.Stocks & ETFs discussed in this episode:ASML – ASML Holding N.V.APD – Air Products and ChemicalsCINF – Cincinnati FinancialBTI – British American TobaccoUPS – United Parcel ServiceUNH – UnitedHealth GroupSCHD – Schwab U.S. Dividend Equity ETFTDIV – First Trust NASDAQ Technology Dividend Index FundJoin the conversationTwitter - @DividendTalk_ and ⁠⁠@European_DGI⁠⁠Join our Facebook Community -https://www.facebook.com/groups/dividendtalkJoin our Discord group - ⁠⁠https://discord.gg/nJyt9KWAB5⁠Follow Dividend Wave on X: https://x.com/DividendWave

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• Eps 264| How We Handle Drawdowns in Dividend Growth Investing

  In this episode, we dive into the realities of dealing with portfolio drawdowns as dividend growth investors. From personal examples to strategies for averaging down, price anchoring, and knowing when to hold or sell, we share how we manage the emotions that come with falling share prices.We also cover the latest news and dividend hikes, including:Novo Nordisk – promising results from its new oral weight-loss drugLondon Stock Exchange Group – stepping into blockchain with MicrosoftIntel & Nvidia – surprising partnerships in the chip industryTexas Instruments, Microsoft, W.P. Carey, and Philip Morris – dividend hike updatesPlus, we review Bradley’s dividend portfolio and answer listener questions on hedging against USD, quick dividend stock screeners, reinvestment strategies, tax-efficient accounts, and more.🎙️ Tickers discussed: NVO, LSEG, INTC, NVDA, TXN, MSFT, WPC, PM, CNQ, LGEN, EOG, O, ARES, HASI, PLD, BAM, DTE, AD, VICI, PAYX, UNH, NEE, LVMH, UL

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• EPS 263 | Position Sizing and Portfolio Management in Investing

  In this episode of the Dividend Talk, we dive into the art ofportfolio management thanks to a couple of listener questions. We talk about how to size positions, when to trim, and how to maintain balance without falling into emotional traps. The episode covers trimming winners vs. letting them run, the risks of over-concentration, and how dividend growth investing can help guide your decisions. See you on the inside!TickersAmazon (AMZN), Apple (AAPL), Microsoft (MSFT), Google /Alphabet (GOOGL), Facebook / Meta (META), Shell (SHEL), Unilever (UL), ASML (ASML), British American Tobacco (BTI), IBM (IBM), Realty Income (O), Johnson & Johnson (JNJ), ExxonMobil (XOM)👉 Join us :[Facebook]  - Https://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    ,  @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/download-your-free-samples/  

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• Eps 262 | 4 Reliable Dividend Stocks for September 2025

  Derek and Edgi share four safe dividend stocks for September ,Accenture, Fuchs Petrolub, Canadian Natural Resources, and Munich Re. They also cover market news on Sanofi, Novo Nordisk, and T. Rowe Price, discuss dividend hikes, and tackle listener questions on gifting stocks, building a five-stock portfolio, and the dividend growth vs. high yield debate.🔥 Want a safer, morereliable dividend portfolio? Go here: (free stock card & deep dive samples)⁠https://dividendtalk.eu/download-your-free-samples/TickersSanofi (SAN.PA), Novo Nordisk (NOVO-B.CO), T. Rowe Price (TROW), Goldman Sachs (GS), AbbVie (ABBV), Vici Properties (VICI), Microsoft (MSFT), Accenture (ACN), Fuchs Petrolub (FPE3.DE), Canadian Natural Resources (CNQ.TO), Munich Re (MUV2.DE), Johnson & Johnson (JNJ), Agree Realty (ADC), ASR Nederland (ASRNL.AS), Unilever (ULVR.L), Google (GOOGL), Schneider Electric (SU.PA), Ahold Delhaize (AD.AS), Siemens (SIE.DE), Pets at Home (PETS.L), Spok Holdings (SPOK)Join the conversationTwitter - @DividendTalk_ and ⁠@European_DGI⁠Join our Facebook Community -https://www.facebook.com/groups/dividendtalkJoin our Discord group - ⁠https://discord.gg/nJyt9KWAB5⁠

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