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

This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting global economic landscape, specifically the rise of the "Global South" and why investors should consider exposure to Asian markets. Florian shares his personal journey from building a company in China to achieving financial freedom, while also offering a nuanced perspective on the competition between Western and Chinese industries.Ticker Symbols mentioned:J36.SI – Jardine Cycle & CarriageTS0U.SI – Keppel Infrastructure Trust5109.KL – IHH Healthcare3188.HK – CSOP Hang Seng TECH ETF3032.HK – CSOP Hang Seng China Enterprises ETFJoin us :Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠https://discord.gg/nJyt9KWAB5⁠Follow us:Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year:https://dividendtalk.euDisclaimer: Educational content only. Not financial advice.

Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking.We also react to $100 oil, debate whether Shell should stop its buyback programme at the current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Realty Income & more), and answer listener questions on LVMH, Legal & General results, Oracle, T. Rowe Price, and non-US monthly dividend payers.📌 Topics this week: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/EDGI Annual Report - 2025 Dividend Portfolio Review: The Good, The Bad and The Dollar

Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend hikes from American Express (+16%), Munich RE (+20%), and the Cheesecake Factory (+11%), share thoughts on the new L&G Global Quality Dividend ETF, and answer questions on Petrobras, Frontline, T. Rowe Price, and more. Topics covered: Why dividend growth often outpaces salary increasesTexas Instruments & Nvidia humanoid robot collaborationL&G Global Quality Dividend ETF breakdownUsing AI tools in investment researchListener Q&A: Petrobras, Frontline, HIKMA, T. Rowe Price, BRAVIDIA & moreJoin us :[Facebook]  Https://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    , @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Newsletter] - https://dividendtalk.eu/download-your-free-samples/

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 usFollow Dividend Talk for weekly dividend investing discussions.Join our community on Discord and Facebook, and exploreour premium research at dividendtalk.eu, where we share deep dives and our dividend safety framework.Disclaimer: Educational content only. Not financial advice.Chapters00:00 – Intro & Market Context03:00 – Diageo Dividend Cut07:00 – Dividend Hikes: Munich Re, Allianz & More14:00 – Why European Insurers Are Performing20:00 – How to Find Dividend Growth Stocks 30:00 – Screening Tools for US & European Stocks40:00 – AI, SaaS & Financial Data Debate49:00 – NN Group vs ASR Nederland55:00 – Listener Q&A & Wrap-UpA few links mentioned in this show:The famous CCC-list - US Dividend Aristocrats30 European Dividend StocksFinViz screenerDividend Talk Premium - 150 US & EU dividend stocks assessed for dividend safetyAnother great source is our communities:Dividend Talk @ DiscordDividend Talk @ Facebook

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_⁠⁠⁠⁠⁠⁠⁠⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: Educational content only. Not financial advice. 

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 investorsWhy this could hit the middle class hardestWhether 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 hikeBrookfield Corporation – 17% hikeBritish American Tobacco – cash flow updateAhold Delhaize – strong executionSiemens – AI infrastructure tailwindsWe 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 SiemensChapters00:00 – 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_⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: 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 noisyCompanies 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_⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: 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/ Stay Updated:Twitter - ⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: 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 EnergyWhether Europe’s proposed wealth and unrealised gains taxes threaten long-term compoundingWhat Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investorsThe role of gold, Bitcoin, and defensive assets in adividend-focused portfolioETF-based global dividend strategies vs.individual stock selectionHow we personally size positions and manageportfolio riskWhether owning highly profitable dividend payersraises ethical questionsListener 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/ Stay Updated:Twitter - ⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠Join ourFacebook Community - ⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: 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_DGI⁠⁠⁠Join our Facebook Community - ⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠Join our Discord group - https://discord.gg/nJyt9KWAB5Disclaimer: Educational content only. Not financial advice.