EPS 245 | Dividend Growth Investing with special guest Ned Flanders

In this episode, we dive into Warren Buffett’s succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel. We also break down recent dividend news, from Apple’s modest hike to Wendy’s surprising cut, and share our own May dividend income.We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Legrand, plus explore the intriguing possibility of Shell acquiring BP. Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.🎁 Want more? Get a free sample of our premium newsletter, packed with in-depth stock analysis and insights:👉 https://dividendtalk.eu/download-your-free-samples/🎙️ Tickers mentioned: AAPL, RTX, AWK, PEP, KLAC, EXPD, WEN, MURGY, ASML, BMY, BTI, SHEL, NNGRY, ASRNL, BP, NVO, ADM, AD, LR.PA, MSFT, PG, LVMH, LRL.PA, TUP, MMM, T, LEGN, PAC, OMAB, ORAN, LGEN.L, SAP, O, MAIN, ADP00:00 – Intro01:22 – Buffett’s last dance (AAPL, KO, BRK.B)11:51 – Dividend hikes (AAPL, RTX, AWK, PEP, KLAC, EXPD)14:31 – May dividend income (MURGY, ASML, BMY, BTI, SHEL, NN, ASRNL)16:33 – Dividend cut (WEN)17:37 – Shell & BP discussion (SHEL, BP)22:38 – Novo Nordisk earnings (NVO)30:32 – ADM struggles (ADM)34:27 – Ahold Delhaize results (AD)42:19 – Legrand story & earnings (LR.PA)51:53 – Football clubs as stocks (TUP, MMM, T, MSFT, PG, LVMH, LRL.PA)53:46 – Japanese & Mexican equities (PAC, OMAB)56:24 – Do we move markets? (LEGGY, LGEN.L)60:57 – Dividend investing moats (MSFT, ASML, SAP, O, MAIN, ADP)

In this episode of Dividend Talk, we sat down with Ned Flanders (@Nedflanders290) , a well-known and respected dividend investor based in Germany.We briefly discussed recent earnings on Shell (SHEL), Evolution AB (EVO), before discussing Neds dividend journeyTickers mentionedShell, EVO,RTX, GD , TDIV ,SSD AVGO, MUV2.DE, CVX, XOM, LEI, see you on the inside!📩 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/⁠⁠🔔 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_⁠⁠🐦 Twitter - ⁠⁠@European_DGI⁠⁠👥

In this episode, we discussed first-quarter earnings and analysed several companies, including Google (GOOGL), Unilever (UL), Texas Instruments (TXN), ASML (ASML), SAP (SAP), and PepsiCo (PEP). We also reviewed our podcast's success, analysed the H4ZA ETF, and talked about portfolio management, valuation methods, and more listener questions.see you on the inside!📩 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/⁠⁠🔔 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_⁠⁠🐦 Twitter - ⁠⁠@European_DGI⁠⁠👥Join our ⁠⁠Facebook Community

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.watchLinkedIn: 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/🔔 Stay Updated: 🐦 Twitter - @DividendTalk_🐦 Twitter - @European_DGI 👥 Join our Facebook Community - 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/

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/ 💬 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 

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/⁠🔔 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_⁠🐦 Twitter - ⁠@European_DGI⁠👥Join our ⁠Facebook Community 

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/🔔 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_🐦 Twitter - @European_DGI👥 Join our Facebook Community

Hey everyone, and welcome back to Dividend Talk! In this episode, we look into the latest market corrections and explore exciting stock opportunities. We chat about Intel's new CEO, the football matches that had us on the edge of our seats, and some fantastic dividend announcements from companies like Legal and General and Henkel. Plus, we answer your insightful questions on portfolio strategy, handling market volatility, and killer criteria for your holdings. Tickers Mentioned: INTC, V, O, SHEL, ASR, EPI, MSFT, EVVTY, SBUX, PEP, V, LGEN, SPX, MMM, RHM, JNJ, XOM, TGT, HD, WMT, GLB, CILA, TRP, GOOG, ASML, BA, MUM.🔔 Don’t forget to like, subscribe 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/💬 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

In this episode of the Dividend Talk podcast, we look into the complexities of currency risks for European investors, particularly in the face of US market volatility. We also discuss a range of listener questions, touching on dividend tax, portfolio diversification, and specific stock analyses. Chapters:00:00-00:05 Introduction and Market Discussion00:05-00:10 Currency Risks and Euro Cost Averaging: 00:10-00:15 Dividend Announcements and Cuts: A rundown of recent dividend announcements from companies like Ricketts Benckiser (RKT) and Greggs (GRG).00:15-00:20 Strategies for European investors to manage currency risk, including diversification and considering European stocks. Tickers mentioned LVMH (MC.PA), SAP (SAP.DE), and ASML (ASML.AS).00:20-00:25 Portfolio Management and Currency Exchange.00:25-00:30 Discussion of reclaiming foreign dividend tax, handling small positions, and decisions on selling stocks with high returns and low yields.00:35-00:40 ESG and Sustainability Reports00:40-00:45 Analysis of Greencoat UK Wind (UKW.L), T. Rowe Price (TROW)00:45-00:50 Brookfield (BN) and Domino's (DPZ): Discussion of a Financial Times article on Brookfield and Domino's expansion in Europe.💎 Become a Dividend Talk Premium Subscriber: ⁠⁠https://dividendtalk.eu/⁠⁠▶️ Follow us also on YouTube: ⁠⁠https://www.youtube.com/@DividendTalk⁠