It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income growth and a portfolio that's doubled in just three and a half years.

We kick things off with some market news as billionaire Kenneth Dart's stake in Evolution AB crossing 30% via equity swaps (and why that matters), plus why EDGI is seriously unimpressed with Evolution's annual report copy-paste job. Then it's onto Nike: with EPS below the dividend and activist investors circling, how safe is that payout really?

In the main segment, we walk through our full Q1 portfolios – what we bought, what we sold, and why Derek is on a tax efficiency drive. We also discuss the rotation from tech into value stocks and why dividend growth portfolios quietly shone when markets wobbled.

Listener questions cover: Carrefour as a dividend play, the DRIP timing debate on Interactive Brokers, covered call ETFs vs. organic dividend growth, the Unilever/McCormick sale and what it means for shareholders, whether to trade value stocks, and the Easter Bunny stock pick of the episode.

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Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends?

Also in the news: the proposed Pernod Ricard/Brown-Forman merger of equals, the Italian antitrust probe into Edenred, and the landmark social media addiction lawsuit finding Meta and Google liable for the negligent design of Instagram and YouTube.

Listener Q&A: profits on Shell and BP, buy opportunities in ADP, RELX and Auto Trader, T. Rowe Price outflows, and quick takes on WATSCO, Cairn Homes, Nedap NV, Petrobras, Vale, and Microsoft.

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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 & Carriage
• TS0U.SI – Keppel Infrastructure Trust
• 5109.KL – IHH Healthcare
• 3188.HK – CSOP Hang Seng TECH ETF
• 3032.HK – CSOP Hang Seng China Enterprises ETF

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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:

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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 increases
• Texas Instruments & Nvidia humanoid robot collaboration
• L&G Global Quality Dividend ETF breakdown
• Using AI tools in investment research
• Listener Q&A: Petrobras, Frontline, HIKMA, T. Rowe Price, BRAVIDIA & more

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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.

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Chapters

• 00:00 – Intro & Market Context
• 03:00 – Diageo Dividend Cut
• 07:00 – Dividend Hikes: Munich Re, Allianz & More
• 14:00 – Why European Insurers Are Performing
• 20:00 – How to Find Dividend Growth Stocks
• 30:00 – Screening Tools for US & European Stocks
• 40:00 – AI, SaaS & Financial Data Debate
• 49:00 – NN Group vs ASR Nederland
• 55:00 – Listener Q&A & Wrap-Up

A few links mentioned in this show:

• The famous CCC-list - US Dividend Aristocrats
• 30 European Dividend Stocks
• FinViz screener
• Dividend Talk Premium - 150 US & EU dividend stocks assessed for dividend safety

Another great source is our communities:

• Dividend Talk @ Discord
• Dividend 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.

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Disclaimer: 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 investors

• Why this could hit the middle class hardest

• Whether 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 hike

• Brookfield Corporation – 17% hike

• British American Tobacco – cash flow update

• Ahold Delhaize – strong execution

• Siemens – AI infrastructure tailwinds

We 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 Siemens

Chapters

00:00 – 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

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