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!

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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.watch

LinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/

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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!

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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

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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

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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

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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.
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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 Discussion
• 00:05-00:10 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 Reports
• 00:40-00:45 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.

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