Show Notes
This week on Dividend Talk, we sit down together to look ahead to 2026 and ask a big question: is now the perfect moment to review and refine our dividend growth investing strategy?
Every Friday, we chat about dividend stocks, and in this episode, we’re diving deep into planning, discipline, and staying focused when the market (and the holiday season!) tests our impulses.
We kick things off with some Black Friday fun, then move into what really matters: Why now is the right time to review our 2026 dividend plan
How we avoid emotional decisions during the busiest time of the year
The latest dividend news: HPQ, LVMH, Alimentation Couche-Tard, Omnicom, real estate REITs and more
What falling oil prices and weak consumer trends might mean for dividend investors
Insights from Goldman Sachs and Allianz on expected European equity performance
Our biggest lessons from past years — from dividend safety to tax optimisation
How to prepare your portfolio for next year’s opportunities and risks
And of course, your listener questions on income factory theory, REITs, AI disruption, sin stocks, and how we experience the real “snowball effect” of compounding
If you want to continue the conversation, you can join our growing community of European dividend investors on Facebook or Discord — we’re always there sharing ideas, lessons, and motivation. See you on the inside!
Useful links: Continue the conversation with our community at Facebook or Discord 20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at https://www.dividendtalk.eu
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Mega deals, dividend stocks, and lots of listener questions. It was a busy week in the market, so Edgi and Derek catch up on the news and work through your questions. In this episode: Schneider Electric wants to buy PTC for €22.6 billion. Does the deal make sense, and is a 42% premium too much? Starbucks is reportedly looking at Chipotle. Where is the synergy, and what does it mean for the dividend? Starlink Mobile wants to compete with Verizon, AT&T and T-Mobile, and Verizon’s share price took a hit. Ireland’s new investment account: €12,000 per year, tax-free up to €50,000, and what it means for Irish investors. PepsiCo earnings, the Starbucks dividend hike of 1.6% and Tesco’s 5.2% increase to its interim dividend.
Quarter three is done, so it's time to count the dividends. In episode 309 we share our Q3 2026 dividend portfolio reviews with real numbers.Edgi is now at 89% of his FIRE target. His net dividend income grew 10.4% on average this quarter, and he has started paying down his variable-rate mortgage. Derek collected just over €2,000 in dividends this quarter, his portfolio has reached €161K, and he now earns about €19 a day after tax.We also talk about Accenture's earnings (shares up 20% on the day and a 5% dividend hike), the Netherlands' plan to tax dividends at 36%, and Ireland possibly scrapping deemed disposal.
Niklas from Heavy Moat Investments is back. Last time he barely cared about dividends. Now 80% of his portfolio pays one. We talk about how becoming a dad changed the way he looks at risk, why he raised his hurdle rate to 15-20%, why buybacks often disappoint, and how Edenred became his biggest position after trading at around 5x cash flow.Also this week: Novo Nordisk's messy capital markets day, dividend hikes from T-Mobile US and GE Healthcare, and your questions on consumer staples, insurers and AI, Engie and Enel, BIPC, 5% Treasuries and Niklas's top pick, InnoScripta.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/ Join us on Discord: https://discord.gg/nJyt9KWAB5Facebook : https://www.facebook.com/groups/dividendtalk Niklas on Substack: https://heavymoatinvestments.substack.com or @stonkmetal on X
The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates, compare them with a 5% US Treasury, and share the prices where we'd start buying again.Also this week: Warren Buffett's full retirement, Nike losing Mbappé to On, and dividend raises from Texas Instruments, McDonald's (now a Dividend King), Microsoft, Philip Morris and JPMorgan.Your questions: pre-market trading, how we use AI for stock research, high yield vs dividend growth, Fielmann, TFF Group and why Edgi still holds Evolution AB.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/ Join us Real Life Meetup in Budapest - https://docs.google.com/forms/d/e/1FAIpQLSeD8Hs0Hop16D1upiFlUw4SGjfLh2nim1kmb17ASMYGBJYBaw/viewform?usp=header on Discord: https://discord.gg/nJyt9KWAB5Facebook group: https://www.facebook.com/groups/dividendtalkNot financial advice. Do your own research.