Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shell (SHEL) caps a strong Q1 with its second dividend hike of the year, bringing the annualised increase to 9.1% — Edgi explains the working capital mechanics behind the headline cash flow dip and why the net debt increase isn't what it looks like.Then there's Zoetis (ZTS), the world's largest animal health company, down nearly 30% after Q1. US companion animal revenue fell 11%, debt doubled from $5B to $9B, and a premium growth multiple is unwinding fast. Buying opportunity at 13x PE, or something deeper? We go through the numbers. Also covered: Brookfield Asset Management (BAM) and Ahold Delhaize (AD.AS), where incoming CEO news has Edgi reaching for a put option.Listener Q&A takes on Wolters Kluwer (WKL.AS), Intuit (INTU) vs ADP vs Paychex, H&R Block (HRB) as an AI winner, Equity LifeStyle Properties (ELS), currency debasement, and European telco consolidation.Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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We break down a "full-packed session" of earnings and acquisitions.

Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities.The Starbucks Turnaround:Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?.

Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges.

Quick Hits: ADP’s "moat" against AI, Nike’s struggle in China, and a look at Swedish giant Essity.Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist.

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Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Mensch und Maschine (MUM.DE), L'Oréal (OR.PA), VOPAK (VPK.AS), and Procter & Gamble (PG).

Dividend hikes covered: Parker Hannifin (PH) +11%, Nasdaq Inc. (NDAQ) +15%, Otis Worldwide (OTIS) +4.8%, Qualcomm (QCOM) +3.4%, Air Products (APD) +1.1%, IBM +0.6%.

Then 20 listener questions such as DRIP strategy, milestone celebrations, renewables vs. oil and gas, European dividend stocks Americans overlook, withholding tax, using AI in your investment process, insurance entry points, Rubis (RUI.PA), and whether Wero poses any real threat to Visa (V) and Mastercard (MA).

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Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, and how to navigate volatility and black swan events. Join us for an discussion with Hugo from Utbyttereisen as he shares his expertise on shipping industry dynamics, investment strategies, and personal growth in finance.

Topics covered:

• Hugo's investment journey from 2020 to 2024
• Industry cycles in shipping and oil
• Strategies for dividend and cyclical stocks
• Risk management and decision-making in volatile
• markets Shipping industry dynamics and regulations
• Investment strategies in cyclical markets
• Personal discipline and portfolio management

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Hugo - ⁠⁠https://www.youtube.com/@Utbyttereisen_81

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This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.

We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts.

Topics covered:

• Why REITs have been in a bear market for four years – and why that matters for value investors
• How to spot conflicted management before it destroys your returns
• Internal vs. externally managed REITs and what to look for
• The case for REITs over private real estate (including the leverage misconception)
• European REITs: opportunities, risks, and empire-building management teams
• Specific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and more
• Residential REITs as the next turnaround play for 2027

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Jussi's Newsletter - ⁠High Yield Landlord | Jussi Askola, CFA | SubstackFacebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Disclaimer: Educational content only. Not financial advice.

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.

Subscribe, leave a review, and join the conversation on Discord. Happy Easter! 🐣

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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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