EPS 280 |Dividend Earnings Season Begins: Johnson & Johnson, Fastenal & Investor AB

In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now.

We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record.

Along the way, we also discuss:

Recent dividend hikes from Essity, Tryg, Investor AB, L3Harris, and Valero Energy
Whether Europe’s proposed wealth and unrealised gains taxes threaten long-term compounding
What Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investors
The role of gold, Bitcoin, and defensive assets in adividend-focused portfolio
ETF-based global dividend strategies vs.individual stock selection
How we personally size positions and manageportfolio risk
Whether owning highly profitable dividend payersraises ethical questions
Listener Q&A on SaaS stocks, Evolution AB,airports, and portfolio construction

🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples)https://dividendtalk.eu/download-your-free-samples/

Stay Updated:

Twitter - ⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠

Join ourFacebook Community - ⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠

Join our Discord group - https://discord.gg/nJyt9KWAB5

Disclaimer: Educational content only. Not financial advice.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(310)

First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307

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...

19 Sep 58min

The Art of the Turnaround and What We Learned Along the Way

This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Inst...

12 Sep 1h 12min

Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)

We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as r...

5 Sep 1h 12min

Quick Update

Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.We will be back in SeptemberThank you for understanding while we step away for a momen...

1 Aug 29s

Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304

Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing...

25 Jul 1h 22min

EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall

This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an ...

11 Jul 1h 11min

Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302

In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number wi...

4 Jul 1h 5min

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan St...

27 Jun 1h 2min