EPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio
Dividend Talk8 Nov 2025

EPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio

In this week’s episode of Dividend Talk we kick off with Kimberly-Clark’s surprise move to buy Kenvue, asking if it’s a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.

Novo Nordisk’s obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer’s high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on’s double-digit dividend hike and Simon Property Group’s steady income growth for REIT investors.

Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.

In the listener Q&A, we cover:

  • Dividend tax strategies and EU exit taxes

  • How to handle rising wealth taxes as a dividend investor

  • Fair-value analysis vs Morningstar valuations

  • Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition

  • Thoughts on Unilever’s upcoming Magnum spinoff


SEE YOU ON THE INSIDE!!

Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.L

Join us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠

[Twitter] – @DividendTalk_ , @European_DG

[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠

[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠

[Malmo Meetup] – ⁠https://t.co/STgV1nMWKj

Episoder(295)

Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293

Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293

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 Me...

25 Apr 1h 26min

From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292

From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292

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, ...

18 Apr 1h 22min

REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts

REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts

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 com...

11 Apr 1h 30min

Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290

Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290

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 dividen...

4 Apr 1h 4min

Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

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...

29 Mar 1h 23min

EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian

EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian

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 ...

21 Mar 1h 7min

How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287

How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287

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...

14 Mar 1h 3min

Why Owners Get Paid More Than Employees | Dividend Talk Ep. 286

Why Owners Get Paid More Than Employees | Dividend Talk Ep. 286

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 ...

7 Mar 54min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-pa-konto
pengesnakk
pengepodden-2
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
rss-skravla-gar
rss-markedspuls-2
lederpodden