The episode kicks off with a weekend recap where EDGI shares his experience of doing some “spring cleaning”—not just around the house, but in his dividend stock portfolio. This included potentially selling off a few positions to offset tax liabilities and better allocate capital.
With market volatility on the rise, Derek and EDGI debate whether a major market downturn warrants a shift in their dividend growth investing strategy. The consensus? Stick to the plan. Long-term income investing means staying the course through ups and downs.
Notable Dividend Hikes
Several companies announced dividend increases, including:
- Procter & Gamble (PG): +5%
- Tangar: +6.4%
- AON: +10.4%
- Fastel: +2.3%
The hosts noted that Procter & Gamble’s increase stood out, especially when compared to Unilever’s more modest approach.
The Headache of Reclaiming Foreign Dividend Taxes
A recurring pain point for international investors: dividend tax reclaiming. We discussed the complex and often non-automated process of recovering foreign withholding taxes, emphasising how investor residency can dramatically impact ease of access.
French Dividend Stocks
Rubis (RUI)
Rubis, a French energy company, boasts an 8% dividend yield and operates across Europe, Africa, and the Caribbean. Despite a flat share price, it stands out as a reliable income generator thanks to a stable dividend history.
Sanofi (SNY)
The French pharmaceutical giant continues to deliver, with its blockbuster drug Dupixent driving revenue. Sanofi has a 26-year dividend growth streak and a low debt-to-equity ratio, making it a long-term favorite for dividend investors.
L’Oréal (OR)
As a global beauty leader, L’Oréal remains a cornerstone of European investing. The founding family’s major stake and a potential 10% dividend bonus for registered shareholders highlight its shareholder-friendly nature.
LVMH (LVMUY)
Despite a small dividend cut in 2019, LVMH’s brand power and 5-year dividend growth are impressive. It’s a luxurious addition to any income portfolio.
TotalEnergies (TTE)
With a strong balance sheet, high yield, and investments in renewables, TotalEnergies bridges the gap between traditional energy and the green transition.
Other French Dividend Stocks Worth Mentioning
The hosts also name-dropped strong dividend players like Groupe SEB, Pernod Ricard and Sodexo who worth keeping on your watchlist.
Listener Q&A: Portfolio Tips & Strategy Insights
The episode wrapped up with a rapid-fire Q&A covering a range of investing topics such as:
- What We Learned from Each Other.
- Portfolio Allocation: Value vs. Income.
- Earnings Reports & Tariffs
- Technical Analysis to open positions?
- Income Factory & Closed-End Funds
- Shell (SHEL) Valuation
- Texas Instruments (TXN)
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Dividend Talk is not a licensed or registered investment adviser or broker/dealer. We are not providing you with individual investment advice on this site. Please consult with a licensed investment professional before you invest your money. This site is for entertainment, informational, and educational use only.
Any opinion expressed on the site here and elsewhere on the internet is not a form of investment advice provided to you. We use information, data, and sources in the articles we believe to be correct at the time of writing them, but there is no guarantee of their accuracy, completeness, timeliness, or correctness. We are not liable for any losses suffered by any party because of information published on this site. Past performance is not a guarantee of future performanc
