Join us in Malmo for a real-life #DividendTalk meetup. Sign up here:
? https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header
? Location: Malmö, Sweden
? Date: Saturday, 17 January 2026
Welcome to Episode 270! This week, we dive into a jam-packed episode covering Merck’s pharmaceutical acquisition, a European earnings report, and a dive into 3 dividend stocks from the Nordics.
Here’s what you’ll hear:
-
Big Pharma Moves: We analyze Merck’s aggressive, multi-billion dollar strategy to diversify its pipeline and reduce its reliance on its flagship drug, Keytruda, by planning the $9.2 billion acquisition of Cidara Therapeutics.
-
Earnings & Dividends: We break down Siemens’ latest earnings report, the impact of their small dividend hike and the reason why. Plus, we quickly review fresh dividend increases from Deutsche Telekom, Vodafone, ADP, and AFLAC.
-
Nordic Dividend Stocks: We explore what makes the Scandinavian region a hotbed for dividend growth and why countries like Sweden have such high retail investor participation. We then share our analysis on three safe dividend payers from the Nordics, including a look at industrial giant Atlas Copco and the high-yielding insurer Mandatum.
-
Listener Questions: We wrap up by answering your questions on Finnish company Valmet, the latest shareholder letter from Warren Buffett, and the pros and cons of investing with fractional shares.
Don’t miss this one!
Useful links:
- 20 Deep Dives a Year & Library of 150 EU & US Dividend Stocks at https://www.dividendtalk.eu
Want to go deeper on dividend stocks?
100+ stock deep dives, dividend safety scores, and a stock card library built for European investors. Developed by Derek and Edgi.
You might also like
Eps 277 | 2025 Q4 Portfolio Review & Year in Dividends
In this episode, we take a detailed look at our 2025 Q4 dividend portfolio review and...
Jan 3, 2026
Listen now →EPS 249 | 3 Asset Light Dividend Growth Companies | HPQ Market drop
In this episode of the Dividend Talk Podcast, we dive into three asset-light businesses with growing...
Jun 13, 2025
Listen now →EP 238 | Stock Market Correction | Are Legal & General a buy?
Stock market corrections can be unnerving, but for long-term investors, they also present unique opportunities. In...
Mar 16, 2025
Listen now →