EPS 266 | Q3 Portfolio Review and Some Earnings

In this week’s episode of Dividend Talk, we’re back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights.

We start with France’s credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson, ASML, Snap-on, and Pernod Ricard. We also chat about AI’s impact on research firms like FactSet, how to use tools like ChatGPT without outsourcing your thinking, and share a few laughs about zero-alcohol vodka.

Finally, we reveal our Q3 dividend growth with +37% for Derek and +22% for Edgi and answer listener questions on estate taxes, mortgages vs. investing, tech exposure, and hedging strategies.

SEE YOU ON THE INSIDE!!

Tickers: JNJ, ASML.AS, SNA, RI.PA, MSFT, SHEL, AAPL, LSEG.L, PAYX, BAT.L, VICI, ENGA, NN.AS, LGEN.L, GOOG, TXN, QCOM

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