Dividend Talk

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, and how to navigate volatility and black swan events. Join us for an discussion with Hugo from Utbyttereisen as he shares his expertise on shipping industry dynamics, investment strategies, and personal growth in finance.
Topics covered:
Hugo's investment journey from 2020 to 2024
Industry cycles in shipping and oil
Strategies for dividend and cyclical stocks
Risk management and decision-making in volatile
markets Shipping industry dynamics and regulations
Investment strategies in cyclical markets
Personal discipline and portfolio management
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Disclaimer: Educational content only. Not financial advice.

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 communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.
We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts.
Topics covered:
Why REITs have been in a bear market for four years – and why that matters for value investors
How to spot conflicted management before it destroys your returns
Internal vs. externally managed REITs and what to look for
The case for REITs over private real estate (including the leverage misconception)
European REITs: opportunities, risks, and empire-building management teams
Specific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and more
Residential REITs as the next turnaround play for 2027
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Jussi's Newsletter - ⁠High Yield Landlord | Jussi Askola, CFA | SubstackFacebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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Disclaimer: Educational content only. Not financial advice.

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 dividend income growth and a portfolio that's doubled in just three and a half years.
We kick things off with some market news as billionaire Kenneth Dart's stake in Evolution AB crossing 30% via equity swaps (and why that matters), plus why EDGI is seriously unimpressed with Evolution's annual report copy-paste job. Then it's onto Nike: with EPS below the dividend and activist investors circling, how safe is that payout really?
In the main segment, we walk through our full Q1 portfolios – what we bought, what we sold, and why Derek is on a tax efficiency drive. We also discuss the rotation from tech into value stocks and why dividend growth portfolios quietly shone when markets wobbled.
Listener questions cover: Carrefour as a dividend play, the DRIP timing debate on Interactive Brokers, covered call ETFs vs. organic dividend growth, the Unilever/McCormick sale and what it means for shareholders, whether to trade value stocks, and the Easter Bunny stock pick of the episode.
Subscribe, leave a review, and join the conversation on Discord. Happy Easter! 🐣
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Disclaimer: Educational content only. Not financial advice.

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 its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends?
Also in the news: the proposed Pernod Ricard/Brown-Forman merger of equals, the Italian antitrust probe into Edenred, and the landmark social media addiction lawsuit finding Meta and Google liable for the negligent design of Instagram and YouTube.
Listener Q&A: profits on Shell and BP, buy opportunities in ADP, RELX and Auto Trader, T. Rowe Price outflows, and quick takes on WATSCO, Cairn Homes, Nedap NV, Petrobras, Vale, and Microsoft.

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Disclaimer: Educational content only. Not financial advice.

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 global economic landscape, specifically the rise of the "Global South" and why investors should consider exposure to Asian markets.
Florian shares his personal journey from building a company in China to achieving financial freedom, while also offering a nuanced perspective on the competition between Western and Chinese industries.
Ticker Symbols mentioned:
J36.SI – Jardine Cycle & Carriage
TS0U.SI – Keppel Infrastructure Trust
5109.KL – IHH Healthcare
3188.HK – CSOP Hang Seng TECH ETF
3032.HK – CSOP Hang Seng China Enterprises ETF

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Disclaimer: Educational content only. Not financial advice.