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
