EPS 267 | Q3 Earnings and should we be worried about Evolution Gaming

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In this week’s episode of Dividend Talk, we’re back with Q3 Earnings Roundup and whether investors should be worried about Evolution Gaming.

We kick things off with Novo Nordisk shaking up half its board of directors before jumping into two dividend hikes from McDonald’s (+5%) and Amphenol (+52%).

Then it’s time for earnings:
Mensch und Maschine
Danaher
Evolution Gaming
Texas Instruments

We also review a listener portfolio from Bella Dividends, packed with high-yield European names, and share our thoughts on diversification, growth balance, and dividend safety.

In the Q&A, we tackle:
US estate tax and brokers
DCF vs. Dividend Discount Models
Should the US drop quarterly reports?
TotalEnergies, Intel, Watsco, GreenCoat UK & more

Chapters:
00:00 – Intro & Earnings Season Warm-Up
02:50 – Malmö Meetup & Tools: Quarter vs. Perplexity
07:55 – Novo Nordisk board shake-up
10:20 – Dividend Hikes: McDonald’s & Amphenol
11:40 – Earnings: Manz und Maschine
18:15 – Earnings: Danaher
23:20 – Intel’s comeback & the Chips Act
25:00 – Earnings: Evolution Gaming
33:00 – Earnings: Texas Instruments
39:00 – Portfolio Review: “Bella Dividends”
45:00 – Listener Q&A (brokers, DCF, estate tax, valuations)
59:35 – Closing & Malmö invitation

Tickers discussed: NVO, MCD, APH, MUM.DE, DHR, EVO.ST, TXN, SHEL, IBM, TTE, INTL, WSO, RELAS, IBDR.MC, VWS.CO


🔹 Malmö Meetup – https://t.co/STgV1nMWKj


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