The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

Passionate DivInvestor, Father of 3 & Retired from the corporate world at 35.

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Economic Moats: The 7 Types and 4 Stocks I Own

Four companies. Four moats. Four businesses a competitor cannot copy with a bigger budget. Alphabet, Costco, Visa and Microsoft all sit inside my top 10 holdings. None of them earned that spot with a hot quarter. Each one earned it because something protects its profits from the rest of the world. Morningstar calls that protection […]

Portfolio Makeover: What to Do When Your Returns Lag the Market

The market is up. Your portfolio is not. A few bad picks, a couple of losers you cannot shake, and the nagging sense that everyone else is at a party you missed. So you start wondering whether it is time to blow it up and start over. Before you scrap half your holdings and chase […]

Telus Stock: Can an 11% Dividend Turn This Story Around?

On December 3rd, 2025, Telus froze its dividend growth. Seven months later, the stock sits near a decade low, and the yield has climbed above 11%. That number looks like a gift. It is closer to a warning. If you still hold Telus (T.TO), you are probably nursing a hangover. Since the freeze, the stock […]

2 Stocks on My Buy List: Northrop Grumman and CCL Industries

Since January, the market has paid up for a short list of winners and walked past a lot of good businesses. That gap is where I went looking this week. Both stocks in this piece came off the same screen: a DSR PRO rating of at least 4, a Dividend Safety score of at least […]

Economic Moats: How Switching Costs and Network Effects Protect Your Dividend

This is the second of two articles on economic moats. The first part covered intangible assets, cost advantages, and scale. We now cover the other two sources, the ones that are hardest to break once they take hold: switching costs and the network effect. Same reminder as before. A moat protects a company’s margins, and […]