As 2025 heads into its final stretch, we share a selection of nine dividend growth stocks currently on Mike’s radar. From recovering giants to under-the-radar gems, Mike covers companies he’s buying, considering, or just watching closely for the right opportunity.
This episode offers valuable insights into assessing buying opportunities, knowing when to hold off, and monitoring quality stocks during times of uncertainty. Whether you’re looking for stability, growth, or the next addition to your portfolio, this list has something for you.
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You’ll Learn
Buy List Refreshed: Who’s In and Why
Mike reviews nine names he’s watching, some with recent purchases, others still pending conviction.
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Some names are familiar, but their stories have evolved.
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A few are bouncing back, creating tempting entry points.
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Others are steady performers that may soon become full positions.
When a Great Company Isn’t Enough
A strong business doesn’t always mean an automatic buy.
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Mike discusses Alphabet’s (GOOG) AI transition and how it impacts his conviction.
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Sometimes, he needs more clarity on where a company is headed before investing.
Quality at a Price
Some names on the list are pricey, but that doesn’t rule them out.
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Rollins (ROL) is expensive, but its growth and recurring revenue model make it hard to ignore.
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CGI (GIB.A.TO) and Dollarama (DOL.TO) offer strong growth despite low yields.
Two Big Maybe-Sells
While the focus is on buying, Mike also shares two names under watch in his portfolio.
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Telus (T.TO) and Starbucks (SBUX) are hanging on by the strength of their fundamentals.
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But if performance doesn’t improve, they could get replaced by stronger contenders.
Sector Diversification Still Matters
Mike pays close attention to sector balance.
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TMX Group (X.TO), while attractive, doesn’t make the cut—yet—because of Mike’s current financial sector exposure.
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CGI stands out as a Canadian tech stock not competing directly with U.S. giants.
Stocks Mentioned
(These are not recommendations—always do your due diligence.)
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Alphabet (GOOG)
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CGI (GIB.A.TO)
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Mastercard (MA)
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Dollarama (DOL.TO)
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Hydro One (H.TO)
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UnitedHealth (UNH)
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Rollins (ROL)
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Equinix (EQIX)
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TMX Group (X.TO)
Related Content
Below, we review major names like UnitedHealth and six others that are currently in the red. But instead of reacting emotionally, Mike shares a clear, practical decision-making framework.
Find the complete CGI (GIB.A.TO) stock analysis in the article below, as well as Mike’s video about it mentioned in the episode.
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This podcast episode has been provided by Dividend Stocks Rock.
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