Let’s regroup short questions that are still relevant but can’t make an entire episode. From thoughts on multiple stocks to different metrics, GICs, yield, and dividend growth, you’ll find many answers to questions you didn’t know you had!
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You’ll Learn
- Let’s start with the “thoughts on” type of questions. BCE Financing costs have jumped to the roof in recent months. Is the dividend safe, and is it time to sell?
- Starbucks (SBUX) has caused a commotion in its latest quarter report. Do you still hold on to your shares?
- Nutrien (NTR) has been mostly down for the last two years. Should you buy, sell, or hold it?
- Quick stock battle: Linde (LIN) vs. Air Products and Chemicals (APD). Which one wins?
- Texas Instruments (TXN) seems to be one of the few tech stocks hurting: revenue and EPS are down, and dividend growth is slowing. Is this short-term pain, or is there a long-term problem brewing?
- What are Mike’s thoughts on Constellation Software (CSU.TO)? Is the growth sustainable?
- What’s the long-term view on GoEasy (GSY.TO) and EQ Bank (EQB.TO)?
- What are Mike’s favorite medical device makers?
- How do you treat fast-growing small caps with high yields?
- Moving on to more technical questions. What are your thoughts on EBIDTA? Is it a metric we should use, and why?
- In which order would you max out your different types of accounts? What are the general guidelines for using them wisely?
- Mike often told investors that it’s better not to let a stock weigh more than 10-15% of our portfolio. Why not have 20-25% in a high-conviction stock?
- Would you put American stocks into a Smith Manoeuvre portfolio or stick to Canadian dividend payers for the tax benefits?
- Is having a CAD-only portfolio worth it if you don’t want the hassle of exchange rates/tax implications?
- Which investors should consider GICs and why?
- Do you put more importance on the current PE or the forward PE?
- When you mention dividend growth, what’s the general minimum % you look for?
- Regarding the dividend triangle, is there an advantage to using a 5-year growth rate vs. a 10-year or even 3-year term?
- How many years of dividend history do you like to see before purchasing a stock?
Related Content
This episode is very similar to what we do during our Webinars’ Q&A sessions. You can watch the most recent one below.
It’s time to destroy misconceptions about payout ratios, PE ratios, dividend history, and volatility.
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