Over the past 12 months, the TSX gained about 20%. Some well-known Canadian companies went the other way, with double-digit losses. So are they falling knives that will cut you, or good buying opportunities? Some of them are in my portfolio. Around Thanksgiving, I looked at what happened over the past year and reviewed each name. The numbers below are 12-month price changes as of October 29. *Disclosure: I own Stella-Jones (SJ), Brookfield Corporation (BN), Brookfield Renewable (BEP), …
Dividend Income Report: +15.25% and a Listener’s Portfolio Roast
In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built and managed this portfolio publicly since 2017 to create and track a real-life case study. In August 2017, I received $108,760.02 in a …
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Williams vs ONEOK: Two U.S. Pipelines, One Dividend Growth Winner
Most pipelines lost 10% or more from their summer highs. Williams fell 12%. ONEOK fell 9%. Nothing broke inside either company. Both raised their guidance for the year. When a whole sector drops for reasons unrelated to the businesses, I want to know which names deserve a closer look. I covered Enbridge and TC Energy in my free pipelines report. Today I am looking south of the border at two companies a Canadian can hold the same way they hold Enbridge. *Disclosure: I don't own Williams …
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Why Does Stella-Jones Stock Keep Going Down?
I keep losing money on this one. Stella-Jones went from about $100 to under $70 in the same year. A listener asked me what in the wood is going on. Yes, pun intended. I have three kids, so dad jokes come with the job. I have owned Stella-Jones for a while, so I am biased. I like the company. I like it less when it drops 30% in a year. Two things drive a stock price: the numbers and the narrative. Let's look at both. *Disclosure: I own Stella-Jones (SJ.TO). This is education, not …
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3 Stocks to Get the Best Out of the Trade War
The trade war is getting worse. There are tariffs everywhere. That is also where the opportunities are. Today I am on the positive side. Here are the sectors that shield you, the sectors taking the hit, and three companies that could do well down the road. *Disclosure: I own Stantec (STN.TO), CGI (GIB.A.TO), Canadian Natural Resources (CNQ.TO), National Bank (NA.TO) and Royal Bank (RY.TO). I do not own Adentra (ADEN.TO). This is education, not advice. Do your own due diligence. What …
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4 Signs of a Bear Market, and Why I Am Still Fully Invested
I have been fully invested in stocks for 23 years. I tell you to stay invested, and I mean it. Right now, indicators suggest a bear market is brewing. Four things bother me at the same time, and that has not happened in a while. Not one of them is making me sell a share. *Disclosure: I own National Bank (NA.TO), Canadian Natural Resources (CNQ.TO), Apple (AAPL) and Microsoft (MSFT). This is education, not advice. Do your own due diligence. Is a Bear Market Coming? Four pressures are …
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