Blog Archives - The Dividend Guy Blog

TFI International: Too Risky, or Ready to Recover?

TFI International is not a stock for investors who panic at the first ugly quarter. When freight volumes drop, earnings fall fast, sentiment turns sour, and the stock can get punished in a hurry. That’s exactly what happened when management warned that profits could fall sharply and the market hit the brakes. But this is where things get interesting. TFI is still one of the largest transportation and logistics players in North America, with a strong network, proven acquisition playbook, and …

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The Two Forces Reshaping Your Portfolio – February Dividend Income Report

Blog, Dividend Income Report

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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Grand Finale [Podcast]

Blog, Podcast

We share the difficult decision to pause the show after seven seasons, 270 episodes, and 850,000 downloads. We explain why we are stepping away, reflect on what the podcast has meant to us, and outline how listeners can continue to follow us and get our content through other channels. Subscribe to our Free Weekly Newsletter! You'll Learn Why the podcast is coming to an end This was not a sudden decision. Mike explains that the podcast required significant time …

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Visa vs. Mastercard: Which Payment Giant Is the Better Buy Today?

Blog, Dividend stocks

Some stock comparisons are easy. One company clearly has the stronger balance sheet, better growth profile, or more durable business model. Visa and Mastercard are not that kind of comparison. This is a battle between two elite businesses operating some of the best models you’ll find in the market. They both sit at the center of global commerce. They both benefit from the shift away from cash. They both generate tremendous margins. They both post the kind of Dividend Triangle that makes …

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15 Lessons from 15 Years of Dividend Growth Investing [Podcast]

Blog, Podcast, Principles

Fifteen years into dividend growth investing, Mike looks back on the lessons that shaped his strategy, his portfolio, and his mindset. This episode is a practical reflection on what actually matters over the long run: having a process, avoiding common traps, managing risk with intention, and focusing on business fundamentals instead of noise. From early investing mistakes to the evolution of the Dividend Triangle, this is a strong recap of the principles that helped him stay consistent and …

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8 Stocks Trading at Their 52-Week Low [Podcast]

Blog, Dividend stocks, Podcast

Beaten-down stocks can look like obvious bargains… right up until they turn into value traps. We walk through eight names trading near 52-week lows, explaining what’s attractive, what’s broken (or feared), and how to judge whether a drop is a real opportunity—or a warning sign. The big takeaway: price is only one data point, and buying weakness without understanding the narrative behind it is how investors catch “falling knives.” Download the Dividend Rock Stars List! You'll …

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