Blog Archives - The Dividend Guy Blog

Is Dividend Investing Dead? What Died and What Didn’t

"Dividend investing as I knew it and loved it is dead." That is not my line. It belongs to Todd Wenning, a dividend investor who spent years making the case for dividend growth stocks. He published it on Flyover Stocks. The Globe and Mail picked it up. A reader named Kevin sent it to me. I read it twice. Then I did something you might not expect from a guy who has been following a dividend growth investing strategy since 2010. I agreed with most of it. Not all of it. But most of …

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Wealthsimple Revenue: Why $155 Billion Earns Less Than You Think

Best Dividend stocks, Blog

Wealthsimple holds $155.6 billion for 3.6 million clients. Assets are up 84% in one year. The second quarter alone added $30.8 billion, with roughly $17 billion of that arriving as net inflows. Now open Power Corporation's second quarter and look for the Wealthsimple line. You will find Great-West Lifeco at $871 million. You will find IGM Financial at $211 million. You will find Sagard at $33 million. You will not find Wealthsimple. That gap between the story and the statement is the …

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BMO and Scotiabank Earnings: Great Results at a 39% Premium

Blog, Dividend stocks

Scotiabank grew earnings per share 21% last quarter. BMO grew 22%. Both used the word record. Neither was exaggerating. This is the best week of the summer if you own Canadian banks, and it started about as well as it could have. I went through both quarters line by line looking for a problem. In the operations, I could not find one. I found something else instead. It is not in the results. It is in the price. Here is the short version. The growth is real. Most of it came from two …

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Two Quality Stocks Showing an Entry Point: Trane Technologies and AltaGas

Best Dividend stocks, Blog, Dividend stocks, Stock Analysis

Every building has to stay warm in winter and cool in summer. That never changes. What is changing is how much heating and cooling this economy demands, and who gets paid when that demand shows up. Data centers run hot, and the AI buildout is adding cooling load nobody planned for five years ago. At the same time, older homes and offices keep replacing aging furnaces and air conditioners, and that spending does not wait for a good economy. A furnace that dies in January gets replaced in …

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Royal Bank vs National Bank: How to Pick When Both Stocks Are Great

Blog, Dividend Growth

A member asked me this during a private webinar at Dividend Stocks Rock, and I have not stopped thinking about it since. I know how to compare two stocks. I know how to look at metrics. But how do I pick the right company when the two companies I am looking at are both amazing? That is a better question than it sounds. Most investing content teaches you to tell a good company from a bad one. Almost nobody tells you what to do when both pass every test you know how to run. So I picked the …

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Economic Moats: The 7 Types and 4 Stocks I Own

Blog, Dividend stocks

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 an economic moat. I call it the reason I can hold a stock through two bad years and still sleep at night. There are seven moats worth knowing. Here they are, …

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