Blog Archives - The Dividend Guy Blog

2 Stocks on My Buy List: Northrop Grumman and CCL Industries

Since January, the market has paid up for a short list of winners and walked past a lot of good businesses. That gap is where I went looking this week. Both stocks in this piece came off the same screen: a DSR PRO rating of at least 4, a Dividend Safety score of at least 4, and a price under 21 times earnings. In a market where almost everything looks expensive, buying a quality business for less than 20 times earnings feels rare. One is an American defense giant that fell 35% this year. …

Continue Reading about 2 Stocks on My Buy List: Northrop Grumman and CCL Industries

Economic Moats: How Switching Costs and Network Effects Protect Your Dividend

Blog, Stock Analysis

This is the second of two articles on economic moats. The first part covered intangible assets, cost advantages, and scale. We now cover the other two sources, the ones that are hardest to break once they take hold: switching costs and the network effect. Same reminder as before. A moat protects a company's margins, and those margins are what pay and grow the dividend. The stronger the moat, the safer the raise. These two are the stickiest moats of all. *Disclosure: This is education, not …

Continue Reading about Economic Moats: How Switching Costs and Network Effects Protect Your Dividend

Economic Moats: How Brands, Low Costs, and Scale Protect Your Dividend

Blog, Site Introduction, Stock Analysis

This is the first of two articles on economic moats. We cover three of the sources that build one: intangible assets, cost advantages, and scale. The next part covers the other two: switching costs and network effects. First, why does this matter to a dividend investor? A moat protects a company's margins. Healthy margins are what pay and grow the dividend. Find the moat and you find the reason a payout can keep rising for twenty years. Miss it and you are guessing. *Disclosure: This is …

Continue Reading about Economic Moats: How Brands, Low Costs, and Scale Protect Your Dividend

How to Find and Analyze Stocks to Buy

Blog, Investing Strategy

Most investors think stock analysis starts with research. It doesn't. It starts with a decision about how you make decisions. I see buying and selling as two sides of the same coin. The reasons you use to buy a stock should be the same reasons you use to sell it. Get that right and you stop trading on price swings. Ask yourself this. Does it make sense to sell a stock because it dropped 25%, while refusing to buy another because it climbed 25%? It doesn't. Yet that is how most portfolios …

Continue Reading about How to Find and Analyze Stocks to Buy

We have a Valuation Problem – May 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 …

Continue Reading about We have a Valuation Problem – May Dividend Income Report

ENB vs TRP vs PPL: How I Rank Canada’s Three Pipeline Giants

Best Dividend stocks, Blog

Canadian midstream is a classic dividend investor playground. Long-term contracts, tolls instead of commodity exposure, irreplaceable assets, and dividend growth backed by real cash flow. Three names dominate the space: Enbridge (ENB), TC Energy (TRP), and Pembina Pipeline (PPL). Same sector, same business model on paper, three different dividend profiles. Here is how I rank them, and why. *Disclosure: I do not own ENB, TRP, or PPL. This is education, not advice. Do your own due …

Continue Reading about ENB vs TRP vs PPL: How I Rank Canada’s Three Pipeline Giants