I took a pause from updating my Best 2014 Dividend Stocks portfolios over the last couple of months as I felt it was redundant to repeat the same stuff over and over again. Now that we are approaching the final countdown to the end of 2014, it was time to make a last update before we pull out the final numbers. For the first time this year, both my portfolio lag their benchmarks. This sucks… but as many portfolio managers do in real life, I’ve followed my convictions and this time, I headed in …
Buy & Hold – Boring and Outdated Way to Invest?
I’ve admitted it in the past; I’m not the typical dividend investor. I started investing by trading, buying & selling every two weeks while most dividend investors usually buy and hold completing the sale transaction after several years holding their shares. In my opinion, the dividend investor is the upgraded version of the buy & hold investors. More often than not, the buy & hold and dividend investor is the same guy. I strongly believe in dividend investing, that is why 100% of my …
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Wal-Mart (WMT) Third Quarter Results + Why You Should Buy This Stock
Wal-Mart just released its third quarter results with a great performance. To be honest, I think we were many to doubt about WMT’s ability to generate growth before the Holiday season. We will go through the main highlights of their reports, but first, we will analyze what Wal-Mart has been doing over the past five years and determine whether or not it should be part of your dividend portfolio. Let’s see if “Save Money, Live Better” can translate into “Make Money, Invest Better”! This …
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1 Buy, 1 Sell
I don’t know about you, but I’m in line to have another very successful year on the stock market. Last year, my RRSP account showed a 21.7% jump (50% in Cdn stocks and 50% in US). This year, I’m already at 15.7% and counting! But it’s not a reason to stop looking at my portfolio. After all, in the middle of October I was only +9%... The wind changes direction in short order these days! This is why I made a small change in my portfolio last week; since I don’t have cash on hand, I sold a less …
Canadian Dividend Growth Stocks – 4 picks Out of the Ordinary
Year after year, I study both the Canadian and American stock markets to find the best dividend growth stocks. For the past 4 years, I have noticed something sad; the choice for high quality dividend growth Canadian stocks is very narrow. Just for fun, I pulled out results using the following screener: dividend yield over 3% dividend payout ratio under 80% 5 year dividend growth positive 5 year revenue growth positive 5 year EPS growth positive as you can …
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A Scary Graph Leading to Buying Opportunities
Here's a quick post this morning that will give you some food for thoughts. Take a look at the graph below: When I look at this graph I think about two things: #1 Canadians' debt keeps growing higher and higher #2 Americans seem to understand the importance of deleveraging More traditional banks such as TD Bank (TD),BMO (BMO) and CIBC (CM) will probably be at risk in 2015-2016 due to their important mortgage book. I think their provision …
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