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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Procter & Gamble (PG) Expensive Dividend Stock?
Back in 2012, I did a Procter & Gamble (PG) analysis. At that time, I concluded this was a great dividend stocks but there wasn’t much space for future growth to a relatively high P/E ratio and additional pressures on margins. It seems I was dead wrong: The company went through a tougher period after my analysis (at least, I’m not a complete fool! Hahaha!) but took actions and it is now on the roll. You can see on the following graph that EPS went down on 2013 but kicked back up …
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Genuine Parts (GPC) Third Quarter Results + Why You Should Buy This Stock
Genuine Parts just released its third quarter results with record sales totaling $4.0 billion were up 8% compared to the third quarter of 2013. EPS were also up by 11% ($1.24 vs $1.12). We will go through the main highlights of their reports, but first, we will analyze what Genuine Parts has been doing over the past five years and determine whether or not it should be part of your dividend portfolio. This dividend aristocrat has not only increased its dividend payment since 1957, it …
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Apple (AAPL) Fourth Quarter Results + Why You Should Buy This Stock
Apple just released its fourth quarter with stronger results than expected: $42.1 billion in revenue vs $37.5 in Q4 2013 $1.42 Earnings per share vs $1.18 in Q4 2013 16% sales jump for iPhones 20% EPS growth in 2014 $13.3 billion in cash flow Declared dividend of $0.47/share We will go through the main highlights of their reports, but first, we will analyze what Apple has been doing with its cash over the past few years. If you look at …
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