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Consumer Cyclical: The “All-You-Fit-In” Sector and How to Get the Best of It!

Best Dividend stocks, Blog, Dividend Growth

As investors, we all want the best for our portfolio. We want to make the right decisions and invest in the right stock. One factor with great influence on both your total investment returns and our portfolio volatility is our sector allocation. Today, I've decided to dive into the Consumer Cyclical (or Consumer Discretionary) as it is the sector that has the most industries (sub-sectors). We’ll cover its greatest strengths and weaknesses and how to get the best from it. Do You Know Your …

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How Staying Fully Invested Turned Out for Mike’s Portfolio – December Dividend Income Report

Blog, Dividend Income Report

In September of 2017, I received slightly over $100K from my former employer which represented the commuted value of my pension plan. I decided to invest 100% of this money into dividend growth stocks. Each month, I publish my results. I don’t do this to brag.  I do this to show you it is possible to build a lasting portfolio during an all-time highly valued market. The market will inevitably go down, as it did in 2020. But I continued to enjoy cashing consistent and growing dividends despite …

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Alimentation Couche-Tard (ATD.B.TO): Invest In Electric Vehicles Growth Without Picking An EV Constructor!

Blog, Canadian Dividend Stocks, Dividend Growth

Electric vehicles are coming in strong... A world without car running on fuel? There's a convenience store that already thought about it! Alimentation Couche-Tard is a Canadian company that operates a network of convenience stores mostly across North America. While its yield is very low, it is an interesting addition to any kind of portfolio, even retirees'. With its stock price appreciation potential, its proven recession-resiliency business model, its growth by acquisition strategy and its …

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I Didn’t Like RioCan (REI.UN.TO) Before It Cut Its Dividend; What About Now?

Blog, Canadian Dividend Stocks, Stock Analysis

At the beginning of December, RioCan (REI.UN.TO) dropped a bomb for retirees: They slashed their dividend by 33%. "As RioCan continues to navigate through the uncertain retail landscape created by the COVID-19 pandemic and faces an unknown length and breadth of closures, the Board has taken the prudent action of reducing our distribution. A more conservative payout ratio is important in this undeniably challenging environment despite our well positioned portfolio, solid base of tenants and deep …

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How Canadian Banks Fared Last Quarter?

Blog, Canadian Dividend Stocks

All Canadian Banks reported their earnings last week. As they are the heart and soul of the Canadian Economy, I'm always excited to follow their reports. Usually. if Canadian banks do well, the Canadian economy follows. If their quarter is hard, it also means most Canadian businesses are having a hard time. I've previously shared my Canadian Banks ranking on this blog so this time I'll just review my investment thesis and the potential risks for each of the Big 6! Canadian Imperial Bank …

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About Enbridge (ENB)(ENB.TO): Should You Fear a Dividend Cut?

Blog, Canadian Dividend Stocks, Dividend Growth

How can Enbridge sustain its dividend payment? Is it safe? This is a question I've received many times in the last months from webinar attendees. How were they able to increase their dividend AND offer a high yield? Is there something wrong? Should we fear a dividend cut? What's the Story? When I first purchased ENB (back in 2018), I invested in a company with massive (and profitable) toll roads with an investment plan of $20B+. By completing those projects, supported by strong economic …

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