The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

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Why do You Care So Much about Valuation? Who Are You to Say its Overvalued?

Blog, Investing Strategy

I’ll get to this chart in a moment, but first, I want to chat with you about a very important topic; stock valuation. It has struck me lately, regardless the company I look at, there is always an “expert” ready to tell me it’s overvalued. As an example, I recently bought shares of Texas Instruments (TXN) and wrote about it on Seeking Alpha. In this article, I used the Dividend Discount Model (DDM) and calculated a fair value at $113.25 while shares currently trade at in the low $90’s. This …

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3 Lessons I Learned from Running a Half-Marathon That Are Applicable to Your Investment Strategy

Blog, Investing Strategy, Personal Update, Principles

On October 1st, I completed my first half-marathon. I don’t consider myself a “runner” per se. I do enjoy running 6km under 30 minutes. It helps clearing my head and it gives me the kind of energy I need to go through my hard days of work. However, there is a world between running 6km and 21km! During my RV trip across Central America, I decided to register to a half-marathon in order to achieve another personal goal; I wanted to go outside my comfort zone once again. I had exactly 3 months to …

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Should You Trade Aecon?

Blog, Canadian Dividend Stocks, Dividend Growth, Portfolio Building, Stock Analysis

I often have the feeling we forget about industrials. There is nothing sexy about them. There is nothing to create hype on the stock market. Even worst, this sector is not seen as a high yielding one. Still, the fact that many companies operate through cycles, there are always a few industrials for sale. During 2016, I’ve covered many railroads and suggested Canadian National Railway (CNR.TO) and Union Pacific (UNP) to be strong buys. They both did very well over the past 20 months compared …

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Is Too Much Information a Good Thing?

Blog, Investing Strategy, Principles

Are you the kind of investor who keeps reading investment theories on the internet? Are the “top dividend stocks for the year” the type of articles that grab your attention? Come on… don’t be shy… we all like to see the investors’ top lists! I like to read them too! But sometimes, when you read too much analysis, you get stuck. One of my DSR members sent me an email last week telling me he was suffering from “paralysis by analysis”: (Me) What is your biggest investment struggle??  …

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Andrew Peller: I love the wine and you should too!

Best Dividend stocks, Blog, Canadian Dividend Stocks, Dividend Growth, Investing Strategy, Stock Analysis

Andrew Peller (ADW.A.TO) owns wineries in British Columbia, Ontario and Nova Scotia. It doesn’t only produce its own wine, but also market it along with other products. ADW owns several brands like Peller Estates, Trius, Hillebrand, Thirty Bench, Sandhill, Copper Moon, Calona Vineyards Artist Series VQA wines and Red Rooster. Currently the company has an estimated 14% share of its total wine market and a 37% share of domestic wines. The company is known to grow its revenues through …

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Why I Decided to Ignore Bitcoins

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Upon return from my trip, I’ve generated lots of interest and speculation about what I would do. After leaving for a one year sabbatical, I called my boss and told her I wasn’t coming back. I knew exactly what I wanted to do at this point. Interesting enough, many people manifested their interest in working with me (or having me work for them… nah! Not going to happen anymore!). One project offer was particularly fascinating. It concerned cryptocurrency. The world most known cryptocurrency is …

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