Dividend Growth Archives - The Dividend Guy Blog

Why a 2% Dividend Yield Portfolio Beats a 25% One

Who puts $750,000 into a portfolio paying 2% when the same money can buy a 25% yield? That is $15,000 of income a year against $187,500. Written that way, nobody picks the $15,000. I pick it. One of those two portfolios is still paying me in twenty years. The other one runs on a distribution nobody has proven can last. *Disclosure: I own Apple (AAPL), National Bank (NA.TO) and Royal Bank (RY.TO). This is education, not advice. Do your own due diligence. What Is the Point of a 2% …

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Royal Bank vs National Bank: How to Pick When Both Stocks Are Great

Blog, Dividend Growth

A member asked me this during a private webinar at Dividend Stocks Rock, and I have not stopped thinking about it since. I know how to compare two stocks. I know how to look at metrics. But how do I pick the right company when the two companies I am looking at are both amazing? That is a better question than it sounds. Most investing content teaches you to tell a good company from a bad one. Almost nobody tells you what to do when both pass every test you know how to run. So I picked the …

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“Why Is It Down?” — The Investor Question That Never Goes Away

Blog, Dividend Growth

If you’ve ever joined one of our webinars, you’ve seen this moment coming. The presentation is done. The Q&A starts. And within minutes, someone asks the question that always shows up: “Why is it down?” Sometimes it’s a stock you own. Sometimes it’s one you’re watching. Sometimes it’s a company that shouldn’t be down because, on paper, it looks “fine.” The dividend is still getting paid. The business isn’t bankrupt. Yet the market has decided to take a chunk out of the …

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Why Cash Flow from Operations Isn’t My First Screen—and Where It Wins Big

Blog, Dividend Growth, Investing Strategy

Cash flow is powerful—but as a first screen, it’s too volatile. I start with the Dividend Triangle—multi-year trends in revenue, EPS, and dividends—to find steady compounders across cycles. Then I bring in cash flow to confirm my thesis and verify the safety of the dividend. If you want CFO mechanics and the BCE visuals, see Part 1: Operating Cash Flow vs Free Cash Flow: Follow the Cash (Case Study). The Dividend Triangle Comes First Your first pass should be fast, comparable, …

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Operating Cash Flow vs Free Cash Flow: Follow the Cash (Case Study)

Blog, Dividend Growth, Investing Strategy

Cash is king—and operating cash flow (OCF or CFO) is the clearest look at how much cash the business actually generates from day-to-day operations. It’s the money that hits the bank after customers pay and the company covers the costs of running the business, before financing and investing decisions. Many investors watch cash flow because it’s harder to “polish” than earnings. When margins are stable, CFO tends to follow revenue trends. That’s why management often talks about revenues and …

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Dividend Growth Investing vs The Market – Who Wins? [Podcast]

Blog, Dividend Growth, Podcast

Does dividend growth investing really keep up when “the market” rips higher? We stack Dividend Growth Investing (DGI) against broad indexing across four distinct periods. You’ll hear where DGI shines and where indexing wins. Most importantly, you’ll leave with a simple decision framework: choose the approach that lets you invest with conviction and reach your goals—consistently. Download the Dividend Rock Star List! You'll Learn What we compared (methodology and why it …

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