The Dividend Guy Blog

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Dividend Growth

Selling SNC Lavalin & Buying Amazon

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

Back in April 2015 I made a bold move in my portfolio; I sold ScotiaBank (BNS.TO) to buy SNC Lavalin (SNC.TO). Many readers weren’t too sure about this move, but I’ve proven that I was right 2 years after the trade: Source: Ycharts While SNC outperformed BNS all the way, it is clear on this graph I should have sold SNC a year ago and a few weeks ago. But the investment thesis behind my purchase was still valid a year ago: “I believe the moment charges will be settled, investors will …

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What is Your Minimum Acceptable Yield?

Dividend Growth, Investing Strategy, Principles

When you decide that dividend investing will become the core of your portfolio this is usually because you are looking to cash dividend payments. The idea of receiving monthly checks while doing nothing is attractive. But not all dividend payouts are equal and the yield seems to preoccupy many investors. In fact, the dividend yield is often at the center of many DGI’s. Why is the yield so important? A relatively high dividend yield is mandatory for many investors. Many companies offering a …

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Is the Yield on Cost Relevant?

Dividend Growth, Investing Strategy, Principles

I will not sell XYZ as my yield on cost is now 8% I’m sure you have heard (or even said) this line a few times, haven’t you? Funny enough, I’ve also used this line to justify some of my holdings. For example, I’ve considered the yield on cost for my low dividend paying stocks. The idea is to show how a 1-2% dividend yield stocks could become a 3%+ yielder in a few years. Examples of companies like Disney (DIS) which pay around 1%-1.5% yield, but provide shareholders with a strong pay raise each …

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Can Dividend Stocks Crash?

Dividend Growth, Investing Strategy, Principles

Are Dividend Stocks too good to be true?   I’m a fierce defender of dividend growth investing. For the record, my portfolio is 100% invested in dividend paying stocks. Still, I think it’s time to wonder if a dividend bubble is about to bust… Dividend Growers to the top The popularity of dividend stocks has grown significantly over the past decade and there are several reasons for it. One of them is a magic word among investors; performance. Since the 2008 meltdown, dividend growers …

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AbbVie: Growth and Dividends All In One

Dividend Growth, Stock Analysis

This is a guest post written by Bob Ciura with Sure Dividend.  Sure Dividend focuses on long-term dividend growth investing. Stocks are typically grouped into one of two main categories, depending on their individual characteristics. Some are called growth stocks, which are those companies that are in the growth phase of their corporate maturity. These are usually companies that produce above-average revenue and earnings growth each year. Then, there are value stocks, which are cheaply …

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Valuation Model When The Market is Too High

Dividend Growth, Investing Strategy, Principles

Investing new money in the stock market hasn’t been an easy task for the past 2 years. We ran into our first market dip in 2016, boiled by investors’ worries. Then, clouds disappeared and opened the space for more sun to shine over the stock market. This is how both markets finished 2016 with great strength: Source: ycharts – dividend excluded While this is good news in the short term, investing in 2017 has been terribly difficult for most of us. Why? Because everything is …

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