Dividend stocks Archives - The Dividend Guy Blog

BMO and Scotiabank Earnings: Great Results at a 39% Premium

Scotiabank grew earnings per share 21% last quarter. BMO grew 22%. Both used the word record. Neither was exaggerating. This is the best week of the summer if you own Canadian banks, and it started about as well as it could have. I went through both quarters line by line looking for a problem. In the operations, I could not find one. I found something else instead. It is not in the results. It is in the price. Here is the short version. The growth is real. Most of it came from two …

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Two Quality Stocks Showing an Entry Point: Trane Technologies and AltaGas

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Every building has to stay warm in winter and cool in summer. That never changes. What is changing is how much heating and cooling this economy demands, and who gets paid when that demand shows up. Data centers run hot, and the AI buildout is adding cooling load nobody planned for five years ago. At the same time, older homes and offices keep replacing aging furnaces and air conditioners, and that spending does not wait for a good economy. A furnace that dies in January gets replaced in …

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Economic Moats: The 7 Types and 4 Stocks I Own

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Four companies. Four moats. Four businesses a competitor cannot copy with a bigger budget. Alphabet, Costco, Visa and Microsoft all sit inside my top 10 holdings. None of them earned that spot with a hot quarter. Each one earned it because something protects its profits from the rest of the world. Morningstar calls that protection an economic moat. I call it the reason I can hold a stock through two bad years and still sleep at night. There are seven moats worth knowing. Here they are, …

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2 Stocks on My Buy List: Northrop Grumman and CCL Industries

Blog, Dividend stocks

Since January, the market has paid up for a short list of winners and walked past a lot of good businesses. That gap is where I went looking this week. Both stocks in this piece came off the same screen: a DSR PRO rating of at least 4, a Dividend Safety score of at least 4, and a price under 21 times earnings. In a market where almost everything looks expensive, buying a quality business for less than 20 times earnings feels rare. One is an American defense giant that fell 35% this year. …

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Core Holdings, Educated Guesses, and Falling Knives

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Every stock in your portfolio plays a role. Most investors do not separate the workhorses from the bets they are still figuring out, and that confusion costs them the moment markets turn rough. At Dividend Stocks Rock, we sort every name into one of three buckets: core holdings, educated guesses, and falling knives. The label captures the role the stock plays for me and how I expect to manage it. Get the role wrong and a 30% drop will scare you out of a great business. Get it right and the …

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Market Volatility at 40 vs. 65: What Changes

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You retire on a Tuesday. The market drops 18% on Wednesday. Same portfolio, same dividend stocks you held last week, and every red number now feels personal. That gap between feeling and reality is the difference between the accumulation phase and the decumulation phase. When you are 40, a market drop is a sale. When you are 65, it can feel like the end of your retirement plan. The portfolio did not change. Your relationship to it did. This article walks through what volatility means at …

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