Dividend stocks Archives - The Dividend Guy Blog

Core Holdings, Educated Guesses, and Falling Knives

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

Blog, Dividend stocks

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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CP vs CNR vs UNP: Which Railroad Belongs in Your Dividend Portfolio?

Blog, Dividend stocks

Railroads are a textbook sector for dividend investors. Wide moats, irreplaceable networks, pricing power above inflation, and cash flow that keeps showing up quarter after quarter. But "own a railroad" is not a strategy. You need to pick the right one. Three names dominate the North American market: Canadian Pacific Kansas City (CP), Canadian National Railway (CNR), and Union Pacific (UNP). Same industry, same moat, three different profiles. Here is how I rank them, and …

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Income ETFs Are Booming. Here’s What Investors Need to Understand

Blog, Dividend stocks

Income is one of the most powerful words in investing. Say “growth,” and some investors get excited. Say “value,” and others nod politely. But say “income,” and everybody pays attention. I get it. The whole point of investing is not to die with the biggest portfolio possible. At some point, your money must start working for you. It must generate cash flow. It must help you pay the bills. It must replace your paycheck. That’s exactly why we now have so many income ETFs. They …

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Safe Stocks Exist. You’re Just Looking in the Wrong Places

Blog, Dividend stocks

When markets get ugly, most investors start asking the same question: where do I hide? That usually leads them to the wrong answer. They look for stocks that will not move, businesses that will not disappoint, or some magical corner of the market that will stay green while everything else turns red. That is not how it works. A safe stock is not a stock that never falls. A safe stock is a business that can take a punch, keep generating cash flow, keep paying shareholders, and still look …

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TFI International: Too Risky, or Ready to Recover?

Blog, Dividend stocks

TFI International is not a stock for investors who panic at the first ugly quarter. When freight volumes drop, earnings fall fast, sentiment turns sour, and the stock can get punished in a hurry. That’s exactly what happened when management warned that profits could fall sharply and the market hit the brakes. But this is where things get interesting. TFI is still one of the largest transportation and logistics players in North America, with a strong network, proven acquisition playbook, and …

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