Investing Strategy Archives - The Dividend Guy Blog

How to Find and Analyze Stocks to Buy

Most investors think stock analysis starts with research. It doesn't. It starts with a decision about how you make decisions. I see buying and selling as two sides of the same coin. The reasons you use to buy a stock should be the same reasons you use to sell it. Get that right and you stop trading on price swings. Ask yourself this. Does it make sense to sell a stock because it dropped 25%, while refusing to buy another because it climbed 25%? It doesn't. Yet that is how most portfolios …

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Dividend Investing: Yield Agnostic Investors Will Win

Blog, Investing Strategy

Many investors approach retirement income with the same question: “How much yield can I get?” It sounds logical. After all, if the goal is income, the natural reflex is to look for the biggest dividend stream possible. But that question often leads investors in the wrong direction. A high yield may look attractive today, but it does not guarantee safety, growth, or sustainable retirement income. In fact, the opposite is often true. Investors who focus too much on yield can easily end …

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How to Invest a Lump Sum (Without Letting Your Emotions Run the Show)

Blog, Investing Strategy

Getting a lump sum to invest sounds like a good problem—and it is—but it can also feel like an anxiety-inducing puzzle. Maybe the money came from an inheritance, selling a cottage, cleaning up your portfolio, or simply letting dividends pile up for longer than you meant to. However it happened, the question remains: what do you buy, and when do you buy it? Most investors get stuck because they’re trying to avoid regret. Buy today and the market might drop tomorrow. Wait for a …

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Energy, Infrastructure, Private Capital, and the Debasement Trade—Investment Themes for 2026 Part 2

Blog, Investing Strategy

In Part 1, we established the big shift for 2026: AI has stopped being “just tech” and become a macro force. It’s driving a capex wave that touches everything—investment spending, supply chains, financing, and the physical constraints of the economy. Now we move to the ripple effects. Because once you accept that AI is macro, the next questions are obvious: Where does the money go next? What breaks first? And which parts of the economy get rebuilt because they have to? Here are the themes …

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When AI Stops Being “Tech” and Starts Being the Economy—Investment Themes for 2026 Part 1

Blog, Investing Strategy

Before I tell you what I saw in my crystal ball for 2026, keep this line in the front of your mind: “… the big trends mostly right will not always lead to the outcome that you anticipate.” — Mackenzie Market Outlook And here’s the warning label I want on this entire post: adjusting your portfolio is healthy. Replacing your portfolio is usually a mistake. In other words, tweak—don’t flip the table. The key remains the same: stay invested. Now let’s look at the first theme that matters …

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Dividend Income for Life—Stop Chasing Yield and Start Controlling Your Paycheque

Blog, Investing Strategy, Portfolio Building, Retirement

When it comes to building a retirement portfolio, the dream is simple: an income stream that lasts as long as you do. But here’s the part most investors don’t like hearing: you don’t get there by shopping for the highest yield. You get there by building a portfolio that can keep producing cash flow and preserve (or grow) your capital across complete market cycles. This is precisely why I created the Dividend Income for Life Guide—a practical roadmap to help you build a retirement income …

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