Mike and Vero demystify real estate investment trusts (REITs), exploring how they work, where they’re struggling, and which ones still make sense in a dividend growth portfolio. Learn how to analyze REITs using the right metrics, spot red flags, and know if they belong in your portfolio at all. Build Your Portfolio with Clarity and Confidence Download the free DSR Investment Roadmap and get a step-by-step plan to invest with purpose. What you want is simple: you know where you started …
Navigating REITs in a World of Uncertainty — with Daniel Foch from The Canadian Real Estate Investor [Podcast]
Daniel Foch isn't just another real estate voice—he’s in the trenches of the Canadian property market every day. We welcome the co-host of The Canadian Real Estate Investor Podcast to share real-world insights on REITs, direct real estate investing, AI integration in the industry, and the outlook for 2025 and beyond. With experience across development, brokerage, and investment analysis, Daniel helps us understand which REITs have real long-term potential and why investors need to think like …
Why you should NOT invest in Dividend Stocks [Podcast]
Wait… what? We flip the script. There are wrong reasons to invest in dividend stocks, and if you follow them, you’ll likely end up disappointed. Mike and Vero break down the traps of building a dividend portfolio without purpose. You’ll walk away with clarity, not just on dividend investing—but on how to use it for the right reasons. Build Your Portfolio with Clarity and Confidence Download the free DSR Investment Roadmap and get a step-by-step plan to invest with purpose. What you want …
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The Telco Wake-Up Call: Why Are They Failing Dividend Investors? [Podcast]
We take a hard look at what went wrong with BCE—and what it means for dividend investors. But this isn’t just about one company. It’s a full post-mortem on the Canadian and U.S. telco industry. Let's explore how high-yield "deluxe bonds" like BCE, AT&T, and others began to falter. Learn how to spot the red flags before it's too late, and which sectors could take the place of telcos. Looking for More Dividend Growers? Grab the Dividend Rock Star List—300+ stocks with solid revenue, …
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How to Clean Up Your Dividend Portfolio (Without Panic or Regret)
Every investor’s portfolio ends up a bit like their garage. You start with good intentions. You add new positions. Then, over time... it becomes a cluttered mess. You’ve got duplicates, tiny holdings you forgot about, a few sentimental “losers,” and probably a couple of overgrown positions too. Spring is the perfect time to declutter your portfolio—and I’ll show you how. First: Why You Need to Clean It Think of your portfolio like a garage full of tools. If you’ve got seven different …
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Why EPS Isn’t What You Think It Is—And What Dividend Investors Must Watch Instead
“If investing was only about revenue minus costs equals profit, we’d all be Warren Buffett by now, right?” Yet here we are, looking at companies like Broadcom or Brookfield, scratching our heads. Sales are booming. Dividends keep flowing. But... EPS (earnings per share) is falling? What gives? Today, we dive into a crucial (and misunderstood) piece of the dividend triangle: Earnings Per Share. Spoiler alert: EPS is not nearly as straightforward—or as useful on its own—as many investors …
