The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

Market Frenzy

A Scary Graph Leading to Buying Opportunities

Blog, Market Frenzy

Here's a quick post this morning that will give you some food for thoughts. Take a look at the graph below:   When I look at this graph I think about two things:   #1 Canadians' debt keeps growing higher and higher   #2 Americans seem to understand the importance of deleveraging   More traditional banks such as TD Bank (TD),BMO (BMO) and CIBC (CM) will probably be at risk in 2015-2016 due to their important mortgage book. I think their provision …

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Monday Question: What happened to Helmerich & Payne (HP)?

Market Frenzy

    At the beginning of the year, I selected HP to be one of my best 2014 dividend stocks. Not long afterwards, I added HP to my portfolio. The company shows great metrics and meets all my minimum requirements in terms of revenue, EPS and dividend growth over the past 3 and 5 years.   This year's quarterly results continue to show strong growth and the future of the company looks bright. While the past two quarters were slightly under analysts' expectations, Q2 was a …

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Life After QE’s Death, Is It Bullish?

Market Frenzy

    One of the main reasons why the stock market has rebounded from 2008 so quickly (the S&P500 is +111% from Jan 1st 2009 to Jan 1st 2014) is because the FED was quick to relieve the pressure on US consumers. The Gov’t helped massively many companies in the auto and financial industries. They didn’t want to see the system collapse and rescued its heart so it can continue to pump blood (money) through the system.   But buyouts weren’t enough to comfort the Street. …

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A Dive Into The Dark World of Shadow Banking

Market Frenzy

On Monday, I discussed the major bubble crisis in China. I’ve mentioned the term Shadow Banking. This new banking term caught my attention – is shadow banking legal? What is Shadow Banking anyways? And most importantly, how can Shadow Banking affect your portfolio?   With a name like this, it’s hard to think shadow banking is good for the economy. From my understanding, shadow banking is like steroids; it boosts your performance and exacts a toll to pay later at a critical price for …

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Why China is about to Crash Your Portfolio this Year

Market Frenzy

There is something going on at the other end of the planet…   You know me; I’m not the guy who predicts the next market crash on a quarterly basis. And this time, I’m very worried about China. I don’t know yet how hard it will hit our country, but one thing is for sure; China’s bubble is going to burst and hit the stock market like a rock. Since 2008, the market has gone up every year (besides 2011 in Canada). 2013 was an amazing year for dividend investors where my US stock picks did …

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Ups and Down – What do you think of the market?

Market Frenzy

    We had a very bad month of January when investors started to sell and get pessimistic. Then, February arrives with Janet Yellen and everything seems better now. The market is up (both Canadian and American) and investors are smiling again. I’m already up over 2% this year with my own portfolio and I think that dividend stocks are the best investment ever.   What do you think? Do you think the market will continue rising in the upcoming months?   I’m …

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