Category: <span>Podcast</span>

CDRs, Are They Really Worth It? [Podcast]

It is frustrating to pay currency fees on investment. Many investors feel like a part of their money is lost and useless. Canadian Depositary Receipts (CDRs) have been created to solve that problem. Now the question is, is it too good to be true? You'll Learn A Canadian Depositary Receipt (CDR) is equivalent to US stocks but is traded in CAD. It provides a currency hedge and allows fraction shares. CDRs have been inspired by ADRs (American Depositary Receipts), which have been …

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Over Diversification is a Big Problem [Podcast]

Blog, Investing Strategy, Podcast

Sector allocation and diversification are essential aspects of a portfolio. But sometimes, too much is as hurtful as too little... Let's discuss diworsification, its impacts, and how to maintain a well-balanced portfolio. Download the Dividend Rock Star List and Pick among the Best Assets Only! You'll Learn We must first define good diversification. What does it mean to have a balanced portfolio? Although investing across all 11 sectors is not a problem per se, it could become a …

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Stocks Sold: A Look Back at Mike’s Trades [Podcast]

Blog, Investing Strategy, Podcast

There are three main good reasons to sell. How has Mike's buy-and-sell process served him so far? Was he right to sell Disney (DIS), McDonald's (MCD), Andrew Peller (AW.UN.TO), or Algonquin (AQN)? Here's a look at these and more of Mike's trades and what investors can learn from them. Download the Dividend Rock Star List and Pick among the Best Assets Only! You'll Learn Before we dive into the companies, Mike reminds us of the main reasons for selling your shares: investment thesis …

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All-Time High, Should I Buy? [Podcast]

Blog, Podcast

Buying at all-time high is frightening for a lot of investors as a mistake becomes costly! Considering the current markets high prices; should you wait or should you buy? How to determine which stocks are worth a spot in your portfolio? Let's talk about valuation, Dividend Discount Model (DDM), yield history, PE ratio trend, value score, payout ratios and more! Subscribe to our newsletter to receive our best downloads, which include Top Stocks, Stock Lists, and the Workbook. You'll Learn …

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Weak Dividend Triangle = Sell? [Podcast]

Blog, Investing Strategy, Podcast

It’s easy to understand a positive dividend triangle, but how to explain a weak one? This episode was inspired by a webinar attendee who asked what to do with a Dividend Triangle showing a negative EPS. Should you sell on downward trends, red flags, and suspicious numbers? Let's find answers! Don't Miss Tomorrow's Webinar on Investing at All-Time High Market! Click to Save Your Spot! You'll Learn We can’t start this episode without a reminder of what is the dividend triangle, which is …

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4 Tools to Buy and Sell With No Regrets [Podcast]

Blog, Investing Strategy, Podcast

You're not alone. Among the thousands of investors we talk with yearly, the main struggle remains how or when to buy and sell. So today, we’ll share four tools (and a bonus!) to do it without regrets! Save Your Spot to Our Next Webinar on Investing at All-Time High Market! You'll Learn While we’ll use some Dividend Stocks Rock tools, investors can find free alternatives or build their own. Mike did exactly this when creating his membership website. A stock screener is the first tool …

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