The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

Stock Analysis

I Didn’t Like RioCan (REI.UN.TO) Before It Cut Its Dividend; What About Now?

Blog, Canadian Dividend Stocks, Stock Analysis

At the beginning of December, RioCan (REI.UN.TO) dropped a bomb for retirees: They slashed their dividend by 33%. "As RioCan continues to navigate through the uncertain retail landscape created by the COVID-19 pandemic and faces an unknown length and breadth of closures, the Board has taken the prudent action of reducing our distribution. A more conservative payout ratio is important in this undeniably challenging environment despite our well positioned portfolio, solid base of tenants and deep …

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4 Steps to Build a Solid Investment Thesis

Blog, Investing Strategy, Stock Analysis, Stock Selection

Many readers ask me how I make my sell decisions. I have only three sell rules and most of my transactions are explained by the first one. I sell when: The company doesn’t match my investment thesis anymore. The company cut its dividend (a few exceptions apply amid COVID-19). The company has grown too much in my portfolio (Apple was worth about 15% of my total investments at one point). As you can see, the investment thesis is at the center of most sells. Here’s a recap of my …

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Two Companies That Will Have A Strong Rebound

Blog, Market Frenzy, Stock Analysis

Oh Boy Oh Boy! This market is making a lot of people nervous, huh? Considering what happened on the market over the past couple of weeks, I decided to do a “special edition” for my DSR Mike’s Buy List. Each month, we issue The Mike's Buy List for our DSR members. They get our best ideas for both U.S. and Canadian dividend stocks. The first Friday of each month, they receive our top 10 growth and top 10 retirement (yield over 4%+) investment ideas. Considering what happened on the market last …

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Should You Trade Aecon?

Blog, Canadian Dividend Stocks, Dividend Growth, Portfolio Building, Stock Analysis

I often have the feeling we forget about industrials. There is nothing sexy about them. There is nothing to create hype on the stock market. Even worst, this sector is not seen as a high yielding one. Still, the fact that many companies operate through cycles, there are always a few industrials for sale. During 2016, I’ve covered many railroads and suggested Canadian National Railway (CNR.TO) and Union Pacific (UNP) to be strong buys. They both did very well over the past 20 months compared …

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Andrew Peller: I love the wine and you should too!

Best Dividend stocks, Blog, Canadian Dividend Stocks, Dividend Growth, Investing Strategy, Stock Analysis

Andrew Peller (ADW.A.TO) owns wineries in British Columbia, Ontario and Nova Scotia. It doesn’t only produce its own wine, but also market it along with other products. ADW owns several brands like Peller Estates, Trius, Hillebrand, Thirty Bench, Sandhill, Copper Moon, Calona Vineyards Artist Series VQA wines and Red Rooster. Currently the company has an estimated 14% share of its total wine market and a 37% share of domestic wines. The company is known to grow its revenues through …

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Pension Account – 2 Buys in the Techno Sector

Blog, Stock Analysis

Last week, I told you I was getting ready to invest $100K in the stock market. You who told me to wait, I appreciate your concerns I know, the stock market is high, but my premise is that it will continue to rise. If you want to bring history to the table, let’s take a different look at it. Did you know that after Black Monday of October 26th 1987, the stock market humped on a bullish market for over a decade? Source: Ycharts All right, there was a bumpy ride in 1990, but the ride was …

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