The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

Stock Selection

Joys and Jitters of Growth by Acquisition

Investing Strategy, Stock Selection

In business, growth by acquisition is like the cool kid at the table - it's flashy, ambitious, and enjoys an elevated status. However, investors beware of the upsides and downsides of this strategy. I always say that offense is the best defense. For that reason, I like growth by acquisition companies. I am cautious however, because the advantages of this strategy come with risks, and not acquisitions are successful. Joys of growth by acquisition First the upsides. Picture this: a company …

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Detect Losers and Find Winners with The Dividend Triangle

Dividend Growth, Portfolio Building, Stock Selection

We all want our portfolio to perform well, but how? Detect losers and find winners with the dividend triangle. It’s an easy way to understand why stocks underperform and detect other risks in your portfolio, like dividend traps or potential dividend cutters. The dividend triangle also proves invaluable to find strong dividend growers that will more than make up for the few rotten apples you might have bought. What is the Dividend Triangle? I coined the term Dividend Triangle to refer to a …

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Stocks to Buy Before Vacation [Podcast]

Blog, Podcast, Stock Selection

Summer vibe on the stock market means quieter days, which is the perfect timing to do a quick mid-year recap and explore buying opportunities. Not to mention that many of Mike's Buy List ideas are up double-digits since he selected them. Digging into his methodology could increase your batting average! Download our the Dividend Rock Star List Now! You'll Learn Mike and Vero start with the stocks that did well from the DSR monthly buy list since the beginning of the year: Abbvie (ABBV), …

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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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3 Of Our Top High Dividend Stock Selections Now

Blog, Investing Strategy, Stock Selection

This is a guest contribution by Josh Arnold with Sure Dividend. Investors in dividend stocks are interested not only in the safety of the payout and growth potential, but current yield as well. This is particularly important for investors that rely upon the income generated from their dividend stocks for living expenses. To that end, high-yield dividend stocks are favorites among income investors for obvious reasons. However, not all high-yield dividend stocks are created equal. There are …

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5 Bullet Proof Metrics to Follow for All Investors

Blog, Dividend Growth, Investing Strategy, Stock Selection

About a year ago, I was about to receive a big fat check of $108K from my former employer’s pension plan. I decided to manage this money and build my own retirement portfolio following my dividend growth investing strategy. A lot of investors on this blog were sceptic about my decision. Why would you invest all your money at the top of the market? They said. I even went a little further. Since I saw lots of interest from you guys, I decided to publish my portfolio and update it month after …

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