The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

Passionate DivInvestor, Father of 3 & Retired from the corporate world at 35.

Main Content

BMO and Scotiabank Earnings: Great Results at a 39% Premium

Scotiabank grew earnings per share 21% last quarter. BMO grew 22%. Both used the word record. Neither was exaggerating. This is the best week of the summer if you own Canadian banks, and it started about as well as it could have. I went through both quarters line by line looking for a problem. In […]

Two Quality Stocks Showing an Entry Point: Trane Technologies and AltaGas

Every building has to stay warm in winter and cool in summer. That never changes. What is changing is how much heating and cooling this economy demands, and who gets paid when that demand shows up. Data centers run hot, and the AI buildout is adding cooling load nobody planned for five years ago. At […]

Royal Bank vs National Bank: How to Pick When Both Stocks Are Great

A member asked me this during a private webinar at Dividend Stocks Rock, and I have not stopped thinking about it since. I know how to compare two stocks. I know how to look at metrics. But how do I pick the right company when the two companies I am looking at are both amazing? […]

Economic Moats: The 7 Types and 4 Stocks I Own

Four companies. Four moats. Four businesses a competitor cannot copy with a bigger budget. Alphabet, Costco, Visa and Microsoft all sit inside my top 10 holdings. None of them earned that spot with a hot quarter. Each one earned it because something protects its profits from the rest of the world. Morningstar calls that protection […]

Portfolio Makeover: What to Do When Your Returns Lag the Market

The market is up. Your portfolio is not. A few bad picks, a couple of losers you cannot shake, and the nagging sense that everyone else is at a party you missed. So you start wondering whether it is time to blow it up and start over. Before you scrap half your holdings and chase […]