Sector allocation is a key component in a good investment strategy. But how many should an investor hold? And which ones? If you follow Mike's simple process, you will rapidly build your sector allocation and identify the ideal number of stocks to hold in each. Master this concept now! You'll Learn How many stocks should an investor have in his portfolio and why. Which sectors to choose according to your risk tolerance. Why one should not invest much more than 20% in a single …
Brookfield Stocks: Which Type of Shares Should You Hold?
Brookfield stocks have reported robust performances for several years. Most of them trade on both the Canadian and U.S. markets and offer generous dividend payouts. However, understanding the differences between Brookfield Infrastructure, Renewable, Properties or Asset Management could be a real puzzle to solve. It has become even worse after the company created new share classes last year for three of its “family members”. Which type of shares should you hold? Brookfield Asset …
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Technology Sector: Expertise, Size and Reputation are Its Best Assets!
We would separate tech stocks into two different categories: #1 Companies with disruptive technology entering various fields such as retail (Amazon), Television (Netflix), Financials (Robinhood) or accommodation (Airbnb). Those companies are fighting for market share and they are rapidly growing. They are not interested in paying dividends. #2 Companies that were once growing rapidly through technology breakthroughs but have now grown-up. These are “adult” tech stocks that are well …
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How Canadian Banks Fared Last Quarter?
All Canadian Banks reported their earnings last week. As they are the heart and soul of the Canadian Economy, I'm always excited to follow their reports. Usually. if Canadian banks do well, the Canadian economy follows. If their quarter is hard, it also means most Canadian businesses are having a hard time. I've previously shared my Canadian Banks ranking on this blog so this time I'll just review my investment thesis and the potential risks for each of the Big 6! Canadian Imperial Bank …
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About Enbridge (ENB)(ENB.TO): Should You Fear a Dividend Cut?
How can Enbridge sustain its dividend payment? Is it safe? This is a question I've received many times in the last months from webinar attendees. How were they able to increase their dividend AND offer a high yield? Is there something wrong? Should we fear a dividend cut? What's the Story? When I first purchased ENB (back in 2018), I invested in a company with massive (and profitable) toll roads with an investment plan of $20B+. By completing those projects, supported by strong economic …
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Two Covid-Proof Stock Ideas for Retirees
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. As we prepare for another surge of COVID-19 cases, it’s more important than ever to have the right holdings in your portfolio. Last time, I covered two dividend growth stocks. Now, let's cover two options for income-seeking investors. 3M Co …
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