Some stocks are loved by most investors—but not by Mike. We unpack a few “top holdings” from the Dividend Stocks Rock member list and explain why popularity doesn’t automatically equal portfolio quality. You’ll also hear the real issue hiding behind each name: dividend momentum, business momentum, and whether the story still matches your rules. Download the 50 Most Popular Stocks Guide If you’ve ever stared at a watchlist and thought, “Where do I even start?”, this is a shortcut to better …
Bad Year for Mike’s Portfolio? [Podcast]
Mike opens the books on his 2025 performance: ~8–9% up vs. a ~20% blended benchmark (50% CA / 50% US). He owns the underperformance, walks through the trades he’s already made, and reaffirms the rules he’s followed since 2010. No panic—just process. You'll Learn A “bad year” ? a broken strategy. Mike underperformed his blended benchmark in 2025, but the dividend-growth playbook didn’t change. You’ll see how sticking to rules (dividend triangle + allocation …
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Why I Ignore Morningstar’s Review (What I Do Instead) [Podcast]
Star ratings are helpful—until they become a shortcut. Morningstar’s 1–5 stars are primarily about valuation, not business quality. Learn the smarter way to build conviction and why stock price (or past return) shouldn’t drive your decisions. Save your spot (or get the replay) for our New Upcoming Webinar: thedividendguyblog.com/webinar You'll Learn What Morningstar’s Stars Really Measure For stocks, Morningstar’s stars are driven by the gap between the current price and their fair …
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The Telco Wake-Up Call: Why Are They Failing Dividend Investors? [Podcast]
We take a hard look at what went wrong with BCE—and what it means for dividend investors. But this isn’t just about one company. It’s a full post-mortem on the Canadian and U.S. telco industry. Let's explore how high-yield "deluxe bonds" like BCE, AT&T, and others began to falter. Learn how to spot the red flags before it's too late, and which sectors could take the place of telcos. Looking for More Dividend Growers? Grab the Dividend Rock Star List—300+ stocks with solid revenue, …
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Telcos – REITs – Utilities – They are All Down; Which to Buy, Which to Sell [Podcast]
Telecoms, REITs, and utilities have all been down for a while now. It has even become confusing to know which company to buy and which to sell. This is what we will look into. You'll Learn Let’s start with the telecom industry. Why is it a difficult time for them? Mike has never been a fan of US telcos. Has anything changed for AT&T and Verizon? Would you buy or sell them? The Canadian options used to be better choices. However, things are turning sour for BCE and Telus. Do …
From Chips to Chatter: Telecoms and Semiconductors Landscape – Subsectors Series [Podcast]
The Communication Services and the Information Technology sectors have significantly evolved in recent years. More specifically, Telecoms and Semiconductors have faced many challenges. What are the pros and cons of these industries? Which companies should investors dive into? What can they bring to their portfolios? Let's hit chips and chatter! Subscribe to our newsletter to receive our Get the Best of 6 Sectors issue. You'll Learn Telecoms are part of the communication services …
