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Dividend Investing

Four of Canada’s brightest investors go head to head
in a battle for portfolio supremacy

Entry archive:

Meet Dividend Investor John Heinzl

Latest Columns

Five U.S. dividend stock picks that may surprise you

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

In last week’s Yield Hog column, fund manager John Stephenson discussed some of his top Canadian dividend stock picks.

Mr. Stephenson is even more bullish on the U.S. market, and today he’ll share some of his favourite dividend stock ideas from south of the border.

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Five dividend stock picks from fund manager John Stephenson

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

As the former manager of the First Asset Canadian Dividend Opportunity Fund, John Stephenson knows the dividend landscape well.

Now, having recently left his former company, he’s about to put his stock-picking skills to the test as the chief executive officer of his own firm.

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Five things your dividend ETF isn’t telling you

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

If you like the idea of dividend investing but don’t have the time or knowledge to manage a portfolio of individual stocks, don’t despair: You can still enjoy the benefits of dividends, without all the work.

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Five mistakes dividend investors make

JOHN HEINZL

Dividend investing is a great way to build wealth, but it’s not foolproof.

Plenty of investors – including yours truly – make mistakes along the way. Here are some of the biggest boo-boos dividend investors make. See which ones apply to you.

Reaching for yield

This is probably the most common dividend investing trap. Some investors are so seduced by a stock’s juicy yield that they fail to consider other factors, such as the company’s financial health, the sustainability of the dividend or the outlook for revenue and earnings growth.

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My dividends keep growing and growing

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

We’re nearing the halfway point of the year, which seems like a good time to review the performance of my Strategy Lab model dividend portfolio.

First, let me quickly recap the original mission.

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Six dividend stocks with wide moats

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

When Daniel Goodman and Effie Wolle are looking for promising stocks, they don’t necessarily set out to buy dividend-paying companies.

But more often than not, that’s what the co-chief investment officers at GFI Investment Counsel end up purchasing for their clients’ portfolios.

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Five stocks with above-average yields worth investigating further

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Higher-yielding stocks often entail higher risk, which is why it’s critical to evaluate these companies carefully before you consider investing in them.

Many investors make the mistake of looking at the high yield alone, which can set them up for disappointment if the company hits a pothole and has to cut its dividend.

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Bite into these dividend-paying fast-food stocks

JOHN HEINZL

Confession: When I go out for lunch, it usually isn’t to a place with linen tablecloths and foie gras on the menu.

As a journalist, I like my food quick – and cheap.

Which makes me something of an authority on today’s subject: Restaurant stocks that pay rising dividends.

Each of the following “quick-service” chains – it sounds so much better than “fast food,” doesn’t it? – has a strong brand name, entrenched market position and a track record of boosting dividends.

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Just Energy Group's fat yield is no free lunch

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

A few weeks ago, I heard from a reader who had purchased shares of Just Energy Group Inc.

He figured the company – which markets natural gas and electricity under fixed- and variable-rate contracts – would be a great long-term investment. Undaunted by the company’s dividend cut in April, 2013, he purchased the stock in December “for the high yield,” which at the time was about 11 per cent.

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Want to turbocharge your wealth? Reinvest your dividends

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

I’ve often said that reinvesting dividends is one of the keys to building wealth, and today – because I like to walk the talk – I’ll be reinvesting some of the “cash” in my Strategy Lab model dividend portfolio.

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Why I’m happy to hang onto my Telus shares

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

This past June, when wireless stocks were plunging on worries that Verizon would soon enter Canada, I vowed to hang on to my Canadian telecom shares.

I’m glad I did.

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TransForce delivers dividends that keep on trucking

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Looking for a dividend that will keep on trucking? You might consider hitching a ride with TransForce Inc.

Montreal-based TransForce operates trucking, package delivery, logistics and waste management services and is perhaps best known for its courier brands, including Loomis, Canpar and ICS.

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Three dividend stocks the rally forgot

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Buying good companies when their shares are in the doghouse can be a profitable investing strategy.

But finding worthy candidates can be a challenge when the market is surging.

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Five reasons retirees should love dividends

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

I’m not ready to retire just yet, but I’m already preparing financially for life after work (only 5,475 days to go!).

One of the cornerstones of my retirement plan is – you guessed it – dividends. For now, I’m happy to reinvest my dividend income, but in retirement I intend to use the cash to supplement my company and government pensions.

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Johnson & Johnson: a prescription for a healthy dividend

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Some companies are creatures of habit when it comes to dividends.

Consider Johnson & Johnson. The global health products giant has raised its dividend for 51 consecutive years – one of the longest such streaks for a U.S. company. What’s more, it typically announces dividend hikes at its annual meeting of shareholders each spring.

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Procter & Gamble: Predictability that dividend investors love

JOHN HEINZL

I hate uncertainty in my life. That’s one of the reasons I love dividends.

Nobody knows what the stock market will do from one day to the next, but I can tell you exactly when my dividends will get paid. In many cases, I even know when companies will raise them.

Case in point: Procter & Gamble Co.

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Four stocks with fat yields

JOHN HEINZL

Buying stocks based solely on a high yield can be asking for trouble. Anyone who lost money on Yellow Media, AGF or TransAlta can tell you that.

But can a stock offer both a juicy yield and safety?

Leslie Lundquist thinks so. As co-lead manager of the Franklin Bissett Canadian High Dividend Fund, she looks for companies that can support their outsized dividends with sustainable cash flow, a solid capital structure and a strong management team.

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My portfolio clunker: Why I’m hanging on to Fortis stock

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Since I launched my Strategy Lab model dividend portfolio a year and a half ago, most of the stocks have produced double-digit returns.

That’s the good news.

The bad news? There have been a few clunkers, too.

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Five dividend stocks with room to grow

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Investing in dividend stocks is simple. Just pick the stock with the highest yield, right?

Wrong. There’s more to it than that.

For Greg Newman, associate portfolio manager and senior wealth adviser with the Newman Group at ScotiaMcLeod, a solid dividend is just the starting point.

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Five reasons why you shouldn’t sell your Coke shares

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

The media have been full of negative stories about soft drinks in general, and Coca-Cola Co. in particular.

Coke’s fourth-quarter results were lousy. Consumers are getting more health conscious and shunning sugary beverages. The soft-drink industry as we know it is doomed.

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Dividend investing works: Here’s the proof

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

We’re coming up to a year and a half since the launch of my Strategy Lab model dividend portfolio, so this seems like an appropriate time to review its performance.

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Five dividend stocks for a frothy market

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

When Anil Tahiliani surveys the investing landscape, he doesn’t see a lot of screaming bargains.

“It’s getting harder to find value,” says the portfolio manager with McLean & Partners Wealth Management in Calgary. “There’s no big rush to put gobs of money to work right away because there aren’t a lot of cheap stocks out there.”

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Why I own Brookfield Infrastructure: Essential assets, bundled in one stock

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Consider all of the infrastructure the global economy needs to operate – railways, ports, utilities, roads, energy pipelines. Without these essential assets the economy would basically shut down.

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Five reasons GE’s stumble could spell opportunity for investors

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Buying a good company when it’s out of favour is a proven strategy for building wealth.

Consider General Electric Co. At the height of the financial crisis in February, 2009, the industrial giant slashed its dividend by 68 per cent, hammering its already beaten-up shares.

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J&J’s dividend growth is a picture of health

JOHN HEINZL

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Some investors think they have to choose between growth and income.

But why not look for a stock that offers both?

Case in point: Johnson & Johnson. The global health-care giant yields just under 3 per cent and has a long track record of dividend increases. Its revenue and earnings have been rising for years, driven by acquisitions and rising demand for pharmaceuticals, medical devices and consumer health products.

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Welcome to Strategy Lab




Stock market ideas, investing insights (and competition): Watch and participate as four of Canada’s brightest investors go head to head in a battle for portfolio supremacy. Whether you’re a dividend collector, a value hunter, a growth junkie or an indexing enthusiast, you’ll find inspiration for your own investing.

About John Heinzl

John Heinzl

John Heinzl has been writing about business and investing since 1990. A native of Hamilton, he earned a master's degree from the University of Western Ontario's Graduate School of Journalism and completed the Canadian Securities Course with honours.

Follow John on Twitter @johnheinzl

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