Meet Dividend Investor John Heinzl
Tuesday, Dec. 10, 2013 7:53PM EST
It’s been 15 months since I started my Strategy Lab model dividend portfolio, and I’m pleased to report that everything is unfolding as I had expected.
Today, I want to lift the hood on my portfolio and show you exactly what’s been happening.More »
Tuesday, Dec. 03, 2013 7:18PM EST
You may have heard that buy-and-hold investing is dead. With markets so volatile these days, the only way to make money is to trade in and out and exploit temporary opportunities, or so the theory goes.More »
Tuesday, Nov. 26, 2013 7:30PM EST
Pizza and burgers have long been staples of the North American diet. Should they be part of your investment portfolio, too?
Mike Henderson thinks so.
The retired political science professor owns four restaurant royalty companies and has been “delighted” with the results.
For the three years ended Oct. 31, Pizza Pizza Royalty Corp. (PZA-T) delivered an annualized total return – including reinvested dividends – of 28.3 per cent, followed by Boston Pizza Royalties Income Fund (BPF.UN-T) at 25.2 per cent, Keg Royalties Income Fund (KEG.UN-T) at 17.4 per cent and A&W Revenue Royalties Income Fund (AW.UN-T) at 9.6 per cent.More »
Tuesday, Nov. 19, 2013 7:40PM EST
I don’t just play a dividend investor in the newspaper. I do this stuff in real life, too, and I’m pleased to report that the results have been quite gratifying.
But it was not always so. When I started investing two decades ago, I didn’t have a clue what I was doing.
I took too much risk. I traded too frequently. I had no coherent strategy.More »
Tuesday, Nov. 12, 2013 7:52PM EST
For many investors, the biggest obstacle to investing in stocks is fear of the unknown.
What if the market crashes? What if the company’s earnings miss expectations? What if the economy implodes?More »
Tuesday, Nov. 05, 2013 7:14PM EST
Sometimes, bad things happen to good stocks. Case in point: Algonquin Power & Utilities Corp.
When I first wrote about the company back in December, 2012, the stock (which I own personally) was trading at $6.66. The shares surged 23 per cent over the next five months – and then promptly collapsed. They closed Tuesday at $6.72 on the Toronto Stock Exchange.More »
Monday, Nov. 04, 2013 1:08PM EST
Strategy Lab experts started with a hypothetical $50,000 portfolio on Sept. 13, 2012. They can each hold five to 12 Canadian or U.S. securities and trade as often or as little as they wish. We’ll monitor their portfolios on a regular basis so you can see how they’re performing.
|BCE *||BCE-T||100||$46.90||$43.36||$4,690.00||8.16%||4.97%||The telecom, media and sports conglomerate raises its dividend more often than its Leafs win.|
|Bank of Montreal *||BMO-T||70||$73.61||$58.15||$5,152.70||26.59%||4.02%||After a five-year hiatus, BMO recently joined other banks in resuming dividend hikes.|
|Canadian Utilities *||CU-T||120||$36.07||$33.54||$4,328.40||7.54%||2.69%||CU's utilities deliver electricity, natural gas and water - things we can't live without.|
|Enbridge *||ENB-T||110||$43.71||$38.60||$4,808.10||13.24%||2.88%||The pipeline giant has raised its dividend at an annual clip of more than 12 per cent for the past five years.|
|Fortis *||FTS-T||130||$31.15||$32.74||$4,049.50||-4.86%||3.98%||An ambitious capital spending plan is expected to drive earnings - and dividends - higher in coming years.|
|Coca-Cola *||KO-N||110||US$ 40.19||US$ 38.33||$4,695.00||13.63%||2.79%||If it's good enough to be Warren Buffett's biggest holding, it's good enough for me.|
|McDonald's *||MCD-N||50||US$ 97.37||US$ 91.57||$5,170.35||15.77%||3.33%||Mickey D's has raised its dividend every year since its first payment in 1976. Investors are lovin' it.|
|Procter & Gamble *||PG-N||60||US$ 84.22||US$ 68.91||$5,366.50||33.07%||2.86%||You wash you clothes in Tide and brush your teeth with Crest. Why not get your dividends from P&G, too?|
|Royal Bank *||RY-T||80||$70.44||$55.75||$5,635.20||26.35%||3.80%||Canada's biggest bank posted a record quarterly profit of $2.2-billion in the second quarter and hiked its dividend.|
|Telus *||T-T||135||$37.56||$31.60||$5,070.60||18.87%||3.83%||People today are addicted to their smartphones. Might as well make some money off them|
|TransCanada *||TRP-T||100||$46.85||$45.22||$4,685.00||3.60%||3.93%||The pipeline operator and power producer offers a nice combination of growth and safety.|
|S&P/TSX REIT ETF *||XRE-T||292||$15.06||$16.72||$4,397.52||-9.91%||4.98%||A diversified collection of real estate investment trusts to satisfy the Donald Trump in everyone.|
* Also in personal portfolio
**As of close of Nov. 30, 2013 ***In Canadian dollars Dividends received since last update: $162.50
Gain/loss is calculated from Sept. 13, 2012
Tuesday, Oct. 29, 2013 7:44PM EDT
For decades, kids have been getting Hershey candy in their Halloween loot. What’s less well known is that the largest U.S. chocolate maker has also served up plenty of treats for dividend investors over the years.More »
Tuesday, Oct. 22, 2013 8:07PM EDT
You might call it Ryan Crowther’s investing world according to GARP.
No, it’s not a new John Irving novel. GARP, in this case, stands for growth at a reasonable price, and it’s the principle that guides the stock-selection strategy of Mr. Crowther and his colleagues at Franklin Bissett Investment Management in Calgary.More »
Tuesday, Oct. 15, 2013 6:49PM EDT
With dividend yields, bigger isn’t necessarily better. Case in point: Wal-Mart Stores Inc.
The world’s biggest retailer has never yielded more than 2.8 per cent (the yield is currently about 2.5 per cent). Yet, investors who gave the stock a pass based on yield alone would have missed out on some phenomenal dividend increases.More »
Tuesday, Oct. 08, 2013 7:54PM EDT
Side of growth with your dividends?
With interest rates expected to climb, investors shouldn’t try to live on yield alone. To mitigate the impact of rising rates, it’s important to find companies whose earnings – and dividends – are expected to grow.More »
Tuesday, Oct. 01, 2013 8:44PM EDT
Rising interest rates have pummelled plenty of dividend stocks, and Emera Inc. is no exception.
Since hitting a record high of more than $37 in April, shares of the Halifax-based electricity producer and distributor have plunged 20 per cent. They closed Tuesday at $29.84 on the Toronto Stock Exchange.More »
Tuesday, Sep. 24, 2013 7:23PM EDT
The Fed’s going to taper. The Fed’s not going to taper – at least not immediately.
Last week’s flip-flop by the U.S. Federal Reserve may have brought some short-term relief for dividend stocks, which have struggled amid rising bond yields. But longer-term, rising interest rates remain a threat.More »
Tuesday, Sep. 17, 2013 8:10PM EDT
Recently, I used some of the “cash” that had accumulated in my Strategy Lab model dividend portfolio to purchase additional units of the iShares S&P/TSX Capped REIT Index Fund (XRE).More »
Tuesday, Sep. 10, 2013 7:41PM EDT
JOHN HEINZLMore »
Tuesday, Sep. 03, 2013 7:41PM EDT
The dividend gods giveth, and the dividend gods taketh away.
As the first year of Strategy Lab draws to a close – the anniversary is Sept. 13 but, strangely, still no word on caterer, venue, etc. – this is a good time to look back at the hits and misses of the past 12 months.More »
Tuesday, Aug. 13, 2013 7:36PM EDT
On the surface, Northland Power looks like a tempting investment.
The company produces electricity – something everyone needs. It has a healthy pipeline of solar, wind and hydro projects. And the stock sports a 6.9-per-cent yield – more than twice as high as the yield on the S&P/TSX composite index.More »
Tuesday, Jul. 30, 2013 8:01PM EDT
After going sideways for several years, Procter & Gamble Co.’s stock has finally broken out of its rut.
In the past 12 months, the consumer products giant’s stock – which I own both personally and in my Strategy Lab model dividend portfolio – has surged 27.5 per cent, including dividends, beating the S&P 500’s total return of 24.6 per cent over the same period. When you factor in the sinking of the loonie, the return for Canadian investors has been an even more impressive 30.7 per cent.More »
Tuesday, Jul. 23, 2013 8:09PM EDT
For Brookfield Renewable Energy Partners investors, the past few months have been no fun at all.
First, bond yields spiked, driving down shares of power producers such as BREP and other interest-sensitive sectors. Then the company, citing unfavourable market conditions, postponed an equity offering that would have brought in an estimated $400-million.More »
Tuesday, Jul. 16, 2013 5:35PM EDT
Reinvesting dividends is one of the surest ways to build wealth. But as Dave Hook discovered, it’s not as easy as it sounds.
Some stocks and exchange-traded funds that qualify for dividend reinvestment plans (DRIPs) at one discount broker don’t qualify at another, as he found out when he opened an account at one of the big bank-owned firms.More »
Tuesday, Jul. 09, 2013 7:00PM EDT
The recent spike in bond yields has clobbered interest-sensitive stocks, and no sector has felt the pain more than real estate investment trusts (REIT).
Since May 1, shares of RioCan Real Estate Investment Trust – the country’s largest REIT, with 340 retail properties in Canada and the United States – have plunged about 15 per cent. The yield, which moves in the opposite direction to the price, has risen to 5.6 per cent from less than 4.8 per cent just 10 weeks ago.More »
Tuesday, Jul. 02, 2013 7:14PM EDT
My kids came home with their report cards last week. Now it’s daddy’s turn.
When I last turned the spotlight on my dividend stock picks, there were no signs of the difficult times that lay ahead for the markets.More »
Tuesday, Jun. 25, 2013 7:45PM EDT
With dividend stocks plunging as bond yields surge, many investors are understandably unhappy about the hit to their portfolios.
Not Leslie Lundquist. The co-manager of the Bissett Canadian High Dividend Fund is actually kind of enjoying herself.More »
Tuesday, Jun. 18, 2013 7:19PM EDT
Telecom stocks are prized for their juicy dividends, and Bell Aliant’s nearly 7-per-cent yield is the juiciest of them all.
But is it safe?
When a yield gets that high, there’s usually a reason, and in Bell Aliant’s case there are a few. Today, in response to some reader e-mails, we’ll explore the challenges – and opportunities – facing the company, so that investors tempted by the outsized yield know what they’re getting into.More »
Tuesday, Jun. 04, 2013 7:35PM EDT
Well, that was fun while it lasted.
After going virtually straight up for the past few years, many dividend stocks have suddenly lost their mojo. Fortis and Telus, for example, are down 5 per cent from their highs, while Enbridge and Canadian Utilities have skidded more than 8 per cent.More »
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 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.