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Dividend Investing

Dividend, Growth, Index and Value portfolio strategies
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Entry archive:

Meet Dividend Investor John Heinzl

Latest Columns

Five dividend stocks for a panicky 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.


With waves of panic selling sweeping markets in recent days, many investors have been gripped by terror as they watch stocks plunge in value.

Not Norman Levine and Darren Sissons. They couldn’t be happier. “We are rubbing our hands with glee,” says Mr. Levine, managing director at Portfolio Management Corp.

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Brookfield Renewable Energy: A power play on rising distributions

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.

Everyone loves getting a raise.

But what if your boss called you into his or her office and said you’re getting a raise, not just this year, but next year and the year after that, too?

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Restaurant Brands: Too rich for my taste

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.

Shares of Restaurant Brands International Inc. have cooled off considerably after the owner of Tim Hortons and Burger King made a sizzling debut with investors.

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Five high-yield stocks with staying power

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 selloff that started in the oil patch has since spread to banks and other sectors, fraying the nerves of many income investors.

But dividend fund manager Les Stelmach isn’t panicking.

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Why I’m not giving up on Algonquin Power

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.

Over the past couple of years, Algonquin Power & Utilities Corp. has at times given investors a bumpy ride.

Back in 2013, for example, the shares – already under pressure from rising bond yields – plunged after an independent research firm slapped a “sell” on the stock. Accountability Research Corp. cited “related-party transactions” and warned of “considerably high execution risk in terms of the company’s recent acquisition spree.”

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Why I just bought more of this REIT

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 I shop at the grocery store, I like to buy things on sale. The same goes for my investments: I prefer to buy good companies when they’re selling at a discount.

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Five dividend stocks for a turbulent 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.

Greg Newman can think of lots of reasons not to buy stocks right now.

Share prices in general aren’t cheap at current levels. Greece is in crisis again. Interest rates have recently risen – and they could move even higher.

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Why I’m buying more shares of this beaten-down utility

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.

Even good companies with long records of dividend growth will test the patience of investors from time to time.

Case in point: Canadian Utilities Ltd.

When I “bought” the shares for my Strategy Lab model dividend portfolio in September, 2012, they were trading at $33.92. They rose steadily, peaking at more than $44 in January of this year, but have since given back much of those gains. On Tuesday, they closed at $36.91.

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Why one fund manager is buying beaten up preferreds

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 preferred shares were skidding in recent months, some investors couldn’t get rid of their holdings fast enough.

Not Nicolas Normandeau. He was on the other end of the trades scooping up shares at fire-sale prices.

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Starbucks is brewing up big dividend hikes

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.

At first glance, Starbucks Corp. wouldn’t seem to fit the profile of a classic dividend investment.

The stock yields just 1.2 per cent. It trades at a hefty multiple of about 32 times 2015 earnings estimates. And the company has only been paying a dividend since 2010.

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Dividend growth, solid capital gains: That’s why I’m a Telus shareholder

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.

My family has always been a bit behind the technology curve.

For instance, until a few weeks ago the two adults and two kids in our household shared a single cellphone. Worse, it was an old flip phone that I would hide in embarrassment whenever I had to make a call. I’m pretty sure it sent texts, too, but I never learned how.

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Meet my latest Strategy Lab dividend stock pick

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.

For the past few months I’ve been carrying a chunk of cash in my Strategy Lab model dividend portfolio. Now, I’m going to put most of that “money” to work.

Regular readers of Yield Hog will know that I’m a fan of Brookfield Infrastructure Partners LP. I own the units personally and they’ve rewarded me with solid capital gains and steadily rising distribution. And I believe there’s more where that came from.

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My U.S. dividend giants delivered – again

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 a recent Yield Hog video, I fearlessly predicted that both Johnson & Johnson and Procter & Gamble would raise their dividends in April.

Well, a few weeks after the video appeared, a friend (and fellow J&J shareholder) was having doubts. “You promised that J&J would raise its dividend, but first-quarter results came out and there was no mention of an increase,” he said.

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Five dividend stocks that deliver steady growth

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.

For some people, investing is all about the excitement of trying to score a quick profit.

For Norman Levine and Darren Sissons, it’s more like watching paint dry.

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Why I’m in TransCanada for the long run

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 I invest in a company, I don’t want to lie awake at night worrying about what could go wrong. That’s one of the main reasons I own TransCanada – it’s predictable.

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An up-close look at dividend growth in action

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.

Dividend growth is the foundation of my investing philosophy, both personally and in my Strategy Lab model dividend portfolio.

I buy companies that raise their dividends regularly – once a year is nice, twice a year is even better – and sit back and collect the growing income.

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Think preferred dividends are safe? Not these ones

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.

Most people consider preferred shares to be relatively safe. Their market prices bounce around with interest rates, but their dividends are generally thought to be steady and reliable, which is precisely why income-oriented investors buy them.

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Busting a myth about REITs and RRSPs

JOHN HEINZL

In a recent column, I mentioned that holding real estate investment trusts in a registered account avoids the tax headaches associated with REIT distributions.

“Are you nuts?” was the reaction from some readers. REITs get preferential tax treatment in a non-registered account, and if you hold them in a registered retirement savings plan you’ll be squandering the wonderful tax benefits, they said.

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Five (easy) ways to prepare for rising interest rates

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’ve heard the warnings for years: Interest rates are going to rise.

And what have interest rates done? Dropped like an anvil.

The yield on Canada’s benchmark 10-year government bond, for instance, has plunged to less than 1.5 per cent from about 3.5 per cent in 2011. Over the same period, the five-year yield has tumbled to less than 0.85 per cent from more than 2.5 per cent.

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Five stocks with safe 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.

With oil prices cut in half, interest rates at near-record lows and the loonie losing altitude fast, many investors are gripped by more than the usual amount of anxiety.

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Dividend investors have a trillion reasons to smile

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 numbers prove it: These are good days to be a dividend investor.

First, let’s look at the big picture with the help of a recent global study of dividends. Then we’ll zoom in on how the Strategy Lab model dividend portfolio has been performing.

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Five dividend stocks for the long run

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 a dividend fund manager, Renato Anzovino tries not to get too worked up about short-term moves in interest rates, oil prices and other variables.

Nobody agrees on where they’re heading, anyway.

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Never mind the dividend. Why I sold Coca-Cola 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.

I’m not going to sugarcoat this or try to artificially sweeten my message: I’m not happy with how my Coca-Cola investment has been performing.

Since I first “bought” the shares for my Strategy Lab model dividend portfolio in September, 2012, the price has risen about 9 per cent. Coke’s total return, including dividends, was about 16 per cent.

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Why I have a love-hate relationship with BCE

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 hate dealing with BCE Inc. as a company. That’s one of the reasons I love it as an investment.

Let me explain.

Once a year or so, I open my Bell home phone and Internet bill to find that my rate has mysteriously increased. Frustrated, I call customer service and threaten to cancel my service unless they can come up with a better deal.

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What three portfolio managers are doing right now with their dividend investments

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.

It’s often said that stock markets climb a wall of worry. Lately, the wall’s been greased with Crisco and strewn with booby traps.

The price of crude has been cut in half. The Canadian dollar has plunged to about 80 cents (U.S.). And government of Canada bond yields have collapsed to record lows – the five-year bond yields just 0.65 per cent – amid worries about slowing growth and the Bank of Canada’s recent rate cut.

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Welcome to Strategy Lab


Exclusively for subscribers of Globe Unlimited, Strategy Lab provides four investment strategies from investment experts: Dividend Stocks from John Heinzl, Growth Stocks from Chris Umiastowski, Index Investing from Andrew Hallam and Value Stocks from Norman Rothery. Whatever strategy you favour, Strategy Lab will give subscribers ideas and inspirations for their own investments.



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About John Heinzl

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