Meet Dividend Investor John Heinzl
Tuesday, Jul. 22, 2014 7:27PM EDT
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.More »
Tuesday, Jul. 15, 2014 7:13PM EDT
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.More »
Tuesday, Jul. 08, 2014 6:58PM EDT
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.More »
Tuesday, Jul. 01, 2014 5:44PM EDT
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.More »
Tuesday, Jun. 24, 2014 7:23PM EDT
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.More »
Tuesday, Jun. 17, 2014 7:36PM EDT
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.More »
Tuesday, Jun. 10, 2014 8:05PM EDT
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.More »
Tuesday, Jun. 03, 2014 6:52PM EDT
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.More »
Tuesday, May. 27, 2014 7:40PM EDT
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.More »
Tuesday, May. 20, 2014 7:49PM EDT
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.More »
Tuesday, May. 13, 2014 7:30PM EDT
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.More »
Tuesday, May. 06, 2014 7:53PM EDT
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.More »
Tuesday, Apr. 29, 2014 6:03PM EDT
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.More »
Tuesday, Apr. 22, 2014 5:28PM EDT
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.More »
Tuesday, Apr. 15, 2014 7:50PM EDT
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.More »
Tuesday, Apr. 08, 2014 7:36PM EDT
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.More »
Tuesday, Apr. 01, 2014 7:27PM EDT
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.More »
Tuesday, Mar. 25, 2014 7:47PM EDT
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.More »
Tuesday, Mar. 18, 2014 7:32PM EDT
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.More »
Tuesday, Mar. 04, 2014 7:47PM EST
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.More »
Tuesday, Feb. 25, 2014 7:45PM EST
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.More »
Tuesday, Feb. 18, 2014 7:40PM EST
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.”More »
Tuesday, Feb. 11, 2014 7:48PM EST
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.More »
Tuesday, Feb. 04, 2014 7:13PM EST
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.More »
Tuesday, Jan. 28, 2014 8:02PM EST
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.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.
Follow John on Twitter @johnheinzl