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Globe Investor

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

Why I’ve lost my appetite for McDonald’s 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.

When I launched my Strategy Lab model dividend portfolio in September, 2012, I vowed to follow a buy-and-hold strategy.

“I don’t intend to do much trading, apart from reinvesting my dividends every few months,” I wrote. “That said, if a company’s outlook takes a dramatic turn for the worse, I will consider giving it the boot and buying something more promising.”

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Why I’m buying more of this bank 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.

It’s been nearly three months since my last Strategy Lab update, so today I’ll review how my model dividend portfolio has been faring. I’ll also disclose what I’m doing with the “cash” that has built up in my virtual account.

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Dividend growth is good, this is even better

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 love dividend growth. It’s the core of my investing philosophy.

But there’s one thing I love even more: growth of dividend growth.

Let me explain. Lots of companies raise their dividends at a fairly consistent rate of, say, 5 or 10 per cent every year. That’s great. Lately, however, fuelled by burgeoning free cash flow and investors’ growing appetite for income, more companies are announcing plans to increase the rate at which they boost their dividends annually.

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Five dividend stocks to buy and hold

JOHN HEINZL

As a portfolio manager at Lincluden Investment Management, Robert Gill isn’t looking to flip stocks for a quick buck. His firm, which manages about $3.5-billion for clients including pension funds and high net worth individuals, takes a long-term view of investing.

“When we buy a stock for the portfolio, we buy it with the intention of not selling it. We prefer to hold onto it in perpetuity and just have the stock continue to move up,” he says.

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Four dividend growth stocks that yield more than 4 per cent

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.

Finding stocks with hefty yields isn’t all that difficult. There are plenty of them. Problem is, many high-yielding companies haven’t raised their dividends in years because they’ve hit the wall growth-wise or they’re experiencing financial or competitive challenges.

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Five reasons to stick with 3M 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 it comes to dividend yields, good things sometimes come in small packages.

Consider 3M Co.

Over the past decade, the stock’s yield has averaged just 2.4 per cent – not enough to get most dividend investors out of bed. Yet 3M’s dividend and share price have both grown steadily, producing an impressive total return – assuming all dividends were reinvested – of 155 per cent for the 10 years ended Oct. 31.

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Some dividends with your Halloween loot?

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 experiencing a temporary setback can be a profitable investing strategy.

With that in mind – and with Halloween only two days away – let’s take another look at Hershey Co.

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Five companies poised to hike their 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.

Did you see the recent correction coming? I didn’t. I’m terrible at predicting what the stock market will do.

Half the people out there will tell you they’re terrible at it, too. The other half? They’re lying.

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Why I’m in Johnson & Johnson 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.

If only all of my stocks produced returns like Johnson & Johnson.

Since I wrote a favourable column about J&J in October, 2012, shares of the world’s biggest health-care products company have posted a total return of more than 46 per cent, including dividends. That compares with a return of about 41 per cent for the S&P 500 over the same period.

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Utility firm Fortis’s stock is (finally) coming around

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 old saying goes, patience is a virtue.

It hasn’t helped me much as a Toronto Maple Leafs fan, mind you, but being patient definitely has its rewards when it comes to investing.

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The best dividend stocks you’ve never heard of

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.

Darren Sissons was born in New Zealand and has lived in Australia, Taiwan, London and Canada. So it’s perhaps not surprising that he looks globally when hunting for dividend stocks.

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Five reasons to buy and hold this powerful U.S. dividend 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.

Procter & Gamble Co. has been one of the stalwarts of my Strategy Lab model dividend portfolio.

Since the portfolio’s inception in September, 2012, shares of the global household products powerhouse have risen about 23 per cent in U.S. dollars. Thanks to the falling loonie, the gain in Canadian currency has been an even more impressive 39.2 per cent.

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Predictable dividend growth: An investor's best friend

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 Pat McHugh is trying to sell clients on the benefits of dividend growth investing, he likes to point to the example of Toronto-Dominion Bank.

If you had bought 100 shares of TD at the start of 1983 and never purchased another share, today – thanks to stock splits – you would have 2,400 shares. What’s more, those shares would be spinning out annual dividend income of $4,512 – more than the $4,000 cost of those original 100 shares.

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Why I’m buying more of this pipeline 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.

This Saturday will mark the two-year anniversary of Strategy Lab. Today, I’ll recap how my model dividend portfolio has performed and discuss what I’ll be doing with the cash that’s been accumulating since my last reinvestment.

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Why I sold my Tim Hortons 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.

I was never a big fan of Tim Hortons coffee, but for years I was a huge fan of the stock.

In fact, for a dividend growth investor like me, Tim Hortons Inc. had just about everything.

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McDonald’s stock may yet regain its sizzle

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 the fast-food space, Tim Hortons and Burger King shareholders are having all the fun.

McDonald’s investors, meanwhile, are like a kid who didn’t get a toy with his Happy Meal.

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Five worthy Canadian stocks with growing 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.

When Renato Anzovino is hunting for promising dividend stocks, he doesn’t just pick the company with the highest yield. Instead, he looks for stocks with modest payouts that can grow.

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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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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

Strategy Lab Video