The Inflation PlaybookNewsletterIn this issue, we’ve combined content from previous newsletters and added more meat around the bones for you to better grasp inflation and its impact on your portfolio.
The Most Popular Dividend Stocks + Portfolio BookletsNewsletterFor the past three years, I have made a tradition of surveying my database and pulling out the most popular stocks held by our DSR PRO members. I don’t look at members’ individual portfolios, but my database provides the number of times each stock appears across our 2,289 DSR PRO members’ portfolios. This year, I’ve […]
It’s All About Cash Flow + Canoe Income Fund ReviewNewsletterOperating cash flow gives a cold, hard picture of what is going on in the company’s operations and it is difficult for management to manipulate as compared to net income. This newsletter is all about Cash Flow and its importance. It also includes my yearly review of Canoe Income Fund (EIT.UN.TO).
The DSR CPP/OAS GuideNewsletterWhen planning for retirement, many Canadians have questions about the government retirement benefits they are eligible to receive. This mini guide aims to answer these frequently asked questions and provide easy to follow instructions to obtain the information you need about the two main government benefits Canadians are eligible to receive in retirement: the Canada […]
How to Review Quarterly ResultsNewsletterReviewing corporations’ quarterly results is an important portfolio management tool. While this task might seem tedious for some investors, or overwhelming and complicated for others, it is a crucial part of do-it-yourself dividend growth investing. This newsletter will address how to go about this task so that it is not overly complicated. Making this an […]
Quarterly Review ChecklistNewsletterThe related newsletter is a complete guide to reviewing your holdings. However, we thought of making a condensed version in the form of a checklist to simplify your quarterly review. The PDF is a fillable form that allows you to work on it on your device. You can also print it and complete it by hand according to […]
How to Compare StocksNewsletterWhen we study a promising industry, we often tend to see all the companies through rose-colored glasses. Remember, everybody looks great on their Prom night. This newsletter is all about making the right decisions without getting stuck in the classic paralysis by analysis syndrome. The canvas I’ll describe can be used to compare two or […]
A Guide to Stock ValuationNewsletterAh! The debated topic of stock valuation! You’ve heard me talk about how little I care about the price I pay for a stock many times. While that remains true, stock valuation is part of my investment process. Most of the time, I’ll use various methodologies to compare stocks in the same industry. Let’s look […]
Using Economic Moat in Your Investment ThesisNewsletterMoat has been used throughout history to protect one of our most important assets: where we live. The term “economic moat” has been popularized by Warren Buffett. I thought it would make an interesting topic and see how it could help you while you write your investment thesis. This newsletter is about adding another string […]
Retirement: How to Turn Your Portfolio Into a Safe Money-Making MachineNewsletterThis newsletter’s goal is to be a guide for those who are unsure about how to structure their portfolio to generate sufficient income at retirement. This is a guide, not a book of laws. Maybe it’s not applicable to your situation, or maybe you will only see half of it as being relevant to you.
Low Yield, High Growth Stocks at RetirementNewsletterI’ve discussed the importance of having low yield, high growth stocks in one’s portfolio many times. Most of you have accepted that this type of stock usually generates the strongest returns. However, many of you think this strategy is better for younger investors in their accumulation phase. At 60, I’ll generate a 5% yield from […]
Investment Biases and MistakesNewsletterEmotions taint our judgment and have us do things that don’t really make sense. Since it is very hard to control our emotions, I thought it would be interesting to read about certain investment biases and mistakes so it might ring a bell with my readers when such a situation occurs. At least, you may […]
DSR Portfolio Models Review and Trades!NewsletterThe trades explained in this newsletter are the result of a quarterly assessment and have little to do with the current state of the market. It’s a result of our lecture on macroeconomic trends, quarterly analysis, and an overall portfolio review. This quarter is all about rebalancing our positions. As usual, please don’t follow these transactions […]
High Yield – Dividend Traps, Deluxe Bonds and Dividend CutsNewsletterAfter writing so much about low-yield, high-growth stocks, I should offer a newsletter about high-yield stocks. They are not all bad investments. I’ll start this newsletter by giving my thoughts on 21 performing high-yield stocks. Then, we’ll discuss the difference between a “dividend trap” and what I call a “deluxe bond.” I cannot help myself […]
Brookfield Inside OutNewsletterBrookfield Corporation is over 100 years old, they have more than 180,000 employees in 30+ countries, and manage more than $750 billion in assets invested in various businesses. Many have been excited about their diversification, smart business model, and ability to thrive while paying generous dividends and providing excellent total returns. However, many investors have […]
Banking Industry ReviewNewsletterThis week we rank the big six Canadian banks based on their fundamentals, growth opportunities, and their 2023 results. Remember that contrary to popular belief, they are not all the same… We also look at two fast-growing innovators in the Canadian financial services sector: EQ Bank and GoEasy. Interested in U.S. banks? We’ve got you covered. […]
What’s Wrong with ETF Investing?NewsletterWe have made this newsletter to answer the eternal debate about ETFs vs. Dividend Growth Stocks or how our portfolio models are doing compared to an ETF strategy. Let’s explore the ETF alternative, its pros and cons, and why we prefer selecting dividend growers at DSR.
Understanding the Payout RatiosNewsletterThere is a lot of good information to take from dividend payout ratios, but you can’t just take the number from a stock screener or financial site and draw an educated conclusion. Context must be added. This newsletter will help you add that context and assist you in analyzing all the various dividend payout ratios.
The DSR Buying ProcessNewsletterOne of the most important investing struggles is related to the buying process. I’m offering one methodology, the one I use to manage my own portfolio. It’s not perfect and it won’t turn you into the next Warren Buffett. However, it will give you solid guidelines to increase your confidence and hopefully your success when […]