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Canadian Dividend Growth Investor

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CAT, DLR, DNB, INTC, KO, KSS, MSFT, OHI, ROST, RY, SJM, STJ, WFC, WU
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  • During Accumulation Phase, It's OK To Be Concentrated [View article]
    Instead of waiting for the market to come down, if a certain stock on your watchlist has come down and is at a reasonable valuation (if not undervalued), why not initiate a position in it?
    Apr 19 10:21 PM | Likes Like |Link to Comment
  • During Accumulation Phase, It's OK To Be Concentrated [View article]
    Chester, thanks for sharing your find!
    Apr 19 10:20 PM | Likes Like |Link to Comment
  • During Accumulation Phase, It's OK To Be Concentrated [View article]
    It's definitely good to start with the core positions like the usual KO, JNJ, MCD, XOM, CVX, CL, TGT, WMT, T, VZ... but make sure to grab them at a reasonable valuation. Most are near if not at overvaluation currently.
    Apr 19 10:19 PM | Likes Like |Link to Comment
  • During Accumulation Phase, It's OK To Be Concentrated [View article]
    I do the same. :) Though I have the tendency to follow to many and add new ones to the list :p
    Apr 19 10:18 PM | Likes Like |Link to Comment
  • During Accumulation Phase, It's OK To Be Concentrated [View article]
    Exactly, diversifying a portfolio takes time. Just like Rome wasn't built in a day.
    Apr 19 10:17 PM | Likes Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
    Stocks I own from your list:
    MSFT
    INTC
    AFL
    RTN
    KO
    T

    DG Stocks I own not from your list:
    RCI
    BNS
    BBL
    ROST
    DLR
    CAT
    Apr 18 01:38 PM | Likes Like |Link to Comment
  • Correcting A Mistake: Add To Miner Or Buy Higher Quality Alternative? [View article]
    Yep, I'm ready for the ride. Yeehaaa
    Apr 18 03:27 AM | 1 Like Like |Link to Comment
  • 3 Reasons Dividend Growth Investing Will Be Successful For Years To Come [View article]
    Faye, sorry for the late response. Busy week.

    TD gets a DRIP discount (http://bit.ly/ZVXFtm), but it's variable. Current discount at: http://bit.ly/Zt9zUr

    Properties acquired from PMZ.UN are in the retail space, so how do you mean by "they [HR.UN] didn't buy in their own niche"? unless HR didn't have any shopping centres before the acquisition? Also, "As part of our agreement, we are also acquiring a fully integrated, professional management team." (from http://bit.ly/ZVXFts), so HR won't be on their own, which is good.

    I believe RioCan gets a 3% discount on DRIP. MRT.UN doesn't have DRIP discount.

    You're right about the FAST Graphs on the rails!

    Cheers,
    Canadian
    Apr 13 04:04 PM | Likes Like |Link to Comment
  • 3 Reasons Dividend Growth Investing Will Be Successful For Years To Come [View article]
    Faye,

    CNI will be on my radar now. Thanks for bringing it to my attention.
    There's 2% discount on BNS DRIPS. So, definitely worth it to add to portfolio. Also, with HR.UN acquiring most properties from PMZ.UN, it'll be larger than RioCan.

    Canadian
    Apr 11 03:15 AM | Likes Like |Link to Comment
  • Top Notch Long-Term Dividend Growers [View article]
    Howard, thanks for the list. Worth digging into.
    Apr 11 03:07 AM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2013 Review [View article]
    Excellent article, DGM.
    Apr 8 10:16 PM | Likes Like |Link to Comment
  • Correcting A Mistake: Add To Miner Or Buy Higher Quality Alternative? [View article]
    Thanks freeman. The Buffett example is an inspiration, but each case needs to be analyzed separately. Since Teck is in better shape, I shall hold for now and see.

    Cheers,
    Canadian
    Apr 8 10:07 PM | 1 Like Like |Link to Comment
  • Correcting A Mistake: Add To Miner Or Buy Higher Quality Alternative? [View article]
    Danielle,

    There is certainly value to be found in Canada. I actually have an interest in POT. (I haven't looked at AGU.) Maybe I will write an article about it. I'm holding RCI.B also.

    Best,
    Canadian
    Apr 8 10:03 PM | Likes Like |Link to Comment
  • Correcting A Mistake: Add To Miner Or Buy Higher Quality Alternative? [View article]
    Thanks, ESetser. I'll keep that in mind.
    Apr 8 03:14 AM | Likes Like |Link to Comment
  • Correcting A Mistake: Add To Miner Or Buy Higher Quality Alternative? [View article]
    freeman, thanks for your comments. You know more about Teck than I do. It's one of the first stocks I bought, and I'm learning more everyday. Of course, annual reports have more info, but I started looking at 'Key Ratios' from Morningstar. It's a simpler task ;)
    Apr 8 03:12 AM | Likes Like |Link to Comment
COMMENTS STATS
348 Comments
130 Likes