Stock Screens are not Buy Screens
Unless you are a purely mechanical investor, a la the Magic Formula, then stock screens should not be used as buy screens. Recently I was sent an email by an individual who asked what screen I used to buy my stocks. With his permission, here is the main part of that email: …As a new [...]
The Harry Domash Stock Analysis Process
I have recently been reading a book called, “Fire Your Stock Analyst: Analyzing Stocks On Your Own” as I am always looking to improve my own stock analysis process. This book offers a clear process to stock analysis that I thought I would outline here on The Dividend Guy. In fact, Domash provides two processes [...]
Returns of Growth Versus Value Stocks
In a recent post I did on my updated asset allocation, I showed that I added some value asset targets. I currently have both growth and value stocks in my dividend portfolio, however I felt that I needed to have a target that would provide the best diversification and something that I could track. In [...]
Dual Class Shares Suck
If you hold any companies that have a dual-class share structure, prepare yourself for mediocracy. In the Winter 2007 edition of the Canadian Investment Review, which is periodical aimed at fund managers and pension plan administrators, they highlight just how bad these stocks typically performs. Before I get into the specifics, let’s talk about what [...]
The Tweedy, Browne Worldwide High Dividend Yield Value Fund and It’s Holdings
There are a lot of different funds out there that focus on high yield dividend stocks. Not all of them are good and a lot of them charge very high management fees for the “privilege” of investing in them. One fund that doesn’t charge a super high expense ratio is the Tweedy, Browne Worldwide High [...]
A Valuation Exercise: The Dividend Achievers and Price to Sales
Want to identify a list of stocks to further analyze? This can be a tough thing to do given the huge number of stocks that exist. How do you decide which ones to focus on? Is there a quick way of doing an initial screen of companies that warrant the extra time to do a [...]
A Valuation Exercise: The Dividend Aristocrats
We all know that there are 1000′s of dividend stocks that are potential investments, but it is difficult to find ones that are truly worthy of further analysis. One trick I like to use to generate a smaller list of investments to further analyze is to start with the S&P High Yield Dividend Aristocrats list [...]
I Dollar Cost Average into My Investments a Bit Different
Due to the nature of my finances and company contributions to my savings plan and pensions I do not dollar cost average into my dividend stocks. My wife and I are fortunate enough that she is able to stay home to look after the kids while I am at work. This has meant some sacrifices, [...]
