Is it just me or summer is getting darn busy? I’m sorry for the lack of post (about once a week) but this will keep up for the rest of summer. My son is playing competitive soccer and I had the great idea of coaching him! While we have lots of fun, that’s 3 evenings per week + tournaments (which literally take the whole weekend when there is one).


    I’ve also been quite busy with my other site DSR, now getting a new member every day! I’ve also been busy writing on other blogs too! But don’t worry, I’m still working on this blog and I’ll keep writing!


    Here are a few articles I wrote across the blogosphere recently:


    What Makes a Good Dividend Portfolio? @ Retire by 40

    Dividend Investing in a Bullish Market – How You Can Make Good Investment Choices @ Dividend Growth Investor

    How to Pick Dividend Growth Stocks – A Fully Revealed Model @ Financial Mentor

    How Low Dividend Yield Stocks Can Fit into a Dividend Growth Portfolio @ Sure Dividend


    Here are some good reads around the web:


    8 cheap dividend growth star you must know @ Dividend Yield

    Highest total return dividend aristocrats @ Sure Dividend

    5 stocks building long term wealth with increased dividends @ Dividend Growth Stocks

    2014 semi annual dividend growth portfolio review @ Dividend Growth Stock Investing

    Saving more is more effective than earning more @ Dividend Mantra


    Stock Analysis:


    Chevron (CVX) @ Dividend Ladder

    Kinder Morgan (KMI) @ Captain Dividend

    General Electric (GE) @ Dividend Engineering

    AT&T (T) & Verizon (VZ) @ Dividend Growth Investor

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    After the amazing ride we had in 2013, many investors have decided to sell a part of their portfolio and cash out their profits. They did this because they are waiting for the next dip to buy again. The problem is that since the small dip of 5% (where those guys were probably still waiting hoping it would hit 10%), the market is surfing on another good year.


    We still have a little bit of volatility, but overall, both the Canadian and US markets are set on cruise control to finish over +10%. However, this scenario will happen only if the good news keeps coming in. You know, the type of news that makes me want to buy more stocks…because this is what you should do: keep buying more stocks if you have money parked somewhere.


    The P/E Ratio is not that Bad

    I agree with you, the easy money is gone for good. There aren’t awesome buying opportunities these days on the market. But it doesn’t mean there aren’t opportunities at all. Both the S&P500 and TSX60 are traded around their historical average values for P/E (16-17). Therefore, most stocks are currently fairly valued.


    This also means that if companies keep posting better results, their stocks will continue to rise and follow the same ratio. In fact, this is pretty much what has happened since the beginning of the year. Stocks are following alongside their profits and this is a very good thing for everybody; this means there is not a bubble ready to burst.


    Companies Still Have Cash

    For the most part, companies have never kept this much in liquid assets as they do nowadays. They have focused on paying down their debts and reducing their costs over the past 5 years and have kept a very tight budget.


    What does extra cash mean for investors? One of these five things:

    #1 Dividend increases

    #2 Stock buybacks

    #3 Mergers & Acquisitions

    #4 Additional investments in R&D to innovate

    #5 The ability to endure a rough stretch (recession)


    When I increased my position in Apple (AAPl) a few weeks ago, I bought a company that is sitting on billions. This money is ready to be redistributed to me as an investor through many channels. I would rather buy shares now and keep their dividend in the meantime instead of waiting on the sideline earning 1% from the money market.


    The Train is Still Not Steaming


    As I’ve previously mentioned, I don’t see the stock market train steaming yet. In the US, there isn’t a big bubble ready to burst. The housing market is growing slowly, consumers’ confidence is rising and employment is getting better. The deleveraging phase is over and consumers have started to buy goods again.


    In Canada, the housing market still worries me but it seems that we are landing softly on a zero growth level (eventually) without any crashes.  Mind you, banks are well capitalized and it will not affect their balance sheet too much as profits now come various sources apart from mortgages.


    What is Expensive Today will be out of Range Later


    If you think the market is expensive right now, you might not be in a good position to manage your portfolio. I’ve talked to people who told me the market would burst last year while others told me the same thing about 2012. Still, we are now past the mid-year of 2014 and the stock market continues to grow.


    At the moment, there are plenty of good reasons why stocks are going up. I’m not saying that everything is perfect (far from it), but there are enough factors telling me price will keep going up. What do you prefer; not buying right now, missing the dividend to buy in maybe 2-3 years at today’s price after the stock market will eventually drop?


    I think I’m better off buying dividend stocks, cashing in the distributions and continue my ride on the market. What would you do if you had $5,000 to invest? Would you buy stocks or keep waiting?

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  • I started this “tradition” on my blog in 2012. The goal is to pick 20 US and 10 CDN dividend stocks that I think will outperform their peers. This is the reason why I use VIG and XDV as my benchmarks and then keep track of my results for accountability purposes. I find that too many analysts and blogs just drop the ball on their picks when they are not that great. By posting monthly results, I have no other choice but to face my performance and explain it. You can look at my previous picks and returns:


    Best Dividend Stock Picks 2012 (-1.47% vs VIG (US dividend ETF), + 8.32% vs XDV (CDN dividend ETF)

    Best Dividend Stock Picks 2013 (+11.07% vs VIG, + 0.77% vs XDV)

    My 2014 Best Dividend Stock Picks Book is for sale on Amazon.


    Top US Dividend Picks 6.54% (vs VIG at 4.15%)

    I’m still beating my benchmark by more than 2% and my portfolio pays 1% more in dividend yield. Therefore, I should finish the year with a total return around +3 to 4% compared to my benchmark which is still very good. 60% of my picks currently beat the ETF and only two are seriously lagging in this bullish market: Aflac (AFL) and Mattel (MAT).


    Aflac’s results were greatly affected by the Yen in 2014. This is why it is currently lagging behind. As a long term pick, you can consider that AFL has never missed a dividend increase over the past 31 years.  On top of that, with a yield over 2.30%, it’s definitely a good asset for a dividend portfolio. I still like the stock as it is currently reasonably priced with a P/E less than 10. This is quite interesting, especially in today’s market!


    As for Mattel, the price has been stabilized after its 20% drop back in January due to the Holiday sales slump. Investors are currently looking forward to their next quarterly report which will be posted on July 17th. This is when we will know if keeping MAT in my portfolio was a good choice or if the toy company is heading towards the dump.


    Top Canadian Dividend Stocks + 3.85% (vs XDV at 5.16%)


    For the first time this year, I’m lagging behind the index with my Canadian picks. I have mixed feelings about this portfolio as I was able to select a few good picks but the overall portfolio not only lags my benchmark but it is far away from the TSX 60.

    The positive news comes from Lassonde Industries (LAS.A) which recently exploded upon news of the acquisition of US Branded Juice Company. The Canadian juice giant continues its expansion into the United States will continue to bring in good growth in the upcoming years.

    On the other hand, news wasn’t too good for the telecom industry with the Canadian Govt coming back with more rules to enable other players to enter Telus, Rogers and Bell mobile’s playground. Telus (T) lost 3.66% from opening the on July 7th to closing on July 8th. Rogers (RCI.B) followed behind with a loss of 1.90% for the same period. I’m not too worried with Telus while Rogers seems to be hit from the right, left and center these days.

    Things are not going so good with North West Company. Their latest quarterly report (June) missed analysts estimates by $0.08/share. There is nothing to help them recover and the stock dipped another 3% in the past 30 days.

    I’m currently stuck with two big losers (NWC and RCI.B)… this is time for me to rethink my approach for these two investments.

    At least, I’m simply lagging by 1.31%, it can easily be recovered!



    Dividend Yield
    Payout Ratio
    CPGCrescent Point Energy Corp47.295.84746.547/29/2014
    COSCanadian Oil Sands Ltd24.185.7981.298/22/2014
    TATransAlta Corp13.085.5N/A8/29/2014
    PWTPenn West Petroleum Ltd10.425.37N/A9/24/2014
    BCEBCE Inc48.45.191.529/12/2014
    RCI/BRogers Communications Inc42.944.2653.699/10/2014
    NANational Bank of Canada45.264.2438.369/23/2014
    CMCanadian Imperial Bank of Commerce/Canada97.14.1244.499/24/2014
    SJR/BShaw Communications Inc27.364.0261.587/11/2014
    ERFEnerplus Corp26.894.02452.037/7/2014
    BMOBank of Montreal78.583.9746.867/30/2014
    FTSFortis Inc/Canada32.473.9478.388/13/2014
    POWPower Corp of Canada29.653.9154.639/5/2014
    TTELUS Corp39.773.8267.269/10/2014
    PPLPembina Pipeline Corp45.913.79149.147/23/2014
    TRPTransCanada Corp50.933.7775.999/26/2014
    RYRoyal Bank of Canada76.283.7245.27/22/2014
    TRIThomson Reuters Corp38.853.7848.038/22/2014
    TCK/BTeck Resources Ltd24.363.6953.912/10/2014
    ARXARC Resources Ltd32.493.69155.387/29/2014
    POTPotash Corp of Saskatchewan Inc40.583.6964.427/9/2014
    SLFSun Life Financial Inc39.223.6750.868/25/2014
    BNSBank of Nova Scotia71.143.646.0610/3/2014
    HSEHusky Energy Inc34.463.4864.968/19/2014
    TDToronto-Dominion Bank/The54.933.4246.727/7/2014
    AGUAgrium Inc97.753.2834.019/26/2014
    CVECenovus Energy Inc34.593.08110.579/12/2014
    ENBEnbridge Inc50.632.77234.168/13/2014
    BBD/BBombardier Inc3.772.6932.529/10/2014
    TLMTalisman Energy Inc11.282.6N/A9/11/2014
    MFCManulife Financial Corp21.212.4531.968/15/2014
    THITim Hortons Inc58.372.1936.88/21/2014
    GGoldcorp Inc29.782.19N/A7/15/2014
    WNGeorge Weston Ltd78.712.1336.259/12/2014
    LLoblaw Cos Ltd47.622.0641.949/10/2014
    SUSuncor Energy Inc45.52.0228.029/4/2014
    CTC/ACanadian Tire Corp Ltd102.371.9521.387/29/2014
    CCOCameco Corp20.931.9149.669/24/2014
    CNQCanadian Natural Resources Ltd49.031.8427.589/10/2014
    YRIYamana Gold Inc8.781.83N/A9/24/2014
    MRUMetro Inc65.971.8212.948/25/2014
    SNCSNC-Lavalin Group Inc56.121.71389.788/15/2014
    BAM/ABrookfield Asset Management Inc47.011.4818.418/27/2014
    MGMagna International Inc114.861.4418.198/27/2014
    CNRCanadian National Railway Co69.41.4427.729/3/2014
    SAPSaputo Inc63.931.4432.897/3/2014
    ECAEncana Corp25.281.2209.329/12/2014
    ABXBarrick Gold Corp19.541.11N/A8/27/2014
    SLWSilver Wheaton Corp28.081.0942.619/17/2014
    IMOImperial Oil Ltd56.230.9214.678/27/2014
    AEMAgnico Eagle Mines Ltd40.860.85N/A8/29/2014
    FMFirst Quantum Minerals Ltd22.820.8221.138/27/2014
    GILGildan Activewear Inc62.870.7513.668/12/2014
    CPCanadian Pacific Railway Ltd193.310.7228.119/24/2014
    ELDEldorado Gold Corp8.160.25N/A8/12/2014
    BBBlackBerry Ltd10.94N/AN/A#N/A N/A
    CCTCatamaran Corp47.12N/A0#N/A N/A
    GIB/ACGI Group Inc37.82N/A0#N/A N/A
    VRXValeant Pharmaceuticals International Inc134.94N/AN/A#N/A N/A
    KKinross Gold Corp4.42N/AN/A9/17/2014



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