Blog

The bull market continues strong, and a lot of companies are becoming very expensive. But even in a generally overvalued market there are reasonable valuations to be found. Therefore, it’s paramount to have an approach focused on value and quality. A value investor...

I firmly believe that we can always find good valuation in any market (bull or bear), including when the market is overvalued. If we consider the stock market as a supermarket of stocks, a place to pick and choose good companies when priced right, it becomes a lot...

It's been 3 months since my last purchases, as other projects continue to keep me very busy. But that's the beauty of dividend growth, the monthly cash that I set aside keeps piling in and now that I have some time, I can deploy them to further partner with businesses...

Now that the Canadian DGI Portfolio for 2019 has been reviewed, it's time to review the US DGI Portfolio.  Moving forward, I will hold the US portfolio to a more stricter standard regarding dividend growth, because there are a lot of companies listed in the main US...

Happy New Year!! Every year I review my current watchlist, to ensure that the businesses that I decided to partner with still meet my goals.  This exercise has nothing to do with stock price performance.  A decision to invest in these businesses (buy at sound...

I've developed a series of ranking and criteria to automate my screening process when looking for candidates for my watchlist. As per my initial post on this topic, here is an update (which I plan to post at every 6 months) on how that initial list looks like for the...

This was a busy summer, and I finally got a chance to take a look at what stocks from my watchlist are trading at an attractive price. As I posted earlier, that’s the beauty of dividend growth investing, it keeps making money while we sleep, generating income that can...

Investing in stocks is about finding good quality companies that are reasonable priced, so you can have a decent return as the company keeps growing earnings and cash flow. The more we think of owning a piece of business, the better investors we become.   That’s...

Continuing the valuation exercise that I started for the Canadian companies, I present the second part of my list of fairly valued US companies for this summer. The US stock market overall is overvalued, with many companies trading at unjustifiable valuation…. But...