Creator Post Archive
Dividend Guy
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May 28, 2026
Royal Bank, TD, CIBC Q2 2026 Earnings Review
The creator reviews Q2 2026 earnings for Royal Bank, TD Bank, and CIBC. Royal Bank reported strong revenue and earnings growth, a 7% dividend increase, and improved provisions for credit losses. TD Bank also showed solid earnings and revenue growth despite US asset growth restrictions, utilizing asset recycling. CIBC's results were not fully detailed in this segment.
May 27, 2026
ScotiaBank, BMO and National Bank Q2 Earnings Dividend Increases Everywhere!
The creator reviews Q2 earnings for three Canadian banks: Scotia Bank, National Bank, and BMO. Scotia Bank reported a robust quarter with strong earnings growth driven by lower provisions for credit losses and good performance in wealth management and global markets, leading to a dividend increase. National Bank's quarter was disappointing, with its stock down significantly.
May 14, 2026
BCE and Telus Earnings Review (Dividend cut or saved by AI)
The creator reviews Q1 2026 earnings for BCE and Telus, noting mixed results for BCE with revenue up but earnings and cash flow down. Telus's dividend remains frozen. Both companies are exploring AI as a potential growth vector, though specific numbers are scarce. The creator previously sold Telus shares due to the dividend freeze.
May 8, 2026
Why the stock market is up
The creator discusses the stock market's upward trend despite various global uncertainties like war, inflation, and tariffs. He attributes this resilience to several factors including high market liquidity, investor speculation, technological innovation (especially AI), and most importantly, strong corporate earnings growth, particularly within the S&P 500. Despite acknowledging ongoing risks, the creator suggests that as long as companies continue to generate profits, the market is likely to remain strong.
May 7, 2026
Sell all your stocks at retirement
The creator discusses Fred Vitez's advice to sell all stocks at retirement if additional returns are not needed. While acknowledging the merit for those who cannot sleep at night or are at market highs, the creator advocates for staying invested, sharing their personal strategy of remaining 100% equity long-term.
May 4, 2026
Earnings Review: Brookfields, Toromont, Aecon Group
The creator reviews earnings for Brookfield Infrastructure and Brookfield Renewable, noting that both stocks have underperformed year-to-date despite positive FFO growth. Brookfield Infrastructure's data center segment was a strong performer, and the company continues its capital recycling strategy. Brookfield Renewable also saw FFO growth, but the creator questions why the stock is down given the tailwinds in renewable energy.
Apr 22, 2026
Is Fortis a Sell
The creator discusses Fortis (FTS), a utility company, in response to analyst ratings suggesting a sell. Despite some analysts recommending a sell, the creator highlights Fortis's stable business model, consistent dividend increases, and a clear capex plan projecting earnings and dividend growth, positioning it as a reliable 'deluxe bond' in their portfolio.
Apr 17, 2026
Spend less than 2 min and know everything about a stock
The creator explains a method for quickly reviewing stock portfolio quarterly earnings reports, focusing on key metrics like revenue, EPS, and dividend growth. He uses Brookfield, Toromont Industries, and Microsoft as examples to illustrate how to identify potential red flags or confirm investment theses, emphasizing that understanding the business and its risks is crucial for maintaining conviction, even when stock prices fluctuate.
Apr 15, 2026
The SaaSpocalypse - what you can do to avoid the worst
The creator discusses the potential impact of AI on SaaS companies, addressing concerns about declining valuations. He explains how AI could reduce the need for multiple licenses and disrupt the traditional SaaS business model. The creator advises investors to conduct deeper analysis of their SaaS holdings, understand their specific risks and exposure to AI, and monitor quarterly earnings for signs of adaptation or disruption. He highlights that not all SaaS companies will fail, and adaptability will be key to survival and success.
Apr 15, 2026
Is it the right time to buy Constellation Software
The creator discusses Constellation Software (CSU), which has seen a significant price drop due to market narratives around AI potentially disrupting its business model. Despite the stock's decline and concerns about AI, the creator highlights the company's consistent revenue and cash flow growth through acquisitions, suggesting the underlying business fundamentals remain strong. The creator holds a 'hold' position, believing the investment thesis is still intact.
Apr 15, 2026
About Couche Tard's earnings
The creator discusses Couche-Tard's (KushCo) recent earnings report, noting that despite strong revenue and EPS growth, the stock price declined. They attribute this to market noise and a prior uptrend, suggesting the current valuation is reasonable for a company with good growth potential. The creator expresses a positive long-term outlook for the stock.
Apr 15, 2026
two volatile stock picks
The creator discusses two of their top portfolio holdings, Toromont Industries (TIH.TO) and TerraVest Industries. Toromont is praised for its consistent dividend increases and infrastructure-related business, but its cyclical nature and recent rapid stock price appreciation make it a potentially risky buy now. TerraVest is highlighted for its growth in the natural gas storage sector and recurring revenue from maintenance services, though its reliance on acquisitions for growth is a concern.
Mar 15, 2026
Great stock, high P/E - buy or wait?
The creator discusses the dilemma of finding a great stock with a strong investment thesis but a high P/E ratio. He argues against waiting for a better valuation, citing examples like Costco, Microsoft, and Dollarama, and emphasizes the importance of context and quality over just a low P/E. He suggests focusing on the narrative and numbers, with valuation being the last factor considered, and advises against rigid rules like never buying above a P/E of 20.
Mar 15, 2026
Should you sell your winners?
The creator discusses when to sell winning stocks, emphasizing holding onto them as long as the investment thesis remains valid and the company's financial metrics (dividend triangle) are strong. He advises against rebalancing by selling winners to buy losers, instead suggesting a personal portfolio weight limit (e.g., 10%) to trim positions that become too large, not out of fear, but to manage risk and prevent overexposure.
Mar 15, 2026
My Top 10 stocks position 3 4
The creator discusses two of his top stock holdings, ATD (Alimentation Couche-Tard) and Brookfield Corporation. For ATD, he highlights strong management, a clear growth plan, and acquisition potential, while noting headwinds from fuel and tobacco sales. For Brookfield, he praises its long history, patient capital approach, and visionary investments, but cautions about its complexity and financial reporting.
Mar 15, 2026
Telus Earnings Deep-Dive: Is it a Buy?
The Dividend Guy podcast discusses Telus's recent earnings report and its implications for investors, particularly regarding its dividend policy. The hosts analyze the company's financial health, business segments, and future outlook, concluding that while Telus has a plan to improve its financial situation, the dividend freeze and other challenges make it a less attractive investment for dividend growth investors. They advise investors to stick to their investment thesis and set measurable goals for holding or selling the stock.
Mar 15, 2026
7 companies issuing shares (are they in trouble?)
The creator discusses seven companies that have issued new shares, analyzing whether this indicates financial trouble or strategic growth. He contrasts share issuance with buybacks, emphasizing that the reason behind share issuance and its sustainability are key factors in evaluating a company's performance, not just the act itself. The analysis includes total returns, dividend history, and future outlook for each company.
Mar 15, 2026
My Top 10 stocks position 1 2
The creator discusses their top two largest stock holdings: National Bank (NA) and Apple (AAPL). For National Bank, they highlight its diversification, growth orientation, and strong financial numbers, while noting concerns about increasing provisions for credit losses. For Apple, the creator praises its ecosystem and cash flow generation but expresses reservations about its innovation cycle and AI integration.
Mar 15, 2026
6 companies with generous share buyback programs
The creator discusses six companies with generous share buyback programs, analyzing their performance and capital allocation strategies. While buybacks can boost EPS, they are not a guarantee of returns and the underlying reasons for them, such as debt financing versus cash flow, are crucial to consider.
Mar 15, 2026
8 Stocks Trading at Their 52-Week Low
The Dividend Guy podcast discusses eight beaten-down stocks presenting potential buying opportunities. The hosts emphasize the importance of due diligence, highlighting that while some stocks may offer good entry points due to temporary headwinds, others might have fundamental issues. They analyze companies across healthcare, technology, and financial sectors, weighing their strengths against current market challenges and future prospects.
Mar 15, 2026
6 Stocks with Dangerous Free Cash Flow Trend - Should you Sell them or Buy More?
The Dividend Guy podcast discusses the importance of free cash flow (FCF) in stock analysis, highlighting six companies with concerning FCF trends: Pepsi, Exchange Income Corporation, M&M's, Texas Instruments, Nike, and Air Products and Chemicals. The hosts emphasize that declining FCF isn't always a sell signal, often being a result of significant investments in growth or operational changes, and advise investors to dig deeper into the context and management's strategy before making decisions.