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@CDInewsletter
"What are some quality stocks that don't get nearly the attention they deserve I'll start. Imperial Oil $IMO.to has a pristine balance sheet great assets has done a nice job buying back shares offers XX years of dividend hikes and not even the energy guys talk about it"
X Link @CDInewsletter 2025-07-10T11:29Z 16.6K followers, 14.8K engagements
"A couple bonus ideas if you're feeling frisky: Icade $ICAD.PA is an office REIT with a portfolio mostly in Paris. Trades at 7x earnings and a XX% discount to NAV. Freelance(dot)com $ALFRE.PA trades at 6x earnings and grew the bottom line from $XXXX to $0.35/share from 2019-25"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 8087 engagements
"Today on the newsletter I help Susan who just inherited $700k with ideas on how to invest a lump sum in dividend stocks. But we need your help. Let her know what youd do with the $$$ by replying to this post"
X Link @CDInewsletter 2025-09-07T12:52Z 16.6K followers, 6932 engagements
"Who could have ever predicted that something called Fartcoin was in fact a poor store of value"
X Link @CDInewsletter 2025-10-11T03:26Z 16.6K followers, 6949 engagements
"10 of my favourite buy-and-never sell stocks including: $RY $NA.to $FTS.to $CNR.to $DOL.to $CHP.un $X.to $BAM.to $IFC.to $T.to"
X Link @CDInewsletter 2025-02-11T18:36Z 16.6K followers, 10.7K engagements
"CP Rail 2025 guidance $CP: - EPS between $XXXX and $XXXX - 4-6% RTM growth - $2.9B in capex CP Rail 2024-28 guidance: - 7-9% annual revenue growth - 10-12% annual EPS growth - Capex $2.7B - Return to 10%+ ROIC Solid. Rock sold. $CNR.to reports tonight"
X Link @CDInewsletter 2025-01-30T12:27Z 16.6K followers, 5753 engagements
"For those of you willing to pay 60x forward FCF for $TPL let me introduce you to similar companies in Canada that trade for a fraction of the valuation. $PSK.to - 15x FCF $TPZ.to - 12x FCF $FRU.to - 9x FCF All have much better yields for the dividend guys too"
X Link @CDInewsletter 2025-06-03T13:28Z 16.6K followers, 12.3K engagements
"TD Bank had its much-awaited Investor Day yesterday. Medium-term targets (thru 2029) include: - XX% ROE (from XX% target in 2026) - 7-10% annualized EPS growth - Continued strong buybacks - Focus on Cdn retail & wealth management - Grow the U.S. biz by restructuring $TD.to"
X Link @CDInewsletter 2025-09-30T12:11Z 16.6K followers, 5501 engagements
"European equities have tremendous upside if sentiment changes. Every time I look at names on the continent I'm amazed at how cheap they are"
X Link @CDInewsletter 2025-10-13T11:48Z 16.6K followers, 4447 engagements
"A complete list of the XX stocks on the TSX that have increased dividends for at least XX years"
X Link @CDInewsletter 2025-07-28T11:08Z 16.6K followers, 20.5K engagements
"2. Jet2 $JET2 - Discount airline and holiday package provider - Great balance sheet - Repurchased shares in 2024 - Strong growth over the last decade - Trades for 8x earnings - Pays a small (1.1% yield) growing dividend @FirmReturns has done a ton of work on this one"
X Link @CDInewsletter 2025-07-15T17:02Z 16.6K followers, 4818 engagements
"4. Ipsos $IPS.PA - One of the world's top survey-based research services - Strong ROIC - Great balance sheet (net debt-to-EBITDA ratio 0.1x) - Earnings increased from XXXX to XXXX from 2015-24 - Trades at 7x fwd. EPS - X% dividend yield XX% payout ratio"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 11.3K engagements
"$MAA has one of the lowest debt-to-assets ratios I've ever seen in REIT land checking in at just 28.9%. A true fortress balance sheet. It also offers: - A XX% FFO payout ratio - XXX% yield - Which is close to a 10-year yield high - Tons of development/acq'n potential"
X Link @CDInewsletter 2025-10-14T13:30Z 16.6K followers, 3844 engagements
"Don't overcomplicate things. Buy Canada's pipeline companies and sit on your ass. $ENB.to $PPL.to"
X Link @CDInewsletter 2025-07-24T11:49Z 16.6K followers, 24K engagements
"Today's newslotter is on Sun Life $SLF.to. The stock is cheap growth still looks good and as DD mentioned it's offering a nice dividend. Even higher than Manulife's which doesn't happen very often. I like it"
X Link @CDInewsletter 2025-08-17T17:54Z 16.6K followers, 8148 engagements
"CN Rail is such a ridiculously shareholder friendly company. $CNR.to (Plus an additional $2B+ already spent on share buybacks so far in 2024)"
X Link @CDInewsletter 2024-08-01T11:35Z 16.6K followers, 12.3K engagements
"@KairosPraxis How have I never heard of this place before"
X Link @CDInewsletter 2025-10-15T16:28Z 16.6K followers, XX engagements
"The British stock market is full of high-quality stocks that are trading for massive discounts compared to the rest of the world. It might be the most fertile place to look for stock ideas today. Here are X names that have crossed my radar lately:"
X Link @CDInewsletter 2025-07-15T17:02Z 16.6K followers, 41.8K engagements
"The A&W transaction has officially closed and shares are now trading under the new ticker $AW.to. Dividend is the same and shares are trading a few pennies under the $XX transaction price"
X Link @CDInewsletter 2024-10-18T19:39Z 16.6K followers, 8356 engagements
"6. Unilever $UL - Massive diversified CPG conglomerate with operations around the world - Great ROE (30%) and ROIC (19%) - Trades for 17x earnings close to the lowest valuation in a decade - Stock is close to a 52-week low - Steady share repurchaser - Yield is 3.6%"
X Link @CDInewsletter 2025-07-15T17:02Z 16.6K followers, 4334 engagements
"A list of the 40+ stocks on the TSX that have increased dividends annually for at least the last decade. If you're looking for portfolio ideas it's not a bad place to start"
X Link @CDInewsletter 2025-10-07T11:02Z 16.6K followers, 17.5K engagements
"A ridiculously simple way for a dividend investor to get tons of good stock ideas: - Look for stocks with a 3-6% yield - That have grown their dividends - With a XX% payout ratio - Trading below 10-year median valuation - Include small and mid-caps Canada and US"
X Link @CDInewsletter 2025-08-23T11:46Z 16.6K followers, 14.9K engagements
"Another cheap boring stock Okay. Ambev offers $ABEV: - Exclusive Budweiser distributor in Canada Brazil among others - Debt free balance sheet - Brazil beer market is growing - Majority owned by Anheuser-Busch Inbev - Pays a massive (7%) dividend - Trades at 11x earnings"
X Link @CDInewsletter 2025-10-05T14:11Z 16.6K followers, 20.1K engagements
"Anyone else notice that AI gets it completely wrong about a third of the time Simple stuff too. The other day it told me that Loblaw owned Farm Boy"
X Link @CDInewsletter 2025-09-26T11:44Z 16.6K followers, 10.4K engagements
"@myownadvisor @DividendGrowth And I bet shes sitting on all sorts of unrealized gains which is super weird considering dividend stocks never go up"
X Link @CDInewsletter 2025-10-09T03:09Z 16.6K followers, XXX engagements
"Parkland is officially up for sale kids. $PKI.to I see X potential Canadian buyers including: X. $ATD - Abandon the 7-11 bid and go after someone who actually wants to be sold X. $IMO - Combine the retail biz with its existing ESSO network X. $SU - Ditto with Petro Canada"
X Link @CDInewsletter 2025-03-05T22:36Z 16.6K followers, 12.3K engagements
"Coca-Cola FEMSA serves 270M people has a great balance sheet solid returns on equity and invested capital (15%+ for both) and it pays a fat 4%+ dividend. It also trades hands for 12x forward earnings. I'm a fan of that one as well as this one. $KOF $AKO.B"
X Link @CDInewsletter 2025-10-07T18:33Z 16.6K followers, 7331 engagements
"Me after my portfolio of boring dividend payers outperforms $CSU.to XXX out of the past five years (and especially lately):"
X Link @CDInewsletter 2025-09-23T12:55Z 16.6K followers, 3159 engagements
"Today feels a lot like 1999-2000 to me but not in the obvious way that everyone else is saying. The real similarity is how boring businesses have become cheap as everyone moves into the sexy stuff. I'm finding tons of these names in Canada the U.S. and especially Europe/LATAM that are trading at 10-year low multiples and offering higher than usual dividend yields amid "problems" that sure don't seem like very important issues"
X Link @CDInewsletter 2025-09-28T11:20Z 16.6K followers, 17.6K engagements
"Canadian bank stocks (incl. reinvested dividends) since Terry Smith wrote this anti-banks piece: $BMO.to: +47.5% (18.3% annually) $BNS.to: +31.3% (12.5%) $CM.to: +100% (35.1%) $NA.to: +63.1% (23.6%) $RY.to: +54% (20.6%) $TD.to: +46.1% (17.9%) Average: XX% (21%) Not bad"
X Link @CDInewsletter 2025-07-10T13:56Z 16.6K followers, 17.9K engagements
"Otis Worldwide $OTIS is quietly trading at close to the lowest valuation and highest dividend yield in its relatively short history of being publicly traded. Not sure it's quite cheap enough for me yet but interesting"
X Link @CDInewsletter 2025-08-22T19:39Z 16.6K followers, 29K engagements
"Primaris REIT: - Owns enclosed Cdn. shopping malls - Just bought one of Montreal's top malls - Solid balance sheet - Trades at XX% discount to NAV - Great valuation 8x FFO - Huge excess land inventory great l-t development potential - XXX% yield XX% payout ratio $PMZ.un"
X Link @CDInewsletter 2025-10-12T14:37Z 16.6K followers, 5581 engagements
"This year on this app I plan to share one stock idea per day. Just a quick overview of each idea in point form. It'll have a Canadian flavour but lots of worldwide stocks too. Let's start it off with Pernod Ricard $RI: - Iconic brand portfolio especially in premium spirits - Family controlled - 10yr low valuation - 4%+ yield - History of dividend growth - Projecting 4-7% sales growth for 2025"
X Link @CDInewsletter 2025-01-03T15:25Z 16.6K followers, 30.4K engagements
"You guys are going to be absolutely flabbergasted when you find out where the guy who calls himself Canadian Dividend Investing is really from"
X Link @CDInewsletter 2025-10-15T03:12Z 16.6K followers, 11.8K engagements
"5. Balfour Beatty $BBY.LN - Construction & engineering firm one of the best - Also owns a portfolio of infrastructure assets - Terrific balance sheet net cash position - Repurchased XX% of shares between 2020 and 2024 - Trades at 12x earnings - Pays a XXX% dividend"
X Link @CDInewsletter 2025-07-15T17:02Z 16.6K followers, 4304 engagements
"Telus Digital $TIXT.to 2021: IPO for US$25/share 2025: $T.to is buying it back for US$4.50 per share At least they're buying low after selling high"
X Link @CDInewsletter 2025-09-02T13:52Z 16.6K followers, 4789 engagements
"I thought the British stock market was cheap and filled with bargains. But it's nothing compared to France. France is ridiculously cheap. Here are X of the cheapest stocks I could find names that are trading way below comparable names in different countries:"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 159.2K engagements
"Topaz Energy $TPZ.to - Owns energy royalty & natural gas infrastructure assets - XX% operating margins - XX% insider owned (incl. $TOU.to) - XXX% yield XX% payout ratio growing dividend - Trades at 12x FCF - Projected 10%+ revenue growth thru 2027 - Less commodity exposure"
X Link @CDInewsletter 2025-09-03T14:43Z 16.6K followers, 16.8K engagements
"Dollarama earnings: $DOL.to - Sales up XXX% - Same store sales up XXX% - XX new stores opened - EBITDA margins up to XXXX% - EPS up XXXX% to $XXXX - Strong 2026 guidance including gross margins in the XX% range Stock is up 10.3%. What a beast"
X Link @CDInewsletter 2025-06-11T15:02Z 16.6K followers, 12.5K engagements
""The share price goes down by the amount of the dividend" is an odd way of saying what's really happening when a company shares some of its profits with its owners. By design of course"
X Link @CDInewsletter 2025-10-09T13:35Z 16.6K followers, 8204 engagements
"7. Sanofi $SAN.PA - One of Europe's largest pharma companies - Terrific balance sheet 15B in cash - Repurchasing shares 5B worth in 2025 - Strong pipeline analysts estimate X% annual sales growth through 2027 - Raised dividends XX years in a row - Trades at 10x earnings"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 9020 engagements
"What do y'all think about funding your kids' education to about XX% of the required level then making them get a job to earn the rest Seems like it would build character and create useful skills while still leaving junior in good shape if the job never happens"
X Link @CDInewsletter 2025-10-11T13:44Z 16.6K followers, 3965 engagements
"Emera is joining Canadian Utilities in the only technically giving dividend raises club boosting the payout by just X% to $XXXX per share. Growth is projected at X% thru 2029 so it's obvious capital is being directed towards that rather than dividend increases. $EMA.to"
X Link @CDInewsletter 2025-09-26T13:31Z 16.6K followers, 3743 engagements
"6. FDJ United $FDJU.PA - Top X lottery betting & gaming operator in Europe - XX% market share in France - XX% owned by the Gov't of France - EPS up XXX% between 2019 & 2024 - Trades at 11x fwd. earnings - 7%+ dividend great div. growth"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 9366 engagements
"A periodic reminder than CN Rail $CNR.to $CNI is a ridiculously shareholder friendly company. Not pictured is the $2B+ in share buybacks in 2024 the $3B+ in buybacks just authorized for 2025 or the just announced X% dividend hike for 2025"
X Link @CDInewsletter 2025-01-30T22:08Z 16.6K followers, 16.9K engagements
"For those of you still holding onto your First National $FN.to shares until the bitter end note that the acquisition is expected to close this month with October's dividend scheduled to NOT be paid"
X Link @CDInewsletter 2025-10-14T16:17Z 16.6K followers, 2064 engagements
"@CayucosCapital @RagingVentures Demographics of Brazil are much more favourable and consumption is actually increasing. Unlike North America/Europe which is where $TAP mostly operates"
X Link @CDInewsletter 2025-10-06T01:05Z 16.6K followers, XXX engagements
"2. Michelin $ML.PA - World's largest tire manufacturer (by market share) - True worldwide player - Cyclical business but solid balance sheet gives protection - Trades at 9x fwd. EPS 11x fwd. FCF - XXX% dividend yield XX% payout ratio - Repurchasing shares"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 13.2K engagements
"Has anybody squandered goodwill as badly as Robert Kiyosaki Rich Dad Poor Day introduced millions (including me) to finance and instead of building a Dave Ramsey-esque empire with it he's basically a punchline. Amazing"
X Link @CDInewsletter 2025-10-11T11:28Z 16.6K followers, 6486 engagements
"The internet has been around long enough that we can look back and see history of investors panicking over short-term issues for virtually every large blue-chip stock. $MCD in 2003 $MSFT in 2012 $AAPL in 2016 $DOL.to in 2018 and so many more. Just blips on the radar"
X Link @CDInewsletter 2025-07-19T11:30Z 16.6K followers, 3820 engagements
"Hormel $HRL is a dividend aristocrat with XX years of consecutive dividend increases. It's also trading at its lowest valuation and highest dividend yield in a decade. I like that combination"
X Link @CDInewsletter 2025-08-31T11:20Z 16.6K followers, 11.4K engagements
"I'm not interested in having a conversation with any anti-dividend zealots until they stop with the arguments that assume I don't understand basic finance. "Are you aware that returns come from capital gains and dividends" Honestly. Shit like that is insulting"
X Link @CDInewsletter 2025-10-08T23:55Z 16.6K followers, 7254 engagements
"Step 1: Buy Intact Financial $IFC.to shares Step 2: Do absolutely nothing"
X Link @CDInewsletter 2025-03-14T11:48Z 16.6K followers, 8667 engagements
"Lasted less than a month. Royal Bank has retaken its throne with authority $283B to $252B"
X Link @CDInewsletter 2025-09-04T12:43Z 16.6K followers, 6722 engagements
"I chatted with @TheDividendGuy again this week this time covering life insurance stocks. We cover: - How $MFC.to is still being punished by the dividend cut XX years ago - The recent troubles with $SLF.to - And probably my favourite in the space $IAG.to"
X Link @CDInewsletter 2025-09-12T13:48Z 16.6K followers, 5391 engagements
"1. Carrefour $CA.PA - Leading European and South American grocer - 14000 stores around the world - Strong work in private label - Rapidly expanding discount arm - Repurchased XX% of shares outstanding since 2020 - Trades at 8x fwd. earnings - 7%+ dividend yield"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 14.5K engagements
"Couche-Tard gets all the attention but Parkland Fuel has also quietly made a bunch of shareholders rich. $PKI.to"
X Link @CDInewsletter 2024-07-04T13:41Z 16.6K followers, 15.7K engagements
"Simpson Oil: Hey Parkland we have enough votes to replace the entire BoD. Don't do anything stupid between now and Tuesday. $PKI.to: OH YEAH WE'LL JUST SELL THE DAMN COMPANY. THAT'LL SHOW YOU. Get your popcorn out kids. This is gonna be fun. 🍿"
X Link @CDInewsletter 2025-05-05T17:21Z 16.6K followers, 10.8K engagements
"This week @TheDividendGuy and I do a deep dive on Toromont $TIH.to a stock that has quietly raised the dividend for XX consecutive years. Great stock but is it overvalued today"
X Link @CDInewsletter 2025-10-03T12:51Z 16.6K followers, 6779 engagements
"Happy Brookfield Infrastructure/Renewables $BIPC.to $BEPC.to dividend day to all those who celebrate. They both offer a succulent combination of both dividend yield and potential growth plus are trading at reasonable valuations --like I've been talking about"
X Link @CDInewsletter 2025-09-29T13:27Z 16.6K followers, 5743 engagements
"This week @TheDividendGuy and I talk low yielding dividend growers including $CSU $BN and one of my favourites $DOL.to. Plus a bonus under-the-radar stock. Coming to you from Seoul. Check out the nice brick background in my hotel room"
X Link @CDInewsletter 2025-09-26T14:05Z 16.6K followers, 4900 engagements
"5. Credit Agricole $ACA.PA - World's 9th largest bank - One of Europe's largest wealth managers - Strong balance sheet - 16%+ return on equity - Trades at 0.75x book value - Doubled earnings between 2015-24 - 7x fwd. earnings - Dividend growth X% yield"
X Link @CDInewsletter 2025-08-05T17:52Z 16.6K followers, 10K engagements
"Evolution AB $EVO $EVO.ST: - Global leader in live casino game tech - Fantastic margins - Growth is slowing but still decent - Zero net debt - Repurchasing shares - 4%+ dividend yield XX% payout ratio - Trades at 12x EPS lowest valuation ever @wolfofharcourt is a fan too"
X Link @CDInewsletter 2025-10-06T15:02Z 16.6K followers, 9043 engagements
"4. GSK plc $GSK - Healthcare company with a XXX year history - Top products include shingles vaccine Shingrix - Stock is trading at 8x earnings lowest valuation in 10+ years - 70+ products in the pipeline - Company is guiding continued growth into the 2030s - XXX% yield"
X Link @CDInewsletter 2025-07-15T17:02Z 16.6K followers, 4839 engagements
"Special shoutout to @irbezek for convincing me to buy Mexican airport stocks years ago. I first bought $PAC in 2017 and followed it up with $OMAB in 2022. These are quietly really good businesses that should get way more attention"
X Link @CDInewsletter 2025-04-26T14:01Z 16.6K followers, 13.8K engagements
"Couche-Tard officially pulls 7&i offer as Japanese managers do the most Japanese thing ever. dragging their feet for months without actually saying no we're not interested. $ATD.to"
X Link @CDInewsletter 2025-07-16T23:25Z 16.6K followers, 4838 engagements
"As much as I love Wealthsimple think it's a great product etc. I think us bulls should remember that it's built for a younger generation. I'm not sure I know a single boomer that uses WS. $POW.to $IGM.to"
X Link @CDInewsletter 2025-08-11T13:53Z 16.6K followers, 6861 engagements
"In 2017-18 Proctor and Gamble shares sold off 20%+ and hit a 52-week low. Five years later shares returned 140%+ or nearly XX% per year. That spanked the S&P XXX. In 2025 Proctor and Gamble shares have sold off XX% and are currently trading at a 52-week low. $PG"
X Link @CDInewsletter 2025-07-15T11:39Z 16.6K followers, 10.1K engagements
"Buffett paid 18x forward earnings for BNSF in 2009. CN Rail currently trades for 18x forward earnings. Easy to argue $CNR.to $CNI is the better asset too"
X Link @CDInewsletter 2025-04-22T16:37Z 16.6K followers, 21.9K engagements
"Can someone check in on that guy who thought $BIPC was cooking the books"
X Link @CDInewsletter 2025-10-14T17:53Z 16.6K followers, 2854 engagements