Canadian Dividend Investing (@CDInewsletter) unfollowed @scalpavelli on Oct 12, 2024

RT @variantview_X: @MicroCapClub $ICAD $MTRX $GIFI all transforming, all screen horribly, all have earnings tailwinds in next 12-24 months…

It's been at least 10 years since I saw an escalator that wasn't working or an empty soap dispenser

I rarely track changes in my net worth, and only look at my portfolio results at the end of the year. But I track my dividends religiously, because they're what really matters.

One of the great ironies of FinTwit is at least 50% of the people with the word capital in their name actually have very little capital.

Some quick thoughts on the $TD $TD.to situation: - US$3B fine is about what the market expected. - The asset cap is the much bigger deal - $WFC had a similar cap imposed on it in 2018, and the stock has underperformed since However, I don't think this is nearly as dire as the

One fascinating thing for me, an avid REIT watcher, is how much of a premium U.S. REITs trade for versus Canadian ones. 3 reasons why, IMO: 1. Better growth potential in the U.S. 2. Better balance sheets 3. The Seeking Alpha effect - good coverage gets retail excited

Flagship Communities REIT $MHC.un quietly raised its distribution by 5% to US$0.62/year. 4% yield today. Offers a ~50% payout ratio, too, and a bunch of other things I like. Nice little under the radar company that I first covered for premium newsletter subs weeks ago.

Walter Schloss's 16 investment rules. He was one of my favourites when I was more of a hardcore value investor. https://t.co/01DHdAfD4Z

Car dealership economics, and how car sales are really just a front for the really profitable stuff -- repairs, maintenance, and financing. https://t.co/WY4hjmaZC0

Death. Taxes. Canadian stocks that get TSX authorization to repurchase shares and then don't buy a single. damn. one.

Tough day for Emera $EMA.to today, down 5% on fears that Hurricane Milton will hit its Tampa-area assets hard. More than half of the company's income comes from Florida. Could be a big deal. https://t.co/Iz0hbI3uHu

RT @Lovey1973: Going LIVE in just over 30 minutes!!! The Passive Income Podcast Two Year Anniversary Live Stream with: @j_grieshaber @drfa…

Today on the newsletter -- a closer look at the best investor you've never heard of, a Canadian legend who returned 19.5% per year for 30 years. I think y'all are really gonna like this one. https://t.co/vrSkP8o0Up

So much "pressure" in the workplace is either artificially manufactured or is the result of ineptitude somewhere along the line. Now that I realize this I *really* regret giving into that pressure as an employee.

Valuation matters, but it's not the only thing that matters.

Looking more and more like @tradeoilstocks almost immaculately timed the bottom for oil stocks. Y'all might think I'm throwing shade, but I'm not. Genuinely impressed. (BTW, he's back in. Took like two weeks) https://t.co/SQoDlAAfoH

Not at all diminishing the floods in the US ( I live in NC), but Nepal has also had floods that have killed over 200 people. Have you heard about this in the U.S.? (I’m looking at you “World News”)

FYI if Leon eliminates the block button, I will be leaving this hellhole. It’s the only thing keeping me sane 😎

Exchange Income Fund $EIF.to hitting a fresh 52-week high on news it won the air ambulance contract for Newfoundland and Labrador. Stock up 2.7% today, yield still close to 5%, will benefit from lower rates, and trades at ~13x 2025's expected earnings. I still like it.

There are three kinds of dividend stocks: 1. Growth stocks that pay dividends (all growth, little yield) 2. Dividend growth (some yield, some growth) 3. High yield (all yield, little growth) Lots of disagreement comes from folks who prefer 1 talking to people who like 3.

I think Buffett didn't buy $MSFT because the first thing many would suggest is his friend Gates fed him insider info. Considering how much Buffett guarded his reputation, that makes way more sense than the I-hate-technology explanation he came up with afterwards.

Plaza REIT: - Trades for ~10x FFO - 7.1% dividend, 75% payout ratio - Developments adding to the bottom line in 2024-2025 - Improving balance sheet - High insider ownership - 98% occupancy This one is interesting considering how much other REITs have gone up lately. $PLZ.un

I have a 10% per year hurdle rate and aim to surpass that whenever I make an investment. But when I make projections into the future, I use an 8% annual return to build conservatism into the model. I'd rather have low expectations and be happy at the end than the opposite.

In 2007, everyone wanted the "BRICS". India and China both had long term PE ratios of 50. After going nowhere for a long time, stunning to see them diverge so much since 2020. India CAPE above 40 again, China.....12. https://t.co/a9GJuiNUXi via @Barclays https://t.co/efOSLtMMR5

friend suggested this link of resources https://t.co/3ejorhGQ7z

My reaction every time I see an investor with six figures of dividend income but the vast majority of it comes from Yieldmax products, split share funds, and covered call ETFs. https://t.co/TGUi3ZVtOe

Canadian NET REIT: - Trades for <10x FFO - 6%+ dividend, 55% payout ratio - Lower rates should boost FFO in 2025 - Potential for it to be acquired - 100% occupancy - Solid management focused on FFO/share growth I still like this one, even after a ~15% run up. $NET.un

Anyone have any thoughts about a potential Telus REIT? $T.to $TU https://t.co/ZJmtzT6XPo

Prosciutto money. Money for cold cuts. Odds and ends. Couple of million dollars. Prosciutto money. #Industry https://t.co/p0c4N2qTzv

In an interview Monday, Vinciquerra said it isn’t all doom and gloom. “At the end of it, the one thing we know for sure is the demand for entertainment is going up and it’s a good business to be in,” he said.

I can’t even be remotely interested in $CELH. It reminds me too much of $GURU.to.

One of my favourite editions of the Sunday newsletter ever. How I retired before my 40th birthday from beginning to end, including how I got started, my first investments, and how my mindset changed over the years. Bookmark this one for later. https://t.co/yZTH3c0ZMX