by Brad Ferris on May 14, 2012
Prior to working fulltime as a Registered Nurse I did a fair amount of consulting (while I was attending university) for small businesses, individual investors and the odd institutional investor. Recently I’ve been working with a client who wants to build their own dividend growth portfolio for retirement. Portfolio Construction is one of the most [...]
by Brad Ferris on May 7, 2012
CNBC over the weekend had a feature titled The Costco Craze – Inside the Warehouse Giant that I found very informative as a consumer and also a shareholder of Costco (COST). Back in 2008 I did a short public stock analysis on Costco, titled Taking Stock in COST, that touched upon a number of business principles [...]
by Brad Ferris on April 16, 2012
Dividend paying stocks are well recognized as an investment that never stops paying you. The advantage to dividend income is that its tax efficient, predictable and pays you to invest capital in often stable and well established businesses. Dividend income is impressive and larger than life because it provides necessary value to an investor in [...]
by Brad Ferris on April 2, 2012
It seems that almost every day another article is published in the media or on a blog about the benefits of dividends. You can’t blame investors for looking for income with fixed income products in 2012 providing negative real returns (after taxes & inflation). Today I’ve got 10 reasons of why you should own some [...]
by Brad Ferris on March 19, 2012
About a month ago, while updating my spreadsheets with finalized financial data for 2011, I found a troubling trend in my bank holdings that’s been bothering my conscience ever since. My exposure to three Canadian banks, TD Bank (TD), Royal Bank of Canada (RY) & Bank of Nova Scotia (BNS), has brought up a serious [...]
by Brad Ferris on March 12, 2012
Stock Analysis Mailing List member Eric asks, “I read your recent article about the state of the Canadian housing market. I agree that we are in bubble territory and due for a correction. However, as a homeowner (in the Vancouver area no less!) how can I take advantage of this or at least protect myself [...]
by Brad Ferris on March 5, 2012
Last week I wrote an article, Portfolio Management – When To Sell Stocks, that focused on helping you identify situations to sell stocks that are effective in the management of your portfolio. This list of reasons to sell stocks included changes in fundamentals, using target prices, significant price appreciation, tax-loss selling, portfolio management and personal reasons. [...]
by Brad Ferris on February 27, 2012
You Only Make Money When You Sell… While the above statement is not quite true for dividend oriented investors, for most individuals who invest the only time you make money is when you sell your mutual fund or stock to lock in a capital gain. The decision to sell is often one that plagues an [...]