Strategy Lab - Page 9 - The Globe and Mail

April 7, 2015

For a company to continue raising its payment, it must also have growing revenue, earnings and cash flow to support dividend increases. Otherwise, its payout ratio will rise and eventually the dividend will stop growing – or, worse, get cut or eliminated.

For a company to continue raising its payment, it must also have growing revenue, earnings and cash flow to support dividend increases. Otherwise, its payout ratio will rise and eventually the dividend will stop growing – or, worse, get cut or eliminated.

An up-close look at dividend growth in action

April 3, 2015

While many companies pay dividends, only a small minority have a corporate culture that emphasizes dividend growth and a history of continually paying more to shareholders year after year.

While many companies pay dividends, only a small minority have a corporate culture that emphasizes dividend growth and a history of continually paying more to shareholders year after year.

How to search out the best dividend stocks

Rob Carrick

March 31, 2015

Preferred-share specialist James Hymas warns some coming dividend cuts could be ‘absolutely massive.’

Preferred-share specialist James Hymas warns some coming dividend cuts could be ‘absolutely massive.’

Think preferred dividends are safe? Not these ones

John Heinzl

March 30, 2015

Gold bars are stacked in the safe deposit boxes room of the Pro Aurum gold house in Munich March 3, 2014. If you’re looking for long-term reversal stocks then you’d do well to look at gold miners.

Gold bars are stacked in the safe deposit boxes room of the Pro Aurum gold house in Munich March 3, 2014. If you’re looking for long-term reversal stocks then you’d do well to look at gold miners.

How to find long-term dogs ready for a rebound

Norman Rothery

March 25, 2015

Ten years after creating it, Rob Arnott’s RAFI Fundamental Index is performing just as he said it would. Measured in U.S. dollars, it averaged 9.4 per cent from December, 2005 to Dec. 31, 2014.

Ten years after creating it, Rob Arnott’s RAFI Fundamental Index is performing just as he said it would. Measured in U.S. dollars, it averaged 9.4 per cent from December, 2005 to Dec. 31, 2014.

Ten years in, controversial index proves its worth

Andrew Hallam

March 24, 2015

As Priceline discussed on its latest conference call, mobile bookings have gone from a tiny slice of the action just a few years ago to nearly half of all bookings today.

As Priceline discussed on its latest conference call, mobile bookings have gone from a tiny slice of the action just a few years ago to nearly half of all bookings today.

Need another reason to buy Priceline stock? Take a road trip

Chris Umiastowski

March 24, 2015

Busting a myth about REITs and RRSPs

John Heinzl

March 22, 2015

Dimensional Fund Advisors (DFA) tilts its funds’ emphasis toward smaller-cap and value stocks. The firm says such stocks have outperformed the market.

Dimensional Fund Advisors (DFA) tilts its funds’ emphasis toward smaller-cap and value stocks. The firm says such stocks have outperformed the market.

Dimensional Fund Advisors: Living up to their market-beating promise?

Andrew Hallam

March 17, 2015

The Bank of Canada Building is pictured on the south side of Wellington Street on March 12, 2015 in Ottawa. Even if Canada lags the United States, eventually interest rates are expected to rise here as well. In fact, five- and 10-year Canadian government bond yields have already risen about 0.2 percentage points from their lows in early February.

The Bank of Canada Building is pictured on the south side of Wellington Street on March 12, 2015 in Ottawa. Even if Canada lags the United States, eventually interest rates are expected to rise here as well. In fact, five- and 10-year Canadian government bond yields have already risen about 0.2 percentage points from their lows in early February.

Five (easy) ways to prepare for rising interest rates

John Heinzl

March 16, 2015

With strongest growth days likely behind it, Apple’s addition to venerable Dow Jones Industrial Average highlights risk of waiting too long to invest.

With strongest growth days likely behind it, Apple’s addition to venerable Dow Jones Industrial Average highlights risk of waiting too long to invest.

Why joining the Dow is a bearish signal for Apple

Norman Rothery

March 11, 2015

A small utility provider in Arizona recently implemented a $50-a-month surcharge for customers who generate their own power, taking a shot at the attractive economics of renewable energy.

A small utility provider in Arizona recently implemented a $50-a-month surcharge for customers who generate their own power, taking a shot at the attractive economics of renewable energy.

Solar power vs. grid power: Why this investor is basking in SolarCity's future

Chris Umiastowski

March 10, 2015

One of the Manulife offices on Bloor Street East. With roughly 45 per cent of its revenue coming from the United States, Manulife Financial stands to benefit from a lower Canadian dollar.

One of the Manulife offices on Bloor Street East. With roughly 45 per cent of its revenue coming from the United States, Manulife Financial stands to benefit from a lower Canadian dollar.

Five stocks with safe dividends

John Heinzl

March 3, 2015

In this April 27, 2011 photo, Proctor & Gamble products sit on display at a Target store in Richmond, Va. According to Bloomberg estimates, Johnson & Johnson and Procter & Gamble are expected to boost their payments by about 6 per cent and 7 per cent, respectively.

In this April 27, 2011 photo, Proctor & Gamble products sit on display at a Target store in Richmond, Va. According to Bloomberg estimates, Johnson & Johnson and Procter & Gamble are expected to boost their payments by about 6 per cent and 7 per cent, respectively.

Dividend investors have a trillion reasons to smile

February 27, 2015

Warren Buffett, chairman of Berkshire Hathaway.

Warren Buffett, chairman of Berkshire Hathaway.

Learn from Buffett, but that doesn’t mean investing in Berkshire

Norman Rothery

February 25, 2015

Social media is booming, and so is Facebook. Last quarter their daily active user tally was 890 million, up 18 per cent year over year. Mobile-only users grew more than 100 per cent. Revenue grew 49 per cent and earnings per share were up 69 per cent versus last year.

Social media is booming, and so is Facebook. Last quarter their daily active user tally was 890 million, up 18 per cent year over year. Mobile-only users grew more than 100 per cent. Revenue grew 49 per cent and earnings per share were up 69 per cent versus last year.

The four tech stocks to buy and hold for the long haul

Chris Umiastowski

February 24, 2015

A Cineplex Odeon is pictured in North Vancouver, B.C. Tuesday, May 15, 2012. Cineplex has a “near-recession-proof” business model that generates revenue not only from movie tickets and concessions, but also from advertising on its websites, magazine, lobbies and theatre screens.

A Cineplex Odeon is pictured in North Vancouver, B.C. Tuesday, May 15, 2012. Cineplex has a “near-recession-proof” business model that generates revenue not only from movie tickets and concessions, but also from advertising on its websites, magazine, lobbies and theatre screens.

Five dividend stocks for the long run

John Heinzl

February 23, 2015

A Chinese investor reacts in front of an electronic stock board at a brokerage house in Fuyang city in central China's Anhui province, Friday, Aug. 5, 2011.

A Chinese investor reacts in front of an electronic stock board at a brokerage house in Fuyang city in central China's Anhui province, Friday, Aug. 5, 2011.

Why I don’t invest in emerging market stocks

Andrew Hallam

February 18, 2015

Small cap stock investors have reason to feel disappointed – perhaps even burned.

Small cap stock investors have reason to feel disappointed – perhaps even burned.

In Canada, small-cap stocks have failed to live up to the hype

Andrew Hallam

February 17, 2015

An employee arranges bottles of Coca-Cola at a store in Alexandria, Va., Oct. 16, 2012. John Heinzl has 'sold' his shares of Coca-Cola in his model Strategy Lab portfolio.

An employee arranges bottles of Coca-Cola at a store in Alexandria, Va., Oct. 16, 2012. John Heinzl has 'sold' his shares of Coca-Cola in his model Strategy Lab portfolio.

Why I’ve lost my thirst for Coca-Cola shares

John Heinzl

February 13, 2015

Rummaging through the stock bargain bin

Norman Rothery

February 10, 2015

Montreal-based BCE Inc., the parent company of Bell Canada, has an attractive 4.6-per-cent dividend yield, a growing wireless base and improving wireline division.

Montreal-based BCE Inc., the parent company of Bell Canada, has an attractive 4.6-per-cent dividend yield, a growing wireless base and improving wireline division.

Why I have a love-hate relationship with BCE

John Heinzl

February 9, 2015

Washington Capitals goalie Braden Holtby wears a GoPro during practice before the 2015 Winter Classic hockey game.

Washington Capitals goalie Braden Holtby wears a GoPro during practice before the 2015 Winter Classic hockey game.

GoPro: Crazy valuation, but worth a second look

Chris Umiastowski

February 3, 2015

A morning commuter encounters stormy weather as he passes by the New York Stock Exchange on Monday.

A morning commuter encounters stormy weather as he passes by the New York Stock Exchange on Monday.

How the pros weather stock market madness

John Heinzl

January 30, 2015

The leaf on the Apple symbol is tinted green at the Apple flagship store on 5th Ave. in New York April 22, 2014.

The leaf on the Apple symbol is tinted green at the Apple flagship store on 5th Ave. in New York April 22, 2014.

On Wall Street, investing in the biggest can be the best strategy

January 28, 2015

Netflix plans to expand to about another 150 markets within two years, and that should make negotiating licensing agreements for content much easier.

Netflix plans to expand to about another 150 markets within two years, and that should make negotiating licensing agreements for content much easier.

Beyond quarterly results: How Netflix plans to take over the world

Chris Umiastowski

January 27, 2015

<p>John Heinzl</p>

<p>John Heinzl</p>

Why I'm buying Johnson & Johnson for my Strategy Lab dividend portfolio

John Heinzl

January 20, 2015

The growth in e-commerce coupled with the plunge in oil prices bode well for UPS. McLean & Partners portfolio manager Anil Tahiliani also likes the fact that employees own 24 per cent of the company.

The growth in e-commerce coupled with the plunge in oil prices bode well for UPS. McLean & Partners portfolio manager Anil Tahiliani also likes the fact that employees own 24 per cent of the company.

Five dividend growth stocks for a fearful market

John Heinzl

January 19, 2015

Some actively managed funds charge a premium, yet deliver basic market exposure.

Some actively managed funds charge a premium, yet deliver basic market exposure.

Are you investing in a closet index fund?

Andrew Hallam

January 16, 2015

TD Canada Trust bank at Yonge and Eglinton, Toronto. August 27, 2013.

TD Canada Trust bank at Yonge and Eglinton, Toronto. August 27, 2013.

Playing big-bank fantasy portfolio highlights stock-picking difficulties

Norman Rothery

January 14, 2015

<p>An overhead shot of an oil facility in Alberta. </p>

<p>An overhead shot of an oil facility in Alberta. </p>

This oil patch dividend stock is poised to rebound

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