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As 2025 heads into its final stretch, we share a selection of nine dividend growth stocks currently on my radar. From recovering giants to under-the-radar gems, I cover companies he’s buying, considering, or just watching closely for the right opportunity.

This episode offers valuable insights into assessing buying opportunities, knowing when to hold off, and monitoring quality stocks during times of uncertainty. Whether you’re looking for stability, growth, or the next addition to your portfolio, this list has something for you.
 

You’ll Learn

Buy List Refreshed: Who’s In and Why
I review nine names I'm watching, some with recent purchases, others still pending conviction.

• Some names are familiar, but their stories have evolved.
• A few are bouncing back, creating tempting entry points.
• Others are steady performers that may soon become full positions.

When a Great Company Isn’t Enough
A strong business doesn’t always mean an automatic buy.

• I discuss Alphabet’s (GOOG) AI transition and how it impacts his conviction.
• Sometimes, I need more clarity on where a company is headed before investing.

Quality at a Price
Some names on the list are pricey, but that doesn’t rule them out.

• Rollins (ROL) is expensive, but its growth and recurring revenue model make it hard to ignore.
• CGI (GIB.A.TO) and Dollarama (DOL.TO) offer strong growth despite low yields.

Two Big Maybe-Sells
While the focus is on buying, I also share two names under watch in my portfolio.

• Telus (T.TO) and Starbucks (SBUX) are hanging on by the strength of their fundamentals.
• But if performance doesn’t improve, they could get replaced by stronger contenders.

Sector Diversification Still Matters
I pay close attention to sector balance.

• TMX Group (X.TO), while attractive, doesn’t make the cut—yet—because of my current financial sector exposure.
• CGI stands out as a Canadian tech stock not competing directly with U.S. giants.

 Audio Length: 00:34:19

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