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Portfolio Manager
My name is Mike and I’m the author of The Dividend Guy Blog & The Dividend Monk along with the owner and portfolio manager here at more

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1 to 16 of 39 Posts
From Chips To Chatter: Telecoms And Semiconductors Landscape
The Communication Services and the Information Technology sectors have significantly evolved in recent years. More specifically, Telecoms and Semiconductors have faced many challenges.
Best Income Stocks 2024
The pros and cons of 7 companies in 4 different sectors.
Companies That Grow Through Acquisitions: Pros And Cons
We hit one of dividend growth investors’ favorite business model types: growth through acquisitions. While it often rhymes with dividend growth, there are pros and cons to consider.
Thoughts On 35 Stocks - Part 2
A look at some stocks that are puzzling investors.
Thoughts On 35 Stocks - Part 1
Many stocks have caused investors headaches this year.
Is It Time To Sell Your REITs?
​​​​​​​Most REITs are not doing so well this year, up to the point that many investors wonder if they should sell them.
Lessons Learned From Inflation And High-Interest Rates
After the quick pandemic market crisis, we saw discussions about high inflation and higher interest rates. It has been around us since then.
The Best Dividend Achievers
The Dividend Achievers show a minimum of 10 consecutive years with a dividend increase. Here are some of the top Dividend Achievers from 5 different sectors.
The Best High-Yield 4%+ Stocks
Dividend high-yield stocks ease your mind and make calculation easy at retirement. Both income-seeking and growth investors can benefit from having some high-yielders in their portfolios.
The Most Dangerous Investment Strategies
Moving strategies might be tempting, but it’s one of the most harmful bad habits. You might get lost in the process and end up with a bunch of holdings that have nothing to do with your goals.
No Dividend Growth: Keep Or Sell?
Can a dividend growth investor keep non-growing dividend stocks? We always insist on dividend growth, but what happens if your holding shows no more: should you keep or sell?
Are You Allowed To Speculate In A Dividend Portfolio?
After over a decade of double-digit returns, many companies saw their stock price drop this year. Added to inflation and interest uncertainties, it seems complicated to find safe buying opportunities.
Quarterly Earnings Review: Best And Worst News
The earnings season is almost over, and we are getting ready to start the final sprint toward the end of the year.
Worst Performing Stocks
Here are dividend growth stocks that show strong fundamentals but still got killed by the market this year. Which one is on your radar?
Best U.S. Performing Stocks
5 stocks that outperformed the US market in 2022 as of mid-June.
Best Stocks To Hold For The Recession
During a recession, it is not time to change your entire investment plan. But if you need to rebalance, sell some losers, or if you have money to invest, here are some good recession performers.
1 to 16 of 39 Posts