Category Archives: Canadian Dividend Watch List

Canadian Watch List: Algonquin Power & Utilities

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Canadian Watch List: Telus Corp.

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Canadian Watch List: CGI Inc.

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Canadian Watch List: Constellation Software

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Canadian Watch List: Thomson Reuters

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Canadian Watch List: Constellation Software

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Canadian Watch List: Canadian National Railway PMI

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Canadian Watch List: BCE Inc.

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Canadian Watch List: Waste Connections PMI

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Canadian Watchlist: Richelieu Hardware Price Momentum

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TSX 60 Watch List: November 1, 2022

In the last year, the Toronto Stock Exchange has declined as much as –13.64% and currently sits at a 1-year decline of –6.56%. 

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Taking a wider view, we see that the Index has managed to... Continue reading

Canadian Watch List: January 2020

Below is the watch list of Canadian stocks and the top five stocks for each category: Continue reading

2019 Dogs of the TSX 60

Below is a chart of the performance of the Dogs of the TSX 60 from December 31, 2018 to December 31, 2019.

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On average, as with the Dogs of the Dow, low yield stocks continues to dominate the high yield (Dogs of the TSX 60).  It isn’t supposed to be this way according to the popular literature on this topic.

Our commentary from the January 2019 Dogs of the TSX 60 watch list had the following to say:

“Unlike the Dogs of the Dow, The Dogs of the TSX 60 have the best performers in the ‘high yield’, ‘low p/b’, and ‘low p/e’. Our preference is for stocks within the low yield grouping.”

Our painful adherence to conservatism and safety has seen our pick of low yield stocks doing “alright” compared to the Toronto Stock Exchange.  We introduced the 1,2,3 and 2,3,4 as an alternative to the conventional top ten stocks, as we believe better performance within the low yield stocks would come from the top 2nd, 3rd, and 4th stocks.

While we have observed that low p/e, low p/b, and high yield Canadian stocks performed better in the past, only the low p/b stocks crushed it, especially the top 1,2,3 stock in that grouping with a dumbfounding gain of +79.37%.

Canadian Watch List: September 2019

Below is the Watch List for September 2019. Continue reading

Review: Canadian List Sept 2018

The table below outlines the performance of the top five of the Canadian Dividend Watch list for September 2018.

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The orange circles indicate where, among the top five, the performance was improved if the top 2nd, 3rd and 4th stocks were selected instead of buying the top five.

A very important observation is taking the performance of the top five low yield stocks and the top five high yield stocks.  According to the Dogs of the Dow investment strategy, selecting the top ten stocks with the highest yield will result in higher performance than the representative index.  In this case, the Toronto Stock Exchange is the index we compare the performance to.

In the case of the high yield stocks, they generated returns of –16.23% while the low yield stocks generated returns of +16.35%.  The chasm in performance between the two is wide, deep, and consistent on a historical basis. 

We are confident that if you are an investor seeking average returns then you will not find it in the group of the highest yielding stocks.  In addition, low yielding stocks are able, on a consistent basis, to provided competitive returns year in and year out, as confirmed in our work of the same stocks in the Dow Jones Industrial Average since 1996.