Best Dividend Growth Stocks 2025: A Conversation with Dan Rohinton

Capital Compounders Show

In this conversation, Dan Rohinton, VP of Portfolio Management at IA Clarington, discusses the current state of BCE and the Canadian telcos market, emphasizing the challenges faced by BCE and its strategic decisions. He explores the implications of high dividend yields, the importance of capital allocation, and the investment strategies for investing in dividend stocks. The discussion also covers the global dividend fund strategy, sector analysis, and the role of multi-sector diversification in dividend investment portfolios. Rohinton provides valuable insights for new investors and reflects on market performance and future expectations for his funds.

KEY TAKEAWAYS:

• BCE's recent decisions reflect broader challenges in the Canadian telecom market

• High dividend yields can be misleading; due diligence is essential
• Capital allocation is crucial for maintaining shareholder value
• Investors should focus on cash flow and business fundamentals
• Diversification is key for new investors starting with dividend stocks
• The global dividend fund strategy prioritizes strong cash flow and market position
• Certain sectors, like waste management, offer stable investment opportunities
• REITs are currently avoided due to market conditions and competition
• Investing in established companies with a history of dividends is advisable
• Market performance can vary; long-term planning is essential

#investing #stocks #personalfinance #wealth #podcast

Tags: BCE, Canadian Telcos, Dividend Stocks, Investment Strategies, Global Dividend Fund, REITs, $BCE, Dividend Cut

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DISCLAIMER:

This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.