The case for Dividend Growth Investing: A Conversation with Mike Heroux aka The Dividend Guy

Newcomer Investor

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW TheDividendGuy on Twitter: https://twitter.com/TheDividendGuySUBSCRIBE to his Youtube: https://www.youtube.com/@UC8aD-2lWvqnkxKiGH91X1WQ STREAM his Podcast: https://open.spotify.com/show/4xk1mOZ05rwzMHRg3PGOp0?si=7532e53193fe419cSTREAM his second Podcast: https://open.spotify.com/show/4W6l74AJVV5h2BJDeVJlKg?si=e31b0beb647040e0READ his blog: https://www.thedividendguyblog.com/Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: hhttps://www.youtube.com/@newcomerinvestor/featuredEmail me at ⁠[email protected]⁠
(0:00) - Introducing TheDividendGuy

(5:50) - Investing strategy; how it started, and evolved over time

(10:51) - The dividend triangle

(13:06) - The dividend vs anti dividend debate

(15:12) - Amazon $AMZN

(16:28) - Constellation Software $CSU

(19:37) - Benefits of sticking to one main strategy

(21:10) - Mark Leonard: one of the greatest Canadian CEOs of all time, and the importance of high quality management with integrity

(26:08) - Canadian banks’ recent earnings: what can we expect next?!

(30:26) - Thoughts on timing the market + managing expectations

(36:09) - National Bank $NA: what makes it so special!

(45:24) - CIBC $CM, Laurentian Bank $LB: suffering from lack of focused strategy

(47:21) - Canadian Western Bank $CWB

(49:20) - Alimentation Couche Tard $ATD: one of Canada’s greatest success stories

(56:06) - Alain Bouchard - passionate, down to earth, and humble leadership