The Dividend Bug 💸

Focus on #Dividends 🇨🇦 Software Engineer 👨‍💻 Largest holdings $TD.TO $T.TO $BNS.TO 💸

[The Dividend Bug 💸 @TheDividendBug]

I’m trying to get 1000 followers by the end of the week. Help me by following or retweeting!

[Canadian Dividend Investing @CDInewsletter]

I wrote about Metro $MRU.TO, which features:

- Excellent long-term returns
- Strong market share in Ontario/Quebec
- Steady buybacks
- 29-year dividend growth streak
- 10%+ dividend growth potential

But is it cheap enough to buy? My thoughts.

https://t.co/VW0tJd2DV3

[Mike Investing @MrMikeInvesting]

This rule has proven success, & will guarantee your portfolio to outperform the S&P 500 year after year…

Buy stocks when $VIX is $30.

Buy even more stocks when $VIX is above $45+

Sell stocks when $VIX is $14.

& simply repeat the cycle!

[Jon Flynn | Real Estate Data & Analysis @JonFlynnREstats]

Canada had a real estate bubble in the late 80's followed by a recession from 1990-1992. Real Estate prices bottomed in 1995-1996.

Yes, that's how it works. Bubble, recession, bottom.

[Eric Nuttall @ericnuttall]

Most asymmetric oil trade since the COVID lows of April 2020??? Total and complete market apathy while both Exxon and Chevron say we are IMMINENTLY facing an oil price spike/shock.

[The Dividend Bug 💸 @TheDividendBug]

@CDInewsletter Why do you like Metro the most?

[Canadian Dividend Investing @CDInewsletter]

In 2017, Metro acquires Jean Coutu. To help pay for the deal, it sells the other half of the Couche-Tard investment.

It gets $1.55B for the other half of Couche-Tard. That's a 600-bagger in 30 years, or a 25% annual return.

[Canadian Dividend Investing @CDInewsletter]

How one long-forgotten deal quietly became one of the best in Canadian business history.

In 1987, Metro sold 75 Sept-Jours convenience stores to Couche-Tard for $4.3M.

Couche-Tard paid in shares, a stake eventually worth billions.

Here's how it all went down. $MRU $ATD

👇

[Canadian Dividend Investing @CDInewsletter]

10 stocks with wonderful share buyback and dividend growth records over the last decade, including some that completely fly under the radar.

1. Imperial Oil $IMO.TO
- 43% fewer shares
- Increased dividend by 17% per year

2. Loblaw $L.TO
- 28% fewer shares
- Increased dividend by 8% per year

3. Service Corp $SCI
- 27% fewer shares
- Increased dividend by 10% per year

4. Assured Guaranty $AGO
- 64%(!) fewer shares
- Increased dividend by 10% per year

5. Cogeco $CGO.TO (not $CCA.TO)
- 43% fewer shares
- Increased dividend by 12% per year

6. CN Rail $CNR.TO $CNI
- 22% fewer shares
- Increased dividend by 9% per year

7. Primerica $PRI
- 31% fewer shares
- Increased dividend by 19% per year

8. Penske Automotive $PAG
- 23% fewer shares
- Increased dividend by 17% per year

9. Aflac $AFL
- 35% fewer shares
- Increased dividend by 12% per year

10. Stella Jones $SJ.TO
- 21% fewer shares
- Increased dividend by 11% per year

[Frank Cappelleri @FrankCappelleri]

$SPX - One of the best trend indicators is a failed MACD sell signal.

👇Full breakdown below

[Peter Schiff @PeterSchiff]

We are beginning the biggest surge in both inflation and bond yields since the 1970s. Even when the Iran war ends, inflation and yields will continue to rise. Those who thought inflation was transitory in 2021 or subprime was contained in 2007 are just as oblivious now. Got gold?

[Beardo @BeardoTrader]

The last time the U.S. 10 Year Yield went to 5%, $SPY dropped 11%.

Use this information however you like.

[zerohedge @zerohedge]

And there's the break out

[The Kobeissi Letter @KobeissiLetter]

The US bond market crisis is intensifying.

While everyone is focused on AI and the Iran War, the US bond market is in a complete meltdown.

The 30Y Yield is now above 5.00% and the 10Y Yield is nearing the pivotal 4.50% level, which resulted in President Trump's "90-day tariff pause" in April 2025.

Long-term yields are now ABOVE levels seen prior to Fed rate cuts in another brutal reminder that the Fed can not contain the long-end of the yield curve.

At the current pace, we will likely see US mortgage rates rise back above 7.00% this year.

The question then becomes:

How much longer can markets (or the US government) ignore the yield crisis?

And, who folds first?

[The Market Ear @themarketear]

Home prices in Canada are down about 20% from the peak in Q1 2022.
https://t.co/S4UiVKZRmR

[red pill rick @igetredpilled]

Adjusted for inflation we’re down 28% - by far the biggest crash in Canada’s history.

[The Dividend Bug 💸 @TheDividendBug]

Dividend income update

[Andrew Yeung @andruyeung]

Coinbase is cutting 14% of its staff because of AI.

But @brian_armstrong (founder, CEO), shared a few things in his memo that most ppl will miss:

1. "No pure managers." Every leader has to be a working individual contributor. The pure people-manager role, the one that built most corporate career ladders for the last 50y, no longer exists at Coinbase.

2. Leaders will have 15+ direct reports. That is insane. Previously, managers capped out at 6 directs. This would be IMPOSSIBLE without AI.

3. Coinbase is testing "one person teams" where a single person is the engineer, the designer, and the PM. A pod of one with agents.

Org structures are being redesigned in front of our eyes.

[SS @sshxbt]

top 5 CNBC clips of all time

[Lazy Canadian Investor @JimChuong]

Home sellers are feeling the pain as Toronto real estate prices collapse.

Our neighbors paid $1.4 million for a simple starter home in 2022. They’re now trying to sell it for the same price.

A similar property near them just hit the market for $999,000. Ouch.

Your principal residence is not an investment. It never was, still isn’t, and never will be.

That’s why 66% of homeowners own their own home, but only 1% are rich.

We may live in a home, but we live off our investment portfolio.

[Vancouver Island Guy 🌊 @VanIsleInvestor]

BNN Ryan Bushell: $AP Allied Properties

We haven't seen the economic fallout yet and see some pain before we invest.

May be a good investment here as it has started to turn around.

We are not invested in Allied yet.