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The Tollbooth Portfolio

While I am a dividend growth investor, my stock selection process has everything to do with the tollbooth or subscription business model.  Why is that? Subscription is the easiest model to forecast for businesses and you can build a relationship … Read more

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The benefits of Cross-Listed Stocks

As a Canadian, in order to build up US funds, I have held cross-listed Canadian companies on the US stock exchange to earn dividends in US dollars. When the currency exchange is not on par, that’s one way to generate … Read more

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Behind the Snapshot Opportunity Score

The Snapshot Opportunity Score is my proprietary formula for assessing the purchase timing of a stock. It’s a great technical indicator to see if a stock is ripe for purchase compare with others in its sector or the screener. It’s not … Read more

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How To Use Stockchase & Keep Tabs on Analysts

Stockchase is a great tool for DIY investors. None of us have access to professional money managers but they are regularly interviewed on Business News Network (BNN). One of BNN’s segments bring portfolio managers and analysts to discuss various stocks. As a … Read more

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Understanding REITs

A Real Estate Investment Trust (REIT) is a company that invests in property through purchasing real estate or mortgages. REITs are alternative assets, uncorrelated to investments like bonds or precious metals. Knowing how REITs work is an important part of … Read more