The 2025 Mid-Year Report: Leading Market Players [Podcast]

Silviu
The 2025 Mid-Year Report: Leading Market Players [Podcast]

Subscribe

It’s time for our mid-year update! We investigate the leading dividend stocks of 2025 thus far. Ranging from mining companies to pest management, and including sectors like food and healthcare, uncover surprising names making noteworthy progress. However, Mike warns: Are these merely temporary spikes, or the dawn of enduring prosperity?

This episode is packed with thorough analysis and insights, going beyond just the headlines. If you want to grasp why certain firms are surpassing market expectations, this episode is essential listening.

Seeking Additional Dividend Growers?

Explore the Dividend Rock Star List—over 300 stocks boasting solid revenue, earnings, and dividend growth.

—> thedividendguyblog.com/rockstar

What You’ll Discover

Volatility vs. Reality
Markets have been tumultuous, yet not entirely negative.

  • The Canadian market has risen 6–7%, while the U.S. remains stable despite grim news.

  • Maintaining investments proved beneficial—do not confuse media reports with actual data.

Materials & Gold: Driven by Anxiety
Gold-related firms have thrived amid a volatile market.

  • Agnico Eagle (AEM.TO) surged alongside gold prices.

  • Franco-Nevada (FNV.TO) and Wheaton Precious Metals (WPM.TO) excelled as royalty firms with no debt and solid financials.

  • Nutrien (NTR.TO) is gradually bouncing back from the fertilizer downturn.

Industrials Benefiting from Infrastructure
Major projects are enhancing opportunities for industrial companies.

  • Finning International (FTT.TO) posted impressive revenue and EPS growth, alongside a 10% dividend increase.

  • Stantec (STN.TO) demonstrated strong growth organically and through acquisitions, with an expanding backlog.

U.S. Standouts: Deere and… Pest Control?
John Deere (DE) is transitioning towards ag-tech and autonomy, even with a weaker quarter.

  • Rollins (ROL), a pest control firm, has steadily compounded over the years with a reliable dividend history and consistent recurring income.

Energy Anomaly: TerraVest (TVK.TO)

Healthcare’s Subtle Giants

  • McKesson (MCK) and HCA Healthcare (HCA) are flourishing thanks to demographic trends and scale.

  • Both enjoy strong trends in revenue, profit, and dividends.

Staples Making a Comeback

  • Maple Leaf Foods (MFI.TO) is recovering, though growth potential is hindered by industry limitations.

  • Philip Morris (PM) impresses with strong outcomes from its smoke-free sector—even if Mike isn’t entirely fond of the narrative.

TD Bank’s Recovery

Related Content

We examine a vital (and frequently misinterpreted) aspect of the dividend triangle: Earnings Per Share.

Why EPS Isn’t What You Assume It Is—And What Dividend Investors Should Focus On Instead

These are the firms that countless seasoned investors have kept through ups and downs.