9 Stocks on My Purchase List [Podcast]

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9 Stocks on My Purchase List [Podcast]

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As 2025 comes to a close, we present nine dividend growth stocks that are on Mike’s radar. Ranging from iconic brands to lesser-known opportunities, Mike details his purchases, prospective buys, and stocks he’s keeping an eye on for the ideal entry point.

This episode offers perspectives on assessing buying opportunities, recognizing when to hold back, and monitoring quality stocks in uncertain environments. Whether in search of consistency, growth, or fresh additions to your portfolio, this compilation provides diverse alternatives.

Searching for More Dividend Growers?

Check out the Dividend Rock Star List—over 300 stocks characterized by robust revenue, earnings, and dividend expansion.

—> thedividendguyblog.com/rockstar

You’ll Discover

Updated Buy List: Stock Exploration
Mike evaluates nine stocks he’s monitoring, featuring some recent acquisitions and others still under consideration.

  • Some recognizable names with evolving stories.

  • A few stocks are recovering, showcasing possible openings.

  • Others are reliable performers that may soon be essential holdings.

When a Strong Business Isn’t Sufficient
A solid company doesn’t always guarantee a wise investment.

  • Mike discusses Alphabet’s (GOOG) AI shift and its consequences.

  • At times, understanding a company’s path is necessary before making investments.

Value for the Price
Certain stocks are expensive, yet still deserve attention.

  • Rollins (ROL) attracts attention despite its cost due to its growth trajectory and revenue strategy.

  • CGI (GIB.A.TO) and Dollarama (DOL.TO) exhibit significant growth, despite lower yields.

Two Possible Sell Candidates
While buying remains the focal point, Mike brings attention to two stocks under review.

  • Telus (T.TO) and Starbucks (SBUX) maintain strong positions based on fundamentals.

  • If performance falters, they might be superseded by more robust choices.

Importance of Sector Diversification
Mike carefully weighs sector balance.

  • TMX Group (X.TO) is tempting but doesn’t make the list due to sector risks.

  • CGI remains a prominent Canadian tech stock without direct competition from U.S. titans.

Stocks Mentioned

(Not endorsements—carry out your own research.)

  • Alphabet (GOOG)

  • CGI (GIB.A.TO)

  • Mastercard (MA)

  • Dollarama (DOL.TO)

  • Hydro One (H.TO)

  • UnitedHealth (UNH)

  • Rollins (ROL)

  • Equinix (EQIX)

  • TMX Group (X.TO)

Related Topics

Here, we explore major players like UnitedHealth and others that are currently lagging. Instead of jumping to conclusions, Mike presents a constructive framework for making choices.

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Dive into the comprehensive CGI (GIB.A.TO) stock analysis in the article below