I wanted to let you know that I added to a position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (USA).

A three-decade record of consecutive dividend increases, double-digit dividend growth and a starting yield above 3% made this quality company compelling when its share price entered our buying range. Combined with management’s 8%+ annual adjusted EPS growth outlook through 2032 and long-term exposure to rising U.S. electricity demand, we viewed the valuation as an attractive opportunity to add a high-quality dividend compounder.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, so they can follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I initiated a new position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (USA).

The company’s latest quarter strengthened our investment case. Demand for its AI chips surged, its infrastructure software business continued to grow, and stronger cash generation left the dividend well covered. Yet pressure on the share price amid shifting AI narratives gave us an opportunity to buy a high-quality dividend grower at a more attractive valuation. We saw a growing business, a secure dividend, and a price that made it time to act.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, so they can follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I added to our position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (CDN).

With more than two decades of consecutive dividend growth, a starting yield of about 2%, and a track record of recent double-digit dividend growth, we saw this as an attractive time to add to our position.

If you’ve been considering upgrading your subscription, this is a good time to do so. Some of the most compelling opportunities emerge before they attract broader attention. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, giving you a front-row view of our investment process and the thinking behind each decision as it happens, not after the opportunity has passed.

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I wanted to let you know that I added to our position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (CDN).

In its latest earnings report, the company raised its full-year outlook after delivering year-over-year growth in revenue, adjusted earnings, adjusted EBITDA and second-quarter adjusted free cash flow. We viewed the combination of solid operating performance and an improved outlook as an attractive opportunity to acquire a high-quality business at a sensible valuation.

If you’ve been considering upgrading your subscription, this is a good time to do so. Some of the most compelling opportunities emerge before they attract broader attention. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, giving you a front-row view of our investment process and the thinking behind each decision as it happens, not after the opportunity has passed.

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I wanted to let you know that I added to our position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (CDN).

The company delivered a solid second quarter, with funds from operations per unit growing 10%, strong contributions from data infrastructure and midstream assets, and continued progress recycling capital into higher-return opportunities.

Most importantly for dividend growth investors, the distribution remains well covered, the balance sheet is positioned conservatively, and management continues to support its targeted 5% to 9% annual distribution growth.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I added to our position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (USA).

The company’s recent stock surge appears to be driven primarily by a shift in investor expectations around AI monetization, reinforced by continued strength in its advertising business.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I have just initiated a new position in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (USA).

The stock offers well-rounded investment appeal, combining a strong record of shareholder returns with solid operating performance. The company recently joined the ranks of Dividend Kings after increasing its dividend for 50 consecutive years.

The shares remain sensibly valued, while the latest 13.6% dividend increase was broadly consistent with the company’s ten-year average dividend growth rate. Supporting this dividend growth, the company’s most recent quarterly results featured record revenue of $1.57 billion and record adjusted EPS of $7.03, up 8% and 12% year over year, respectively.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I have just initiated a new position in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (USA).

The company’s share price is down ~50% in 2026, despite strong earnings and an increase in full-year revenue guidance.

It is also a Dividend Achiever, having increased its dividend for 15 consecutive years and achieving an impressive 13% average annual dividend growth rate over the past decade.

Despite these strong fundamentals, recent weakness in the share price has created an opportunity to acquire additional shares at a valuation we believe is both sensible and attractive for long-term dividend growth investors.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I have just added to our position in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (CDN).

It offers an attractive starting dividend yield of more than 4% while growing its dividend at approximately 6% annually. Combined with inflation-linked features embedded throughout its business model, the company is well positioned to provide investors with a growing, inflation-protected income stream over the long term.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I have just added to our position in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (CDN).

It is a dividend achiever with a 15-year track record of annual dividend increases. Over the past decade, it has managed to grow dividends at an annualized rate of 7.2%.

Despite these strong fundamentals, recent weakness in the share price has created an opportunity to acquire additional shares at a valuation we believe is both sensible and attractive for long-term dividend growth investors.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I have just added to our position in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (CDN). It is a dividend aristocrat with a 25-year track record of annual dividend increases. Over the past decade, it has managed to grow dividends at an annualized rate of 17.0%. The shares look sensibly priced based on our valuation metrics.

As a long-term investor, I look for quality companies that grow earnings and dividends, and try to acquire them at a good price. Afterwards, the goal is to sit back and let the power of compounding do the heavy lifting for me.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I have just added to our position in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (USA).

The company is off to an exceptional start in 2026, reporting record revenue, operating income, and earnings in its most recent quarter. It is also a Dividend Achiever, having increased its dividend for 12 consecutive years and achieving an impressive 10% average annual dividend growth rate over the past decade.

Despite these strong fundamentals, recent weakness in the share price has created an opportunity to acquire additional shares at a valuation we believe is both sensible and attractive for long-term dividend growth investors.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I added to an existing holding in our U.S. model portfolio earlier today. This company is a dividend achiever with a 15-year track record of annual dividend increases. Over the past decade, it has grown its dividend at an annualized rate of 8.7%, and based on our valuation metrics, the shares are currently trading at a sensible price.

The stock is now trading about 20% below its historical average P/E and currently yields 2.15%. What makes this company especially attractive is its annual special dividend each January, which matches its regular dividend. The actual yield is close to 5%.

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I wanted to let you know that I just added another high-quality dividend growth company to our MP Wealth-Builder Model Portfolio (USA) a few minutes ago.

This company is a Dividend Achiever with an impressive 22-year streak of annual dividend increases. More importantly, management recently raised the dividend by 14.5%, a strong signal that the business remains healthy and that this growth streak is likely to continue.

After following the company for some time, we have finally found the shares to be valued at a level that meets our “sensible price” criteria. When quality, dividend growth, and valuation align, we act.

If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.

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I wanted to let you know that I just SOLD a quality dividend grower in our Canadian model portfolio that paused its dividend growth last year, and it does not look like a resumption is in the cards anytime soon. It is more likely that a dividend cut will be necessary to help in its turnaround.

As a long-term investor, I look for quality companies that grow earnings and dividends, and try to acquire them at a good price. When this approach is interrupted, I sit back and reassess.

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I wanted to let you know that I just added to another quality dividend growth company a few minutes ago. It is a dividend achiever with a 22-year track record of annual dividend increases. Over the past decade, it has grown dividends at an annualized rate of 8.6% and recently announced a 10.5% dividend increase. The shares look sensibly priced based on our valuation metrics.

As a long-term investor, I look for quality companies that grow earnings and dividends, and try to acquire them at a good price. Afterwards, the goal is to sit back and let the power of compounding do the heavy lifting for me.

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I wanted to let you know that I just bought another quality dividend growth company a few minutes ago. It is a dividend achiever with a 15-year track record of annual dividend increases. Over the past decade, it has managed to grow dividends at an annualized rate of 7.2%. It recently increased its dividend once again by 8.9%. The shares look sensibly priced based on our valuation metrics.

As a long-term investor, I look for quality companies that grow earnings and dividends, and try to acquire them at a good price. Afterwards, the goal is to sit back and let the power of compounding do the heavy lifting for me.

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I wanted to let you know that I just bought another quality dividend growth company a few minutes ago for our MP Wealth-Builder Model Portfolio (USA). It is a dividend achiever with a 24-year track record of annual dividend increases. Over the past decade, it has grown dividends at an annualized rate of 9.0%. The shares look sensibly priced based on our valuation metrics…

As a long-term investor, I look for quality companies that grow earnings and dividends, and try to acquire them at a good price. Afterwards, the goal is to sit back and let the power of compounding do the heavy lifting for me.

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I wanted to let you know that I added to an existing holding in another quality dividend growth company a few minutes ago. It is a dividend achiever with a 33-year track record of annual dividend increases. Over the past five years, it has grown dividends at an annualized rate of 7.8% and recently announced a 10% increase in 2026. The shares look sensibly priced based on our valuation metrics.

As a long-term investor, I look for quality companies that grow earnings and dividends, and try to acquire them at a good price. Afterwards, the goal is to sit back and let the power of compounding do the heavy lifting for me.

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I wanted to let you know that I just bought another quality dividend growth company a few minutes ago. It is a dividend aristocrat with a 25-year track record of annual dividend increases. Over the past decade, it has managed to grow dividends at an annualized rate of 17.0%. The shares look sensibly priced based on our valuation metrics.

As a long-term investor, I look for quality companies that grow earnings and dividends, and try to acquire them at a good price. Afterwards, the goal is to sit back and let the power of compounding do the heavy lifting for me.

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