RE:Interesting reading ...Correct me if I'm wrong, but didn't Rob Carrick recommend buying AQN shares two or three years ago given its generous and increasing dividend? Looks like he's flip-flopped since discovering perhaps AQN's dividend isn't as solid and more likely to be cut than say, FTS or EMA?
I used to read Carrick up until a few years ago given he's a big fan of dividend investing, but noticed he was a little too obsessed with big yields at the expense of quality such that he recommended the likes of PZA, AW.UN, etc., only to "sell" them after they cut their distribution (AW.UN) or got to the point where the dividend appeared unsustainable (PZA). Ironically, if memory serves, AW.UN cut their distribution in the depths of COVID, then reinstated most or all of it once things started to calm down, so Carrick pressed the panic button due to the vulnerability of investing in the competitve product-based fast food sector only to see them rebound after he "exited" the name.