Michael Campbell's Money Talks February 28 Episode
10 snips
Feb 28, 2026 
Brett Rodway, Equity analyst at Keystone Financial who shares dividend-growth stock ideas and portfolio tips. Mark Bush, Georgetown professor of international business diplomacy who explains U.S. tariff law and Canada trade dynamics. They discuss Trump-era tariff shifts, which tariffs remain and who pays, legal fights over refunds, dividend-growth trends, REIT and bank picks, and three specific stock recommendations.
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Act Quickly To Pursue Tariff Refunds
- Importers and companies should file claims or seek refunds now because legal unwind and government repayment paths vary and may be slow.
- Mark Bush highlights FedEx and thousands seeking refunds and class actions while Customs may or may not implement systematic refunds.
Buy Dividend Growth, Not Yield Traps
- Favor dividend growth stocks over yield-only picks by checking payout ratios and cashflow support before buying.
- Brett Rodway points to long-term winners like Exchange Income (EIF) where dividend growth produced ~20% effective yields over 15 years.
Check Payout Ratios Before Chasing Yield
- Do not buy stocks solely for high yield; check payout ratio and cashflow to avoid cuts.
- Brett Rodway uses Bell's 56% dividend cut and >100% cashflow payout as a cautionary example of yield traps.