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Updating Our High-Growth Payers: Pembina Pipeline Corp.

PEMBINA PIPELINE CORP. $52 is a buy. The company (Toronto symbol PPL; High-Growth Dividend Payer Portfolio; Utilities sector; Shares outstanding: 580.5 million; Market cap: $30.2 billion; Dividend yield: 5.3%; Dividend Sustainability Rating: Above Average; www.pembina.com) operates pipelines that carry half of Alberta’s conventional oil and almost all of B.C.’s… Read More

Why slowing dividend growth is good news

To conserve cash for new projects, Emera has slowed the pace of its planned dividend hikes. However, the new policy will make the payment more sustainable. At the same time, the company’s new projects will spur its growth.
EMERA INC. $54 is a buy. The company (Toronto symbol… Read More

Nutrien lifts its potash forecast

NUTRIEN LTD. $65 is a buy. The company (Toronto symbol NTR; Cyclical-Growth Payer Portfolio, Resources sector; Shares outstanding: 493.4 million; Market cap: $32.1 billion; Dividend yield: 4.8%; Dividend Sustainability Rating: Above Average; www.nutrien.com) is the world’s largest producer of agricultural fertilizers.
With the April 2024 payment, the company raised your… Read More

Use these updates to boost your returns

TRANSCONTINENTAL INC. $18 is still a buy. Canada’s largest commercial printing company (Toronto symbol TCL.A; Cyclical-Growth Portfolio, Consumer sector; Shares outstanding: 86.6 million; Market cap: $1.6 billion; Dividend yield: 5.0%; Dividend Sustainability Rating: Above Average; www.tctranscontinental.com) last raised your dividend with the April 2020 payment. Investors receive $0.225 a.. Read More

Alcoa finds a partner for smelter

ALCOA CORP. $37 is a buy. The company (New York symbol AA; Conservative Growth Portfolio, Resources sector; Shares outstanding: 258.3 million; Market cap: $9.6 billion; Price-to-sales ratio: 0.7; Dividend yield: 1.1%; TSINetwork Rating: Extra Risk; www.alcoa.com) is a leading producer of bauxite ore, with mines in Australia, Brazil… Read More

Here are three key updates on your holdings

NEWELL BRANDS INC. $10 remains a hold. The company (Nasdaq symbol NWL; Aggressive Growth and Income Portfolios, Consumer sector; Shares outstanding: 416.0 million; Market cap: $4.2 billion; Price-to-sales ratio: 0.6; Dividend yield: 2.8%; TSINetwork Rating: Average; www.newellbrands.com) makes a wide range of consumer and household products such as… Read More

Sherwin still looks pricey

SHERWIN-WILLIAMS CO. $349 is a hold. The paint maker (New York symbol SHW; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 251.9 million; Market cap: $87.9 billion; Price-to-sales ratio: 4.0; Dividend yield: 0.8%; TSINetwork Rating: Above Average; www.sherwin-williams.com) reported 0.7% higher sales in the three months ended September 30,… Read More

Accounting issues cloud its outlook

ARCHER DANIELS MIDLAND CO. $50 is a hold. The company (New York symbol ADM; High-Growth Payer Portfolio, Manufacturing sector; Shares outstanding: 478.1 million; Market cap: $23.9 billion; Dividend yield: 4.0%; Dividend Sustainability Rating: Above Average; www.adm.com) processes corn, wheat, soybeans, flax seed and other crops into a variety of… Read More

Lower costs support their dividends

These two firms are cutting costs, which will help them cope as consumers shift away from processed foods. Those savings will let them improve the quality of their products, and protect their dividends.
CAMPBELL’S CO. $42 is a buy. The company (Nasdaq symbol CPB; Conservative-Growth Payer Portfolio, Consumer… Read More

Lower crude prices hurt Chevron

CHEVRON CORP. $144 is a buy. The integrated oil producer (New York symbol CVX; Cyclical-Growth Dividend Payer Portfolio, Resources sector; Shares outstanding: 1.8 billion; Market cap: $259.2 billion; Dividend yield: 4.5%; Dividend Sustainability Rating: Above Average; www.chevron.com) raised your quarterly dividend by 7.9% with the March 2024 payment. Investors… Read More

Dividends look solid despite cyclical risk

These two firms mainly serve clients in highly cyclical industries such as mining and construction. However, their high-quality businesses will let them continue their long record of annual dividend hikes.
FINNING INTERNATIONAL INC. $37 is a buy. The company (Toronto symbol FTT; Cyclical-Growth Payer Portfolio, Manufacturing & Industry… Read More