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My Dividend Growth Rates

Published Tue, 24 Sep 2019 23:39:04 -0400 on Seeking Alpha

I hold a basket of Canadian dividend payers and US dividend payers.
Here's a primer on my Canadian holdings; I like to call them the Canadian Wide Moat 7. They are all in a unique oligopoly situation.
That said, investors might be wise to broaden their wide moat horizons and add more companies from the banking, telco, pipeline, grocers and utilities space. I had a look at that with this article that would take the portfolio up to 15 holdings.
For other ideas I certainly like the concentrated dividend growth portfolio of The Dividend Guy, a popular blogger and author on Seeking Alpha.
And in 2015 I skimmed 15 of the largest Dividend Achievers, investable by way of Vanguard's Dividend Appreciation fund (VIG). Here's Buying Dividend Growth Stocks Without Looking.
The Canadian holdings in my concentrated portfolio are Royal Bank of Canada (NYSE: RY), Toronto-Dominion Bank (NYSE: TD), Scotiabank (NYSE: BNS). If you check my disclosure you will see that I was previously employed at a Scotiabank subsidiary, Tangerine Investment Funds Limited.
The Telco space is dominated by the Big 3: Bell Canada (NYSE: BCE), Telus (NYSE: TU) and Rogers (NYSE: RCI). I hold BCE and Telus.
Canada's two big pipelines are Enbridge (NYSE: ENB) and TransCanada Pipeline (NYSE: TRP).
The US Holdings
And here's the US holdings. I did no evaluation other than reading that list. The 15 companies that I added are 3M (NYSE: MMM), Pepsi (Nasdaq: PEP), CVS Health Corporation (NYSE: CVS),... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ENBRIDGE 34.70   19.7 1.76 2.21 6.38
BCE 48.67   19.8 2.46 2.38 4.91
BANK OF NOVA SCOTIA 56.20   11.2 5.02 2.70 4.79
TELUS 36.69   16.5 2.22 1.69 4.61
TORONTO-DOMINION BANK 56.54   11.9 4.74 2.22 4.02
ROYAL BANK OF CANADA 78.79   11.9 6.61 3.16 4.00
3M 170.58   20.6 8.28 5.76 3.41
WALGREENS BOOTS ALLIANCE 55.56   10.9 5.10 1.83 3.22
QUALCOMM 79.08   28.0 2.82 2.48 3.15
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
TRANSCANADA 49.89   14.6 3.42 2.25 3.14
BLACKROCK 434.75   16.5 26.34 13.20 3.08
ROGERS COMMUNICATIONS 50.95   16.8 3.04 1.50 2.98
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
PEPSICO 137.29   15.2 9.02 3.82 2.81
TEXAS INSTRUMENTS 130.22   23.8 5.47 3.08 2.42
COLGATE PALMOLIVE 72.29   27.5 2.63 1.72 2.38
UNITED TECHNOLOGIES 137.46   22.4 6.13 2.94 2.20
MEDTRONIC 110.38   33.8 3.27 2.16 2.01
LOWES COMPANIES 113.88   35.6 3.20 2.20 1.91
WAL-MART STORES 116.92   26.3 4.44 2.12 1.83
VANGUARD DIVIDEND APPRECIATION ETF 120.84   0.0 0.00 0.00 1.58
ABBOTT LABORATORIES 85.21   52.3 1.63 1.28 1.54
APPLE 223.08   19.0 11.73 3.08 1.42
MICROSOFT 137.52   27.1 5.07 1.84 1.35
NIKE 87.67   35.2 2.49 0.88 1.01
BERKSHIRE HATHAWAY B 214.20   0.0 0.00 0.00 0.00

ENBRIDGE - ENB
ENBRIDGE - ENB  


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