Bell Canada Enterprises (NYSE: BCE) is a Canadian company specializing in telecommunications, internet, television, phone and cellphone services. It is the largest of the three main telecommunications companies in the country, with Rogers and Telus, and the eighth largest public company overall. BCE's solid dividend, history of income growth and expected growth make this stock an attractive long-term investment, albeit one without tremendous upside potential.
BCE has three main business lines: Wireless, Wireline, and Media. In aggregate, the company has achieved an average annual income growth of 3.7%, but the evolution and prospects of each business line differ markedly.
(Source: BCE Annual Report 2016)
Wireless BCE's wireless business consists mostly of their sale... more
I was surprised to read Rida Morwa's recent recommendation to buy Alpine Global Premier Property (AWP). While the pick made some sense in April when Rida previously recommended it, although (as I outline below) that recommendation was really very late, it seems far, far too late to consider AWP right now. Beyond being too late, there are several fundamental issues with the fund that make it unsuitable for investors seeing foreign REIT exposure, investors seeking income, and investors seeking capital protection.
Below I outline the major issues with this fund and why now is not the time to buy it. This is not an exhaustive list; there are many other concerns with the fund, particularly with respect to its use of capital and portfolio allocation. However, since those issues would... more
Actionable Conclusion (1-10): Brokers Imagined Top Ten "Safer" S&P SmallCap600 Dividend Stocks Netting 20.86% to 48.26% Gains To August, 2018 Six of the ten top yield "safer" Dividend S&P SmallCap 600 dogs (shaded in the list above) were verified as being among the Top ten gainers for the coming year based on analyst 1 year target prices. Thus the dog strategy for this group, as graded by analyst estimates for August, proved 60% accurate.
Ten probable profit-generating trades were uncovered by YCharts analytics for 2018:
TiVo (TIVO) net $554.05, based on dividends plus a target price estimate from five analysts, minus broker fees. The Beta number showed this estimate subject to volatility 94% less than the market as a whole.
Barnes & Noble... more
Dividend Kings, companies with 50+ straight years of dividend growth, are the epitome of dependable long-term income growth investments.
Dover (NYSE: DOV), an industrial blue chip, is even more impressive having grown its payout 9% annually over the past 30 years, and the company is about to announce its 62nd consecutive annual dividend increase.
Let’s take a closer look at why Dover has proven to be such a consistent dividend grower, what investors can expect going forward, and if now could be a reasonable time to add this dividend king to a diversified income portfolio.
Business Overview Founded in 1947 in Downers Grove, Illinois, Dover is an international industrial conglomerate whose 29,000 employees serve a global client base through four main business segments.
Sherwin-Williams (NYSE: SHW) is one of 51 Dividend Aristocrats and has annually increased dividends each year since 1979 while outperforming the market by more than 9% per year over the last decade.
While watching paint dry has been anything but boring with coatings producer Sherwin-Williams, past performance is not necessarily indicative of future results.
Let’s take a closer look at Sherwin-Williams to learn more about its long-term competitive advantages, assess the potential of its large acquisition of Valspar, and see if the stock’s valuation could be attractive today for dividend growth investors.
Business Overview Sherwin-Williams has been in business since 1866 and is the largest producer of paints and coatings in the U.S. and third-largest worldwide.
QCOM Dividend Outlook
In the fast-changing tech sector, Qualcomm, Inc. (Nasdaq: QCOM) is one of the few companies that pays generous dividends. But most recently, the stock has experienced a quite sizable downturn. Did Qualcomm announce its dividend hike? Will it raise its dividend in 2017? In this article, we are going to take an in-depth look at QCOM stock from an income investor’s perspective.
QCOM Business Overview
Headquartered in San Diego, California, Qualcomm is a multinational semiconductor and telecommunications equipment company. The company was founded in 1985 and helped to develop the first code division multiple access-based cellular base station in 1990. Qualcomm was a pioneer in 3G and 4G technologies and is currently leading the transition into 5G... more
A Dividend From Warren Buffett? Maybe.
Warren Buffett loathes paying dividends, but that could be about to change.
On Sunday, U.S. utility Sempra Energy (NYSE: SRE) agreed to buy power transmission company Oncor Electric Delivery Co. for $9.5 billion. The deal tops a smaller bid from Berkshire Hathaway Inc. (NYSE: BRK.A, NYSE:BRK.B) issued last month. (Source: “Sempra Energy Announces Agreement To Acquire Ownership Interest In Oncor,” Sempra Energy, August 20, 2017.)
Sempra sealed the deal over the weekend after raising an earlier offer. Buffett, whom offered to buy Oncor in June for $9.0 billion, had indicated he wouldn’t raise his price. Berkshire analysts expressed disappointment the transaction fell through, but... more
I could understand why investors might shy away from master limited partnerships (MLPs) or energy infrastructure REITs when oil prices decline. But in many cases, the price of oil has very little if any impact at all on the fundamental operations of companies that get paid to transport oil and natural gas. So long as demand is there, it doesn't much matter what the price of the commodity is.
However, history reveals that share prices of MLPs and energy infrastructure REITs are quite sensitive to changes in oil prices. With some good research, investors can take advantage of that correlation when it is unjustified.
We ran a correlation analysis of the share price for CorEnergy Infrastructure Trust (CORR) with the price of oil as measured by the West Texas Intermediate spot... more
Actionable Conclusions (1-10): Broker Analysts Predicted 26.43% To 48.27% Net Gains For Ten By August 2018 Six of the ten top yield S&P SmallCap600 dividend dogs were included among the top ten of twenty gainers for the coming year based on analyst 1-year target prices. (They are tinted gray in the chart above.) So this yield-based forecast for S&P SmallCap 600 dogs was graded by Wall St. wizards was 60% accurate.
Ten probable profit-generating trades were revealed in YCharts for Augsut 2018:
Barnes & Noble (BKS) was projected to net $482.67, based on dividends, plus a mean target price estimate from four analysts, less broker fees. The Beta number showed this estimate subject to volatility 139% more than the market as a whole.
Maiden Holdings (MHLD) was projected... more
You don’t have to go far these days to notice the abysmal shape of America’s infrastructure. I drove north to Woodbridge, Virginia, last weekend to visit my in-laws from Richmond. What should be an 85-mile straight shot taking a bit over an hour took over 2 hours on the way up. It’s a congested area and a weekend so I expected some moderate slowing. But the way home on Sunday took over 3 hours. I-95 was red (traffic map). Route 1 was red. And my face was red - with anger.
Roads aren’t the only project requiring immediate attention in the United States. The American Society of Civil Engineers gives America an infrastructure score of D+. Former Secretary of Transportation Ray LaHood said, “You could go to any major city in America... more