Wednesday, 21 June 2017

New Purchase PPL - and TGT Increases Dividend

Yesterday, I bought Pembina Pipeline Corp:

- PPL: 100 shares @ $42.60, +$204.00 dividend, 4.79% yield

Pembina is buying Veresen for $9.7 billion and should be increasing the dividend by 5.9% upon close of the transaction. 

My yearly dividends now stand at $12,046. 

Target increased its quarterly dividend to $0.62 from $0.60, or 3.33%. Since I own 300 shares, this raise will add $24.00 to my yearly dividends.

2017 Dividend Increases
  • ACO.T: +14.9%, $17.00
  • AQN: +10%, $37.66
  • CAH: +3%, $5.40
  • CU: +10%, $39.00
  • ENB: +10%, $55.76
  • ENB: +4.6%, $37.80
  • T: +4.3%, $30.88
  • TD: +9%, $30.00
  • CVS: +17.8%, $85.80
  • SNC: +5%, $13.00
  • T: +2.6%, $19.49 (2nd increase)
  • POW: +7.0%, $42.30
  • FLO: 6.25%, $16.00
  • TGT: 3.33%, $24.00

Total increase: $454.09


Thursday, 25 May 2017

New Purchase - OHI - and FLO Increases Dividend

Today, I bought back into OHI:

- OHI: 50 shares @ $32.01, +$126.00 dividend, 7.87% yield

I had purchased 50 shares @ $27.75 in Feb 2016 and sold out @ $34.60 in April 2017.

Flowers Foods increased its quarterly dividend to $0.17 from $0.16, or 6.25%. Since I own 400 shares, this raise will add $16.00 to my yearly dividends.

My yearly dividends now stand at $11,818.

2017 Dividend Increases
  • ACO.T: +14.9%, $17.00
  • AQN: +10%, $37.66
  • CAH: +3%, $5.40
  • CU: +10%, $39.00
  • ENB: +10%, $55.76
  • ENB: +4.6%, $37.80
  • T: +4.3%, $30.88
  • TD: +9%, $30.00
  • CVS: +17.8%, $85.80
  • SNC: +5%, $13.00
  • T: +2.6%, $19.49 (2nd increase)
  • POW: +7.0%, $42.30
  • FLO: 6.25%, $16.00

Total increase: $430.09

Friday, 19 May 2017

New Purchases - AT&T, CSCO, FLO, POW, WFC

Yesterday, I sold my 300 shares in Teva. I've been a shareholder since 2012 and all this company has done for me is loose money. I lost over $3,000 USD. However, back then, the exchange rate was favourable to Canadians. So if I were to convert the $8,000 USD from the sale back into CAD, my loss is about $1,000 CAD. After my experience with Ensco, I get nervous when share prices just keep declining. This company has a lot of debt and very poor leadership.

I also sold my 275 shares in Rogers for a hefty capital gain of 40% in 5 years, or $4,700 CAD. I like the company but I think it is overvalued. It's a telecom with a current dividend yield of 3%. I decided to take the proceeds and reinvest in fairly valued stocks with higher dividend yields. Also, Rogers hasn't increased its dividend in a while.

These sales decrease my yearly dividends by $936.

I used some of the money to buy the following 5 stocks:

- AT&T: 150 shares @ $37.95, +$294 dividend, 5.16% yield
- CSCO: 100 shares @ $31.15, +$116 dividend, 3.72% yield
- FLO: 100 shares @ $18.40, + $64 dividend, 3.48% yield
- POW: 200 shares @ $28.95, +286.80 dividend, 4.95% yield
- WFC: 50 shares @ $$52.10, +$76 dividend, 2.92% yield

These purchases add $772.80 to my yearly dividends.

Tuesday, 16 May 2017

New Purchase - Verizon

Today I initiated a position in Verizon:

- VZ: 75 shares @ $45.50, + $173.25 USD dividend, 5.10% yield

My yearly dividends now stand at $11,776.

Saturday, 13 May 2017

Telus and Power Corp Increase Dividend

Telus increased its quarterly dividend to $0.4925 from $0.48, or 2.6%. This is the second increase this year. Since I own 389.78 shares, this raise will add $19.49 to my yearly dividends.

Power Corp increased its dividend to $0.3585 from $0.335, or 7.0%. Since I own 450 shares, this raise will add $42.30 to my yearly dividends.

2017 Dividend Increases
  • ACO.T: +14.9%, $17.00
  • AQN: +10%, $37.66
  • CAH: +3%, $5.40
  • CU: +10%, $39.00
  • ENB: +10%, $55.76
  • ENB: +4.6%, $37.80
  • T: +4.3%, $30.88
  • TD: +9%, $30.00
  • CVS: +17.8%, $85.80
  • SNC: +5%, $13.00
  • T: +2.6%, $19.49 (2nd increase)
  • POW: +7.0%, $42.30

Total increase: $414.09

Friday, 12 May 2017

New Purchase - TSN

Today I initiated a position in Tyson Foods:

- TSN: 85 shares @ $58.24, + $76.50 USD dividend, 1.55% yield

I couldn't resist a consumer staple stock with a forward PE below 12. The share price has been driven down by a couple of earning misses and price-fixing allegations. Seems like short term pain.

My yearly dividends now stand at $11,602.

Wednesday, 10 May 2017

New Purchases - AQN, ENB and GIS

Today I bought:

- AQN: 163 shares @ $13.19, + $99.95 CAD dividend, 4.65% yield

- ENB: 50 shares @ $56.80, + $122.00 CAD dividend, 4.30% yield
- GIS: 100 shares @ $56.46, + $192 USD dividend, 3.40% yield

If GIS falls below $50, I will probably add another 100 shares.


My yearly dividends now stand at $11,464.

Sunday, 7 May 2017

SNC Lavalin Increases Dividend

I missed the announcement on March 2, 2017, where SNC increased its dividend by 5%, from $0.26 to $0.273 per quarter.

Since I own 250 shares, this raise will add $13 to my yearly dividends.

2017 Dividend Increases
  • ACO.T: +14.9%, $17.00
  • AQN: +10%, $37.66
  • CAH: +3%, $5.40
  • CU: +10%, $39.00
  • ENB: +10%, $55.76
  • ENB: +4.6%, $37.80
  • T: +4.3%, $30.88
  • TD: +9%, $30.00
  • CVS: +17.8%, $85.80
  • SNC: +5%, $13.00

Thursday, 4 May 2017

Enbridge Increases Dividend...again!

In January 2017, Enbridge increased its quarterly dividend to $0.583 from $0.53, or 10%. Today, Enbridge announced an additional increase of 4.6% to $0.61. Since I own 350 shares, this adds $37.80 to my yearly dividends.

Also, yesterday Cardinal Health announced an dividend increase of 3%. The quarterly dividend thus passes from $0.4489 to $0.4624. This will add a whopping $5.40 to my yearly dividends. 

My yearly dividends now stand at $11,038.

I'm currently looking at GWW, GIS, more FLO, more ENB, more AQN and maybe getting back into OHI.

2017 Dividend Increases
  • ACO.T: +14.9%, $17.00
  • AQN: +10%, $37.66
  • CAH: +3%, $5.40
  • CU: +10%, $39.00
  • ENB: +10%, $55.76
  • ENB: +4.6%, $37.80
  • T: +4.3%, $30.88
  • TD: +9%, $30.00
  • CVS: +17.8%, $85.80

Monday, 1 May 2017

Recent Buys - QCOM and POW

Recent Buys:

- POW: 100 shares @ $31.85, + $228.00 dividend, 4.19% yield
- QCOM: 100 shares @ $53.23, + $134 dividend, 4.28% yield

I now own 450 shares of Power Corp with an average cost of $28.54. They are due for a dividend increase in May and I'm hoping it's inline with previous years - about 7.5%.

I sold IBM because EPS have been crappy for a while, and that's what drives price growth. Bought at $125 and sold at $160.

I sold my REITs (OHI, HP and WPC) because I'm looking for lower dividend yields that increase at higher rates. If REITs drop in price, I will get back into OHI and WPC. They made me some good money.

Yearly dividends are now $10,994.

Sunday, 30 April 2017

Looking at Qualcomm

I'm looking at what's "cheap" and Qualcomm came up on my radar. As shown in the table below, the current price (about $54) and the current dividend yield (about 4.25%) are very attractive relative to its 5 and 3 year average dividend yields. The company has its woes, but if it didn't, the stock price wouldn't be attractive. I would like to initiate a position at $50, but I may just bit the bullet and buy at $54.


QCOM:US
Year
High Price
Low Price
1Q
div.
2Q
div.
3Q
div.
4Q
div.
Annual Dividend
High Yield
Low Yield
2003
$27.43
$14.79
$0.025
$0.025
$0.035
$0.035
$0.12
0.81%
0.44%
2004
$44.99
$26.67
$0.035
$0.05
$0.07
$0.07
$0.23
0.84%
0.50%
2005
$46.60
$32.08
$0.07
$0.07
$0.09
$0.09
$0.32
1.00%
0.69%
2006
$53.01
$32.76
$0.09
$0.09
$0.12
$0.12
$0.42
1.28%
0.79%
2007
$47.72
$35.23
$0.12
$0.12
$0.14
$0.14
$0.52
1.48%
1.09%
2008
$56.88
$28.16
$0.14
$0.14
$0.16
$0.16
$0.60
2.13%
1.05%
2009
$48.72
$32.64
$0.16
$0.16
$0.17
$0.17
$0.66
2.02%
1.35%
2010
$50.31
$31.63
$0.17
$0.19
$0.19
$0.19
$0.74
2.34%
1.47%
2011
$59.84
$45.98
$0.19
$0.215
$0.215
$0.215
$0.65
1.40%
1.08%
2012
$68.87
$53.09
$0.215
$0.25
$0.25
$0.25
$0.97
1.82%
1.40%
2013
$74.32
$59.02
$0.25
$0.35
$0.35
$0.35
$1.30
2.20%
1.75%
2014
$81.97
$67.67
$0.35
$0.42
$0.42
$0.42
$1.61
2.38%
1.96%
2015
$75.30
$45.93
$0.42
$0.48
$0.48
$0.48
$1.86
4.05%
2.47%
2016
$71.62
$42.24
$0.48
$0.53
$0.53
$0.53
$2.07
4.90%
2.89%
2017
$0.53
$0.57
$0.57
$0.57
$2.24
2018
$0.57
$0.57
$0.57
$0.57
$2.28
2019
14y ave
2.05%
1.35%
5y ave
3.07%
2.09%
3y ave
3.78%
2.44%
5y
$74.27
$108.83
3y
$60.37
$93.39
Super Cheap
$46.53