2 Ultra-High-Yield Stocks to Buy Hand Over Fist and 1 to Avoid
2 Ultra-High-Yield Stocks to Buy Hand Over Fist and 1 to Avoid
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With high yield comes high risks, or does it? At times, the market panic sells following the herd mentality, pulling down stock prices of some fundamentally strong companies. This creates an opportunity to buy strong stocks at a cheaper price. However, not all high-yield stocks are a buy. The market might have analyzed the increased risk of sustaining dividends correctly, causing the stock price to fall and dividend yields to rise.
高收益伴随着高风险,对吗?有时候,市场会出现跟风卖出的情况,拉低一些基本面强劲的公司的股票价格。这就创造了一个以更便宜的价格买入强劲股票的机会。然而,并非所有高收益股票都适合购买。市场可能已正确分析了维持分红增加风险的情况,导致股票价格下跌和股息率上升。
Identifying ultra-high-yield stocks to buy hand over fist
识别出买入超高股息的股票
Yield is the annual dividend per share as a percentage of the stock price. When the stock price falls, you can lock in the same dividend per share at a discounted rate. I have identified two stocks still trading way below their average and offering a high dividend yield.
收益率是股息每股占股票价格的年度百分比。当股票价格下跌时,您可以以折扣价格锁定相同的每股股息。我已经确定了两只股票,它们仍然远低于平均价,并提供高股息收益。
Telus stock
泰勒斯库存
Telus Corporation (TSX:T) is among the top three telcos that saw a pullback in the last two years due to sector headwinds. The sector consolidation of Rogers Communications with Shaw Communications put Telus and BCE in a price war, which was not welcoming for Canadian investors. I believe this promotional activity was to take advantage of Rogers's situation, which was busy integrating Shaw, and capture as many customers as possible.
泰勒斯公司(TSX:T)是头三家因行业逆风而看跌的电信公司之一。罗杰斯通信与肖恩通信的行业整合将泰勒斯和 BCE 拖入了价格战,这对加拿大投资者来说并不受欢迎。我认为这种促销活动是为了利用罗杰斯正忙于整合肖恩的情况,并尽可能多地吸引客户。
The price war comes as telcos have been spending billions on rolling out 5G infrastructure amid high interest rates. Telus reported a 37.5% dip in first-quarter net income, primarily because of an increase in its interest expense. In addition, the regulator forced BCE and Telus to give competitors access to their infrastructure.
在高利率期货中,电信公司一直在斥资数十亿美元推进 5G 基础设施的部署。泰勒斯报告了第一季度净利润下降了 37.5%,主要是因为其利息费用增加。此外,监管机构强迫 BCE 和泰勒斯给竞争对手提供其基础设施的使用权。
All the above factors weighed down on their return on investments. The first interest rate cut by the Bank of Canada in June has revived hopes of economic recovery. Moreover, the two telcos have paused their price wars and increased the price of their cheapest main brand by about $5 per month.
上述所有因素都压低了它们的投资回报率。加拿大银行 6 月份进行的第一个利率削减措施振奋了经济复苏的希望。此外,两家电信公司已经停止了价格战,并将其最便宜的主品牌价格提高了约 5 美元/月。
The second quarter results could shed more light on the road ahead and drive the stock price upwards. Telus stock has recovered 6.4% in July but is still trading 37% below its average trading price of $28. Now is a good time to buy the stock and lock in a yield of over 7%. Telus has also increased its annual dividend by 7% in 2024 and expects to retain this growth rate next year.
第二季度的业绩结果可能为未来的发展道路提供更多线索并推动股票价格上涨。泰勒斯股票在 7 月份已经回升了 6.4%,但仍然交易低于其 28 美元的平均交易价格的 37%。现在是一个很好的买入时机,可以获得超过 7% 的股息收益率。泰勒斯还在 2024 年将其年度股息率提高了 7%,并预计明年将保持这种增长率。
CT REIT
加拿大轮胎
CT REIT(TSX:CRT.UN) is at a sweet spot under the cover of its parent, Canadian Tire. The REIT has minimal debt, and most of it is unsecured debentures. With debentures, you can keep renewing by paying down old ones and issuing new ones. Since its property portfolio comprises Canadian Tire stores, the REIT can find investors for its debentures.
加拿大轮胎(TSX:CRt.UN)是同时受益于其母公司加拿大轮胎公司的一个甜点。房地产信托基金受益于没有抵押贷款的负债水平极低。凭借债券,您可以通过付清旧债券并发行新债券来不断更新。由于其物业投资组合包括加拿大轮胎商店,因此房地产信托基金可以为其债券找到投资者。
The REIT also enjoys smooth rental income cash flows from its 99.5% occupancy. The trust pays out 73.1% of its funds from operations as distributions, a safe percentage to sustain the dividends. It is also among the few REITs that increase its distributions annually by 3%, and it did so this month. Its unit price recovered 8% in July but is still trading 13% below its average trading price of $16.35. Now is a good time to lock in a 6.5% yield.
该基金还可从其 99.5% 的占用率中获得流畅的租金收入现金流。基金支付其运营资金的 73.1% 作为分配,这是一个可以维持股息的安全百分比。这也是少数年度增加分配 3% 的房地产信托基金之一,并且本月确实如此。单位价格已于 7 月份回升了 8%,但仍然低于 16.35 美元的平均交易价格的 13%。现在是时候锁定 6.5% 的收益率了。
An Ultra High-Yield Dividend Stock to Avoid
应避免超高股息分红股票
I would avoid all pure-play commercial REITs, including True North Commercial REIT (TSX:TNT.UN). The world has changed for them with the emergence of the work-from-home trend. After the 2008 housing bubble burst, companies became cautious about real estate spending, giving rise to shared office spaces. The pandemic has made companies more cautious about office space, and they are leasing smaller offices, consolidating their branches, and investing in virtual offices.
我将避免所有纯商业房地产信托基金,包括 True North 商业房地产信托基金(TSX:TNt.UN)。随着远程工作趋势的出现,这些基金的世界已经发生了变化。在 2008 年房地产泡沫破裂之后,公司变得谨慎起来,开始兴建共用办公空间。大流行病使公司更加谨慎地看待办公空间,他们正在租用较小的办公室,整合其分支机构,并投资于虚拟办公室。True North 商业房地产信托基金一直在卸载其资产,将其投资组合从 46 个减少到 40 个。这些信托基金正在挣扎以生存。
True North Commercial REIT has been offloading properties, reducing its portfolio from 46 to 40. These REITs are hanging on to the cliff to survive.
发布者 2 只超高股息股票可供大规模购买,而另外一支则应该避免
The post 2 Ultra-High-Yield Stocks to Buy Hand Over Fist and 1 to Avoid appeared first on The Motley Fool Canada.
出现在 Motley Fool Canada 上的文章 2 只超高股息股票可供大规模购买,而另外一支则应该避免。