share_log

Top Dividend-Growth Stocks to Buy Now in Canada

Top Dividend-Growth Stocks to Buy Now in Canada

现在在加拿大买入的顶级股息增长股票
The Motley Fool ·  2024/12/02 22:30

Retirees seeking passive income and younger investors focused on long-term total returns are wondering which Canadian dividend stocks might still be attractive for a self-directed Tax-Free Savings Account (TFSA) or Registered Retirement Savings Plan (RRSP).

正在寻找被动收入的退休人士和关注长期总回报的年轻投资者正在考虑哪些加拿大分红股票可能仍然适合自我管理的免税储蓄账户(TFSA)或注册退休储蓄计划(RRSP)。

After the big rally in the TSX in 2024, it makes sense to look for stocks that have solid track records of dividend growth through good and bad times for the broader market.

在2024年tsx大幅上涨后,寻找在市场好坏时期都有稳健分红增长纪录的股票是合理的。

Fortis

fortis

Fortis (TSX:FTS) recently increased its dividend by 4.2%. The hike marks the 51st consecutive year that the board has given shareholders a raise.

fortis(tsx:fts)最近将其分红增加了4.2%。这一上涨标志着董事会连续第51年给予股东加薪。

This is a great track record that looks set to continue. Fortis intends to boost the dividend by 4-6% per year through 2029, driven by the $26 billion capital program that should raise the rate base from $38.8 billion to $53 billion over the next five years. As new assets are completed and go into service, the jump in cash flow should support the planned dividend growth.

这是一个出色的记录,似乎将继续下去。fortis计划在2029年前每年将分红提升4-6%,这得益于260亿的资本计划,该计划将在未来五年内将费率基础从388亿提高到530亿。当新资产完成并投入服务时,现金流的激增应该会支持计划中的分红增长。

Fortis has other projects under consideration that could get added to the capital backlog in the next few years. The company also has a history of making strategic acquisitions. With interest rates now in decline, consolidation in the utility sector could ramp up.

fortis还有其他项目正在考虑中,这些项目可能会在未来几年内加入资本积压。该公司还拥有进行战略收购的历史。随着利率现在逐渐下降,燃气供应板块的整合可能会加速。

At the time of writing, Fortis provides a dividend yield of 3.9%.

在撰写时,fortis提供的分红收益率为3.9%。

Enbridge

恩桥

Enbridge (TSX:ENB) raised its dividend in each of the past 29 years. The stock has enjoyed a nice rebound over the past 12 months after an extended pullback caused by rising interest rates. Enbridge uses debt to finance part of its growth program, including acquisitions and development projects.

恩桥(tsx:enb)在过去的29年里每年都提升了分红。股票在过去12个月内在因利率上升导致的长期回调后,享受到了一次不错的反弹。恩桥利用债务为其部分增长计划提供资金,包括收购和开发项目。

Concerns that Enbridge might have to trim its generous dividend have abated. Bargain hunters started moving back into the stock last fall on the expectation that rates had peaked and would start to decline in 2024. Rate cuts by the Bank of Canada and the U.S. Federal Reserve over the past few months have helped extend the rally.

关于恩桥可能需要削减其慷慨分红的担忧已经减轻。讨价还价的投资者在去年秋天开始重新投资该股票,预期利率已经达到顶峰并将在2024年开始下降。过去几个月,加拿大银行和美国联邦储备委员会的降息帮助延续了反弹。

Despite the surge in the share price, Enbridge still provides a dividend yield of 6% at the current level. The company completed its US$14 billion acquisition of three American natural gas utilities this year and is working on a $24 billion capital program to drive additional growth.

尽管股价飙升,恩桥在当前水平下仍提供6%的分红收益率。该公司今年完成了140亿美元收购三家美国燃气供应公司的交易,并正在进行240亿美元的资本计划以推动额外增长。

TD Bank

TD银行

TD Bank (TSX:TD) is a contrarian pick right now. The stock is the worst performer among the large Canadian banks over the past year. This is largely due to troubles in the U.S. operations, where regulators recently hit TD with fines of roughly US$3 billion for having inadequate systems in place to identify and prevent money laundering. An asset cap has also been placed on TD in the United States. That makes the growth outlook uncertain. TD spent billions of dollars over the past 20 years buying regional banks in the U.S. to create a major presence in the American market. Management will have to come up with a new growth strategy in the coming year.

td银行(tsx:td)目前是一个逆潮流的选择。该股票在过去一年中是大型加拿大银行中表现最差的。这主要是由于美国业务的问题,监管机构最近对td处以约30亿美元的罚款,原因是其未能建立足够的系统以识别和防止洗钱。td在美国还受到资产上限的限制。这使得增长前景变得不确定。td在过去20年里花费数十亿美元收购美国区域型银行,以在美国市场建立重要存在。管理层必须在未来一年内提出新的增长策略。

Headwinds are expected to persist while TD sorts out its next steps, but the bank remains very profitable and should eventually get back on track. In the meantime, investors can get a 5.2% dividend yield right now from TD stock.

在td理清下一步措施的同时,预计逆风将持续,但该银行仍然非常盈利,并且最终应该会回到正轨。与此同时,投资者现在可以从td股票中获得5.2%的分红收益率。

The bottom line

底线

Fortis, Enbridge, and TD all pay attractive dividends that should continue to grow. If you have some cash to put to work in a dividend portfolio, these stocks deserve to be on your radar.

fortis、恩桥和td都支付有吸引力的分红,这些分红应该会继续增长。如果你有一些现金准备在分红投资组合中使用,这些股票值得出现在你的雷达上。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发