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2 Dividend-Growth Stocks Perfect for New Retirees

2 Dividend-Growth Stocks Perfect for New Retirees

兩隻派息增長股,非常適合新退休者
The Motley Fool ·  09/23 16:30

Dividend-growth stocks can be good long-term bets for beginner investors who are going to reinvest their dividend or distribution payments anyway. Indeed, there's nothing wrong with going after some of the higher-yielding dividend names out there.

股息增長股對於準備再投資股息或分配款項的初學者投資者來說可能是長期的好選擇。事實上,追逐一些高收益股息的股名並沒有錯。

That said, some of the market's best dividend-growth stocks seem intriguing at these levels, especially as interest rates continue to fall from here.

可以看到,隨着利率繼續下降,市場上一些最好的股息增長股在這些水平看起來頗具吸引力。

Undoubtedly, a falling-rate climate can be seen as a bit of a rising tide that lifts most boats (think stocks and real estate investment trusts, or REITs) on the TSX Index or S&P 500. And while many stocks have already risen quite a bit after the latest round of cuts from the Bank of Canada, I still think the rate hikes to come could act as rally fuel for a stock market that may be ready to keep on moving higher.

毫無疑問,一個不斷下降利率的環境可以被視爲一個讓大多數資產(考慮一下股票和房地產投資信託(REITs))都上漲的漲潮。而雖然許多股票已經在加拿大銀行最新一輪減息後漲幅頗大,但我仍認爲未來的加息可能成爲股市的上漲助力,從而使股市可能繼續走高。

So, if you're looking to ride on the back of this bull market, the following dividend growers seem worth checking out, whether you're a young, new investor or a new retiree who's looking for a bit more than hefty dividend yields.

因此,如果你想乘着這波牛市的東風,以下股息增長股值得一看,無論你是年輕的新投資者還是尋求比豐厚股息收益更多的新退休者。

CN Rail

CN Rail

CN Rail (TSX:CNR) stock stands out as a long-term core holding that's perfect for Canadian investors of all ages. If you're a new retiree who's looking for a solid upfront yield (just north of 2%) and above-average annual dividend growth, it's tough to look past the $100 billion railway firm. Though the TSX Index may be at a fresh new high, CN Rail has fluctuated wildly. Now down over 11%, CNR stock goes for a very modest 18.8 times trailing price to earnings (P/E).

加拿大國家鐵路(TSX:CNR)股票是一個長期的核心持股,非常適合所有年齡的加拿大投資者。如果你是一個尋求穩定的前期收益(略高於2%)和高於平均水平的年度股息增長的新退休者,很難不看好這家市值約1000億的鐵路公司。儘管TSX指數可能正在創下新高,但加拿大國家鐵路的股價波動激烈。目前下跌超過11%,CNR股票的市盈率爲非常適中的18.8倍。

Though some may argue that the long-time rail titan has lost its market-beating edge—the stock has gained a mere 33% in the past five years—after enduring a slew of industry and macro headwinds, I'd argue that the firm has numerous means to chug higher as rates fall and demand for intermodal freight looks to stay robust. As I've noted in prior pieces, CN Rail isn't running as efficiently as it could be.

儘管有人認爲這家老牌鐵路巨頭失去了其市場超越的優勢——過去五年股價僅上漲了33%——在忍受一系列行業和宏觀阻力之後,我認爲,隨着利率下降,以及聯運貨運需求看似保持強勁,這家公司有很多途徑可以繼續增長。正如我之前所指出的,加拿大國家鐵路的運營並不盡如人意。

Should the stock keep dragging its feet in the coming year, I'd look for the firm to consider adding an industry veteran to upper management. With such exceptional assets and so much untapped potential, CN Rail could really use a catalyst. Bringing a seasoned rail veteran may very well be the missing piece to the puzzle that is CN Rail.

如果股票在未來一年繼續拖累,我期待公司考慮增加一位行業資深人士到高層管理層。擁有如此出色的資產和如此多未開發的潛力,加拿大國家鐵路確實需要一個催化劑。引入一位經驗豐富的鐵路資深人士很可能是這個謎題中缺失的關鍵環節。

Despite the headwinds, CNR has grown its dividend by well over 10% annually in the past five years. That's impressive.

儘管面臨困難局面,CNR在過去五年中每年將其股息增長率提高了超過10%。 這令人印象深刻。

Restaurant Brands International

餐飲品牌國際

Restaurant Brands International (TSX:QSR) is a quick-serve restaurant company that could regain its market-beating edge as past investment efforts finally look to pay off in a big-time way. Indeed, the company has been investing in its fast-food brands to jolt consumer visits and make some market share gains over rivals amid the inflationary hailstorm.

餐飲品牌國際 (tsx:QSR) 是一家快餐公司,可能會在過去的投資努力最終取得回報的過程中重新獲得市場領先優勢。 實際上,該公司一直在投資其快餐品牌,以刺激消費者訪問量,並在通貨膨脹的冰雹中與競爭對手取得一些市場份額增長。

Now that the worst of inflation is over, with the Bank of Canada and Fed slashing rates, the real question is whether Restaurant Brands can continue to court consumers with tasty food and even tastier deals. I think it can. Either way, QSR shares are too cheap at 17.5 times trailing P/E with a generous 3.32% dividend yield.

現在,通脹的最壞時期已經過去,加拿大銀行和聯儲局紛紛削減利率,真正的問題是餐飲品牌是否能繼續通過美味食物和更有誘惑力的交易來吸引消費者。 我認爲它可以。 無論哪種方式,QSR股票的價格都太便宜,以17.5倍的滾動市盈率和慷慨的3.32%股息率。

Like CN Rail, Restaurant Brands has a history of dividend hikes (averaging around 4% in the past five years), though not nearly as generous as CN Rail.

與加拿大國鐵類似,餐飲品牌國際也有着股息提升的歷史(過去五年平均約爲4%),儘管不如加拿大國鐵那麼慷慨。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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