Retirees: 2 Top TSX Stocks to Buy Now for Steady Income
Retirees: 2 Top TSX Stocks to Buy Now for Steady Income
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Canadian dividend stocks are starting to catch a new tailwind on the expectation of continued cuts to interest rates. Investors seeking reliable passive income are wondering which top TSX dividend-growth stocks are still undervalued and good to buy for a self-directed portfolio.
隨着對繼續減息的預期,加拿大股息股正在開始獲得新的潮流。尋求可靠的被動收入的投資者想知道哪些頂級TSX股息增長股票仍然被低估並且適合用於自我指導的投資組合。
Telus
泰勒斯
Telus (TSX:T) trades near $21.50 at the time of writing compared to $34 at one point in 2022.
在撰寫本文時,泰勒斯(TSX:T)交易價格約爲21.50美元,而在2022年的某一時刻則爲34美元。
The steady decline over the past two years is largely attributable to the sharp increase in Canadian interest rates. Higher borrowing costs cut into profits and can reduce cash that is available for distributions. Telus uses debt to fund part of its capital program that includes the expansion of its fibre and 5G networks. The Bank of Canada is now cutting interest rates to protect the economy. As interest rates drop there should be some relief for Telus.
過去兩年的穩定下跌在很大程度上應歸因於加拿大利率的急劇上升。更高的借款成本會削減利潤並可能減少可用於分配的現金。泰勒斯使用債務來資助其資本計劃的一部分,包括其光纖和5G網絡的擴展。加拿大銀行現在正在降低利率以保護經濟。隨着利率的下降,泰勒斯應該會有一些緩解。
Telus eliminated 6,000 jobs over the past year as a measure to position the business to meet financial goals. The reduction in expenses should help the bottom line this year and in 2025. The company faced some revenue headwinds at its Telus International subsidiary last year. Price wars in the Canadian communications market have also had an effect on the stock.
爲了達到財務目標,泰勒斯在過去一年中裁員了6,000人。支出的減少應該有助於今年和2025年的底線。去年,該公司的泰勒斯國際子公司面臨一些營收逆風。加拿大通信市場的價格戰也對股票造成了影響。
Despite the challenges, Telus still delivered 7.6% growth in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in 2023 and is targeting adjusted EBITDA growth of 5.5% or better in 2024. Based on this outlook, the stock is probably oversold, but Telus remains a contrarian pick until a bottom emerges.
儘管面臨着挑戰,但泰勒斯在2023年的調整後息稅折舊和攤銷前利潤增長了7.6%,並瞄準了2024年5.5%或更好的調整後EBITDA增長率。基於這個前景,該股票可能被低估,但泰勒斯仍然是反向選擇,直到底部出現。
Telus has increased the dividend annually for more than 20 consecutive years. Investors who buy the stock at the current level can get a 7.2% dividend yield.
泰勒斯已連續20多年每年增加股息。以當前水平購買股票的投資者可以獲得7.2%的股息收益率。
Enbridge
恩橋
Enbridge (TSX:ENB) isn't as cheap as it was in early October last year when it dipped to $43 per share. Investors who got in at that point are already sitting on some nice gains, but more upside should be on the way. Enbridge trades near $50.50 at the time of writing. The stock was as high as $59 in June 2022.
恩橋(TSX:ENB)的股價沒有去年10月初跌至43美元時便宜。那時進入的投資者已經獲得了不錯的收益,但更多上漲空間應該到來。在撰寫本文時,恩橋交易價格約爲50.50美元。該股票在2022年6月曾高達59美元。
Rising interest rates in Canada and the United States led to the slide in the share price in the back half of 2022 and through the first three quarters of 2023. Since then, investors have moved back into the stock as market sentiment shifted from fears of further rate hikes to anticipation of cuts.
加拿大和美國的利率上升導致股價在2022年下半年和2023年前三個季度下跌。此後,隨着市場情緒從擔心進一步加息轉向預期減息,投資者又回到了這隻股票。
Enbridge is targeting adjusted EBITDA growth of 7-9% annually through 2026. Distributable cash flow is expected to rise by 3% per year over that timeframe and by 5% in 2027 and beyond. Contributions from the US$14 billion acquisition of three natural gas utilities in the United States will help, along with asset growth driven by the $25 billion secured capital program.
恩橋的目標是通過2026年每年實現7-9%的調整後EBITDA增長。在此期間,可分配現金流預計將每年上升3%,並在2027年及以後上升5%。從收購三家美國天然氣公用事業公司的140億美元和由250億美元的 secured capital program驅動的資產增長中的貢獻將有所幫助。
Enbridge has expanded its portfolio in recent years. The company now owns the largest oil export terminal in Texas and is a partner in the Woodfibre liquified natural gas (LNG) facility being built in British Columbia. Global demand for North American oil and natural gas is rising as countries look for reliable supplies amid rising geopolitical risks.
恩橋近年來擴展了其投資組合。該公司現在擁有德克薩斯州最大的石油出口碼頭,並是正在建設的不列顛哥倫比亞省Woodfibre液化天然氣(LNG)設施的合作伙伴。由於各國尋求可靠的供應以應對日益增長的地緣政治風險,北美石油和天然氣的全球需求正在上升。
Enbridge is also expanding its renewable energy assets in North America and Europe, and it is becoming a giant in the natural gas utility sector in Canada and the United States.
恩橋還在北美和歐洲擴大其可再生能源資產,並正在成爲加拿大和美國天然氣公用事業部門的巨頭。
Investors who buy ENB stock at the current level can get a dividend yield of 7.25%. The board has increased the distribution in each of the past 29 years.
以當前水平購買ENB股票的投資者可以獲得7.25%的股息收益率。管理層過去29年每年都提高了分配。
The bottom line on top stocks for passive income
針對被動收入的頂級股票底線
Telus and Enbridge pay attractive dividends that should continue to grow. If you have some cash to put to work, these stocks deserve to be on your radar.
泰勒斯和恩橋支付了有吸引力的股息,這些股息應該繼續增長。如果你有一些現金要投入,請將這些股票放在你的雷達上。
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