Posted by BM on January 3, 2022
Our new list for 2022 will be published the week of January 10, 2022.
Performance of ‘The List’
The best performers this week on ‘The List’ were Brookfield Infrastructure Partners (BIP-T) up 3.5%; Waste Connections Inc. (WCN-T) up 3.1%; Franco Nevada (FNV-T) up 2.1%
TC Energy Corp. (TRP-T) was the worst performer, down -2.7%.
‘The List’ as a whole was up .8% this past week with a 19.8% YTD price return gain (capital) and an average of 7.8% dividend increase (income) in 2021.
Dividend Increases
There were no dividend increases announced from companies on ‘The List’ this past week.
Earnings Releases
There were no earnings releases announced from companies on ‘The List’ this past week.
Recent News
The last trading week of the year was a slow one in Canada and there wasn’t a lot of earth-shattering news on the financial front. As this was the first year we published ‘The List’ on our blog, we have lots to summarize. Once we recheck all the numbers I will publish last year’s version of ‘The List’ one more time this week with comments.
Although most investors would have been happy with a 20% return plus dividends, the intent of ‘The List’ was not to be a portfolio to copy exactly with equal weightings in each stock. It is more of a real-time illustration of dividend growth investing in action. We have found it a lot easier to coach our process when we are using real dividend growth companies as examples.
In 2022 we will be launching the subscription service for our Magic Pants Wealth-Builder Portfolio (CDN) where we will be using real money and inviting the blog reader to follow along and build their own portfolios as we do an even deeper dive into our process. The process has generated excellent income growth and capital returns for the last decade, and we would like to share with you how we did it. More details to come.
Below is a snapshot of ‘The List’ from last Friday’s close. For a sortable version of ‘The List’ please click on The List menu item.
‘The List’ is not meant to be a template for investors to copy exactly. Rather, its purpose is to provide investment ideas and a real-time illustration of dividend growth investing in action. It is not a ‘Buy List’, only a starting point for our analysis and discussion.
The List (2021)
Last updated by BM on December 31, 2021
*Note: The following graph is wide, you can scroll to the right on your device to see more of the data.
| SYMBOL | COMPANY | YLD | PRICE | YTD % | DIV | YTD % | STREAK |
|---|---|---|---|---|---|---|---|
| AQN-N | Algonquin Power & Utilities | 4.6% | $14.45 | -11.1% | $0.67 | 10.0% | 10 |
| ATD-T | Alimentation Couche-Tard Inc. | 0.7% | $53.00 | 21.5% | $0.37 | 25.2% | 11 |
| BCE-T | Bell Canada | 5.3% | $65.81 | 19.7% | $3.46 | 5.1% | 12 |
| BIP-N | Brookfield Infrastructure Partners | 3.4% | $60.81 | 22.9% | $2.04 | 2.5% | 13 |
| BNS-T | Bank of Nova Scotia | 4.0% | $89.55 | 32.2% | $3.60 | 0.0% | 10 |
| CCL-B-T | CCL Industries | 1.2% | $67.83 | 17.0% | $0.84 | 16.7% | 19 |
| CNR-T | Canadian National Railway | 1.6% | $155.38 | 11.0% | $2.46 | 7.0% | 25 |
| CTC-A-T | Canadian Tire | 2.6% | $181.44 | 9.1% | $4.70 | 3.3% | 10 |
| CU-T | Canadian Utilities Limited | 4.8% | $36.69 | 18.6% | $1.76 | 1.0% | 49 |
| DOL-T | Dollarama Inc. | 0.3% | $63.31 | 21.2% | $0.20 | 12.4% | 10 |
| EMA-T | Emera | 4.1% | $63.22 | 17.8% | $2.58 | 3.8% | 14 |
| ENB-T | Enbridge Inc. | 6.8% | $49.41 | 21.0% | $3.34 | 3.1% | 25 |
| ENGH-T | Enghouse Systems Limited | 1.3% | $48.43 | -22.0% | $0.62 | 19.4% | 14 |
| EQB-T | Equitable Group Inc | 1.1% | $68.91 | 31.2% | $0.74 | 0.0% | 10 |
| FNV-N | Franco Nevada | 0.8% | $138.29 | 5.0% | $1.16 | 12.6% | 13 |
| FTS-T | Fortis | 3.4% | $61.03 | 17.0% | $2.05 | 4.1% | 47 |
| IFC-T | Intact Financial | 2.1% | $164.42 | 9.8% | $3.40 | 2.4% | 16 |
| MGA-N | Magna | 2.1% | $80.94 | 16.1% | $1.72 | 7.5% | 11 |
| MRU-T | Metro | 1.5% | $67.32 | 16.9% | $1.00 | 13.6% | 26 |
| RY-T | Royal Bank of Canada | 3.2% | $134.25 | 28.2% | $4.32 | 0.7% | 10 |
| SJ-T | Stella-Jones Inc. | 1.8% | $40.01 | -13.9% | $0.72 | 20.0% | 16 |
| TD-T | TD Bank | 3.3% | $96.98 | 34.8% | $3.16 | 1.6% | 10 |
| TFII-T | TFI International | 0.8% | $141.87 | 117.1% | $1.16 | 8.4% | 10 |
| TIH-T | Toromont Industries | 1.2% | $114.36 | 29.2% | $1.32 | 6.5% | 31 |
| TRP-T | Trans Canada | 5.8% | $58.83 | 12.7% | $3.42 | 5.6% | 20 |
| T-T | Telus | 4.2% | $29.79 | 17.1% | $1.25 | 8.2% | 17 |
| WCN-N | Waste Connections | 0.6% | $136.27 | 34.7% | $0.85 | 11.2% | 11 |
| Averages | 2.7% | 19.8% | 7.8% | 17 |
