Posted by BM on December 06, 2021
Each week we will comment on some of the significant events from the past week for companies on ‘The List’ and update the numbers.
This past week was when the big Banks on ‘The List’ reported their Q4 earnings. No surprise, we saw Bank of Nova Scotia, Royal Bank and Toronto Dominion Bank all announce double-digit dividend increases and stock buy backs for next year. Since the banking regulator lifted pandemic related restrictions back on November 4, we were waiting to see how much the increases would be and the Banks delivered.
TFI International announced another acquisition when they purchased D&D Sexton. TFII-T has been our best Year-to-Date performer on ‘The List’, up over 100% since the beginning of the year.
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 3, 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 | 4.9% | $13.54 | -16.7% | $0.67 | 10.2% | 10 |
| ATD-B-T | Alimentation Couche-Tard Inc. | 0.8% | $47.51 | 8.9% | $0.37 | 25.2% | 11 |
| BCE-T | Bell Canada | 5.3% | $65.84 | 19.8% | $3.46 | 5.1% | 12 |
| BIP-N | Brookfield Infrastructure Partners | 3.6% | $56.37 | 13.9% | $2.04 | 2.5% | 13 |
| BNS-T | Bank of Nova Scotia | 4.3% | $83.92 | 23.9% | $3.60 | 0.0% | 10 |
| CCL-B-T | CCL Industries | 1.3% | $64.09 | 10.6% | $0.84 | 16.7% | 19 |
| CNR-T | Canadian National Railway | 1.5% | $164.34 | 17.4% | $2.46 | 7.0% | 25 |
| CTC-A-T | Canadian Tire | 2.7% | $175.17 | 5.3% | $4.70 | 3.3% | 10 |
| CU-T | Canadian Utilities Limited | 5.0% | $34.91 | 12.8% | $1.76 | 1.1% | 49 |
| DOL-T | Dollarama Inc. | 0.4% | $56.03 | 7.3% | $0.20 | 12.4% | 10 |
| EMA-T | Emera | 4.4% | $59.15 | 10.2% | $2.58 | 3.8% | 14 |
| ENB-T | Enbridge Inc. | 7.0% | $47.89 | 17.2% | $3.34 | 3.1% | 25 |
| ENGH-T | Enghouse Systems Limited | 1.2% | $53.22 | -14.3% | $0.64 | 24.3% | 14 |
| EQB-T | Equitable Group Inc | 1.0% | $72.35 | 37.7% | $0.74 | 0.0% | 10 |
| FNV-N | Franco Nevada | 0.9% | $132.77 | 0.8% | $1.16 | 12.6% | 13 |
| FTS-T | Fortis | 3.6% | $56.31 | 7.9% | $2.05 | 4.1% | 47 |
| IFC-T | Intact Financial | 2.1% | $162.38 | 8.4% | $3.40 | 2.4% | 16 |
| MGA-N | Magna | 2.2% | $77.06 | 10.5% | $1.72 | 7.5% | 11 |
| MRU-T | Metro | 1.6% | $62.86 | 9.1% | $1.00 | 13.6% | 26 |
| RY-T | Royal Bank of Canada | 3.4% | $128.64 | 22.9% | $4.32 | 0.7% | 10 |
| SJ-T | Stella-Jones Inc. | 1.8% | $40.88 | -12.0% | $0.72 | 20.0% | 16 |
| TD-T | TD Bank | 3.3% | $95.59 | 32.9% | $3.16 | 1.6% | 10 |
| TFII-T | TFI International | 0.9% | $132.63 | 103.0% | $1.16 | 8.4% | 10 |
| TIH-T | Toromont Industries | 1.3% | $108.21 | 22.3% | $1.36 | 9.7% | 31 |
| TRP-T | Trans Canada | 5.9% | $59.03 | 13.1% | $3.48 | 7.4% | 20 |
| T-T | Telus | 4.2% | $29.53 | 16.1% | $1.25 | 8.2% | 17 |
| WCN-N | Waste Connections | 0.6% | $133.84 | 32.3% | $0.85 | 11.2% | 11 |
| Averages | 2.8% | 15.6% | 8.2% | 17 |
