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Canadian nobility is different from the US. Companies must, among other lower requirements, increase dividends only for five consecutive years. Still, many of them are blue chip companies tied to traditional Canadian sectors (banks, telecoms, energy) that Americans can benefit from as well. To help with your research, we’ve extracted some of the best options in seven different areas.
Looking for ideas from both markets? Download our Dividend Rockstar list of over 300 stocks that have shown positive earnings, EPS and dividend growth over the last five years.
you learn
- Mike explains how Canadian aristocrats differ from U.S. aristocrats, and how that impacts corporate analysis.
- Should we treat Canadian aristocrats who have suspended their dividend growth policy differently? Is that a strong enough reason to tell it?
- A classic bank that may be of interest to non-Canadian investors is a Canadian bank. These are well-capitalized and more diversified than US options.
- The insurance company that should be on this list is Intact Financial (IFC.TO). The top five insurers only cover 47% of the market, and IFC has 17% of that market.
- The Brookfield family is also very interesting. Mike sums up the best parts of Brookfield. You can also download the full report here.
- Three companies in the industrial sector caught Mike’s attention: Canadian National Railways (CNR.TO/CNI), TFI International (TFII.TO), and Thomson Reuters (TRI.TO), which was not mentioned much in the show. . Mike explains their fascination.
- Despite being part of the cyclical sector, Mike I like CCL Industries (CCL.B.TO), the world’s largest manufacturer of pressure-sensitive and specialty extruded film materials.
- Don’t underestimate the necessities of life on the Canadian Dividend Aristocrat list. You’ll also find premium brands (PBH.TO), Metro (MRU.TO) and, of course, Alimentation Couchetard (ATD.TO).
- Telecom services, especially telecom companies, are also companies that may be of interest to US investors as they benefit from oligopolies. The bell (BCE) and the terrace (T.TO) stand out.
- mic and bello Finally, we end with two REITs: Granite REIT (GRT.UN.TO) and Allied Properties (AP.UN.TO).
relevant content
Dividend achievers indicate that they have increased their dividends for at least 10 consecutive years. This includes nobles and kings. Our extensive list of 370 stocks is a great place to start researching the US market.
Highest Dividend Achiever [Podcast]
That’s not the case with Mike. Whether he likes or dislikes the company, he can give all the reasons why. Whether it’s the business model, the weak dividend triangle, or simply the better options available. Today’s episode will make you question some of your possessions, and while you may not agree, you may also discover flaws to remember.
10 stocks I would never invest in [Podcast]
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