Earnings
May 23, 2019 - CM
New! Canadian Imperial Bank of Commerce Q2-2019 Earnings - Price Target Update .....
May 23, 2019 - IPL
New! Inter Pipeline Ltd - Q1-2019 Earnings - Price Target Update .....
May 21, 2019 - KEY
Keyera Corp. Q1-2019 Earnings, Price Target Update .....
May 19, 2019 - CHE.UN
Chemtrade Logistics Income Fund - Q1-2019 Earnings, Price Target .....
May 18, 2019 - CNQ
Canadian Natural Resources Ltd. Q1-2019 Earnings .....
May 17, 2019 - FRU
Freehold Royalties Ltd - Q1-2019 Earnings, Price Target Update .....
May 15, 2019 - VET
Vermilion Energy Inc. Q1-2019 Earnings & Price Target Update .....
May 14, 2019 - ENB
Enbridge Inc. Q1-2019 Earnings & Price Target Update .....
Recommendation Changes
EIF, DR, FTS, CPX, CJR.B, more...

Market Optimism, Earnings: ALA, FTS, CU, CPX – Dividend Increases

This is only a sample of the article, please login to view the entire article

Investing for yield is back in vogue as central banks temper their enthusiasm for raising interest rates. Markets accustomed to the cycle of rising and falling interest rates over the past 45 years, have however become over optimistic by pricing in anticipated interest rate reductions. This could prove to be a disappointment in the near term and opportunity for the longer term. Comments this week cover the potential for interest rates to rise and markets to cool in the near term, while still settling into a longer trend of increasing stability.

Accompanying the longer term trend for less interest rate volatility, will be increased dependence on earnings and dividend stability. Maintaining stable to growing payout ratios remains important. In total there are only about 40 companies in Canada that have been able to increase dividends every year for more than 10 years and only 11 doing the same for more than 20 years. Two of this week's earnings updates hold the first and second position for the most consecutive annual dividend increases. Both are guiding for more of the same. Earning comments focus on the key strategies and differences and potential for them to sustain their top positions. Dividend increases and decreases for Q1-2019 include the following:

Earnings Comments

You must be a member to view the entire article, please subscribe or login


Login
Username
Password
New Issues & Acquisition
May 24, 2019
New! TD Bank 5.1% Rate Reset Preferred Share New Issue
May 17, 2019
New! Coverage Universe - Weekly Price Change May 10-17, 2019
May 11, 2019
Coverage Universe - Weekly Price Changes - May 3-10, 2019
May 7, 2019
Capital Power Corp - $150M, 5.75% Mininum Rate Preferred Share New Issue
May 4, 2019
Coverage Universe - Weekly Price Changes Apr 26- May 3, 2019
April 26, 2019
Coverage Universe - Weekly Price Changes Apr. 19-26, 2019
April 19, 2019
Coverage Universe - Weekly Price Changes Apr. 12-19, 2019
April 18, 2019
Surge Energy Inc 6.75% Convertible Debenture New Issue