Earnings
August 24, 2019 - CM
New! CIBC - Q3-2018 Earnings & Price Target Forecast .....
August 22, 2019 - NXR.UN
Nexus REIT - Q2-2019 Earnings, Price Target Update .....
August 22, 2019 - RY
Royal Bank of Canada Q3-2019 Earnings, Price Target Update .....
August 21, 2019 - FSZ
Fiera Capital Corp. - Q2-2019 Earnings, Price Target .....
August 18, 2019 - NVU.UN
Northview Apartment REIT - Q2-2019 Earnings, Price Target Update .....
August 17, 2019 - FTS
Fortis Inc Q2-2019 Earnings, Price Target Update .....
August 16, 2019 - SPB
Superior Plus Corp. Q2-2019 Earnings & Price Target Update .....
August 15, 2019 - IPL
Inter Pipeline Ltd - Q2-2019 Earnings - Price Target Update .....
Recommendation Changes
CM, BRE, EIF, GEI, PKI, more...

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

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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

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