Spotlights

On March 1, 2017, RioCan ended the day’s market session at C$26.37—exactly the same price at which it closed on March 1, 2007. This may just be a remarkable coincidence, but it certainly raises the question as to why the unit price has gone nowhere for 10 years. Of course,… Read More

When we profiled Cineplex Inc. (TSX: CGX, OTC: CPXGF) last June, we wrote that there was much to like, including an attractive yield and growing dividend, but that the stock was very expensive. Consequently, we only added a small pilot position to the Dividend Champions Portfolio at that time. Fast-forward… Read More

Telus Corp. (TSX: T, NYSE: TU) is one of our highest-rated Dividend Champions, and it boasts an outstanding track record of dividend payments. However, growing debt and lower free cash flow raise questions about whether the company will be able to sustain and grow its dividend over the next few… Read More

NorthWest Healthcare Properties REIT (TSX: NWH-U, OTC: NWHUF) has many of the qualities that would normally appeal to income investors, particulary its 7.8% yield and solid payment track record. In digging deeper, however, we found a few reasons for concern: a high debt load, no distribution growth, and a payout… Read More

K-Bro Linen Inc. (TSX: KBL, OTC: KBRLF) is one of the select companies that fulfills nearly all of our demanding criteria for what makes a Dividend Champion. Among the firm’s key attributes in this regard are steadily growing profits and dividends, strong cash flow, high returns on capital, and low… Read More

One of the hallmarks of a high-quality company is meaningful inside ownership. If executives hold a sizable stake in their own firm, then their incentives are more likely to be aligned with shareholders.That’s especially important when a company faces operational setbacks. Ideally, management should suffer alongside shareholders, thereby increasing the… Read More

We have waited for a long time for Dividend Champions holding Manulife Financial (TSX: MFC, NYSE: MFC) to come out of its winter sleep. And it took nothing less than a surprising outcome to a U.S. Presidential election to spur the stock price into action.Over the past month, most insurance… Read More

A third generation of the Desmarais family is preparing to take the helm at one of Canada’s largest family-controlled enterprises, Power Corporation (TSX: POW, OTC: PWCDF).The current Co-CEOs, brothers Andre and Paul, Jr., took charge 20 years ago from their father, Paul Desmarais, who built the empire over the previous… Read More