Sunday, November 29, 2015

New Investors: Dividend Stocks for High Income | The Motley Fool Canada

New Investors: Dividend Stocks for High Income | The Motley Fool Canada: "Stable energy infrastructure business

TransCanada Corporation (TSX:TRP)(NYSE:TRP) has fallen 27% from a 52-week high of $59 to $43. Pretty much anything related to energy has performed poorly this year.

It’s a valid dividend-growth investment though. At under $43, TransCanada pays a yield of close to 4.9%. This is the second time in the past decade that TransCanada has hit a high yield of over 4.8%. So, now may be a good time to buy some TransCanada shares.

The question is, Is its dividend safe? Its payout ratio of about 85% covers the annual payout of $2.08 per share. The company is also financial solid with an S&P credit rating of A-.

The energy infrastructure business has paid growing dividends for 14 years in a row. TransCanada would be reluctant to break that record if it wants to continue attracting long-term investors.

Most notably, in a November 17 presentation TransCanada indicated that it plans to grow dividends by 8-10% on average every year through to 2020. So if you buy the shares at a yield of 4.8% today, it would score a yield on cost of over 7% by 2020.

If you bought 100 shares of TransCanada today, an investment of $4,300, you’d receive an annual income of $206. And in 2020, you’d receive an annual income of $303. In other words, your income would increase 47% in five years, according to the company’s dividend-growth guidance."



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