Investing

Investing Idea - Dividend Growth

  • Last Updated:
  • Dec 11th, 2017 10:37 am
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Jun 28, 2016
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treva84 wrote:
Nov 29th, 2017 5:54 pm
The dividend growth is nice, the dilution is not.
The dilution is only about 7.5% on ENB, and that is through both this year and next year. It provides nice certainty through 2020. The dividend growth forecast being curtailed from through 2024 to through 2020 is less appealing, but guesses about 2021-2024 were just conjecture anyway, so it's not too big a negative. Hopefully, I can get in at sub-$44 tomorrow. The ENF dilution is bigger (more than 11%) but that was the one which really needed balance sheet protection, so I guess it's not a huge shock either. I'll certainly be adding below $27.50, if that price appears.
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Dec 21, 2005
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Wavelet wrote:
Nov 29th, 2017 6:33 pm
The dilution is only about 7.5% on ENB, and that is through both this year and next year. It provides nice certainty through 2020. The dividend growth forecast being curtailed from through 2024 to through 2020 is less appealing, but guesses about 2021-2024 were just conjecture anyway, so it's not too big a negative. Hopefully, I can get in at sub-$44 tomorrow. The ENF dilution is bigger (more than 11%) but that was the one which really needed balance sheet protection, so I guess it's not a huge shock either. I'll certainly be adding below $27.50, if that price appears.
Closed at both TD & iTrade
:idea: :) :lol: :razz: :D
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Sep 19, 2004
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And to think that ENB was $47 and ENF finally reached back $30 just on Monday (now $27.8 issue is -8% from $30, or -4% from today's closing)

ENB, -8% in a month
https://ca.investing.com/equities/enbri ... ?cid=24530

ENF, -3% in a month
https://ca.investing.com/equities/enbri ... rical-data
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Aug 18, 2010
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Besides ENB and ENF, were there any additional transactions made during the month of November? Laurentian Bank looks to be fairly valued
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Oakville
Cue jerryhung ...

Seriously though, looks like Mr. Market was pricing in more radical action from ENB. Nice surprise given that I've recently added a bit to my ENB holdings.
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RETD wrote:
Nov 30th, 2017 9:58 am
Cue jerryhung ...

Seriously though, looks like Mr. Market was pricing in more radical action from ENB. Nice surprise given that I've recently added a bit to my ENB holdings.
Here I am
I want ENB over $50 and ENF over $30!!!
I didn't add more ENB at $44 (last add $47), oh well. Hope it only goes up from here :P
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jerryhung wrote:
Dec 4th, 2017 1:36 pm
I won't even ask

ENF -2.6% to $29 again, on what news? It was $30 on Friday

ENB is relatively flat
Oil down? This will continue under pressure until investor's day. Watching prices daily will drive you nuts :)


Rod
Last edited by rodbarc on Dec 4th, 2017 1:39 pm, edited 1 time in total.
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rodbarc wrote:
Dec 4th, 2017 1:39 pm
Oil down? This will continue under pressure until investor's day. Watching prices daily will done you nuts :)


Rod
come on Rod, you know oil should NOT impact ENB or ENF this much :P


I don't watch it daily (it's even under my "Dividend" section and usually not seen), but it's hard to NOT notice the big red (vs. other TSX Energy names)
I'd just throw it under "it goes down because I own it" then :(
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MrMom wrote:
Dec 4th, 2017 2:05 pm
Surprised you didn't see this story with your Globe subscription. https://www.theglobeandmail.com/globe-i ... e37172663/
I did, but that's for ENB and not ENF ...
and it's 1 opinion
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