Wednesday, December 9, 2015

My November Dividend Income Summary + Latest buys: $CUF.UN $VZ $RY $KHC $ENB $CNR

November 2015 is in the rear view mirror and it's that time again for a Dividend Income Summary of the Month.

But before giving you the usual numbers, let me tell you about my recent buys. Yeah, once again Monsieur Dividende couldn't resist to make the best of the recent Market dip.


My buys :


I bought 20 shares of Canadian National Railway (CNR) at 72,80$. As you know, I'm a proud owner of two of Canada's finest Railways : Canadian Pacific and CNR. This segment accounts to roughly 7% of my entire Portfolio. It's not much but I have to say (between you and me) that it feels like railways accounts for 25% on my investors heart. Boys will be boys : there is something about trains... Chou-chou! These two stocks give me 131$ annually. Again, it's not much but I figure these too will be able to raise their dividends at a higher rate than inflation. As soon as CP is done with buying another (and bigger) railway company, I guess it will think about its shareholders. Their current dividend yield is not even close to 1%. What's that Hunter Harrison?


I also mentioned on Twitter the acquisition of 25 shares of Enbridge (ENB), one of Canada's largest pipelines company. ENB has been on my buying list since 2011, but the price of the stock was always too high. Thanks to oil price (and Kinder Morgan!) the price of the stock has been cheaper. Hence me acquiring 25 shares at 44,70$. The following days it went as low as 41$ Oh well, never been really good with market timing... My stakes in Transcanada Corp and Enbridge remain small, but time will tell if I can add some more shares. Right now, the energy sector of my portfolio accounts to close to 10%. I might raise it to 12%. And these companies provide me with 177,80$ annually. Pretty pretty good numbers...


All right fellow investors, back to my Dividend Summary. As you can see on my Passive Income page, 4 companies chipped in for this month. November is a quiet month on the dividend front. Nevertheless, it's still money coming in!


This month I managed to collect 166.46$The amounts are all in Canadian dollars. 

My Dividends came from:
  • REIT Cominar (CUF.UN) : 24.87$ (which I use in part to buy one more share with my DRIP)
  • Verizon (VZ) : 18.39$
  • Royal Bank of Canada (RY): 90.85$
  • Kraft-Heinz Company (KHC) : 32.35$

My total Dividend paid for 2015 : 3312.64 + 166.46$ = 3479.10$ (my special dividend from Kraft-Heinz included)


My Total Dividend paid since I started Dividend Investing : 12 592.17$ + 166.46 $ : 12 758.63$

What do you think of my dividend income stream -- and my latest acquisitions? 

10 comments:

  1. ENB and CNR are too fantastic long-term buys at their current valuations. Congrats!

    Verizon m'interesse. Pour quoi as tu choisi Verizon au lieu de AT&T?

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  2. Thanks man! ;-) Concernant Verizon. Je voulais une exposition au marché des télécommunications des États-Unis. J'hésitais entre les deux. Mais je préférais les perspectives à plus long terme de VZ. Cela dit, ma participation est très petite.

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  3. Super mois Mr Div! Way to go! :)

    As for ENB and CNR both are great addition to your portfolio. On my watching list for sure. ** Wish i had more funds available ** :)

    Continue like that!

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    1. Merci Steph. Je suis en effet content de ces nouveaux ajouts à mon portfolio. ENB risque de passer un mauvais quart d'heure encore un petit bout... donc je vais sûrement bonifier cette acquisition. Merci d'être passé.

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  4. MonsieurDividende,
    CNR est sur ma watchlist aussi. Un jour où l'autre je ferai le saut mais c'est clair que le dividende initial est loin d'être attrayant... Difficile de trouver un bon point d'entrée.

    Excellent revenu annuel de dividendes. 90$ en dividende de la RBC c'est wow! Lâches pas!

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  5. Merci Alain. Si tu n'aimes pas le dividende de CNR, tu dois détester celui du CP. (Heureusement que le titre a bondi depuis mon achat à 58$...). Ouais, c'est fou pour RY. Disons que je suis heureux de pouvoir profiter aussi des revenus faramineux de cette grande banque. Merci!

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  6. Solid buy MD. Great companies especially CNR. Keep it up and thanks for sharing. You're doing awesome. Month after Month, it's only gonna go up.
    Cheers bud.

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  7. Thanks DH. I'm getting there and I'm grateful I can use some inspiration among you guys. Let's keep building that nest egg! ;-)

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  8. Love CNR and UNP! To be honest, I didn't pay much attention to railroads before but since I've looked deeper in these stocks, I just keep on noticing them! haha! Great great buys for long term with nice growth perspective too.

    Cheers!

    Mike

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  9. Hey Mike! I remember checking out either CP or CNR when their share price was around 40$ in 2008-2009... never made a move then. But always had them on my list. There are long term keeps. Thanks for coming down here buddy! ;)

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Thanks a lot for your comment.