February 2017 sitrep

February was nothing short of spectacular in terms of divided increases. We had a total of 14 companies raise their cash returned to shareholders this month.

All but three of the increases were well above inflation, its always nice to get extra money coming in for doing absolutely nothing.

Two of those companies with low increases were Canadian banks, but they normally adjust their dividend payments twice a year, so as long as profits remain on target we should see another increase later in the year.

The only company on that list that I can foresee giving me trouble is Walmart. They are a traditional brick and mortar retailer and to date have trailed Amazon and other online retailers such as Aliexpress.

They haven’t increased their earnings per share the past couple of years which is deeply concerning.

However, their online sales experience has improved immensely. As a family we now buy more online from Walmart than we do Amazon.

I generally start my online shopping with Amazon, but recently its mostly been to access product reviews as opposed to make a purchase. However, we end of purchasing less than 50% of the time from Amazon.

I will hold onto my Walmart share for another few moths to see if they can turn a profit in the hyper competitive world of online sales.

Company Date Number of Shares old dividend new dividend % increase old annual new annual Amount increase
BIP-UN 01-Feb-17 1942 2.36 1.74 11.5 2952.6 3379.08 426.48 USD
BCE 01-Feb-17 626 2.72 2.87 5 1702.72 1777.84 75.12 CDN
DEO 03-Feb-17 170 5
Intact 08-Feb-17 560 2.12 2.56 10 1187 1433.6 246.6 CDN
Suncor 09-Feb-17 2887 1.16 1.28 10.3 3348.92 3695.36 346.44 CDN
Manulife 09-Feb-17 2225 0.74 0.82 10.8 1646.5 1824.5 178 CDN
PEP 15-Feb-17 200 3.01 3.22 7 602 644 42 USD
TRP 16-Feb-17 1241 2.26 2.5 10.6 2804.66 3102.5 297.84 CDN
KO 16-Feb-17 478 1.4 1.48 5.7 669.2 707.44 38.24 USD
BBL 21-Feb-17 435 0.64 1.6 250 278.4 696 417.6 USD
WMT 21-Feb-17 125 2 2.04 2 250 255 5 USD
CM 23-Feb-17 383 4.96 5.08 2.4 1899.68 1945.64 45.96 CDN
RY 24-Feb-16 866 3.32 3.48 5 2875.12 3013.68 138.56 CDN
BNS 28-Feb-17 711 2.96 3.04 2.7 2104.56 2161.44 56.88 CDN

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