Research on businesses whose dividends we believe can keep growing, bought at a price we believe reflects expectations that are too pessimistic, incomplete or simply unexamined. A high yield is one shape this takes and is not the definition. What matters is the combination: the quality of the business, the sustainability of the dividend, the price paid and what that price appears to assume.
An asset-backed turnaround with a dividend attached. The dividend may fall before it grows, and the London portfolio beneath it is what makes the outcome asymmetric.
Why nowA dividend that may be cut again, attached to a London property portfolio priced near half of reported NTA and a turnaround that has only just begun.
Published·Price at publication363.4p·EPS payout83.4%·DividendReduced
The US cable business is genuinely deteriorating and the market is right to worry about it. The question is whether that worry has been extrapolated into a dividend it does not yet threaten.
Why nowAn unusually high starting yield on a dividend that costs about 30% of free cash flow, on a business whose consolidated quality is weaker than its dividend economics.
Published·Price at publicationCAD 58.77·FCF payout29.9%·DividendGrowing
Active
Yield at publication
6.72%
Base sustainable DPS growth
5.0–6.0%
Dividend CAGR FY2016–FY2026
9.7%
Closed Dividend Growth Research
0
No closed research yet.
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