TFSA Investors: 3 Dividend Stocks to Consider Buying While They Are Down
TFSA Investors: 3 Dividend Stocks to Consider Buying While They Are Down
Contrarian investors are searching for undervalued TSX dividend stocks to add to their self-directed Tax-Free Savings Account (TFSA) portfolios. Buying stocks when they are out of favour takes courage and requires patience to ride out additional turbulence, but the rewards can be significant on a rebound.
逆向投資者正在尋找被低估的TSX股息股票,以加入他們自主管理的免稅儲蓄賬戶(TFSA)投資組合。在股票失寵時買入需要勇氣,並需要耐心度過更多的波動,但在反彈時回報可能會非常可觀。
Bank of Nova Scotia
豐業銀行
Bank of Nova Scotia (TSX:BNS) trades near $73 per share at the time of writing. The stock was as high as $93 in early 2022 and slipped as low as $60 in the past 12 months.
豐業銀行(TSX:BNS)在撰寫時交易價格接近每股73美元。這隻股票在2022年初曾高達93美元,在過去12個月中一度跌至60美元。
Recent weakness is likely due to news that Bank of Nova Scotia will take a charge of $1.4 billion on the sale of its businesses in Colombia, Costa Rica, and Panama. Investors might be concerned that other assets in Latin America that the company bought over the past two or three decades might also get monetized at a loss as the bank works through its strategy transition.
近期的疲軟可能是由於豐業銀行將對其在哥倫比亞、哥斯達黎加和巴拿馬的業務出售計提14億的費用而導致的。投資者可能擔心公司在過去二三十年中在拉丁美洲購買的其他資產也可能會在銀行進行戰略轉型時以虧損變現。
The new chief executive officer is focusing future capital expenditures on opportunities in the United States and Canada. Bank of Nova Scotia spent US$2.8 billion in 2024 to acquire a 14.9% stake in KeyCorp, a U.S. regional bank. Bank of Nova Scotia also plans to boost its presence in Quebec.
新任首席執行官將未來的資本支出重點放在美國和加拿大的機會。豐業銀行在2024年花費28億美元收購了美國區域型銀行KeyCorp的14.9%股份。豐業銀行還計劃擴大在魁北克的業務。
It will take time for the strategy shift to deliver results, but investors get paid well to wait. At the current share price, the dividend provides a yield of 5.8%.
戰略轉變將需要時間才能產生效果,但投資者等待的回報很豐厚。在當前的股價下,股息提供了5.8%的收益率。
TC Energy
TC Energy
TC Energy (TSX:TRP) is down to $66 at the time of writing from $70 in November. The stock is still up 24% in the past 12 months, so the easy money has arguably been made. Investors who are bullish on natural gas demand in the coming years, however, might consider adding TC Energy on dips.
TC Energy (TSX:TRP) 在撰寫時的股價從11月的70美元下跌到66美元。過去12個月這隻股票仍上漲了24%,因此容易賺錢的機會可能已經過去。不過,對於未來幾年天然氣需求看好的投資者,可能會考慮在價格回調時增持TC Energy。
The company spun off its oil pipeline division in 2024 to focus primarily on natural gas transmission and storage. Power generation assets are also still part of the mix. TC Energy operates more than 93,000 km of natural gas infrastructure in Canada, the United States, and Mexico, which carries roughly 30% of the natural gas used in North America. Gas-fired power generation is expected to surge as new artificial intelligence data centres get built.
該公司於2024年剝離了其石油管道部門,以主要專注於天然氣的傳輸和儲存。發電資產仍然是其業務的一部分。TC Energy在加拿大、美國和墨西哥運營着超過93,000公里的天然氣基礎設施,負責輸送北美約30%的天然氣。隨着新的人工智能數據中心的建立,燃氣發電預計將激增。
TC Energy has increased its dividend in each of the past 24 years. Investors who buy ENB stock at the current level can get a dividend yield of 5%.
TC Energy在過去24年中每年都增加了股息。以當前價格買入ENb股票的投資者可以獲得5%的股息收益率。
Northland Power
北方電力
Northland Power (TSX:NPI) is down 26% in the past year and currently trades slightly above the 12-month low. The provider of wind, solar, and gas-fired power production has assets in service and under development around the globe. High interest rates and a shift in sentiment away from renewables in the past few years have impacted the sector.
Northland Power (TSX:NPI)在過去一年下跌了26%,目前的交易價格稍高於12個月低點。這家提供風能、太陽能和燃氣發電的公司在全球範圍內擁有在營資產和開發項目。高利率和過去幾年可再生能源情緒的轉變對該板塊產生了影響。
The stock is down to $18 from $50 in 2021, so investors need to be careful. If you have a contrarian style, however, and are positive long-term on renewables, NPI stock might be worth a look with its dividend yield of 6.5%.
該股票從2021年的50美元跌至18美元,因此投資者需要謹慎。不過,如果您持有反向投資風格,並對可再生能源持積極看法,NPI股票可能值得關注,其股息收益率爲6.5%。
The bottom line
結論
Near-term volatility should be expected, and additional downside is certainly possible. However, contrarian dividend investors might want to put BNS, TRP, and NPI on their radar.
短期內的波動應該是可以預期的,額外的下行風險肯定是可能的。不過,反向股息投資者可能想將豐業銀行、TC Energy和NPI列入雷達。
譯文內容由第三人軟體翻譯。