Six TSX dividend stocks that benefit from the soaring U.S. dollar

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We are looking for sustainable Canadian dividends bolstered by the high-flying U.S. dollar

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We’ve long recommended that Canadian investors have some 20 per cent to 30 per cent of their portfolios in U.S. stocks. That’s for the quality of top U.S. stocks, especially in the consumer and manufacturing sectors. Still, it’s also because we see exposure to the greenback as a valuable form of diversification. That’s a long-term plus, even beyond the current period of rapid interest-rate increases by the U.S. Federal Reserve, which has lifted international demand for the U.S.

In the meantime, some Canadian stocks are gaining with the elevated U.S. dollar. That’s especially true for firms making a sizable part of their profits in the United States. At the same time, companies selling their products in U.S. dollars globally, while incurring most of their costs in Canada, do well with a high U.S. dollar.

Our search started with Canadian dividend-payers with sound prospects that stand to gain from today’s strong U.S. dollar. We then applied our TSI Dividend Sustainability Rating System to that list of income payers.

Companies with 10 to 12 points have the most secure dividends, or the highest sustainability. Those with seven to nine points have above average sustainability; average sustainability, four to six points; and below average sustainability, one to three points.TSI Wealth Network is the online home of The Successful Investor Inc. – the group of widely followed Canadian investment newsletters by editor and publisher Pat McKeough.

 

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