Rob Carrick: Six-per-cent dividend yields from blue chip stocks are there for the taking

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Why it’s a great time to be an income-focused dividend investor

With stocks falling, it’s a great time to be an income-focused dividend investor.

As stocks dropped yet again this week, I took a look at dividend yields for the big blue chips in the S&P/TSX 60 index. Yields of 6 per cent and higher were available from eight companies, each with a good record of dividend growth over the past five years. One more company had a yield of 5.9 per cent.

Once again, we are reminded of a positive side of falling stocks. As share prices fall, dividend yields climb to levels that beat even today’s elevated returns from guaranteed investment certificates and bonds. The after-tax return is even better in a non-registered account, where the dividend tax credit applies.

Stock market volatility is a given these days, but the ups and downs this fall seem to have reached a new level. Stock market rallies can push yields down below arbitrary thresholds like 6 per cent, lately we’ve seen uptrends quickly retreat. Track the dividend stocks you’re following with a Globeinvestor Watchlist, then use the dividend view to monitor yield, one- and five-year returns and five-year dividend growth.

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