Dividend Knights TSX‑Style: 3 Reliable Income Shares I’m Holding

Dividend Knights are some of the safest investments out there, and these three belong at the top of that list.

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Key Points

  • Power Corporation offers diversified insurance and wealth holdings with fintech upside, a 4.2% yield, roughly 50% payout, buybacks, and room for steady dividend growth.
  • Capital Power is growing through acquisitions, raised guidance, and pays a 4.3% yield with 12 straight years of dividend increases.
  • Canadian Utilities has 51 consecutive years of dividend hikes, backed by regulated assets that deliver predictable cash flow and a 4.8% yield.

Dividend Knights are some of the best investments out there. These aren’t risky dividend stocks that could cut their dividend at any time. Instead, these stocks have increased their dividend year after year, for at least five years, if not more! Today, we’re going to look at some of the best out there.

POW

First up, we have Power Corporation of Canada (TSX:POW). This diversified financial stock invests in cash-generating insurance companies like Great-West Lifeco and IGM Financial, along with companies with growing alternative platforms. The company benefits from the stability of insurance and wealth management, and upside from higher-growth fintech assets like Wealthsimple.

The combination has proven stable, with reliable dividends plus the potential for net asset value (NAV) growth. In fact, the dividend is currently at 4.2%, with a payout around 50% as of writing. Steady increases are supported by diversified earnings, with a current discount given the buybacks from management. All together, it blends perfectly the conservative core financials and alternative growth. Right now, a $7,000 investment could bring in $299 each year!

COMPANYRECENT PRICENUMBER OF SHARESDIVIDENDTOTAL PAYOUTFREQUENCYTOTAL INVESTMENT
POW$57.40122$2.45$299Quarterly$6,993

CPX

Next, we have Capital Power (TSX:CPX), which is focused more on growth in its power products. There are many companies out there providing a dividend that also provide power. Yet in the case of CPX, it’s been able to grow steadily while still maintaining its disciplined dividend. In fact, its $3 billion acquisition in the United States added to its scale across North America most recently.

This allowed the stock to increase guidance for its adjusted funds from operations (AFFO) and earnings before interest, taxes, depreciation, and amortization (EBITDA). What’s more, it offers a 4.3% dividend yield at writing, with 12 years of consecutive growth behind it. Dividend growth remains part of its strategy, with contracted projects and disciplined financing making it a long-term winner. Right now, $7,000 could bring in $320 each year!

COMPANYRECENT PRICENUMBER OF SHARESDIVIDENDTOTAL PAYOUTFREQUENCYTOTAL INVESTMENT
CPX$60.28116$2.76$320Quarterly$6,994

CU

Finally, we have the ultimate Dividend Knight in Canadian Utilities (TSX:CU). This dividend stock has increased dividends for 51 consecutive years! And that comes down to long-standing dividend-growth strategies. Canadian Utilities has regulated operations, with visible growth in its rate base from large projects. Investors get predictable cash flow without major price swings.

With a dividend yield of 4.8% and decades of regulated returns, its coverage is sound. It offers a low beta, predictability, and visibility. Now, it’s not going to get you the highest returns or dividends out there, but it could provide the highest compound growth. As of writing, a $7,000 investment could bring in $340 each year.

COMPANYRECENT PRICENUMBER OF SHARESDIVIDENDTOTAL PAYOUTFREQUENCYTOTAL INVESTMENT
CU$37.55186$1.83$340Quarterly$6,981

Bottom line

These three Dividend Knights are some of the most financially sound options out there. You get the diversified financial muscle from POW, growing income from CPX, and predictability from CU. Together, you’ll have a committed dividend portfolio that lasts a lifetime.

Fool contributor Amy Legate-Wolfe has no position in any of the stocks mentioned. The Motley Fool recommends Capital Power. The Motley Fool has a disclosure policy.

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