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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Decisive Dividend Corporation (DE)
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Universal Display Corporation (OLED)
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BMO Europe High Dividend Covered Call ETF (ZWP)
What are your outlooks for OLED and ZWP? I bought OLED some time ago and figured their patent library should have caused some movement with everybody going OLED these days... And with ZWP, do you see a recovery coming? Or is it still a sit and wait?
I've been watching DE on and off for some time, and they seem to continue to act on what drew me to them in the first place. Are they a buy right now? Anything else you would suggest in its place? (I have ATS after a previous question)
BIP seems pretty beat up, are they a buy for you now? Or would you still suggest BN? In a registered account, is BIP better than BIPC? Would you move from BIP to BIPC as they come closer to par?
Thanks!
ZWP is up 14% this year; while Europe's economic is still struggling, and it may see a recession, the covered call options premiums on this ETF have helped returns. We consider the outlook 'ok' now for income investors. Lower rates should help most dividend stocks. OLED's revenue base is small, but it is well positioned, and has a ton of cash. It is highly profitable and cash flow is solid, with high free cash flow conversion. The stock has good momentum and EPS last quarter 'beat' by 44%. It is not cheap but we like it. De looks fine for a small cap. This link adds some colour. EIF is a larger dividend-focused company which may be of interest, or AD.UN. We think BN is better for 'growth', but BIP's earnings were better than expected and the stock is acting better. Close to par we would prefer BIPC to get the dividend tax credit.