What are your thoughts on Wajax Corp as a dividend payer and company overall?

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What are your thoughts on Wajax – as a dividend payer and company overall? I already own it and am wondering if I should be selling some, or if it’s safe to keep as a long-term dividend payer for retirement? It has a 3.1 on the dividend screener but something poor on the growth screener. Thanks!

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Asked on January 12, 2021 6:51 am
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In terms of a dividend payer, the company is fairly reliable. If we look to payout ratios, 57% of trailing earnings and 26% of cash flows means the dividend is comfortably covered.

The primary reason the stock doesn't score well on our growth screener is because analysts haven't placed estimates on next years earnings and sales. However, Wajax isn't a company that's going to blow you away with solid growth regardless. I'd expect low single digit growth in revenue for the company.

Over the last 4 years, it's grown revenue by 6% annually. However, there's no questioning the company has driven some strong earnings growth over the last 4 years, going from $11 million to $39.50 million. If it continues to do this, it may be able to reward shareholders with a little more consistent dividend growth.

Overall, this is a company that operates in a cyclical environment and is going to go through peaks and troughs. Look no further than its long term stock chart to see what I mean.

But, the 5% dividend is well covered, and I don't see a dividend cut in Wajax's future unless something materially changes. I'd just like to see a bit of dividend growth from the company.

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Posted by Dan Kent
Answered on January 12, 2021 9:49 am