Good Morning,
I wanted to let you know that I added to our position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (CDN).
The company delivered a solid second quarter, with funds from operations per unit growing 10%, strong contributions from data infrastructure and midstream assets, and continued progress recycling capital into higher-return opportunities.
Most importantly for dividend growth investors, the distribution remains well covered, the balance sheet is positioned conservatively, and management continues to support its targeted 5% to 9% annual distribution growth.
If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, allowing them to follow our process as it unfolds rather than reading about it after the fact.
