Jim Bates

Jim is an associate editor at TSI Network. He is the lead reporter and analyst for The Successful Investor and Wall Street Stock Forecaster and a member of the Investment Planning Committee. Jim has held the Chartered Financial Analyst designation since 1992 and spent more than a decade at the Financial Post DataGroup before joining TSI Network. He has a Bachelor of Commerce degree from the University of Toronto.

Posts by the author
Value Stocks
Finning International Has a Surging Backlog Amid Mining and Infrastructure Boom
Finning Int’l Inc. has a bright outlook spurred by mining and infrastructure growth.
2 min read
Jim Bates
McDonald's Corp. plans to keep aggressively opening locations to continue to power its sales.
Blue Chip Stocks
McDonald’s Reports Higher Sales Despite Economic Headwinds
2 min read
Jim Bates
Dividend Stocks
T. Rowe Price Group Offers a High 4.8% Yield Enhanced by a Key New Strategic Alliance
1 min read
Jim Bates
Overseas growth helps Baxter overcome Obamacare tax
How To Invest
Restructured travel business could spur growth with Amex’s affluent clientele
Restructured travel business could spur growth with Amex’s affluent clientele
YUNUS ARAKON
AMERICAN EXPRESS CO. (New York symbol AXP, www.americanexpress.com) gets most of its revenue from the fees it charges merchants who accept its charge cards (which have no pre-set spending limit and must be paid in full each month) and credit cards (which can carry a balance)....
3 min read
Jim Bates
Canadian insurance giants aim for rising sales in Asia, less risk in U.S.
How To Invest
To keep its shares rising, Bard strives for even faster growth
stock growth
C.R. BARD INC. (New York symbol BCR; www.crbard.com) makes vascular products, such as stents and catheters (29% of its 2012 sales); oncology products that detect and treat various types of cancer (27%); urology products, such as drainage and incontinence devices (26%); and surgical tools and other products (18%). The company mainly makes single-use, disposable products, so customers must continually buy new ones. This continued demand for supplies helped Bard’s sales rise 20.6%, from $2.5 billion in 2008 to $3.0 billion in 2012. Earnings improved by 24.1%, from $455.4 million in 2008 to $565.3 million in 2012. The company is an aggressive buyer of its own stock. This cuts its total shares outstanding, so per-share earnings jumped 48.0%, from $4.44 to $6.57....
2 min read
Jim Bates
Bull
Wealth Management
Investor Toolkit: How to get a clear snapshot of a fragmented portfolio
Bull


Every Wednesday, we publish our “Investor Toolkit” series on TSI Network....
3 min read
Jim Bates
Investment Advice
Growth Stocks
Originally a spinoff, Agilent will now do its own spinoff
agilent tech stocks
AGILENT TECHNOLOGIES INC. (New York symbol A) plans to break itself into two publicly traded companies. One of these businesses will keep the Agilent name and focus on testing equipment for medical-research labs. The second company will make testing systems for improving electronics, such as cellphones and computer equipment....
2 min read
Jim Bates
Stock Investing
Energy Stocks
Encana to lower reliance on gas with more oil and NGLs
Encana to lower reliance on gas with more oil and NGLs
ENCANA CORP. (Toronto symbol ECA; www.encana.com) is one of North America’s largest natural gas producers. The company is now cutting its reliance on natural gas, as rising shale gas production has cut prices from $11.50 U.S. per thousand cubic feet in 2008 to just $3.60 U.S. today. Encana plans to narrow its focus from around 30 properties to five: Montney (B.C.), Duvernay (Alberta), DJ Basin (Colorado), San Juan Basin (New Mexico) and Tuscaloosa Marine Shale (Louisiana)....
2 min read
Jim Bates
Why “averaging down” to buy stocks can be a bad bargain
Wealth Management
Investor Toolkit: Profit from our five-sector portfolio diversification strategy
Profit from our five-sector portfolio diversification strategy


Every Wednesday, we publish our “Investor Toolkit” series on TSI Network....
2 min read
Jim Bates
Canadian insurance giants aim for rising sales in Asia, less risk in U.S.
How To Invest
Bombardier’s CSeries jet finally airborne
Bombardier’s CSeries jet finally airborne
BOMBARDIER INC. (Toronto symbols BBD.A and BBD.B; www.bombardier.com) is the world’s third-largest commercial aircraft maker, behind Boeing and Airbus. It is also the world’s leading passenger railcar manufacturer. The company has just completed the first test flight of its new CSeries passenger jet. The test flight was a success. It had planned to begin flight tests in June, but needed extra time to upgrade the plane’s software....
2 min read
Jim Bates
Enbridge expansion goes on despite Northern Gateway controversy
How To Invest
SNC-Lavalin winning new contracts as it deals with scandal
SNC-Lavalin winning new contracts as it deals with scandal
SNC-LAVALIN GROUP INC. (Toronto symbol SNC; www.snclavalin.com) is a leading Canadian engineering and construction company. It specializes in large-scale public works projects, such as roads, bridges, transit systems and water-treatment plants. SNC-Lavalin replaced most of its senior management following the discovery of $56 million U.S. in unusual payments it made in 2011 to help win Libyan construction contracts. SNC has also strengthened its oversight and compliance procedures in response to allegations that it used bribes to win certain contracts in Quebec....
2 min read
Jim Bates
Investor Toolkit: Why index-linked GICs rarely deliver what they promise
How To Invest
Boeing’s new Dreamliner brings risks—and rewards
Boeing’s new Dreamliner brings risks—and rewards
THE BOEING CO. (New York symbol BA; www.boeing.com) is a leading maker of passenger jets....
2 min read
Jim Bates
Load More