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

Wealth Management

When the World Turns the Corner on the Greek Crisis—Pat McKeough on YouTube

This is the latest in a series of video interviews in which Pat McKeough gives his advice on a variety of topics. Some will deal with his overall investment philosophy, others on specific investment strategies and in still others he serves as an investment counsellor as he discusses events that are affecting the markets and the economy. That’s his role this week as he discusses the anxiety many have about the ongoing crisis in Greece. Pat turns the general sense of pessimism on its head—the markets frequently move up before crises are solved, while there’s often more cause to worry when things look good. And he adds an optimistic postscript about energy in the years ahead.
The Crisis in Greece: Be Ready for an Upturn...

2 min read

Jim Bates

Daily Advice

Employment rate is key for world’s largest business outsourcing firm

Pat McKeough responds to many personal questions on specific stocks and other investment topics from the members of his Inner Circle. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. Inner Circle members often ask us about dividend stocks In this case, Pat responds to a question about a U.S. company that provides business outsourcing services to a wide variety of clients and is counting on strategic acquisitions and an improving employment rate to keep its dividend rising. ...

2 min read

Jim Bates

Wealth Management

Do You Think of Your House as an Investment?—Pat McKeough on YouTube

This is the latest in a series of video interviews in which Pat McKeough will give his advice on a variety of topics. Some will deal with his overall investment philosophy, others on specific investment strategies and still others will be comments on events that are affecting the markets and the economy. This time, the topic is one that figures into the retirement planning of many Canadians. Is my home an investment? Make sure you’ve made careful and complete calculations before you come to that conclusion, advises Pat.
Planning for Retirement: Your House as an Investment...

1 min read

Jim Bates

Wealth Management

The Money You Need to Retire On—Pat McKeough on YouTube

This is the latest in a series of video interviews in which Pat McKeough gives his advice on a variety of topics. Some will deal with his overall investment philosophy, others on specific investment strategies, including those for retirement planning, and still others focus on events that are affecting the markets and the economy. In today’s video, he replies to the many questions he receives on how much money people need to retire on. As he tells his personal Wealth Management clients, Pat explains, determining how much you need for your retirement is a lot more than just a matter of dollars and cents.
Q: Pat, we hear a lot these days about how much money people need to retire on. What do you tell your Wealth Management clients when they ask you about this?...

2 min read

Jim Bates

How To Invest

Canadian firm aims to profit from renewed Libyan project

Pat McKeough responds to many personal questions on specific stocks and other investment topics from the members of his Inner Circle. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. This week we respond to a question from an Inner Circle member asking about one of the Canadian stocks with important interests in a nation that has been living through a period of upheaval, Libya. Pat notes that this infrastructure and engineering specialist also does a lot of business in North America, and assesses its outlook. ...

3 min read

Jim Bates

How To Invest

Pat on YouTube—When Does the Market Crisis End?

This is the latest in a series of video interviews in which Pat McKeough gives his advice on a variety of topics. Some will deal with his overall investment philosophy, others on specific investment strategies and still others offer investment advice related to events that are affecting the markets and the economy. In last week’s video, Pat advised against selling during the market downturn. This week, the market turned up and Pat thinks people should look closer to home than Europe for one of the reasons why. He also looks at what may be ahead for the stock market.
Q: Pat, last week you said people shouldn’t be dumping their stocks. This week the market turned up. Was that because of something that happened in Europe, and do you think the crisis is over?...

2 min read

Jim Bates

Growth Stocks

Water treatment stock adds new services for fracking

Pat McKeough responds to many personal questions on specific stocks and other investment topics from the members of his Inner Circle. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. This past week, one Inner Circle member requests Pat’s stock investing advice on a company that has a chance to profit from the growing global demand for clean water. One of the company’s biggest areas of growth could be in the highly-publicized area of “fracking” for oil and gas, where it has acquired a new water monitoring service. ...

4 min read

Jim Bates

How To Invest

Don’t Be in a Hurry to Sell During a Crisis—Pat McKeough on YouTube

This is the latest in a series of video interviews in which Pat McKeough gives his advice on a variety of topics. Some will deal with his overall investment philosophy, others on specific investment strategies and still others offer stock market advice related to events that are affecting the markets and the economy. This week, the Financial Post asked Pat whether investors should sell in the wake of the latest European crisis and the tremors it has sent through the market. Following up in today’s video, Pat explains why it’s not a good idea to bail out when you don’t really know the outcome.
Q: Pat, in today’s Financial Post, you were interviewed about the European economic crisis and whether investors should sell before it gets worse?...

2 min read

Jim Bates

Dividend Stocks

Danish acquisition is big move for this Canadian pipeline company

Pat McKeough responds to many personal questions on specific stocks and other investment topics from the members of his Inner Circle. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. This past week, one Inner Circle member asked about dividend stocks—specifically, about a pipeline firm that is one of Canada’s remaining income funds. The company has just made a major overseas acquisition and Pat assesses the potential risk and rewards. ...

3 min read

Jim Bates