Pat McKeough

A professional investment analyst for more than 30 years, Pat has developed a stock-selection technique that has proven reliable in both bull and bear markets. His proprietary ValuVesting System™ focuses on stocks that provide exceptional quality at relatively low prices. Many savvy investors and industry leaders consider it the most powerful stock-picking method ever created.

As early as 1980, Pat was recognized as #1 in the world of published investment advice by the Washington, DC–based Newsletter Publishers Association, and he was the first multi-year winner of The Globe and Mail’s stock picking contest.

Both CBS MarketWatch and The Hulbert Financial Digest recognized Pat as one of North America’s top stock analysts. The Wall Street Journal called him “one of only four investment newsletter advisors who have managed to serve their readers well over the long haul.”

A best-selling Canadian author, he wrote Riding the Bull, his 1993 book that predicted the stock-market boom of the last half of that decade. Through his many television appearances, he is well-known to investors for his insightful analysis and his candid, unpretentious style.

Bottom line: Pat’s conservative, reduced-risk strategy is a proven approach to safe investing.

Posts by the author
At a slow time for energy stocks, we like Pembina Pipeline and Veresen for their high yields and readiness to invest in new projects.
Both are growth stocks, but we see Sierra Wireless growing with the Internet of Things while Adobe Systems merits a hold right now.
Simplifying operations and boosting its balance sheet under new capital rules, JP Morgan Chase remains one of our top U.S. dividend stocks.
NEWELL RUBBERMAID INC. $41 (www.newellrubbermaid.com) continues to aggressively cut costs and sell less profitable businesses, such as its Rubbermaid medical-cart operations. Thanks to these moves, the company’s earnings gained 8.5% in the three months ended June 30, 2015, to $0.64 from $0.59 a year earlier....
BUCKEYE PARTNERS L.P. $69 (www.buckeye.com) earned $0.71 a share in the three months ended June 30, 2015, up 34.0% from $0.53 a year earlier. Many oil producers are opting to store their crude instead of selling it at today’s depressed prices, which has spurred demand for Buckeye’s oil-storage terminals....
MICROSOFT CORP. $43 (Nasdaq symbol MSFT; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 8.0 billion; Market cap: $344.0 billion; Price-to-sales ratio: 3.5; Dividend yield: 2.9%; TSINetwork Rating: Above Average; www.microsoft.com) is the world’s largest software company. Its Windows operating system powers about 90% of the world’s personal computers.

Microsoft’s other main product— its Office suite, which includes a word processor (Word) and spreadsheet program (Excel)— controls 90% of this market.

Over the past few years, Microsoft has expanded into computer-hardware products, including its Xbox video game console and Surface tablet computer.

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BROADRIDGE FINANCIAL SOLUTIONS INC. $52 (New York symbol BR; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 118.2 million; Market cap: $6.1 billion; Price-to-sales ratio: 2.2; Dividend yield: 2.3%; TSINetwork Rating: Average; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.

Without one-time items, the company earned $171.5 million in its fiscal 2015 fourth quarter, which ended June 30, 2015. That’s up 18.6% from $144.6 million a year earlier. Earnings per share rose 20.7%, to $1.40 from $1.16, on fewer shares outstanding.

Revenue gained 4.9%, to $929.6 million from $885.9 million. Broadridge continues to add new clients and is doing a good job of holding on to existing ones. Recurring fee revenue rose 7% in the latest quarter and accounted for 65% of the total.

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APPLE INC. $110 (Nasdaq symbol AAPL; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 5.7 billion; Market cap: $627.0 billion; Price-to-sales ratio: 2.6; Dividend yield: 1.9%; TSINetwork Rating: Average; www.apple.com) plans to let Best Buy and other retailers sell its new Apple Watch. Until now, customers could only purchase the watch through Apple’s website or in its company-owned stores.

In its latest quarter, Apple didn’t provide specific sales data for the watch, but it did say that demand exceeded its initial projections.

Apple is still a hold.

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T. ROWE PRICE GROUP INC. $71
(Nasdaq symbol TROW; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 256.2 million; Market cap: $18.2 billion; Priceto- sales ratio: 4.2; Dividend yield: 2.9%; TSINetwork Rating: Average; www.troweprice.com) earned $1.24 a share in the second quarter of 2015, up 9.7% from $1.13 a year earlier. Revenue gained 10.2%, to $942.2 million from $855.3 million. On June 30, 2015, the company had $773.0 billion of assets under management, up 3.5% from $746.8 billion at the end of 2014.

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