Latest Stock Advice
Signet Jewelers Ltd. is still subject to changes in consumer confidence, but it’s making smart moves to spur growth
Sun Life Financial Inc. and Manulife Financial Corp. each offers a combination of solid earnings growth, ongoing share repurchases, and impressive dividend yields.
Top pick Yum Brands Inc. gives you sales growth, steady EPS growth, and a solid dividend
Nutrien Ltd. offers exposure to potash and nitrogen prices, a stable retail base and strong profitability.
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Investing in agriculture ETFs could be a smart move if you choose the right investments for the right reasons
When investing in rare earth metals, you need to look at the unique geographical and political environment the mining company produces in.
General Electric’s willingness to adjust keeps it a top blue chip stock, as it cuts its losses in finance and focuses on its strengths.
Here’s the text of the quarterly letter I recently sent to our Portfolio Management clients:
“The subject of interest rates comes up regularly these days, in the news and in investor conversations. U.S. Federal Reserve Board members see a need for rates to move up. Prior to the recent market downturn, they were still undecided on ‘how soon’ and ‘how much’.
If stocks remain weak into the fall months, the Fed is likely to leave interest rates unchanged. However, now is still a good time to review the role of bonds as an alternative to stocks.
Bonds have been rising for 35 years
Interest rates have generally been going down, and bond prices have been going up, since 1980. That year, the yield on 10-year U.S. government bonds peaked at around 16%. Currently they yield around 2%.
...
“The subject of interest rates comes up regularly these days, in the news and in investor conversations. U.S. Federal Reserve Board members see a need for rates to move up. Prior to the recent market downturn, they were still undecided on ‘how soon’ and ‘how much’.
If stocks remain weak into the fall months, the Fed is likely to leave interest rates unchanged. However, now is still a good time to review the role of bonds as an alternative to stocks.
Bonds have been rising for 35 years
Interest rates have generally been going down, and bond prices have been going up, since 1980. That year, the yield on 10-year U.S. government bonds peaked at around 16%. Currently they yield around 2%.
...
Agnico Eagle Mines Ltd., $33.80, symbol AEM on Toronto (Shares outstanding: 217.2 million; Market cap: $7.2 billion; www.agnico-eagle.com), has five mines in Canada (LaRonde, Lapa, Meadowbank, Goldex and Malarctic), one in Finland (Kittila) and two in Mexico (Pinos Altos and La India).
The company produced 1.43 million ounces of gold in 2014 and expects to produce 1.6 million ounces this year.
Its two Nunavut projects, the Meadowbank mine and the development-stage Meliadine property, are riskier than its other operations because of the difficulties of operating in Canada’s Far North. Still, Agnico Eagle offers steady growth prospects and low political risk.
Like most gold firms, the company’s shares will be heavily influenced by the direction of gold prices.
Agnico Eagle is okay for aggressive investors to hold.
The company produced 1.43 million ounces of gold in 2014 and expects to produce 1.6 million ounces this year.
Its two Nunavut projects, the Meadowbank mine and the development-stage Meliadine property, are riskier than its other operations because of the difficulties of operating in Canada’s Far North. Still, Agnico Eagle offers steady growth prospects and low political risk.
Like most gold firms, the company’s shares will be heavily influenced by the direction of gold prices.
Agnico Eagle is okay for aggressive investors to hold.
Tucows, $30.88, symbol TC on Toronto (Shares outstanding: 11.0 million; Market cap: $340.9 million; www.tucows.com), provides network access, domain names and other Internet services, such as email hosting, through its OpenSRS division. OpenSRS manages over 14 million domain names, while the company’s Ting subsidiary offers mobile phone service to individuals and small businesses. In the three months ended June 30, 2015, Tucows’ revenue rose 20.5%, to $42.9 million from $35.6 million a year earlier (all figures except share price and market cap in U.S. dollars). Earnings per share jumped to $0.21 from $0.12....