acquisition

Broadridge profits from its recurring fee-based revenue and its leading position in proxy and other investor communication services. The company’s dominance in providing a wide range of back-office services, plus its high-quality clientele, also helps cut its risk....
MP MATERIALS CORP., $21.31, is a buy. The company, symbol MP on New York, is the owner and operator of the Mountain Pass mine, the only significant rare-earth commercial mining and processing site in North America.

Rare-earth elements are used in a variety of modern devices and applications: magnets in small and large motors; glass additives and glass polishing compounds; rechargeable batteries; television and computer screens; lighting; X-ray machines; and lasers.

MP and the Saudi Arabian Mining Co., also known as Ma’aden, have signed an agreement with to explore opportunities to establish a fully integrated, end-to-end rare earth supply chain.

Ma’aden is the Middle East’s largest multi-commodity mining and metals firm and stands among the world’s fastest growing, with $8.7 billion in revenues for 2024.

A Memorandum of Understanding (MoU) was signed on the sideline of the U.S.-Saudi Investment Forum 2025, taking place in Riyadh, Saudi Arabia.

Ma’aden and MP aim to explore opportunities to jointly develop a vertically integrated rare earth supply chain in Saudi Arabia, including the mining of deposits across Saudi Arabia, separation, refining, and magnet production. MP Materials is a buy.

MP Materials recent coverage:

CORTEVA INC., $68.61, is a buy. The company, symbol CTVA on New York, is a leading developer of new seeds and crop chemicals, including herbicides and insecticides, for the agriculture industry....
WALMART INC., $98.24, New York symbol WMT, remains a buy.

The company is the world’s biggest retailer, with 10,784 outlets in 19 countries.

Walmart reported strong-than-expected earnings for its latest quarter. However, concerns that upcoming price hikes in response to tariffs caused the stock to fall 5%.

In the fiscal 2026 first quarter, ended April 30, 2025, sales rose 2.5%, to $165.61 billion from $161.51 billion a year earlier....
BCE INC., $30.11, Toronto symbol BCE, remains a buy for long-term gains and income.

The company is Canada’s largest traditional telephone service provider. It has 1.77 million residential customers in Ontario, Quebec, Manitoba and the Atlantic provinces....
A Member of Pat McKeough’s Inner Circle recently asked for his advice on Allegion Plc, a global leader in security and access solutions to secure homes, businesses, schools, and institutions around doorways and adjacent areas.

Pat likes the firm’s diverse portfolio of leading brands, its global presence, and solid strategic acquisition strategy....
A few years ago, supermarket operator Loblaw and its parent company George Weston re-organized their various businesses. That left Loblaw to focus on its main retail operations and to better compete with rivals Walmart and Costco.

Investors tend to prefer “pure-play” businesses that operate in a single industry and that can be easily analyzed....
THE TJX COMPANIES, $128.10, is still a buy. The business (symbol TJX on New York) is a leading off-price retailer of clothing, accessories and home fashions. Off-price retailers purchase merchandise at below-wholesale prices and charge less than retail prices.

The stock continues to hit all-time highs for our subscribers.

Through their shares, investors tap a network of stores....
FASTENAL COMPANY, $78.60, symbol FAST on Nasdaq, is a leading wholesale distributor of industrial and construction supplies. It draws almost all its clients from the construction and manufacturing industries.

Those construction customers include general, electrical, plumbing, sheet-metal, and road contractors....
LOBLAW COMPANIES LTD., $218.17, Toronto symbol L, is a buy.

The company operates 1,089 supermarkets under several banners, including Loblaws, Zehrs, Provigo, Real Canadian Superstore and No Frills.

In March 2014, it purchased the Shoppers Drug Mart chain for $12.3 billion in cash and shares....
BCE INC., $31.60, Toronto symbol BCE, remains a buy for long-term gains and income.

The company is Canada’s largest traditional telephone service provider. It has 1.77 million residential customers in Ontario, Quebec, Manitoba and the Atlantic provinces....