Q: Hello Pat: I’ve been following your advice since the mid-nineties. Throughout the good and the bad, my portfolio has held up very well. I would like your opinion on the following stocks: Oceaneering International, Inc. (OII) NYSE, Brighthouse Financial, Inc. (BHF) Nasdaq, Ship Finance International Limited (SFL) NYSE, and ADRs of ING Group, NYSE. Thanks again!

A: Oceaneering International, $15.15, symbol OII on New York (Shares outstanding: 98.5 million; Market cap: $1.5 billion; www.oceaneering.com), is a deep-water oilfield services company. Its ROV segment builds and operates remotely operated vehicles (ROVs); Subsea Products builds custom subsea hardware; and Subsea Projects has vessels… Read More

Q: Pat: I have read a number of articles on Brookfield Property, and analysts seem very positive. What is your opinion of BPY.UN and what is your top REIT recommendation?

A: Brookfield Property Partners LP, $26.19, symbol BPY.UN on Toronto (Units outstanding: 407.4 million; Market cap: $10.7 billion; www.brookfieldproperties.com), owns, operates and invests in commercial real estate worldwide.

Brookfield Asset Management (symbol BAM.A on Toronto) first sold shares of Brookfield Property Partners to the public in… Read More

Q: Dear Pat: I hold the following three U.S. bank stocks in my portfolio: Bank of America, J. P. Morgan Chase, and Citigroup. I would like a quick assessment on whether I should keep all three or sell all. Also, should I consolidate to one of the three? If so, which one?

A: The decision about whether to hold/buy/sell is a personal one, depending on your individual circumstances and what else you hold in your portfolio. However, in general, if you need/want to sell something from your portfolio, you are probably better off selling our “holds” than… Read More

Absolute Software is generating cash and earnings once again

Absolute Software is generating cash and earnings once again

A Member of Pat McKeough’s Inner Circle recently asked for his advice on a company that makes laptops, desktops, tablets and mobile devices (collectively known as “endpoint devices”) safe for more than 12,000 commercial customers.

Absolute Software is a cloud-based provider of technology that lets companies… Read More

Look beyond the banks for reliable dividends

GREAT-WEST LIFECO INC. $28 (Toronto symbol GWO; Conservative Growth Payer Portfolio, Finance sector; shares outstanding: 988.4 million; Market cap: $27.7 billion; Dividend yield: 5.6%; Dividend Sustainability Rating: Above Average; www.greatwestlifeco.com) is Canada’s second-largest insurance company, after Manulife Financial. It also offers mutual funds and wealth management services. Power… Read More