Aggressive expansion spurs earnings for Jollibee

Aggressive expansion spurs earnings for Jollibee

A Member of Pat McKeough’s Inner Circle recently asked for his advice on a Philippines-based multinational company that operates fast-food restaurants. Now with 4,353 locations worldwide, it continues its push into international markets with large Filipino populations.

That strategy should help to reduce the sizable risk… Read More

Q: Hi, Pat. I am a longtime Inner Circle member and I would like your opinion on two Vanguard consumer ETFs—VDC and VCR. Thanks.

A: Vanguard Consumer Discretionary ETF, $159.56, symbol VCR on New York, aims to track the MSCI US IMI Consumer Discretionary 25/50 Index. That index follows U.S. consumer discretionary companies. Those firms, in the manufacturing and service industries, are highly sensitive to economic cycles. The manufacturing… Read More

How to Buy International Stocks to enhance and diversify your portfolio

How to Buy International Stocks to enhance and diversify your portfolio

For Canadian investors wondering how to buy international stocks, ADRs and international ETFs may be a safer option than picking individual overseas stocks
We believe most investors could benefit from holding some foreign and international investments in their portfolios for added diversification. And growing markets like… Read More

Upslope now likes Camping World

CAMPING WORLD HOLDINGS INC. $17 (New York symbol CWH; Consumer sector; Shares outstanding: 87.8 million; Market cap: $1.5 billion; Dividend yield: 1.9%; Takeover Target Rating: Medium; www.campingworld.com) offers a variety of services to recreational vehicle (RV) owners through its two brands: Camping World and Good Sam.
The company operates… Read More

Capital gains in Canada: How to do smart tax-loss selling

Capital gains in Canada: How to do smart tax-loss selling

Use tax-loss selling to offset your taxable capital gains in Canada.
Tax-loss selling (or tax-loss harvesting) occurs when you deliberately sell a security at a loss in order to offset capital gains in Canada.  You can then use these losses to offset your taxable capital gains.

In… Read More

Activists offers clues not certainty

Hedge funds often act as activist investors, and some have successfully pushed companies to make moves that increase shareholder returns. For example, Elliott Management, led by Paul Singer, is now one of the world’s largest activist funds with $35 billion in assets under management.
Elliott, and… Read More