Q: Pat, may I have your thoughts on WPT Industrial REIT and Dream Industrial REIT? I was a shareholder of Pure Industrial REIT with great success until it was bought out. These warehouse REITs appear to be a great way to gain exposure to the online shopping phenomenon.

A: WPT Industrial REIT, $12.78, symbol WIR.U on Toronto (Units outstanding: 44.5 million; Market cap: $568.7 million; www.wptreit.com), is a Canadian REIT that owns and manages industrial properties in the U.S.

Right now, WPT has 54 properties in 15 states. In all, they include 18.1 million… Read More

Unusual acquisition strategy feeds B&G Foods’ growth

Unusual acquisition strategy feeds B&G Foods’ growth

Pat McKeough recently replied to one of his Inner Circle Members who wanted his opinion on a firm that takes an unusual approach to growth in the packaged food business.

B&G Foods manufactures and sells many well-known brands. But it has also furthered its growth… Read More

Their dividends look safe despite setbacks

GENERAL MILLS INC. $42 (New York symbol GIS; Income-Growth Dividend Payer Portfolio, Consumer sector; Shares outstanding: 592.9 million; Market cap: $24.9 billion; Dividend yield: 4.7%; Dividend Sustainability Rating: Highest; www.generalmills.com) is one of the world’s largest food producers. Its top brands include Big G (cereal), Green Giant (canned… Read More