New menu items add sales for Tim Hortons

Peter Lynch, the world’s top mutual fund manager from the 1970s through the early 1990s, maintains that it’s a good idea to invest in companies you’re familiar with, companies you see in action regularly. That stock market advice could certainly be put to the test… Read More

Hidden Value and Takeover Stocks—Pat McKeough on YouTube

This is another in a series of video interviews in which Pat McKeough will give his advice on a variety of topics. Some will deal with his overall investment philosophy, others on specific investment strategies and still others will be comments on events that are… Read More

How to keep calm when others panic

Not everybody is happy with the agreement on Greece’s national debt that was reached after much hard bargaining. But it didn’t exactly bring world stock markets crashing into the abyss, either—although many predicted just such a disaster. That gives it a resemblance to the Y2K… Read More

GENNUM CORP. $13.50 – Toronto symbol GND

GENNUM CORP. $13.50 (Toronto symbol GND; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 35.5 million; Market cap: $477.8 million; Price-to-sales ratio: 3.5; Dividend yield: 1.0%; TSINetwork Rating: Average; www.gennum.com) soared 119% in one day after the company accepted a $13.55-a-share takeover offer from… Read More

Pat: I need to ask you a question regarding the sale of Gennum Corp. My concern is what can happen to this deal if Greece deteriorates. Would I be any safer by just selling at the present price and moving on? Also a general hint of what to do with this cash would be appreciated. Would I be just as well off to buy Bank of Nova Scotia or Bank of Montreal as dividend stocks?

Gennum Corp., $13.52, symbol GND on Toronto (Shares outstanding: 35.6 million; Market cap: $481.7 million; www.gennum.com), has accepted a takeover offer from U.S.-based Semtech Corp. (Nasdaq symbol SMTC).

Gennum designs electronic equipment and computer chips that let television broadcasters store, edit and transfer video signals without… Read More

The Successful Investor Hotline – Friday, February 17, 2012

CENOVUS ENERGY INC., $38.73, Toronto symbol CVE, spent $2.7 billion on capital upgrades in 2011. That’s up 28.7% from $2.1 billion in 2010.

The company used about a third of this money to expand its 50%-owned Foster Creek and Christina Lake oil sands properties in Alberta;… Read More

Big gain for Gennum

GENNUM CORP. $13.50 (Toronto symbol GND; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 35.5 million; Market cap: $477.8 million; Price-to-sales ratio: 3.5; Dividend yield: 1.0%; TSINetwork Rating: Average; www.gennum.com) soared 119% in one day after the company accepted a $13.55-a-share takeover offer from… Read More

What is Pat's commentary for the week of February 7, 2012?

Another week, another takeover!

After last week’s surprise takeover of Gennum Corp.—which gave us a one-day, 119% gain—it was particularly gratifying to report that directors of RuggedCom Inc. (Toronto symbol RCM) had agreed to a takeover at $33 cash per share.

RuggedCom, a recommendation of our Stock… Read More