investment

You Can See Our Current Power Recommendations For September 2023 Here.

Understanding our recommendations: Power Buy—These stocks are our top choices for new buying now....

Fair Isaac and Broadridge were well positioned to gain during the pandemic and after it: since March of 2020, Fair Isaac is up 304.3%, and Broadridge has jumped 101.9%. We think both stocks have room to move even higher as product demand remains strong—and growing.


FAIR ISAAC CORP., $848.80, is a buy. The company (New York symbol FICO; TSINetwork Rating: Average) (www.fairisaac.com; Shares outstanding: 24.9 million; Market cap: $21.7 billion; No dividends paid) is best known for its FICO Scores software....

CATALENT INC. $45 is a hold. The company (New York symbol CTLT; Manufacturing sector; Shares outstanding: 180.3 million; Market cap: $8.1 billion; No dividend paid; Takeover Target Rating: Medium; www.catalent.com) is a contract drugmaker that makes products for larger pharmaceutical companies including Novo Nordisk.


Due to several quality-control problems at some of its plants and lower demand from COVID-19-related vaccines and treatments, the stock has dropped 55% in the past year.


That decline has prompted activist investor Elliott Investment to acquire an undisclosed stake in Catalent....

A: Savers Value Village Inc., $25.78, symbol SVV on New York (Shares outstanding: 160.5 million; Market cap: $4.1 billion; www.valuevillage.com), is the largest for-profit thrift operator in the U.S. and Canada. It operates 152 stores in the U.S....

Here’s Part Two of the letter I sent to our Portfolio Management clients in May 2023:

The coming boom in ‘income investments’

The post-World War II generation—the baby boomers—were born between 1946 and 1964. The youngest boomers are now around 59 and the oldest are around 77....

CAE INC., $31.66, Toronto symbol CAE, remains a buy for long-term gains.

The company is a leading maker of flight simulators for commercial and military aircraft. It also operates pilot-training schools in over 40 countries and makes mannequins and other medical-simulators for training health professionals.

CAE continues to gain as air travel volumes return to pre-pandemic levels....

You Can See Our Income-Seeking Portfolio For September 2023 Here.

This month we update our Portfolio for Income-Seeking Investors.


In light of the current market volatility, investors are paying more attention to dividend yields (dividends paid per share divided by the current stock price)....

The Bank of Canada has now increased its benchmark interest rate by another 25 basis points—to 5.0%—in response to still-high inflation.


Generally, higher interest rates diminish the appeal of dividend-paying utility stocks, as investors shift to better-yielding bonds....

You Can See Our Exchange-Traded Funds Portfolio For September 2023 Here.

ETFs in brief


Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index....

Physical commodities and publicly listed producers of commodities have delivered steady returns over time when compared to the overall stock market. However, this comes at the cost of more volatility.


Commodities have many sub-categories each with their own dynamics....