investment

An investment is an asset or property acquired to generate income or gain appreciation. Appreciation is the increase in the value of an asset over time. It requires the outlay of a resource today, like time, effort, and money, for a greater payoff in the future or for generating a profit.

An investment involves using capital in the present to increase an asset’s value over time.

Investments may include bonds, stocks, real estate, or alternative investments.

Investments can be diversified to reduce risk, though this may reduce the amount of earning potential.

In business contexts, investments are financial; however, consider how some people spend time to make higher incomes in the future (i.e. invest in a college education).

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The plan to upgrade Telus wireless networks to high-speed 5G is nearing completion after several years. The investment promises to lift long-term earnings—as will Telus’s other growth businesses. They include the now-independent call-centre business Telus International, as well as the ADT smart-home security unit....
A: FactSet Research Systems Inc., $419.92, symbol FDS on New York (Shares outstanding: 38.3 million; Market cap: $16.1 billion; www.factset.com), is a leading provider of financial data and portfolio analytics to investment firms worldwide.

In March 2022, FactSet completed the acquisition of CUSIP Global Services for $1.93 billion in cash....
A: Capital Power Corp., $42.52, symbol CPX on Toronto (Shares outstanding: 116.5 million; Market cap: $5.0 billion; www.capitalpower.com) is one of Canada’s largest independent electrical power producers, with its 29 facilities across North America offering 7,500 megawatts of power.

Capital Power continues to expand both its power-generation capacity, as well as its long-term guaranteed energy sales contracts.

In September 2022, the company completed the acquisition of the Midland Cogeneration facility in Midland, Michigan, in a 50/50 joint venture partnership with Manulife Investment Management.

The partners paid $894 million U.S....
A: VanEck Vectors Social Sentiment ETF, $14.14, symbol BUZZ on New York (Units outstanding: 4.1 million; Market cap: $58.0 million; www.vaneck.com), holds 75 stocks, each with a market cap of $5 billion or more; each of these stocks also generates social media attention.

The fund tracks the BUZZ NextGen AI U.S....
Most of our readers are familiar with our three-part Successful Investor investment strategy, which goes like this:
  1. Invest mainly in well-established, dividend-paying companies.
  2. Spread your money out across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; Consumer; Finance; and Utilities).
  3. Downplay or avoid stocks in the broker/media limelight.

Rule #3 would also apply to investment ideas that are getting a lot of media attention....

You can see our Income-Growth Dividend Payer Portfolio for March 2023 here.


You can’t fake a record of dividends....
ANDREW PELLER LTD. $5.01 (A shares) remains a buy. Canada’s second-largest winemaker (Toronto symbol ADW.A; Conservative Growth Payer Portfolio, Consumer sector; Shares outstanding: 43.1 million; Market cap: $215.9 million; Dividend yield: 4.9%; Dividend Sustainability Rating: Above Average; www.andrewpeller.com) last raised your quarterly dividend by 10% with the July 2021 payment....
Top insurers Manulife and Sun Life recently rewarded investors with sizeable dividend hikes. That’s partly due to the contributions of recent acquisitions. We feel these purchases will continue to pay off. Moreover, both stocks trade at attractive multiples to their projected earnings.


MANULIFE FINANCIAL CORP....
Thanks to the re-opening of offices and shopping malls with the end of COVID-19 restrictions, these two REITs are rewarding investors with higher distributions.


ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $28 is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 128.0 million; Market cap: $3.6 billion; Distribution yield: 6.4%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 200 office buildings and 13 properties under development, mainly in major Canadian cities.


Starting with the January 2023 payment, Allied raised its monthly distribution by 2.9%....
GANNETT CO. INC. $2.58 remains a hold. The company (New York symbol GCI; Conservative-Growth Portfolio, Consumer sector: Shares outstanding: 146.1 million; Market cap: $376.9 million; Price-to-sales ratio: 0.1; Dividend suspended in 2020; TSINetwork Rating: Speculative; www.gannett.com) merged with GateHouse Media, and its parent company New Media Investment Group Inc....