investment

You Can See Our Conservative-Growth Dividend Payer Portfolio for December 2024 Here.

You can’t fake a record of dividends....

These tech leaders are spending heavily on new plants and other facilities. While that has hurt their earnings growth, the investments set the stage for stronger growth over the next few years—and higher dividends.


MICROSOFT CORP. $423 is a buy. The software giant (Nasdaq symbol MSFT; High-Growth Dividend Payer Portfolio; Manufacturing sector; Shares outstanding: 7.4 billion; Market cap: $3.1 trillion; Dividend yield: 0.8%; Dividend Sustainability Rating: Highest; www.microsoft.com) will raise your quarterly dividend by 10.7% in December 2024, to $0.83 a share from $0.75....

Fee income at these two firms rises and falls with the value of the mutual funds and other securities they manage. Today’s rising stock market has pushed up their earnings, at the same time it helps to support their high yields.


IGM FINANCIAL INC....

These two REITs continue to add quality properties to their portfolios. They also continue to renew expiring leases at higher rental rates. That extra cash flow should help them keep raising your distributions.


CHOICE PROPERTIES REIT $14 is a top pick for 2024. Canada’s biggest REIT (Toronto symbol CHP.UN; Cyclical-Growth Payer Portfolio; Manufacturing & Industry sector; Units outstanding: 723.7 million; Market cap: $10.1 billion; Distribution yield: 5.4%; Dividend Sustainability Rating: Above Average; www.choicereit.ca) owns 705 properties, with 66.2 million square feet of retail, industrial, mixed-use and residential space....

You Can See Our Current Power Recommendations For December 2024 Here.

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

Artificial intelligence (AI) is an example of an investment idea that could boost your investment returns, or, more likely, end up costing you money. All in all, we think that the biggest, surest gains from AI will come from investing in established businesses that are already profitable and growing, and that can gain all the more by applying AI to their operations.


Here are two companies that are already profitably taking advantage of AI, and they should be among the leaders in the push to extend AI’s use:


ATS CORP., $41.34, is a buy. The company (Toronto symbol ATS; TSINetwork Rating: Average) (www.atsautomation.com; Shares outstanding: 97.9 million; Market cap: $4.1 billion; No dividend paid) provides some of the world’s top manufacturers with factory automation solutions.Founded in 1978, it has over 60 manufacturing facilities and 80 offices in North America, Europe, and Asia.


In July 2023, ATS acquired Yazzoom BV....

Shares of Fair Isaac have risen 120.0% for our subscribers over the last year—and a whopping 16,882.4% since we first recommended the stock in our February 1999 issue at $13.60 a share (split adjusted)! That said, we think the shares have room to move much higher.


The company plays a key role for lenders making mortgage underwriting decisions....

Investing in copper stocks works best for you when the focus is on well-established mining companies with high-quality reserves.

DYE & DURHAM LTD. $18 is a hold. The company (Toronto symbol DND, Manufacturing & Industry sector; Shares outstanding: 66.9 million; Market cap: $1.2 billion; Dividend yield: 0.4%; Takeover Target Rating: Medium; www.dyedurham.com) is a cloud-based software provider for legal and business professionals.


On July 17, 2020, Dye & Durham completed an initial public offering of 17 million shares at $7.50 each.


Activist firm Engine Capital, which owns 7.1% of the company, now wants to replace six of Dye & Durham’s seven directors with its own nominees at the annual meeting on December 17, 2024....

LAMB WESTON HOLDINGS INC. $76 is a buy. The company (New York symbol LW; Consumer sector; Shares outstanding: 142.6 million; Market cap: $10.8 billion; Dividend yield: 1.9%; Takeover Target Rating: Highest; www.lambweston.com) is a leading producer of frozen french fries, potatoes and other packaged vegetables.


Lamb Weston’s sales and earnings have suffered lately as cost-conscious consumers make fewer trips to fast-food restaurants in an effort to cope with higher inflation and interest rates....