Dear client,
J.P. Morgan has jumped 16% in the past three months, while Wells Fargo is up 12%.
Those gains are partly because the new Trump administration has pledged to reduce some of the previous administration’s banking regulations. Spending less on compliance would free up more… Read More

Dear client,
J.P. Morgan has jumped 16% in the past three months, while Wells Fargo is up 12%.
Those gains are partly because the new Trump administration has pledged to reduce some of the previous administration’s banking regulations. Spending less on compliance would free up more… Read More

Dear safe-money investor:

We’ve selected our top picks for 2017—one stock, one real estate investment trust and one ETF. Each offers a particularly attractive combination of long-term growth prospects and a reasonable price.

We feel that investors will profit the most by holding a well-balanced portfolio of… Read More

The U.S. Federal Reserve raised its benchmark interest rate in December 2016—the first time in a year. Officials expect further boosts in 2017. That—plus the prospect of looser regulations under a Trump administration—should spur earnings and dividends for these leading U.S. banks.
J.P. MORGAN CHASE &… Read More

All five of Canada’s big banks have moved up strongly in the past year, as demand for new mortgages and loans remained strong. They have also built up their online and mobile banking operations, which will cut their future operating costs. We like all of… Read More

BANK OF NOVA SCOTIA, $74.37, Toronto symbol BNS, is Canada’s third largest bank by assets and has the most international exposure. Its International Banking segment provides a wide range of financial services mainly in the Caribbean, Latin America, and Asia.
The company last raised its quarterly… Read More

CINTAS CORP. $107 (Nasdaq symbol CTAS; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 104.9 million; Market cap: $11.2 billion; Price-to-sales ratio: 2.2; Dividend yield: 1.2%; TSINetwork Rating: Average; www.cintas.com) designs and makes uniforms, then sells them to one million businesses, mainly in North… Read More

NEWELL BRANDS INC., $52.25, New York symbol NWL, makes a variety of household goods such as pens, coffee makers and baby strollers. It took its current form through the merger of Newell Rubbermaid and Jarden Corp. on April 15, 2016. Newell shareholders now own 55%… Read More

MONSANTO CO., $103.45, New York symbol MON, develops and sells technology-based agricultural products, such as genetically modified seeds, to farmers, grain processors and food companies. It also makes weed- and pest-control products.

The company has accepted an $128.00-a-share takeover offer from German chemical and pharmaceutical maker… Read More

The big banks in Canada face several challenges. These include low interest rates, which cut the amount they earn on new loans, and competition from smaller firms that use new online technologies (called “fintech”) to attract customers.

However, they (including CIBC—see page 91) are cutting… Read More