mckeough

Every Monday we feature “A Stock to Sell” as our daily post. With every stock we recommend as a sell, we give you a full explanation of why we advise against investing in the stock at this time. Leisureworld Senior Care Corp., $13.28, symbol LW on Toronto (Shares outstanding: 36.3 million; Market cap: $481.6 million; www.leisureworld.ca), is one of Canada’s largest operators of seniors’ housing and the biggest licensed long-term care provider in Ontario....

Pat McKeough responds to many requests from members of his Inner Circle for specific investment advice, as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week we offer you a report on one of the stocks profiled in these Q&A sessions. We give you Pat’s buy-hold-sell recommendation as well as his analysis of the stock. This is part of the specific buy, hold and sell advice we offer you in our daily posts. Every week you get “A Stock to Sell” on Monday, “Best Canadian Stocks” on Tuesday, and “Our Top U.S. Stocks” on Thursday. Recently an Inner Circle member asked us about a leading Canadian specialty food maker. Premium Brands draws two-thirds of its revenue from retail and the rest from food services. The company continues to expand aggressively and Pat assesses the flurry of acquisitions it has made in recent years. He considers the high debt Premium has assumed to make its acquisitions and whether it can continue to maintain its high dividend. Q: Pat: Can you please give me your opinion of Premium Brands for income and gains in the specialty food sector? Thanks....

Every Thursday we bring you “Best U.S. Stocks.” You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You will read about stocks making moves you should know about, from coverage in our newsletter on U.S. investing, Wall Street Stock Forecaster. CONAGRA FOODS INC. (New York symbol CAG; www.conagrafoods.com) makes a wide variety of packaged foods, including Chef Boyardee canned pasta, Hunt’s tomato sauce, Peter Pan peanut butter, Orville Redenbacher popcorn and Reddiwip whipped cream. Consumers account for 70% of ConAgra’s sales. Businesses, like restaurants and other food makers, provide the remaining 30%. Sales rose 9.8%, from $12.1 billion in 2010 to $13.3 billion in 2012 (fiscal years end May 31). In January 2013, ConAgra paid $4.75 billion for Ralcorp Holdings, the largest maker of private label food in the U.S. The purchase lifted ConAgra’s sales to $15.5 billion in 2013 and to $17.7 billion in 2014. Private label foods now supply 26% of ConAgra’s total sales....

Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific advice on a wide range of investing topics. Each Investor Toolkit update gives you a fundamental tip and shows you how you can put it into practice right away. Tip of the week: “When you focus on investment quality and favour growth stocks over momentum stocks, you multiply your chances of success with aggressive stocks.”...

Every Tuesday we bring you “Best Canadian Stocks.” You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You’ll read about stocks making moves you should know about, from coverage in one of our three newsletters featuring Canadian stocks—The Successful Investor, Stock Pickers Digest and Canadian Wealth Advisor. THOMSON REUTERS CORP. (Toronto symbol TRI; www.thomsonreuters.com) sells information products in four areas: financial (55% of revenue, 37% of earnings); legal (27%, 41%); tax (10%, 12%); and intellectual property and science (8%, 10%). The Americas supply 60% of its revenue, followed by Europe (29%) and Asia (11%)....

Pat McKeough responds to many requests from members of his Inner Circle for specific stock market advice, as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week we offer you a report on one of the stocks profiled in these Q&A sessions. We give you Pat’s buy-hold-sell recommendation as well as his analysis of the stock. This is part of the specific buy, hold and sell advice we offer you in our daily posts. Every week you get “A Stock to Sell” on Monday, “Best Canadian Stocks” on Tuesday, and “Our Top U.S. Stocks” on Thursday. This week we had a question from an Inner Circle member about a company that helps Americans get paid. Paychex derives the greater part of its revenue from payroll services, but it also helps clients with health insurance programs and pension plans. Pat looks at the company’s business, including the escalation of its cloud computing and online services, and considers its prospects as it works to maintain and build on a strong customer base. Q: Hi Pat: What do you think of Paychex? Thanks for your help....

Every Thursday we bring you “Best U.S. Stocks.” You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You will read about stocks making moves you should know about, from coverage in our newsletter on U.S. investing, Wall Street Stock Forecaster. Or, as with this stock, from coverage in our advisory on more aggressive investing, Stock Pickers Digest

CHESAPEAKE ENERGY (New York symbol CHK; www.chkenergy.com) is one of the largest U.S.-based oil and natural gas explorers and producers. Its production mix is 72% gas and 28% oil.

Chesapeake’s shares have nearly doubled since mid-2012, when activist investor Carl Icahn bought a stake in the firm. Icahn, who has a history of pushing companies to make changes that raise shareholder value, subsequently replaced four of Chesapeake’s eight board members with his nominees. The company also pushed out controversial co-founder, CEO and chairman Aubrey K. McClendon....

Every Tuesday we bring you “Best Canadian Stocks.” You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You’ll read about stocks making moves you should know about, from coverage in one of our three newsletters featuring Canadian stocks—The Successful Investor, Stock Pickers Digest and Canadian Wealth Advisor. WESTJET AIRLINES (Toronto symbol WJA; www.westjet.com) serves 90 destinations in North America, Central America, the Caribbean and Europe. Its fleet of 107 modern Boeing 737s are 30% more fuel efficient than older jets. In June 2013, the company launched WestJet Encore, its Canadian regional airline. This business now operates 13 Bombardier Q400 NextGen turboprop planes, which seat 78 passengers....

Every Monday we feature “A Stock to Sell” as our daily post. With every stock we recommend as a sell, we give you a full explanation of why we advise against investing in the stock at this time. Empire Company Ltd. (symbol EMP.A; www.empireco.ca), is a diversified Canadian firm based in Stellarton, Nova Scotia....

Pat McKeough responds to many requests from members of his Inner Circle for specific stock tips, as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week we offer you a report on one of the stocks profiled in these Q&A sessions. We give you Pat’s buy-hold-sell recommendation as well as his analysis of the stock. This is part of the specific buy, hold and sell advice we offer you in our daily posts. Every week you get “A Stock to Sell” on Monday, “Best Canadian Stocks” on Tuesday, and “Our Top U.S. Stocks” on Thursday. This week an Inner Circle member asked us about a company that is in the forefront of treating heart disease. Edwards Lifesciences makes the bulk of its money from heart valve technology and the rest on critical care, or hemodynamic monitoring. Pat examines Edwards’ leading products and particularly the surge in revenue from the Transcatheter Heart Valve. He also considers whether the company’s shares can continue their rise. Q: Good day, Pat: Can you please provide your opinion on Edwards Lifesciences? Thanks....