Media is BCE’s weak link

BCE is one of our long-time favourites. When we first recommended it in our April 1995 issue, we felt it was poised to profit as many of its phone customers signed up for Internet access. The company later cut its risk by unloading its remaining… Read More

What is Pat’s commentary for the week of August 7, 2013?

Our Successful Investor approach has three key rules: 1. Invest mainly in well-established stocks with a history of sales and earnings, if not dividends; 2. Spread your money out across most if not all of the five main economic sectors—Manufacturing & Industry, Resources & Commodities,… Read More

What is Pat’s commentary for the week of May 14, 2013?

The ETF, or exchange traded fund, is the biggest advance for individual investors since the introduction of discount brokers. But keep in mind that ETFs are a limited-purpose investing tool.

You might think of an ETF as a discount version of a mutual fund. Instead of… Read More

Good evening, Pat. Thanks for all your advice. I have some questions. Do you recommend Ericcson as an investment? Why is it so involved in buying patents? How does it compare with Intel?

L. M. Ericsson Telephone Co. (ADR), $9.71, symbol ERIC on Nasdaq (ADRs outstanding: 3.2 billion; Market cap: $31.1 billion; www.ericsson.com), is a leading maker of systems and products for telecommunications networks. The company’s divisions include Networks (55% of revenue); Global Services (40%); and Multimedia (5%)… Read More

RIM and Nortel: No comparison

RESEARCH IN MOTION INC. $27 (Toronto symbol RIM; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 524.1 million; Market cap: $14.2 billion; Price-to-sales ratio: 0.7; No dividends paid; TSINetwork Rating: Above Average; www.rim.com) has dropped by 50% since March 2011, and now trades at… Read More

Hi Pat: What’s your opinion on Ciena? Thanks.

Ciena Corp., $18.65, symbol CIEN on Nasdaq (Shares outstanding: 93.1 million; Market cap: $1.8 billion; www.ciena.com), makes networking equipment that lets phone carriers transmit files that contain large amounts of data, like video. AT&T and Verizon are the company’s major customers.

Ciena’s shares recently took a.. Read More

Pat: What are your thoughts on Mosaid Technologies? The company has a good dividend return and I understand it has a solid cash flow from patent licensing. Your thoughts as a long term hold?

Mosaid Technologies, $15.66, symbol MSD on Toronto (Shares outstanding: 10.3 million; Market cap: $161.2 million), mainly licenses patented semiconductor (computer chip) and telecommunications technology. This includes patents for technology used in smartphones and laptops. The company complements this business by developing its own memory and… Read More