Lower costs put them on a better path

The long-term outlook for these two leading food makers remains solid. Their strong brands are also making it easier for them to raise selling prices to cover rising costs. However, the shares of both companies will likely remain in a narrow range while they restructure… Read More

Chevron remains your top oil pick

Chevron rebounded strongly as re-opening of the global economy lifted crude oil prices—the stock is up 62% in the past year compared to the 14% drop for the S&P 500 Index.
While oil prices could suffer if the economy weakens, higher profits from Chevron’s refining operations… Read More

Acquisitions will spur these spinoffs

These spinoffs have surged since becoming independent firms. Their recent acquisitions also position them for more gains as the economy continues to recover.
CARRIER GLOBAL CORP. $44 is a buy. This company (New York symbol CARR; Manufacturing & Industry sector; Shares outstanding: 836.3 million; Market cap: $36.8 billion;… Read More

Get a 3.9% yield from Stanley Black & Decker Inc.

Get a 3.9% yield from Stanley Black & Decker Inc.

While supply-chain disruptions and rising costs for labour and shipping add risk, this firm continues to reward investors with higher dividends and share buybacks.

Recent acquisitions and divestments have focused the firm on its consumer tool business.

Meanwhile the stock trades at 14.9 times the company’s 2022… Read More

Key updates for dividend investors

SAPUTO INC. $33 is still a hold. The dairy producer (Toronto symbol SAP; High-Growth Payer Portfolio, Consumer sector; Shares outstanding: 418.1 million; Market cap: $13.8 billion; Dividend yield: 2.2%; Dividend Sustainability Rating: Above Average; www.saputo.com) last raised its quarterly dividend by 2.9% with the September 2021 payment. The new… Read More