value

These three legacy technologies continue to invest heavily in new artificial intelligence products and services. That should drive their earnings higher in the next few years. For now, we feel IBM currently offers investors a better combination of AI growth and value than do Apple and Intel.


APPLE INC....

You Can See Our Income-Growth Dividend Payer Portfolio for March 2025 Here.

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

Both of these financial firms are leaders in their niche markets, which helps cut their risk and lets them reward investors with regular dividend increases.


T. ROWE PRICE GROUP INC. $105 is a buy. The company (Nasdaq symbol TROW; High-Growth Dividend Payer Portfolio, Finance sector; Shares outstanding: 222.6 million; Market cap: $23.4 billion; Dividend yield: 4.8%; Dividend Sustainability Rating: Above Average; www.troweprice.com) is a leading seller of mutual funds and wealth management services.


The company will raise your quarterly dividend by 2.4% with the March 2025 payment....

Gen Digital reports 4% higher revenue and 11% higher earnings as it significantly expands its customer base & customer retention.

The path to spotting undervalued companies to invest in includes looking at select financial ratios, as well as other key factors

Here’s a recent question, and answer, from an Inner Circle member; it’s one that we feel bears repeating. The question, and answer, also addresses key issues about successful investing today—or in any market:

Q: Within the five economic sectors you advise for investing, should we also spread out our funds over some percentage of value, growth and small stocks?

A: If you take account of your own financial and personal circumstances and temperament, and if you invest as we advise (diversifying across most if not all of the five main economic sectors, while confining your investments mainly to well-established companies), you will almost automatically buy some growth stocks and some value stocks; you will also near automatically buy some small-company stocks and some big-company stocks.

However, the economic-sector diversification and overall investment quality of your portfolio are far more important than the relative amounts you invest in value, growth and small stocks.

In any event, it’s impossible to come up with a one-size-fits-all answer when talking about the best balance among value stocks, more aggressive small stocks and growth stocks (some of which can fall into more than one category)....

RIOCAN REAL ESTATE INVESTMENT TRUST, $19.41, Toronto symbol REI.UN, is a top pick for 2025.

The REIT owns all or part of 178 shopping centres and mixed-use properties with a net leasable area of 32.2 million square feet. Its occupancy rate is a high 98.0%.

RioCan cut its monthly distribution by 33.3% to $0.96 a unit (on an annual basis) in February 2021 as retailers shut down due to the COVID-19 pandemic....

LOBLAW COMPANIES LTD., $175.89, Toronto symbol L, is a buy.

The company operates 1,131 supermarkets under several banners, including Loblaws, Zehrs, Provigo, Real Canadian Superstore and No Frills.

In March 2014, it purchased the Shoppers Drug Mart chain for $12.3 billion in cash and shares....

Specialized insurer Trisura took its current form on June 22, 2017, when Brookfield Asset Management Inc. (now Brookfield Corp.) spun off its specialty insurance business as Trisura. Investors received one Trisura share for every 170 Brookfield shares they held.


After moving sideways for a few years, the stock shot up to just under $48 in December 2022 (all per-share amounts adjusted for a 4-for-1 stock split in June 2021)....

We pay close attention to activist investors, as they tend to target undervalued companies that could boost their value with asset sales or spinoffs. However, we see better opportunities than these three activist targets (including box).


UBER TECHNOLOGIES INC....