Blue Chip Stocks

The root of the term “blue chip” stems from the game of poker, as the blue chips represent the highest value. Investing in blue chip stocks can give you an additional measure of safety in today’s turbulent markets.

Pat McKeough believes investors will profit most, and with the least amount of risk, by putting the bulk of your stock portfolio in shares of blue chip companies—those that are well-established, with strong balance sheets and steady earnings and cash flow. These are companies that have bright prospects in healthy and growing industries.

The best blue chips offer both capital gains growth potential and regular dividend income. The dividend yield is certainly one of the most concrete indicators of a sound investment. It is the percentage you get when you divide the current yearly dividend payment by the share or unit price of the investment. It’s an indicator we pay especially close attention to when we select stocks to recommend in our investment newsletters.

We feel most investors should hold the largest part of their investment portfolios in securities from blue chip companies. All these stocks should offer good “value”—that is, they should trade at reasonable multiples of earnings, cash flow, book value and so on. Ideally, they should also have above average-growth prospects in expanding markets.

Meanwhile, when investing in any type of stock, at TSI Network we recommend using our three-part Successful Investor strategy:

1-Invest mainly in well-established companies;

2-Spread your money out across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; Consumer; Finance; Utilities);

3-Downplay or avoid stocks in the broker/media limelight.

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Blue Chip Stocks
ELI LILLY & CO., $628.91, is still a buy. The company (New York symbol LLY; TSINetwork Rating: Above Average) (www.lilly.com; Shares o/s: 949.3 million; Market cap: $602.4 billion; Dividend yield: 0.8%) was a #1 Power Buy for 2023 at $352.01 a share....

CAE INC. $28 is a buy. The company (Toronto symbol CAE; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 318.3 million; Market cap: $8.9 billion; Price-to-sales ratio: 2.1; Dividend suspended in March 2020; TSINetwork Rating: Average; www.cae.com) is a leading maker of flight simulators for commercial and military aircraft....

In a search for your top 2024 buys, we’ve once again selected three stocks (one each from the Conservative, Aggressive and Income Portfolios).


We feel all three are poised to deliver big gains for our readers, not only this year but for many years to come....

TELUS, $23.93, is a buy. The company (Toronto symbol T; Shares outstanding: 1.5 billion; Market cap: $34.8 billion; TSINetwork Rating: Above Average; Dividend yield: 6.1%; www.telus.com) had 12.87 million wireless subscribers as of September 30, 2023....
IBM, $160.10, is still a buy. The company (New York symbol IBM; Shares outstanding: 913.1 million; Market cap: $147.5 billion; TSINetwork Rating: Above Average; Dividend yield: 4.2%) in the past few years has shifted its focus to its more-profitable cloud computing, consulting and mainframe businesses....
TD Bank shares are still down 22% from their peak of $109 in February 2022. That’s mainly because rising interest rates have forced it set aside more funds for potential loan defaults. However, Canada’s banking regulator has toughened lending standards and mortgage stress-test levels in the past few years....
One of the factors that go into our TSINetwork Rating is a company’s ability to tap into secular trends and habitual behaviour. A great example is Visa, which continues to profit from the ongoing shift to electronic payments. While the stock hit a new all-time high of $263 in December 2023, we feel it can move even higher.


VISA INC....

BCE INC., $53.12, is a buy. The company (Toronto symbol BCE; Shares o/s: 912.3 million; Market cap: $48.6 billion; TSINetwork Rating: Above Average; Yield: 7.3%) plans to cut its capital spending in response to a decision by the Canadian Radio-television and Telecommunications Commission (CRTC) that forces it to open its high-speed Internet systems in Ontario and Quebec to smaller competitors.


Since 2020, BCE has spent $18 billion on upgrades to its fibre-optic Internet and wireless networks....
Intact Financial is now close to its recent, all-time high—and the shares are up a spectacular 382% since we first recommended them at $42.95 in our April 2010 issue. We think this Power Buy is poised to keep moving even higher for you, our subscribers.


INTACT FINANCIAL, $207.00, is a buy. The insurer (Toronto symbol IFC; TSINetwork Rating: Average) (www.intactfc.com; Shares outstanding: 175.3 million; Market cap: $36.6 billion; Dividend yield: 2.1%) is Canada’s largest provider of property and casualty coverage: it insures more than five million individuals and businesses....
Royal Bank’s shares are down roughly 17% from their recent peak of $140 in February 2023. That’s mainly due to fears that higher interest rates will hurt new loan demand and lead to more writedowns of its current loans.


However, banking regulators have toughened lending standards and mortgage stress-test levels in the past few years....