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
TD BANK, $83.43, (Toronto symbol TD; Shares outstanding: 1.8 billion; Market cap: $152.3 billion; TSINetwork Rating: Above Average; Dividend yield: 4.6%; www.td.com) continues to benefit from rising interest rates, which let it earn higher interest income on its loans.


In the three months ended July 31, 2023, revenue rose 12.2%, to $13.01 billion from $11.60 billion a year earlier.


Concerns over higher interest rates and inflation have also prompted TD to set aside $766 million for potential loan losses, up 118.2% from $351 million a year earlier....
ANDREW PELLER LTD. $4.30 (www.andrewpeller.com) remains a buy for long-term gains. The company is Canada’s second-largest wine producer after Arterra Wines....
IBM, $144.17, is still a buy. The company (New York symbol IBM; Shares o/s: 911.0 million; Market cap: $130.6 billion; TSINetwork Rating: Above Average; Dividend yield: 4.6%) is one of the world’s largest computer companies, with operations in over 175 countries.


In the past few years, IBM has shifted its focus to its more-profitable cloud computing, consulting and mainframe businesses....

Loblaw and TC Energy are leading competitors in their respective markets. We see both stocks as buy.


LOBLAW COMPANIES, $116.73, is a buy. The retailer (Toronto symbol L; Shares outstanding: 316.9 million; Market cap: $36.8 billion; TSINetwork Rating: Above Average; Dividend yield: 1.5%; www.loblaw.ca) operates 1,104 supermarkets under several banners, including Loblaws, Zehrs, Provigo, Real Canadian Superstore and No Frills....

CPKC took its current form on April 14, 2023, when Canadian Pacific Railway Ltd. completed its $31 billion U.S. acquisition of U.S.-based railway Kansas City Southern. While we’re always wary of big acquisitions, this merger—a rare case where the buyer knows nearly as much about the business as its seller—will let CPKC offer shippers quicker access to key hubs in Canada, the U.S....
WALMART INC. $160 is a buy. The retailing giant (New York symbol WMT; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 2.7 billion; Market cap: $432.0 billion; Price-to-sales ratio: 0.7; Dividend yield: 1.4%; TSINetwork Rating: Above Average; www.walmart.com) is teaming up with online travel booking provider Expedia Group Inc....

We think the drug industry will enjoy great success over the next decade. But due to the nature of the business, results will vary widely and unpredictably from one drug company to another. A volatile market like the one we expect for drug stocks will include winners and losers....
CANADIAN PACIFIC KANSAS CITY LTD. $105 is your #1 Conservative Buy for 2023. The company (Toronto symbol CP; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 931.1 million; Market cap: $97.8 billion; Price-to-sales ratio: 10.5; Dividend yield: 0.7%; TSINetwork Rating: Above Average; www.cpkcr.com) took its current form on April 14, 2023, when Canadian Pacific Ltd....
IBM, $134.24, is still a buy. The company (New York symbol IBM; Shares outstanding: 908.0 million; Market cap: $121.4 billion; TSINetwork Rating: Above Average; Dividend yield: 5.0%) is one of the world’s largest computer companies, with operations in over 175 countries.


In the past few years, IBM has shifted its focus to its more-profitable cloud computing, consulting and mainframe businesses....

CANADIAN PACIFIC KANSAS CITY LTD. $106.62 (Toronto symbol CP; shares o/s: 931.1 million; Market cap: $100.4 billion; Rating: Above Average; Dividend yield: 0.7%) took its current form on April 14, 2023, when Canadian Pacific Railway Ltd....