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
LOBLAW COMPANIES, $56.79, (Toronto symbol L; Shares o/s: 1.2 billion; Market cap: $67.5 billion; TSINetwork Rating: Above Average; Yield: 1.0%; www.loblaw.ca) is a buy. The company will now welcome 111 new Specsavers locations to its stores across Canada. The eyewear chain will replace the Theodore & Pringle brand, which will cease operations.


The Specsavers locations will provide convenient access to comprehensive eye examinations, prescription eyewear, contact lenses, and specialized eye care services. All locations will be staffed by qualified independent optometrists and opticians.
TD BANK, $103.33, is a buy for patient, income-seeking investors. The lender (Toronto symbol TD; Shares outstanding: 1.7 billion; Market cap: $176.4 billion; TSINetwork Rating: Above Average; Dividend yield: 4.1%; www.td.com) has now moved up over 35% since the start of this year.


That’s mainly because TD has sold its entire 10.1% stake in Charles Schwab Corp. (New York SCHW) for about $20 billion. It’s using $8 billion of that cash to buy back 5.7% of its outstanding shares.
BCE INC., $32.58, is a buy. The company (Toronto symbol BCE; Shares outstanding: 921.8 million; Market cap: $30.0 billion; TSINetwork Rating: Above Average; Yield: 5.4%) has now received approval from the U.S. Federal Communications Commission for its acquisition of Ziply Fiber, which offers high-speed Internet access and telephone services through a fibre-optic network to about 1.5 million residential and business customers in Washington State, Oregon, Idaho and Montana.


BCE is paying $3.65 billion U.S. in cash (about $5 billion Cdn.) for this business. It will also assume $2 billion (Cdn.) of Ziply’s debt.
CPKC continues to realize the benefits of its 2023 acquisition of U.S. railway Kansas City Southern. Thanks to the related cost savings and improving efficiency, the company expects strong earnings gains in 2025. Meanwhile, we think CPKC is in a good position to withstand the negative impact of U.S. tariffs on imports from Canada and Mexico. About a third of its freight volumes are necessary goods, such as grains and fertilizers, so tariffs aren’t likely to significantly impact that business.
IBM, $260.26, is a #1 Buy for 2025. The company (New York symbol IBM; Shares outstanding: 931.5 million; Market cap: $242.4 billion; TSINetwork Rating: Above Average; Dividend yield: 2.6%; www.ibm.com) reported better-than-expected results for the second quarter of 2025. In the three months ended June 30, 2025, overall revenue rose 7.7%, to $16.98 billion from $15.77 billion a year earlier.


Earnings excluding one-time items gained 16.6%, to $2.65 billion from $2.28 billion. Due to more shares outstanding, per-share earnings rose 15.2%, to $2.80 from $2.43.
VISA INC. $355 is your #1 Conservative Buy for 2025. The company (New York symbol V; Conservative Growth Portfolio, Finance sector; Shares outstanding: 2.0 billion; Market cap: $710.0 billion; Price-to-sales ratio: 18.7; Dividend yield: 0.7%; TSINetwork Rating: Above Average; www.visa.com) operates the world’s largest electronic payments network.


The U.S. government recently approved the use of stablecoins—a form of cryptocurrency whose value is pegged to the U.S. dollar or other currency—for electronic payments. That could hurt volumes on Visa’s network, which charges higher processing fees.
The new liquefied natural gas (LNG) facility in Kitimat, B.C. recently shipped its first LNG cargo to a customer in Japan. Two more LNG plants should begin operating in the next few years.


Rising demand for LNG—along with Ottawa’s plan to streamline the construction of new infrastructure projects—bodes well for TC Energy. It built and operates the Coastal GasLink pipeline that supplies gas to the Kitimat facility and it will likely play a big role in connecting future LNG facilities with gas producers in Alberta and B.C.



What’s more, TC operates most of its pipelines under rate-regulated or take-or-pay contracts with gas producers. Those predictable cash flows cut the risk of these new projects. They also give the company plenty of room to keep increasing your dividend.
IBM, $287.65, is a #1 Buy for 2025. The company (New York symbol IBM; Shares outstanding: 929.4 million; Market cap: $267.3 billion; TSINetwork Rating: Above Average; Dividend yield: 2.3%; www.ibm.com) now plans to build an advanced quantum computer at its datacentre in Poughkeepsie, New York.


Quantum technology uses electrons rather than transistors....
Intact Financial is now close to its recent, all-time high. That translates into a spectacular 612% gain since we first recommended the shares at $42.95 in April 2010! Our analysis suggests this Power Buy is poised to keep moving higher for you, our subscribers.


INTACT FINANCIAL, $305.99, is a Power Buy. The insurer (Toronto symbol IFC; TSINetwork Rating: Average) (www.intactfc.com; Shares outstanding: 178.3 million; Market cap: $54.6 billion; Dividend yield: 1.7%) is Canada’s largest provider of property and casualty coverage: its policies cover more than five million individuals and businesses....
BCE INC., $30.08, is a buy. The company (Toronto symbol BCE; Shares o/s: 921.8 million; Market cap: $27.7 billion; TSINetwork Rating: Above Average; Yield: 5.8%) is cutting its quarterly dividend by 56.1%. That’s due to the current economic uncertainty and the company’s high debt load; long-term debt of $33.9 billion equals 122% of the $27.7 billion market cap.


Starting with the July 2025 payment, investors will receive $0.4375 a share instead of $0.9975....