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

IBM continues to shift to faster-growing fields as demand for its traditional mainframe computers slows. Those new businesses include cloud computing (the storage of files and programs using the Internet) and analytics software to process big data. The shift is paying off: the company just reported its third-straight quarterly sales increase after nearly six years of falling revenue....
BOEING CO. $356 (New York symbol BA; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 591.1 million; Market cap: $210.4 billion; Price-to-sales ratio: 2.2; Dividend yield: 2.1%; TSINetwork Rating: Above Average; www.boeing.com) has agreed to form a joint venture with Brazilian aircraft maker Embraer SA (New York symbol ERJ).


This new business will mainly focus on production of Embraer’s passenger jet operations, whose planes carry between 70 and 100 passengers....

The outlook for these three technology giants remains bright. Each of them is a market leader, and their strong balance sheets will let them keep developing new products and services. Moreover, they continue to buy back shares and increase their dividends.


INTERNATIONAL BUSINESS MACHINES CORP....
Walmart continues to aggressively build its e-commerce operations in response to strong competition from online giant Amazon.com. In addition, it’s making better use of its existing stores and distribution networks to speed up the delivery of online purchases.


The company is also making big investments in both Chinese and Indian e-commerce retailers....
BCE INC. $55 (Toronto symbol BCE; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 898.0 million; Market cap: $49.4 billion; Price-to-sales ratio: 2.2; Dividend yield: 5.5%; TSINetwork Rating: Above Average; www.bce.ca) is Canada’s largest traditional telephone service provider, with 3.2 million customers in Ontario, Quebec, Manitoba and the Atlantic provinces....
TORONTO-DOMINION BANK $76 (Toronto symbol TD; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.85 billion; Market cap: $140.6 billion; Price-to-sales ratio: 4.0; Dividend yield: 3.5%; TSINetwork Rating: Above Average; www.td.com) now gets roughly 30% of its earnings from its U.S....

Bank of Nova Scotia has recently announced several big strategic acquisitions. Still, buying new businesses to expand adds risk, and the bank will have to sell new shares to pay for them.


As a result, Scotiabank has dropped 4% in the past year, compared to share-price gains of 5% to 16% for Canada’s four other big banks....
CANADIAN PACIFIC RAILWAY $237.69 (Toronto symbol CP; shares o/s: 147.7 million; Market cap: $34.0 billion; TSINetwork Rating: Above Average; Divd. yield: 1.1%; www.cpr.ca) should benefit from new federal regulations meant to encourage rail operators to refurbish Canada’s fleet of grain railcars (called “hoppers”).


While the government will continue to own existing cars, under the new rules, an operator will receive full credit for any investments it makes to maintain, improve or replace cars....
MANULIFE FINANCIAL CORP. $23.69 (Toronto symbol MFC; Shares o/s: 2.0 billion; Market cap: $47.0 billion; TSINetwork Rating: Above Average; Dividend yield: 3.7%; www.manulife.ca) is Canada’s largest life insurer.


The company also sells other forms of insurance, including health, dental and travel plans; in addition, it offers mutual funds and investment management services....
IBM $139.57 (New York symbol IBM; Shares outstanding: 918.0 million; Market cap: $128.1 billion; TSINetwork Rating: Above Average; Dividend yield: 4.5%; www.ibm.com) continues to shift its focus to faster-growing fields. They include analytics software to process increasingly large amounts of data.


As part of that plan, it has just bought Australian-based Oniqua....