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
While TD (see page 1) is our favourite for new buying, we also like the outlook for Canada’s other big banks. We advise all Canadian investors to hold at least three of them.

Like TD, the remaining four banks trade at attractive multiples to their improved earnings; each should also continue to increase its dividend....
Thanks to a series of acquisitions, TD now has the broadest U.S. exposure of any Canadian big bank. In fact, it now has more branches south of the border than in its home market.

Unlike Canada, the U.S. has hundreds of smaller banks. TD’s strong earnings put it in a position to keep adding more of those firms to its American operations....
LOBLAW COMPANIES $68.18 (Toronto symbol L; Shares o/s: 389.5 million; Market cap: $26.5 billion; TSINetwork Rating: Above Average; Dividend yield: 1.6%; www.loblaw.ca) operates 1,095 supermarkets across Canada.

In March 2014, the company purchased the Shoppers Drug Mart chain, which operates 1,330 drug stores across Canada.

Effective February 1, 2018, the company will merge the PC Plus loyalty rewards plan at its Loblaw supermarkets with the Shoppers’ Optimum program....
SUN LIFE FINANCIAL $50.89 (Toronto symbol SLF; Shares outstanding: 613.7 million; Market cap: $31.4 billion; TSINetwork Rating: Above Average; Dividend yield: 3.6%; www.sunlife.ca) sells life insurance, savings, retirement and pension products. The company mainly operates in Canada, the U.S., Asia and the U.K....
NISSAN MOTOR (ADR) $18.97 (Nasdaq symbol NSANY; TSINetwork Rating: Above Average) (310-771-3111; www.nissan-global.com; ADRs o/s: 2.1 billion; Market cap: $40.4 billion; Dividend yield: 3.1%) has recalled nearly all the vehicles it sold in Japan over the past three years—about 1.2 million units—as a result of an improper vehicle inspection process.

Nissan’s shares are down only 9% from the two-year high they hit in earlier September because the re-inspections are finding no safety issues....
TORONTO-DOMINION BANK $73 (Toronto symbol TD; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.9 billion; Market cap: $138.7 billion; Price-to-sales ratio: 4.1; Dividend yield: 3.3%; TSINetwork Rating: Above Average; www.td.com) is Canada’s second-largest bank with assets of $1.2 trillion.

TD continues to expand in the U.S.; that country now supplies 31% of its total earnings.

The bank and 42%-owned TD Ameritrade (Nasdaq symbol AMTD) recently completed their acquisition of Scottrade Bank....
BANK OF NOVA SCOTIA $84 (Toronto symbol BNS; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.2 billion; Market cap: $100.8 billion; Price-to-sales ratio: 4.0; Divd. yield: 3.8%; TSINetwork Rating: Above Average; www.scotiabank.com) is the third-largest of Canada’s big five banks with assets of $906.3 billion.

The bank is reportedly looking to sell ScotiaMocatta, its U.K.-based gold and precious metals trading business....
CP’s long-term plan to improve efficiency—implemented by former CEO Hunter Harrison—continues to pay off. The stock has gained 16% so far this year, and recently hit a two-year high.

CP also continues to expand its reach, particularly in the U.S. That has helped minimize the impact of its high exposure to volatile commodities such as grains, crude oil and minerals.

Even after their recent surge, CP’s shares are still attractive in relation to the company’s projected earnings....
CANADIAN PACIFIC RAILWAY $222.90 (Toronto symbol CP; shares o/s: 147.7 million; Market cap: $32.7 billion; TSINetwork Rating: Above Average; Dividend yield: 1.0%; www. cpr.ca) ships freight over a 22,000-kilometre rail network between Montreal and Vancouver, with links to hubs in the U.S.

CP continues to move up steadily toward its all-time high of just over $242 per share....
TELUS $46.88 (Toronto symbol T; Shares outstanding: 594.0 million; Market cap: $27.9 billion; TSINetwork Rating: Above Average; Divd. yield: 4.2%; www.telus.com) owns 65% of Telus International. Formed in 2005, this business operates call centres on behalf of corporate clients in North America, Central America, Europe and Asia....