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
BCE INC. $59.67 (Toronto symbol BCE; Shares outstanding: 870.9 million; Market cap: $53.6 billion; TSINetwork Rating: Above Average; Dividend yield: 4.8%; www.bce.ca) is Canada’s largest telephone service provider, with 6.5 million customers in Ontario, Quebec and the Atlantic provinces....
POWER CORP. $30.79 (Toronto symbol POW; Shares outstanding: 414.4 million; Market cap: $14.6 billion; TSINetwork Rating: Above Average; Dividend yield: 4.4%; www.powercorporation.com) is a diversified holding company. It holds its financial assets through its 65.6%-owned Power Financial.


In the quarter ended December 31, 2016, Power Corp.’s earnings per share rose 26.1%, to $0.87 from $0.69 a year earlier.


Power Financial’s assets include: 67.6% of Great-West Lifeco, one of Canada’s largest life insurers; and 61.5% of IGM Financial, a leading Canadian mutual-fund provider.


Through its 50% stake in Parjointco, Power Financial also holds 55.5% of Swiss-listed Pargesa Holdings SA....
IBM $172.88 (New York symbol IBM; Shares outstanding: 950.9 million; Market cap: $164.6 billion; TSINetwork Rating: Above Average; Dividend yield: 3.2%; www.ibm.com) is one of the world’s largest computer companies, with operations in over 175 countries.


IBM will now form a new company with big Chinese conglomerate Dalian Wanda....
CANADIAN IMPERIAL BANK OF COMMERCE $120 (Toronto symbol CM; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 399.6 million; Market cap: $48.0 billion; Price-tosales ratio: 3.3; Dividend yield: 4.2%; TSINetwork Rating: Above Average; www.cibc.com) still intends to acquire Chicago-based PrivateBancorp Inc....
TRANSCANADA CORP. $62 (www.transcanada.com) has applied for a permit to build its proposed Keystone XL pipeline now that U.S. President Donald Trump has conditionally approved the project; Keystone XL would pump crude from Alberta’s oil sands to refineries on the U.S....
Dear safe-money investor:


Loblaw continues to profit from its improved computer systems and labour agreements, and the closure of unprofitable stores. Investments in the company’s e-commerce operations have also paid off. They include the expansion of Loblaw’s click-and-collect program, which lets customers order groceries online and pick them up at nearby stores.


LOBLAW COMPANIES $69.23 (Toronto symbol L; Shares outstanding: 400.8 million; Market cap: $27.8 billion; TSINetwork Rating: Above Average; Dividend yield: 1.5%; www.loblaw.ca) operates over 1,090 supermarkets and 1,325 Shopper Drug Mart pharmacies across Canada.


The company reported higher sales and earnings for the fourth quarter of 2016 thanks to strong customer traffic during the holiday season....
ENBRIDGE INC. $55.27 (Toronto symbol ENB; Shares outstanding: 934.2 million; Market cap: $52.7 billion; TSINetwork Rating: Above Average; Dividend yield: 4.2%; www.enbridge.com) operates pipelines that pump oil and natural gas from Western Canada to eastern Canada and the U.S....
BCE INC. $57.82 (Toronto symbol BCE; Shares outstanding: 870.7 million; Market cap: $50.3 billion; TSINetwork Rating: Above Average; Divd. yield: 5.0%; www.bce.ca) has now received the final regulatory approvals for its acquisition of MANITOBA TELECOM SERVICES INC., $39.21, Toronto symbol MBT.


Under the terms of the $3.9 billion deal, Manitoba Tel shareholders can choose either $40 in cash or 0.6756 shares of BCE for every MBT share they hold.


Manitoba Tel investors have until March 14, 2017, to make their selection....
WAL-MART STORES INC. $72 (New York symbol WMT; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 3.1 billion; Market cap: $223.3 billion; Price-to-sales ratio: 0.5; Dividend yield: 2.8%; TSINetwork Rating: Above Average; www.walmart.com) is the world’s biggest retailer, with 11,695 outlets in 28 countries.


The company continues to invest heavily in its stores and Internet businesses....
PROCTER & GAMBLE CO. $91 (New York symbol PG; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 2.7 billion; Market cap: $245.7 billion; Price-to-sales ratio: 3.6; Dividend yield: 2.9%; TSINetwork Rating: Above Average; www.pg.com) is one of the world’s largest makers of household and personal-care goods....