How To Invest

In addition, Pat thinks then beginner investors should cultivate two important qualities: a healthy sense of skepticism and patience.

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Investors should approach all investments with a healthy sense of skepticism. This can help keep you out of fraudulent stocks that masquerade as high-quality stocks. It will also keep you out of legally operated, but poorly managed, companies that promise more than they can possibly deliver.

If you are a new investor, you should also realize that losing patience can cause you to sell your best choices right before a big rise. All too often, investors buy a promising stock just as it enters a period of price stagnation. Even the best-performing stocks run into these unpredictable phases from time to time. They move mainly sideways in a wide range for months or years before their next big rise begins. (Stock brokers often refer to these stocks as “dead money.”)

If you lack patience, you run a big risk of selling your best choices in the midst of one of these phases, prior to the next big move upward. If you lose patience and sell, you are particularly likely to do so in the low end of the trading range, when stock prices have weakened and confidence in the stock has waned.

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How To Invest Library Archives
J.P. MORGAN CHASE & CO., $136.74, New York symbol JPM, remains a buy.

The stock lets investors tap the largest banking firm in the U.S., with total assets of $3.74 trillion as of March 31, 2023.

This week, Morgan agreed to acquire most of the assets and deposits of California-based First Republic Bank, as well as some of its liabilities, from the U.S....
TORONTO-DOMINION BANK, $83.80, Toronto symbol TD, remains a buy.

Due to delays securing the necessary regulatory approvals, TD has cancelled its deal to acquire First Horizon Corporation (New York symbol FHN) for $13.4 billion U.S. The purchase would have made TD’s banking operations the sixth largest in the U.S.

As a result, the bank will pay $225 million U.S....

You Can See Our Safety-Conscious Stock Portfolio For May 2023 here.


We think investors will profit most—and with the least risk—by buying shares of well-established companies with strong business prospects and strong positions in healthy industries....
A: Kellogg Company, $70.74, symbol K on New York, (Shares outstanding: 341.8 million; Market cap: $24.2 billion; Consumer sector; TSINetwork Rating: Above Average; www.kelloggs.com), is a major maker of food products in North America and the rest of the world.

The company’s principal products are snacks such as crackers, savory snacks, toaster pastries, cereal bars, granola bars and bites; and convenience foods such as ready-to-eat cereals, frozen waffles, veggie foods and noodles.

These products are manufactured in 21 countries and marketed in more than 180 countries....
This week’s Spotlight analysis of Alimentation Couche-Tard shows that the potentially risky tactic of growth-by-acquisition can pay off nicely when a well-managed company applies that strategy conservatively in a fragmented industry with low-risk takeover opportunities.

We first recommended Alimentation Couche-Tard in December 2008, at $15.50 a share....
LULULEMON ATHLETICA, $379.93, symbol LULU on Nasdaq, is a designer and retailer of yoga-inspired athletic clothing and accessories, including pants, shorts, tops, jackets and footwear. The company caters to women and men. Lululemon also sells fitness hardware and services through its “Lululemon Studio.”

The company sells under the lululemon athletica and ivivva athletica brand names....
BOSTON SCIENTIFIC CORP., $52.12, is a buy. The company (symbol BSX on New York) develops and markets medical devices used in minimally invasive procedures. Its products are used for angioplasty (blood vessel repair), blood clot filtration, cardiac rhythm management, catheter-aided ultrasound imaging, and many other surgical procedures....
CHOICE PROPERTIES REAL ESTATE INVESTMENT TRUST, $14.64, is a top pick for 2023.

Choice is Canada’s biggest REIT, with 703 retail, industrial and residential properties totalling 64.2 million square feet of gross leasable area. Its occupancy rate is a high 97.7%....
MCDONALD’S CORP., $295.75, New York symbol MCD, is your #1 Conservative Buy for 2023.

The company is the world’s largest fast-food chain with over 40,000 restaurants in 119 countries. It serves a wide variety of food but is best known for its hamburgers and french fries.

The stock hit a new all-time high of $296.18 this week after reporting stronger-than-expected first quarter results.

Despite raising its selling prices in response to higher costs for food, fuel and labour, customer traffic remains strong.

In the quarter ended March 31, 2023, McDonald’s revenue rose 4.1%, to $5.90 billion from $5.67 billion a year earlier....
TECK RESOURCES LTD., $63.11, Toronto symbol TECK.B, remains a buy for investors seeking long-term gains from the Resources sector of their portfolio.

The company has cancelled its plan to spin off its metallurgical coal (a key ingredient in steelmaking) operations as a separate firm.

That’s due to difficulty securing the required two-thirds approval of the class B shareholders (1 vote per share), particularly as Switzerland-based mining firm Glencore plc (Over-the-counter Pink Sheets symbol GLCNF) has offered to acquire the company for about $23 billion U.S....