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
AGILENT TECHNOLOGIES INC., $143.93, New York symbol A, is still a buy for aggressive investors.

The company makes specialized testing equipment for medical research laboratories and industrial clients. Its equipment includes mass spectrometers, used to analyze substances.

Demand for Agilent’s equipment from pharmaceutical firms, chemical makers and food producers remains strong as the economy recovers from the COVID-19 pandemic....
TORONTO-DOMINION BANK, $89.05, Toronto symbol TD, is a buy.

In March 2022, TD agreed to acquire U.S. banking firm First Horizon Corporation (New York symbol FHN) for $13.4 billion U.S. The purchase will make TD’s banking operations the sixth largest in the U.S.

TD and First Horizon have agreed to extend the closing date to May 27, 2023....

You can see our CWA REIT & Trust Portfolio for March 2023 here.


The federal government’s tax on income-trust distributions took effect on January 1, 2011....
A: FactSet Research Systems Inc., $419.92, symbol FDS on New York (Shares outstanding: 38.3 million; Market cap: $16.1 billion; www.factset.com), is a leading provider of financial data and portfolio analytics to investment firms worldwide.

In March 2022, FactSet completed the acquisition of CUSIP Global Services for $1.93 billion in cash....
A: Dream Industrial REIT, $14.71, symbol DIR.UN on Toronto (Units outstanding: 256.0 million; Market cap: $4.1 billion; www.dreamindustrialreit.ca) offers investors a portfolio of industrial properties in North America and Europe.

The REIT, originally named Dundee Industrial REIT, first sold units to the public and began trading in October 2012 at $10 per unit....
A: Capital Power Corp., $42.52, symbol CPX on Toronto (Shares outstanding: 116.5 million; Market cap: $5.0 billion; www.capitalpower.com) is one of Canada’s largest independent electrical power producers, with its 29 facilities across North America offering 7,500 megawatts of power.

Capital Power continues to expand both its power-generation capacity, as well as its long-term guaranteed energy sales contracts.

In September 2022, the company completed the acquisition of the Midland Cogeneration facility in Midland, Michigan, in a 50/50 joint venture partnership with Manulife Investment Management.

The partners paid $894 million U.S....
A: Valmont Industries Inc., $310.51, symbol VMI on New York (Shares outstanding: 21.3 million; Market cap: $6.6 billion; www.valmont.com), is a leader in designing and manufacturing highly engineered products and services for the global infrastructure development and agriculture industries.

Large-scale agriculture outfits use the company’s irrigation equipment and services to improve farm productivity while conserving freshwater resources....
A: VanEck Vectors Social Sentiment ETF, $14.14, symbol BUZZ on New York (Units outstanding: 4.1 million; Market cap: $58.0 million; www.vaneck.com), holds 75 stocks, each with a market cap of $5 billion or more; each of these stocks also generates social media attention.

The fund tracks the BUZZ NextGen AI U.S....
Most of our readers are familiar with our three-part Successful Investor investment strategy, which goes like this:
  1. Invest mainly in well-established, dividend-paying companies.
  2. Spread your money out across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; Consumer; Finance; and Utilities).
  3. Downplay or avoid stocks in the broker/media limelight.

Rule #3 would also apply to investment ideas that are getting a lot of media attention....
POST HOLDINGS INC., $91.72, symbol POST on New York, is a leading maker of cereals and packaged foods. The company has four operating segments: Post Consumer Brands (36% of sales), Foodservice (38%), Weetabix (8%), and Refrigerated Retail (18%). It also holds a 50% equity interest in the Alpen Food Company South Africa Limited, a maker of RTE (ready-to-eat) cereal and muesli.

In October 2019, Post sold shares of its BellRing Brands business to the public through an IPO....