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
UTZ BRANDS INC., $16.64, symbol UTZ on New York, is a Pennsylvania-based maker of salty snacks. Its brands include Utz Original potato chips, On the Border Chips & Dips, Zapp’s, Good Health, Boulder Canyon, Tortiyahs, and others.

Founded in 1921, Utz began trading on the New York exchange in June 2020.

Rather than list through an IPO, the company undertook a reverse merger with Collier Creek Holdings....
WAJAX CORP., $24.93, is a buy. Through their shares, investors benefit from the company’s (symbol WJX on Toronto) sales and servicing of cranes, forklifts and other heavy equipment. Wajax also provides related parts and systems such as ball bearings, hoses, diesel engines and transmissions.

The company’s customers are spread across the resources, construction, manufacturing and transportation industries.

In the quarter ended December 31, 2022, overall revenue climbed 34.4%, to $541.3 million from $402.8 million a year earlier....
TORONTO-DOMINION BANK, $83.77, Toronto symbol TD, is a buy.

The lender raised your quarterly dividend with the January 2023 payment by 7.9%. Investors now receive $0.96 a share instead of $0.89. The new annual rate of $3.84 yields a high 4.6%.

In March 2022, TD agreed to acquire U.S....
CAMPBELL SOUP CO., $52.51, New York symbol CPB, is a buy for long-term gains.

Under its new strategic plan, which began in 2018, Campbell sold most of its international and refrigerated-foods businesses. That let it focus on canned soups, pasta and V8 vegetable juices....
THOMSON REUTERS CORP., $165.70, Toronto symbol TRI, is a buy.

The company sells specialized information (mainly through electronic channels) to professionals in the legal, and tax and accounting fields. It also owns the Reuters news service.

Thomson continues to wind down its stake in financial information provider Refinitiv....

You can see our Conservative Growth Portfolio for April 2023 here.


We designed our Portfolios to help you build the kind of portfolio we advocate....

You can see our Exchange-traded Funds Portfolio for April 2023 here.


ETFs in brief


Traditionally, exchange-traded funds were set up to mirror the performance of a specific stock-market index....
A: Tractor Supply Co., $229.41, symbol TSCO on Nasdaq (Shares outstanding: 110.1 million; Market cap: $25.2 billion; Consumer sector; TSINetwork Rating: Average; www.tractorsupply.com) is the largest “rural lifestyle” retailer in the U.S....
A: Illinois Tool Works, $237.39, symbol ITW on New York (Shares outstanding: 305.1 million; Market cap: $72.8 billion; www.itw.com), is a multi-industry manufacturer operating in over 53 countries. Known as ITW, the company’s diversified range of industrial products includes aerospace technology, bridges, wind turbines, restaurant appliances, packaging solutions, electronics, deep-sea welding products, and a range of automotive components such as fasteners, door handles, powertrain, and refuelling systems....
A: MasTec Inc., $100.90, symbol MTZ on New York (Shares outstanding: 78.2 million; Market cap: $8.0 billion; Manufacturing & Industry sector; TSINetwork Rating: Average; www.mastec.com), is a leading infrastructure construction company operating mainly throughout North America and across a range of industries.

The business’s primary activities include the engineering, installation, maintenance and upgrade of communications, energy, utility and other infrastructure....