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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You Can See Our WSSF Conservative Growth Portfolio for April 2026 Here.


We designed our TSINetwork Ratings to give you an idea of the investment quality and risk in stocks we recommend, so you can build a portfolio that suits your needs and objectives.



Other rating systems use a mechanical process to make investment decisions.
A: Amentum Holdings, $26.68, symbol AMTM on NYSE, (Shares outstanding: 243.9 million; Market cap: $6.5 billion; www.amentum.com), is a provider of advanced engineering and technology solutions, primarily serving the U.S. government and its allied nations.

The company was spun off by AECOM in 2020, then combined with segments of Jacobs Solutions in 2023. It then opted for a listing on the U.S. public market in 2024. Its current headquarters are in Chantilly, Virginia.
A: Amentum Holdings, $26.68, symbol AMTM on NYSE, (Shares outstanding: 243.9 million; Market cap: $6.5 billion; www.amentum.com), is a provider of advanced engineering and technology solutions, primarily serving the U.S. government and its allied nations.

The company was spun off by AECOM in 2020, then combined with segments of Jacobs Solutions in 2023. It then opted for a listing on the U.S. public market in 2024. Its current headquarters are in Chantilly, Virginia.
A: K92 Mining Inc., $22.22, symbol KNT on Toronto (Shares outstanding: 245.1 million; Market cap: $5.0 billion; www.k92mining.com), produces gold, copper and silver at its Kainantu gold mine in the Eastern Highlands province of Papua New Guinea. The company is also engaged in the exploration and development of mineral deposits near the mine, including the Blue Lake and Arakompa deposits.

K92 acquired the Kainantu Gold Mine from Barrick Gold Corp. in 2014, five years after Barrick closed the mine due to inflated costs. K92 restarted the mine in 2016, turning it into a rapidly growing producer.
A: Graham Corp., $85.11, symbol GHM on New York (Shares outstanding: 11.1 million; Market cap: $885.1 million; www.grahamcorp.com), designs and manufactures fluid, power, and heat transfer systems for the defence, space, and energy industries.

The company was established in 1936 and listed on the U.S. public markets in 1968. Its headquarters is in Batavia, New York.

Known for its expertise in innovative power plant systems, like ejectors and surface condensers, Graham also has experience in designing sophisticated propulsion systems for torpedoes. those incorporate parts such as turbines, alternators, regulators, pumps and blowers.
A: Thomson Reuters Corp., $127.27, symbol TRI on Toronto (Shares outstanding: 449.8 million; Market cap: $56.8 billion; Dividend yield: 2.9%; TSI Quality Rating: Above Average; www.thomsonreuters.com) sells specialized information (through electronic subscription) to professionals in the legal, tax and accounting fields. It also owns the Reuters news service.

The stock is up 16.5% from its recent low of $109.20. The rebound is mainly because Thomson is working to reassure investors that AI chatbots cannot access its proprietary databases. In fact, over 1 million legal, accounting and tax professionals in 107 countries are now using CoCounsel, the company’s AI-powered suite of research tools.
The impact of artificial intelligence is increasingly felt across the economy, including the stock market. While AI has only started to deliver on its promise of transformation, many investors worry the revolution has already hurt several quality stocks. That includes some software giants with a history of dependable growth and income.

We recently received an IC member question that echoes those concerns. In this case, it’s focused on one of The Successful Investor’s long-time recommendations (see below for our latest on Thomson Reuters).

AI capabilities have improved rapidly in recent years, to the point that investors are concerned it will soon replace processes in tech and other industries that now require humans. That’s led to major selloffs in Software as a Service (SaaS) companies, logistics providers, legal and business information firms, and more.