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
CHIPOTLE MEXICAN GRILL INC., $58.63, is a buy. The stock (symbol CMG on New York) lets you tap this Mexican restaurant chain, headquartered in Denver. The company is a fast-food leader charging slightly higher prices than its competitors but offering better quality food, including naturally raised meat.

The company recently lost CEO Brian Niccol to Starbucks, where he has taken over as its CEO.

Meanwhile, Chipotle has just announced its new CEO as Scott Boatwright....
CHEMED CORP., $557.95, symbol CHE on New York, operates two wholly owned subsidiaries: VITAS Healthcare and Roto-Rooter. The two units are in distinctly different businesses and have completely separate operations.

VITAS (65% of sales) is the largest provider of end-of-life hospice services in the U.S., and Roto-Rooter (35%) is the nation’s leading provider of plumbing and drain-clearing services.

In April 2024, VITAS acquired Covenant Health and Community Services Inc.'s hospice assets and assisted living facility for $85.0 million in cash....
CISCO SYSTEMS INC., $57.46, Nasdaq symbol CSCO, is still a buy.

Through their shares, investors tap a global producer of hardware and software that links and manages computer networks.

In March 2024, Cisco completed its acquisition of Splunk Inc....
CANADIAN TIRE CORP., $152.95, Toronto symbol CTC.A, is a top pick for 2024.

The company operates 502 Canadian Tire stores, which sell automotive parts and services, and household and sporting goods; franchisees run most of the locations. The company’s other operations also enrich its outlook....
OVINTIV INC., $61.74, Toronto symbol OVV, is a buy.

The company operates four core properties: Montney (B.C.), Permian (Texas), Anadarko (Oklahoma) and Uinta (Utah). In addition to natural gas, these fields produce large amounts of oil and natural gas liquids.

This week, Ovintiv agreed to acquire certain assets in the Montney region from Paramount Resources Ltd....

You Can See Our Income-Seeking Portfolio For December 2024 Here.


This month we update our Portfolio for Income-Seeking Investors.


In light of the current market volatility, investors are paying more attention to dividend yields (dividends paid per share divided by the current stock price)....
A: Eaton Corp. plc, $370.94, symbol ETN on New York (Shares outstanding: 395.2 million; Market cap: $147.0 billion; www.eaton.com), is a power management company....
A: Amer Sports Inc., $19.91, symbol AS on New York (Shares outstanding: 505.2 million; Market cap: $10.4 billion; www.amersports.com), is a global group of sports and outdoor brands.

The company started out as a Finnish tobacco business in 1950....
A: Omai Gold Mines Corp., $0.16, symbol OMG on TSX Venture (Shares outstanding: 497.9 million; Market cap: $79.7 million; www.omaigoldmines.com), owns 100% of the past producing Omai gold mine in Guyana....
Dear Inner Circle Member,

When I begin work on one of our Successful Investor Wealth Management Quarterly Client Letters, I usually start by thinking about news events that may occur between the time when I finish the letter and when it reaches the hands of our clients.

It’s usually easy for me to write this way....