Value Stocks

Value stocks are stocks trading lower than their financial fundamentals suggest. They are perceived as undervalued, and have the potential to rise. Many new tech stocks, for instance, start out as growth stocks and transition into value stocks.

They have a low price-to-earnings and price-to-book ratios—which is why they’re less expensive than growth stocks. Due to this fundamental distinction, a value stock is often traded at a more affordable rate than a growth stock.

To investors, they see companies that fall into this category as undervalued. These investors are less likely to invest in a growth stock because they feel that value company’s stock will eventually reach their full potential once they are recognized by the market.

Generally speaking, the climb is steady for value stocks. The only other way for it to emerge into the market like a growth stock is for it to be a bit more innovative with its products or services.

Pat McKeough is an expert at delving into a company’s financial statements and identifying undervalued securities and value stocks. That’s because value stocks are the foundation of any long term investment strategy, at TSI Network we also recommend our three-part Successful Investor strategy:

  1. Invest mainly in well-established companies;
  2. Spread your money out across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; the Consumer sector; Finance; Utilities);
  3. Downplay or avoid stocks in the broker/media limelight.

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Value Stocks Library Archive
Shares of Bank of Nova Scotia are down 19% in the past year, as rising interest rates have increased its loan-loss provisions. In response, new CEO Scott Thomson recently announced several new initiatives to spur growth. Those include increasing its deposit base (which will help cut its funding costs) and boosting efficiency....

FINNING INTERNATIONAL INC. $36 is a buy. The company (Toronto symbol FTT; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 149.3 million; Market cap: $5.4 billion; Price-to-sales ratio: 0.6; Dividend yield: 2.8%; TSINetwork Rating: Above Average; www.finning.com) sells and services Caterpillar-brand heavy equipment in Western Canada, South America, the U.K....
LEON’S FURNITURE LTD. $23 is a buy for aggressive investors. The retailer (Toronto symbol LNF; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 67.9 million; Market cap: $1.6 billion; Price-to-sales ratio: 0.5; Dividend yield: 2.8%; TSINetwork Rating: Average; www.leons.ca) began operating in 1909....
Auto parts maker Linamar is now positioned to take advantage of the shift to electric vehicles (EVs). Given it remains a trusted supplier to the world’s largest carmakers, we’re confident this shift will be as successful as Linamar’s past move into construction and agriculture equipment.


LINAMAR CORP....

Great-West Lifeco has completed several acquisitions in the past two years as part of a plan to diversify beyond insurance. The plan should spur its long-term growth, but constantly integrating new businesses adds risk.


GREAT-WEST LIFECO INC....

The COVID-19-induced surge in online shopping volumes has slowed with the re-opening of physical stores. That has helped lift the shares of these three retailers.


Even so, each of them continues to trade at an attractive multiple to its earnings, and will probably keep raising its dividend....

SNAP-ON INC. $239 is a hold. The company (New York symbol SNA; Income Portfolio, Manufacturing & Industry sector; Shares outstanding: 53.1 million; Market cap: $10.5 billion; Price-to-sales ratio: 2.3; Dividend yield: 2.9%; TSINetwork Rating: Average; www.snapon.com) continues to see strong demand from independent garage operators for its tools as rising interest rates and inflation prompt more people to fix their older cars instead of buying new ones.


In the fourth quarter of 2022, Snap-On’s revenue (excluding financial services) rose 4.3%, to $1.16 billion from $1.11 billion a year earlier....
The number of cyberattacks on businesses and individuals continue to increase as more functions move to cloud-computing (Internet based) platforms. That trend is good news for these two firms that help prevent data breaches. However, we feel Gen Digital is the better pick for your new buying.


GEN DIGITAL INC....

CANADIAN IMPERIAL BANK OF COMMERCE $61 (www.cibc.com) is a buy. The bank has agreed to settle a lawsuit launched by hedge fund Cerberus Capital Management, which accused CIBC of defaulting on payments related to a limited-recourse note that the bank issued in 2008....
Loblaw has come under fire from politicians accusing it of generating excessive profits during the pandemic. However, the company’s profit margins are only up slightly compared to pre-pandemic levels. Meantime, ongoing investments in online ordering, loyalty plans and private label brands should continue to fuel its growth.


LOBLAW COMPANIES LTD....